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

Correlation

The correlation between OSK and APO is 0.56, 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

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.

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Key characteristics

Sharpe Ratio

OSK:

-0.46

APO:

0.68

Sortino Ratio

OSK:

-0.33

APO:

1.14

Omega Ratio

OSK:

0.96

APO:

1.16

Calmar Ratio

OSK:

-0.39

APO:

0.73

Martin Ratio

OSK:

-0.88

APO:

2.16

Ulcer Index

OSK:

16.93%

APO:

13.13%

Daily Std Dev

OSK:

40.27%

APO:

44.27%

Max Drawdown

OSK:

-93.84%

APO:

-56.98%

Current Drawdown

OSK:

-24.05%

APO:

-19.46%

Fundamentals

Market Cap

OSK:

$6.29B

APO:

$81.98B

EPS

OSK:

$9.36

APO:

$7.33

PE Ratio

OSK:

10.44

APO:

19.57

PEG Ratio

OSK:

6.51

APO:

1.37

PS Ratio

OSK:

0.60

APO:

3.36

PB Ratio

OSK:

1.40

APO:

4.95

Total Revenue (TTM)

OSK:

$10.50B

APO:

$24.62B

Gross Profit (TTM)

OSK:

$1.89B

APO:

$22.44B

EBITDA (TTM)

OSK:

$961.00M

APO:

$7.81B

Returns By Period

In the year-to-date period, OSK achieves a 3.29% return, which is significantly higher than APO's -12.90% return. Over the past 10 years, OSK has underperformed APO with an annualized return of 7.74%, while APO has yielded a comparatively higher 26.65% annualized return.


OSK

YTD

3.29%

1M

13.68%

6M

-12.38%

1Y

-18.57%

5Y*

12.38%

10Y*

7.74%

APO

YTD

-12.90%

1M

13.92%

6M

-13.48%

1Y

29.80%

5Y*

31.68%

10Y*

26.65%

*Annualized

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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 2626
Overall Rank
The Sharpe Ratio Rank of OSK is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of OSK is 2626
Sortino Ratio Rank
The Omega Ratio Rank of OSK is 2727
Omega Ratio Rank
The Calmar Ratio Rank of OSK is 2525
Calmar Ratio Rank
The Martin Ratio Rank of OSK is 2828
Martin Ratio Rank

APO
The Risk-Adjusted Performance Rank of APO is 7373
Overall Rank
The Sharpe Ratio Rank of APO is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of APO is 6868
Sortino Ratio Rank
The Omega Ratio Rank of APO is 7070
Omega Ratio Rank
The Calmar Ratio Rank of APO is 7878
Calmar Ratio Rank
The Martin Ratio Rank of APO is 7373
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.


The current OSK Sharpe Ratio is -0.46, which is lower than the APO Sharpe Ratio of 0.68. 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.


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Dividends

OSK vs. APO - Dividend Comparison

OSK's dividend yield for the trailing twelve months is around 1.46%, more than APO's 1.29% yield.


TTM20242023202220212020201920182017201620152014
OSK
Oshkosh Corporation
1.46%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.
1.29%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.


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Volatility

OSK vs. APO - Volatility Comparison

The current volatility for Oshkosh Corporation (OSK) is 11.88%, while Apollo Global Management, Inc. (APO) has a volatility of 13.58%. 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.


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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


0.005.00B10.00B20212022202320242025
2.31B
5.55B
(OSK) Total Revenue
(APO) Total Revenue
Values in USD except per share items

OSK vs. APO - Profitability Comparison

The chart below illustrates the profitability comparison between Oshkosh Corporation and Apollo Global Management, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
17.3%
94.1%
(OSK) Gross Margin
(APO) Gross Margin
OSK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Oshkosh Corporation reported a gross profit of 399.90M and revenue of 2.31B. Therefore, the gross margin over that period was 17.3%.

APO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Apollo Global Management, Inc. reported a gross profit of 5.22B and revenue of 5.55B. Therefore, the gross margin over that period was 94.1%.

OSK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Oshkosh Corporation reported an operating income of 175.40M and revenue of 2.31B, resulting in an operating margin of 7.6%.

APO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Apollo Global Management, Inc. reported an operating income of 1.53B and revenue of 5.55B, resulting in an operating margin of 27.6%.

OSK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Oshkosh Corporation reported a net income of 112.20M and revenue of 2.31B, resulting in a net margin of 4.9%.

APO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Apollo Global Management, Inc. reported a net income of 442.00M and revenue of 5.55B, resulting in a net margin of 8.0%.