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

Correlation

The correlation between OSK and TEX 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. TEX - Performance Comparison

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

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Key characteristics

Sharpe Ratio

OSK:

-0.46

TEX:

-0.58

Sortino Ratio

OSK:

-0.33

TEX:

-0.52

Omega Ratio

OSK:

0.96

TEX:

0.94

Calmar Ratio

OSK:

-0.39

TEX:

-0.39

Martin Ratio

OSK:

-0.88

TEX:

-0.87

Ulcer Index

OSK:

16.93%

TEX:

27.04%

Daily Std Dev

OSK:

40.27%

TEX:

47.09%

Max Drawdown

OSK:

-93.84%

TEX:

-91.96%

Current Drawdown

OSK:

-24.05%

TEX:

-46.27%

Fundamentals

Market Cap

OSK:

$6.29B

TEX:

$2.94B

EPS

OSK:

$9.36

TEX:

$3.67

PE Ratio

OSK:

10.44

TEX:

12.20

PEG Ratio

OSK:

6.51

TEX:

1.64

PS Ratio

OSK:

0.60

TEX:

0.58

PB Ratio

OSK:

1.40

TEX:

1.47

Total Revenue (TTM)

OSK:

$10.50B

TEX:

$5.06B

Gross Profit (TTM)

OSK:

$1.89B

TEX:

$1.00B

EBITDA (TTM)

OSK:

$961.00M

TEX:

$523.00M

Returns By Period

In the year-to-date period, OSK achieves a 3.29% return, which is significantly higher than TEX's -2.68% return. Over the past 10 years, OSK has outperformed TEX with an annualized return of 7.74%, while TEX has yielded a comparatively lower 5.89% annualized return.


OSK

YTD

3.29%

1M

13.68%

6M

-12.38%

1Y

-18.57%

5Y*

12.38%

10Y*

7.74%

TEX

YTD

-2.68%

1M

28.12%

6M

-19.07%

1Y

-27.23%

5Y*

30.60%

10Y*

5.89%

*Annualized

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Risk-Adjusted Performance

OSK vs. TEX — 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

TEX
The Risk-Adjusted Performance Rank of TEX is 2323
Overall Rank
The Sharpe Ratio Rank of TEX is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of TEX is 2121
Sortino Ratio Rank
The Omega Ratio Rank of TEX is 2323
Omega Ratio Rank
The Calmar Ratio Rank of TEX is 2525
Calmar Ratio Rank
The Martin Ratio Rank of TEX is 2929
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. TEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Oshkosh Corporation (OSK) and Terex Corporation (TEX). 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 comparable to the TEX Sharpe Ratio of -0.58. The chart below compares the historical Sharpe Ratios of OSK and TEX, 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. TEX - Dividend Comparison

OSK's dividend yield for the trailing twelve months is around 1.46%, less than TEX's 1.52% 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%
TEX
Terex Corporation
1.52%1.47%1.11%1.22%1.09%0.34%1.48%1.45%0.66%0.89%1.30%0.72%

Drawdowns

OSK vs. TEX - Drawdown Comparison

The maximum OSK drawdown since its inception was -93.84%, roughly equal to the maximum TEX drawdown of -91.96%. Use the drawdown chart below to compare losses from any high point for OSK and TEX. For additional features, visit the drawdowns tool.


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Volatility

OSK vs. TEX - Volatility Comparison

The current volatility for Oshkosh Corporation (OSK) is 11.88%, while Terex Corporation (TEX) has a volatility of 15.07%. This indicates that OSK experiences smaller price fluctuations and is considered to be less risky than TEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

OSK vs. TEX - Financials Comparison

This section allows you to compare key financial metrics between Oshkosh Corporation and Terex Corporation. 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


1.00B1.50B2.00B2.50B3.00B20212022202320242025
2.31B
1.23B
(OSK) Total Revenue
(TEX) Total Revenue
Values in USD except per share items

OSK vs. TEX - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%15.0%20.0%25.0%20212022202320242025
17.3%
18.7%
(OSK) Gross Margin
(TEX) 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%.

TEX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Terex Corporation reported a gross profit of 230.00M and revenue of 1.23B. Therefore, the gross margin over that period was 18.7%.

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%.

TEX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Terex Corporation reported an operating income of 69.00M and revenue of 1.23B, resulting in an operating margin of 5.6%.

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%.

TEX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Terex Corporation reported a net income of 21.00M and revenue of 1.23B, resulting in a net margin of 1.7%.