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OSK vs. APO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

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.


-0.50.00.51.0
Correlation: 0.4

Performance

OSK vs. APO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Oshkosh Corporation (OSK) and Apollo Global Management, Inc. (APO). The values are adjusted to include any dividend payments, if applicable.

0.00%500.00%1,000.00%1,500.00%2,000.00%NovemberDecember2025FebruaryMarchApril
221.61%
1,869.33%
OSK
APO

Key characteristics

Sharpe Ratio

OSK:

-0.60

APO:

0.78

Sortino Ratio

OSK:

-0.79

APO:

1.26

Omega Ratio

OSK:

0.91

APO:

1.16

Calmar Ratio

OSK:

-0.68

APO:

0.94

Martin Ratio

OSK:

-1.22

APO:

2.94

Ulcer Index

OSK:

17.10%

APO:

9.40%

Daily Std Dev

OSK:

34.99%

APO:

35.42%

Max Drawdown

OSK:

-93.84%

APO:

-56.98%

Current Drawdown

OSK:

-25.57%

APO:

-20.54%

Fundamentals

Market Cap

OSK:

$6.19B

APO:

$80.73B

EPS

OSK:

$10.35

APO:

$7.33

PE Ratio

OSK:

9.26

APO:

19.31

PEG Ratio

OSK:

6.51

APO:

1.37

Total Revenue (TTM)

OSK:

$8.19B

APO:

$19.07B

Gross Profit (TTM)

OSK:

$1.49B

APO:

$17.22B

EBITDA (TTM)

OSK:

$961.00M

APO:

$6.24B

Returns By Period

In the year-to-date period, OSK achieves a 1.23% return, which is significantly higher than APO's -14.07% return. Over the past 10 years, OSK has underperformed APO with an annualized return of 8.86%, while APO has yielded a comparatively higher 26.67% annualized return.


OSK

YTD

1.23%

1M

-1.73%

6M

-3.42%

1Y

-20.97%

5Y*

10.89%

10Y*

8.86%

APO

YTD

-14.07%

1M

-2.12%

6M

7.25%

1Y

29.79%

5Y*

38.53%

10Y*

26.67%

*Annualized

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 Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OSK
The Risk-Adjusted Performance Rank of OSK is 1818
Overall Rank
The Sharpe Ratio Rank of OSK is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of OSK is 1919
Sortino Ratio Rank
The Omega Ratio Rank of OSK is 2121
Omega Ratio Rank
The Calmar Ratio Rank of OSK is 1212
Calmar Ratio Rank
The Martin Ratio Rank of OSK is 2121
Martin Ratio Rank

APO
The Risk-Adjusted Performance Rank of APO is 7777
Overall Rank
The Sharpe Ratio Rank of APO is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of APO is 7272
Sortino Ratio Rank
The Omega Ratio Rank of APO is 7171
Omega Ratio Rank
The Calmar Ratio Rank of APO is 8383
Calmar Ratio Rank
The Martin Ratio Rank of APO is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for OSK, currently valued at -0.60, compared to the broader market-2.00-1.000.001.002.003.00
OSK: -0.60
APO: 0.78
The chart of Sortino ratio for OSK, currently valued at -0.79, compared to the broader market-6.00-4.00-2.000.002.004.00
OSK: -0.79
APO: 1.26
The chart of Omega ratio for OSK, currently valued at 0.91, compared to the broader market0.501.001.502.00
OSK: 0.91
APO: 1.16
The chart of Calmar ratio for OSK, currently valued at -0.68, compared to the broader market0.001.002.003.004.005.00
OSK: -0.68
APO: 0.94
The chart of Martin ratio for OSK, currently valued at -1.22, compared to the broader market-5.000.005.0010.0015.0020.00
OSK: -1.22
APO: 2.94

The current OSK Sharpe Ratio is -0.60, which is lower than the APO Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of OSK and APO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.60
0.78
OSK
APO

Dividends

OSK vs. APO - Dividend Comparison

OSK's dividend yield for the trailing twelve months is around 1.97%, more than APO's 1.31% yield.


TTM20242023202220212020201920182017201620152014
OSK
Oshkosh Corporation
1.97%1.94%1.51%1.68%1.21%1.43%1.17%1.61%0.96%1.21%1.79%1.27%
APO
Apollo Global Management, Inc.
1.31%1.10%1.81%2.51%2.90%4.72%4.23%7.86%5.53%6.46%12.91%13.19%

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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-25.57%
-20.54%
OSK
APO

Volatility

OSK vs. APO - Volatility Comparison

The current volatility for Oshkosh Corporation (OSK) is 6.66%, while Apollo Global Management, Inc. (APO) has a volatility of 13.12%. 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.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
6.66%
13.12%
OSK
APO

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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