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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.


-0.50.00.51.00.4

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.

500.00%1,000.00%1,500.00%2,000.00%JulyAugustSeptemberOctoberNovemberDecember
213.58%
2,273.21%
OSK
APO

Key characteristics

Sharpe Ratio

OSK:

-0.33

APO:

2.82

Sortino Ratio

OSK:

-0.28

APO:

3.35

Omega Ratio

OSK:

0.97

APO:

1.49

Calmar Ratio

OSK:

-0.36

APO:

4.28

Martin Ratio

OSK:

-0.75

APO:

17.11

Ulcer Index

OSK:

13.11%

APO:

5.22%

Daily Std Dev

OSK:

29.50%

APO:

31.73%

Max Drawdown

OSK:

-93.84%

APO:

-56.98%

Current Drawdown

OSK:

-27.43%

APO:

-4.24%

Fundamentals

Market Cap

OSK:

$6.35B

APO:

$99.76B

EPS

OSK:

$10.30

APO:

$9.47

PE Ratio

OSK:

9.48

APO:

18.62

PEG Ratio

OSK:

6.51

APO:

1.37

Total Revenue (TTM)

OSK:

$10.60B

APO:

$31.88B

Gross Profit (TTM)

OSK:

$1.93B

APO:

$29.78B

EBITDA (TTM)

OSK:

$917.50M

APO:

$9.18B

Returns By Period

In the year-to-date period, OSK achieves a -11.98% return, which is significantly lower than APO's 86.27% return. Over the past 10 years, OSK has underperformed APO with an annualized return of 8.45%, while APO has yielded a comparatively higher 28.42% annualized return.


OSK

YTD

-11.98%

1M

-13.08%

6M

-12.00%

1Y

-10.78%

5Y*

1.46%

10Y*

8.45%

APO

YTD

86.27%

1M

5.00%

6M

46.23%

1Y

89.09%

5Y*

32.78%

10Y*

28.42%

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.


Sharpe ratio
The chart of Sharpe ratio for OSK, currently valued at -0.33, compared to the broader market-4.00-2.000.002.00-0.332.82
The chart of Sortino ratio for OSK, currently valued at -0.28, compared to the broader market-4.00-2.000.002.004.00-0.283.35
The chart of Omega ratio for OSK, currently valued at 0.97, compared to the broader market0.501.001.502.000.971.49
The chart of Calmar ratio for OSK, currently valued at -0.36, compared to the broader market0.002.004.006.00-0.364.28
The chart of Martin ratio for OSK, currently valued at -0.75, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.7517.11
OSK
APO

The current OSK Sharpe Ratio is -0.33, which is lower than the APO Sharpe Ratio of 2.82. 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 Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.33
2.82
OSK
APO

Dividends

OSK vs. APO - Dividend Comparison

OSK's dividend yield for the trailing twelve months is around 1.96%, more than APO's 1.06% yield.


TTM20232022202120202019201820172016201520142013
OSK
Oshkosh Corporation
1.96%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.
1.06%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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-27.43%
-4.24%
OSK
APO

Volatility

OSK vs. APO - Volatility Comparison

The current volatility for Oshkosh Corporation (OSK) is 7.85%, while Apollo Global Management, Inc. (APO) has a volatility of 8.93%. 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
7.85%
8.93%
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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