OSK vs. APO
Compare and contrast key facts about Oshkosh Corporation (OSK) and Apollo Global Management, Inc. (APO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSK or APO.
Key characteristics
| OSK | APO | |
|---|---|---|
| YTD Return | 5.01% | 20.71% |
| 1Y Return | 47.71% | 87.81% |
| 3Y Return (Ann) | -2.40% | 30.05% |
| 5Y Return (Ann) | 8.62% | 32.15% |
| 10Y Return (Ann) | 9.09% | 22.18% |
| Sharpe Ratio | 1.71 | 3.31 |
| Daily Std Dev | 27.84% | 26.26% |
| Max Drawdown | -93.84% | -56.98% |
| Current Drawdown | -13.41% | -3.44% |
Fundamentals
| OSK | APO | |
|---|---|---|
| Market Cap | $7.72B | $63.76B |
| EPS | $10.45 | $8.28 |
| PE Ratio | 11.26 | 13.55 |
| PEG Ratio | 5.66 | 1.37 |
| Revenue (TTM) | $9.93B | $31.94B |
| Gross Profit (TTM) | $1.05B | $29.47B |
Correlation
The correlation between OSK and APO is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
OSK vs. APO - Performance Comparison
In the year-to-date period, OSK achieves a 5.01% return, which is significantly lower than APO's 20.71% return. Over the past 10 years, OSK has underperformed APO with an annualized return of 9.09%, while APO has yielded a comparatively higher 22.18% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
OSK vs. APO - Risk-Adjusted Performance 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.
Dividends
OSK vs. APO - Dividend Comparison
OSK's dividend yield for the trailing twelve months is around 1.49%, less than APO's 1.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSK Oshkosh Corporation | 1.49% | 1.51% | 1.68% | 1.21% | 1.43% | 1.17% | 1.61% | 0.96% | 1.21% | 1.79% | 1.27% | 0.30% |
APO Apollo Global Management, Inc. | 1.53% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% | 13.19% | 12.50% |
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 -56.98%. Use the drawdown chart below to compare losses from any high point for OSK and APO. For additional features, visit the drawdowns tool.
Volatility
OSK vs. APO - Volatility Comparison
The current volatility for Oshkosh Corporation (OSK) is 6.71%, while Apollo Global Management, Inc. (APO) has a volatility of 9.39%. This indicates that OSK experiences smaller price fluctuations and is considered to be less risky than APO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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