OSK vs. CAT
Compare and contrast key facts about Oshkosh Corporation (OSK) and Caterpillar Inc. (CAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSK or CAT.
Correlation
The correlation between OSK and CAT is 0.42, 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. CAT - Performance Comparison
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Key characteristics
OSK:
-0.27
CAT:
0.08
OSK:
-0.31
CAT:
0.24
OSK:
0.96
CAT:
1.03
OSK:
-0.38
CAT:
0.01
OSK:
-0.86
CAT:
0.03
OSK:
17.05%
CAT:
12.91%
OSK:
40.36%
CAT:
30.86%
OSK:
-93.84%
CAT:
-73.43%
OSK:
-20.21%
CAT:
-14.45%
Fundamentals
OSK:
$6.45B
CAT:
$164.52B
OSK:
$9.36
CAT:
$20.50
OSK:
10.70
CAT:
17.06
OSK:
6.51
CAT:
1.81
OSK:
0.61
CAT:
2.60
OSK:
1.52
CAT:
9.10
OSK:
$10.50B
CAT:
$63.26B
OSK:
$1.89B
CAT:
$22.45B
OSK:
$961.00M
CAT:
$15.46B
Returns By Period
In the year-to-date period, OSK achieves a 8.52% return, which is significantly higher than CAT's -1.69% return. Over the past 10 years, OSK has underperformed CAT with an annualized return of 8.23%, while CAT has yielded a comparatively higher 18.09% annualized return.
OSK
8.52%
21.55%
-5.00%
-10.70%
12.71%
8.23%
CAT
-1.69%
22.47%
-7.14%
2.47%
29.49%
18.09%
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Risk-Adjusted Performance
OSK vs. CAT — Risk-Adjusted Performance Rank
OSK
CAT
OSK vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oshkosh Corporation (OSK) and Caterpillar Inc. (CAT). 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.
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Dividends
OSK vs. CAT - Dividend Comparison
OSK's dividend yield for the trailing twelve months is around 1.90%, more than CAT's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSK Oshkosh Corporation | 1.90% | 1.94% | 1.51% | 1.68% | 1.21% | 1.43% | 1.17% | 1.61% | 0.96% | 1.21% | 1.79% | 1.27% |
CAT Caterpillar Inc. | 1.60% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
Drawdowns
OSK vs. CAT - Drawdown Comparison
The maximum OSK drawdown since its inception was -93.84%, which is greater than CAT's maximum drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for OSK and CAT. For additional features, visit the drawdowns tool.
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Volatility
OSK vs. CAT - Volatility Comparison
Oshkosh Corporation (OSK) has a higher volatility of 11.87% compared to Caterpillar Inc. (CAT) at 8.02%. This indicates that OSK's price experiences larger fluctuations and is considered to be riskier than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
OSK vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Oshkosh Corporation and Caterpillar 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. CAT - Profitability Comparison
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%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported a gross profit of 4.96B and revenue of 14.25B. Therefore, the gross margin over that period was 34.8%.
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%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported an operating income of 2.58B and revenue of 14.25B, resulting in an operating margin of 18.1%.
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%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported a net income of 2.00B and revenue of 14.25B, resulting in a net margin of 14.1%.