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

Correlation

The correlation between OSK and WSM is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

OSK vs. WSM - Performance Comparison

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

10,000.00%15,000.00%20,000.00%25,000.00%JulyAugustSeptemberOctoberNovemberDecember
10,656.53%
24,293.09%
OSK
WSM

Key characteristics

Sharpe Ratio

OSK:

-0.33

WSM:

1.66

Sortino Ratio

OSK:

-0.28

WSM:

2.55

Omega Ratio

OSK:

0.97

WSM:

1.34

Calmar Ratio

OSK:

-0.36

WSM:

4.09

Martin Ratio

OSK:

-0.75

WSM:

9.05

Ulcer Index

OSK:

13.11%

WSM:

9.43%

Daily Std Dev

OSK:

29.50%

WSM:

51.31%

Max Drawdown

OSK:

-93.84%

WSM:

-89.01%

Current Drawdown

OSK:

-27.43%

WSM:

-7.33%

Fundamentals

Market Cap

OSK:

$6.35B

WSM:

$24.40B

EPS

OSK:

$10.30

WSM:

$8.46

PE Ratio

OSK:

9.48

WSM:

23.43

PEG Ratio

OSK:

6.51

WSM:

2.48

Total Revenue (TTM)

OSK:

$10.60B

WSM:

$7.53B

Gross Profit (TTM)

OSK:

$1.93B

WSM:

$3.52B

EBITDA (TTM)

OSK:

$917.50M

WSM:

$1.57B

Returns By Period

In the year-to-date period, OSK achieves a -11.98% return, which is significantly lower than WSM's 85.05% return. Over the past 10 years, OSK has underperformed WSM with an annualized return of 8.45%, while WSM has yielded a comparatively higher 20.12% annualized return.


OSK

YTD

-11.98%

1M

-13.08%

6M

-12.00%

1Y

-10.78%

5Y*

1.46%

10Y*

8.45%

WSM

YTD

85.05%

1M

6.49%

6M

22.05%

1Y

83.42%

5Y*

41.01%

10Y*

20.12%

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. WSM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Oshkosh Corporation (OSK) and Williams-Sonoma, Inc. (WSM). 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-4.00-2.000.002.00-0.331.66
The chart of Sortino ratio for OSK, currently valued at -0.28, compared to the broader market-4.00-2.000.002.004.00-0.282.55
The chart of Omega ratio for OSK, currently valued at 0.97, compared to the broader market0.501.001.502.000.971.34
The chart of Calmar ratio for OSK, currently valued at -0.36, compared to the broader market0.002.004.006.00-0.364.09
The chart of Martin ratio for OSK, currently valued at -0.75, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.759.05
OSK
WSM

The current OSK Sharpe Ratio is -0.33, which is lower than the WSM Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of OSK and WSM, 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 Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
-0.33
1.66
OSK
WSM

Dividends

OSK vs. WSM - Dividend Comparison

OSK's dividend yield for the trailing twelve months is around 1.96%, more than WSM's 1.17% 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%
WSM
Williams-Sonoma, Inc.
1.17%1.72%2.65%1.43%1.93%2.55%3.33%2.98%3.02%2.36%1.72%1.97%

Drawdowns

OSK vs. WSM - Drawdown Comparison

The maximum OSK drawdown since its inception was -93.84%, which is greater than WSM's maximum drawdown of -89.01%. Use the drawdown chart below to compare losses from any high point for OSK and WSM. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-27.43%
-7.33%
OSK
WSM

Volatility

OSK vs. WSM - Volatility Comparison

The current volatility for Oshkosh Corporation (OSK) is 7.85%, while Williams-Sonoma, Inc. (WSM) has a volatility of 11.84%. This indicates that OSK experiences smaller price fluctuations and is considered to be less risky than WSM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%JulyAugustSeptemberOctoberNovemberDecember
7.85%
11.84%
OSK
WSM

Financials

OSK vs. WSM - Financials Comparison

This section allows you to compare key financial metrics between Oshkosh Corporation and Williams-Sonoma, 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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