OSK vs. APO
OSK (Oshkosh Corporation) and APO (Apollo Global Management, Inc.) are both stocks. OSK operates in Farm & Heavy Construction Machinery (Industrials), while APO operates in Asset Management (Financial Services). Over the past 10 years, OSK returned 11.93%/yr vs 27.17%/yr for APO. Their 0.40 correlation means their historical movements had little consistent relationship.
Performance
OSK vs. APO - Performance Comparison
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Returns By Period
In the year-to-date period, OSK achieves a 14.24% return, which is significantly higher than APO's -12.52% return. Over the past 10 years, OSK has underperformed APO with an annualized return of 11.93%, while APO has yielded a comparatively higher 27.17% annualized return.
OSK
- 1D
- -0.36%
- 1M
- -0.20%
- 6M
- -0.21%
- YTD
- 14.24%
- 1Y
- 10.80%
- 3Y*
- 13.89%
- 5Y*
- 5.29%
- 10Y*
- 11.93%
- ALL TIME*
- 15.12%
APO
- 1D
- 4.44%
- 1M
- 5.88%
- 6M
- -5.88%
- YTD
- -12.52%
- 1Y
- -7.73%
- 3Y*
- 17.12%
- 5Y*
- 18.75%
- 10Y*
- 27.17%
- ALL TIME*
- 20.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $435.36M | $496.01M | $510.65M | |
| $166.41M | $133.18M | $117.26M |
OSK vs. APO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OSK Oshkosh Corporation | 14.24% | 34.49% | -10.83% | 25.23% | -20.49% | 32.52% | -7.53% | 56.59% | -31.62% | 42.35% |
APO Apollo Global Management, Inc. | -12.52% | -11.12% | 79.87% | 49.44% | -9.59% | 53.25% | 8.00% | 106.46% | -22.03% | 85.29% |
Correlation
The correlation between OSK and APO is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (3Y) Balances recent behavior with more history. | 0.36 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.44 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.43 |
Correlation (All Time) Calculated using the full available price history since Mar 30, 2011 | 0.40 |
The correlation between OSK and APO shifts across timeframes, from 0.26 (1 year) to 0.44 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
OSK:
$8.88B
APO:
$72.40B
OSK:
$0.45
APO:
$3.56
OSK:
318.42
APO:
35.26
OSK:
6.65
APO:
0.09
OSK:
16.70
APO:
2.55
OSK:
123.54
APO:
4.03
OSK:
$10.61B
APO:
$29.68B
OSK:
$894.60M
APO:
$26.52B
OSK:
$811.60M
APO:
$9.28B
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Return for Risk
OSK vs. APO — Risk / Return Rank
OSK
APO
OSK vs. APO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oshkosh Corporation (OSK) and Apollo Global Management, Inc. (APO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OSK | APO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.70 | ||
| Sortino ratioReturn per unit of downside risk | +1.03 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 0.97 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.43 | -0.36 | +0.79 |
| Martin ratioReturn relative to average drawdown | 1.02 | -0.76 | +1.78 |
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Drawdowns
OSK vs. APO - Drawdown Comparison
The maximum OSK drawdown since its inception was -93.84%, which is greater than APO's maximum drawdown of -56.99%. Use the drawdown chart below to compare losses from any high point for OSK and APO.
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Drawdown Indicators
| OSK | APO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.84% | -56.99% | -36.85% |
Max Drawdown (1Y)Largest decline over 1 year | -33.06% | -34.05% | +0.99% |
Max Drawdown (3Y)Largest decline over 3 years | -36.66% | -42.82% | +6.16% |
Max Drawdown (5Y)Largest decline over 5 years | -42.88% | -42.82% | -0.06% |
Max Drawdown (10Y)Largest decline over 10 years | -48.68% | -53.48% | +4.80% |
Current DrawdownCurrent decline from peak | -19.61% | -28.10% | +8.49% |
Average DrawdownAverage peak-to-trough decline | -23.19% | -16.50% | -6.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.11% | 16.05% | -1.94% |
Volatility
OSK vs. APO - Volatility Comparison
Oshkosh Corporation (OSK) has a higher volatility of 9.76% compared to Apollo Global Management, Inc. (APO) at 9.03%. This indicates that OSK's price experiences larger fluctuations and is considered to be riskier than APO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OSK | APO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.76% | 9.03% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 31.37% | 28.28% | +3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.93% | 36.03% | +3.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.53% | 37.31% | -2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.23% | 37.93% | -2.70% |
Dividends
OSK vs. APO - Dividend Comparison
OSK's dividend yield for the trailing twelve months is around 1.52%, less than APO's 1.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APO Apollo Global Management, Inc. | 1.67% | 1.38% | 1.10% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% |
OSK Oshkosh Corporation | 1.52% | 1.62% | 1.94% | 1.51% | 1.68% | 1.21% | 1.43% | 1.17% | 1.61% | 0.96% | 1.21% | 1.74% |
Financials
OSK vs. APO - Financials Comparison
This section allows you to compare key financial metrics between Oshkosh Corporation and Apollo Global Management, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
OSK vs. APO - Profitability Comparison
OSK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Oshkosh Corporation reported a gross profit of -297.60M and revenue of 2.92B. Therefore, the gross margin over that period was -10.2%.
APO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Apollo Global Management, Inc. reported a gross profit of 4.93B and revenue of 4.93B. Therefore, the gross margin over that period was 100.0%.
OSK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Oshkosh Corporation reported an operating income of 243.20M and revenue of 2.92B, resulting in an operating margin of 8.3%.
APO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Apollo Global Management, Inc. reported an operating income of 330.00M and revenue of 4.93B, resulting in an operating margin of 6.7%.
OSK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Oshkosh Corporation reported a net income of 183.20M and revenue of 2.92B, resulting in a net margin of 6.3%.
APO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Apollo Global Management, Inc. reported a net income of -1.91B and revenue of 4.93B, resulting in a net margin of -38.7%.
Frequently Asked Questions
OSK and APO have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OSK has higher volatility (9.76%) compared to APO (9.03%). In terms of maximum drawdown, OSK dropped -93.84% vs APO's -56.99%.
OSK currently has the higher Sharpe Ratio (0.36 vs -0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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