OSK vs. WSM
OSK (Oshkosh Corporation) and WSM (Williams-Sonoma, Inc.) are both stocks. OSK operates in Farm & Heavy Construction Machinery (Industrials), while WSM operates in Specialty Retail (Consumer Cyclical). Over the past 10 years, OSK returned 12.97%/yr vs 25.70%/yr for WSM. At a 0.27 correlation, their price movements are largely independent.
Performance
OSK vs. WSM - Performance Comparison
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Returns By Period
In the year-to-date period, OSK achieves a 7.54% return, which is significantly lower than WSM's 16.80% return. Over the past 10 years, OSK has underperformed WSM with an annualized return of 12.97%, while WSM has yielded a comparatively higher 25.70% annualized return.
OSK
- 1D
- 1.70%
- 1M
- -10.16%
- YTD
- 7.54%
- 6M
- 5.42%
- 1Y
- 33.05%
- 3Y*
- 19.90%
- 5Y*
- 2.07%
- 10Y*
- 12.97%
WSM
- 1D
- 1.60%
- 1M
- 17.88%
- YTD
- 16.80%
- 6M
- 16.96%
- 1Y
- 30.09%
- 3Y*
- 54.34%
- 5Y*
- 22.29%
- 10Y*
- 25.70%
OSK vs. WSM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OSK Oshkosh Corporation | 7.54% | 34.49% | -10.83% | 25.23% | -20.49% | 32.52% | -7.53% | 56.59% | -31.62% | 42.35% |
WSM Williams-Sonoma, Inc. | 16.80% | -2.09% | 86.56% | 80.24% | -30.49% | 68.60% | 42.38% | 50.07% | 0.61% | 10.20% |
Correlation
The correlation between OSK and WSM is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990 | 0.27 |
Over the past year, OSK and WSM have become more correlated (0.52) than their long-term average of 0.27, meaning their price movements have been converging.
Fundamentals
OSK:
$63.93B
WSM:
$24.83B
OSK:
$2.08
WSM:
$8.93
OSK:
64.54
WSM:
23.20
OSK:
1.35
WSM:
4.69
OSK:
3.58
WSM:
3.20
OSK:
6.42
WSM:
13.28
OSK:
$10.43B
WSM:
$7.88B
OSK:
$1.42B
WSM:
$3.63B
OSK:
$1.04B
WSM:
$1.49B
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Return for Risk
OSK vs. WSM — Risk / Return Rank
OSK
WSM
OSK vs. WSM - Risk-Adjusted Trends 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.
| OSK | WSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.00 | 1.30 | -0.29 |
| Martin ratioReturn relative to average drawdown | 2.82 | 2.95 | -0.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OSK | WSM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.90 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.50 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.58 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.34 | 0.00 |
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.
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Drawdown Indicators
| OSK | WSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.84% | -89.01% | -4.83% |
Max Drawdown (1Y)Largest decline over 1 year | -33.06% | -23.27% | -9.79% |
Max Drawdown (3Y)Largest decline over 3 years | -36.66% | -36.79% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -45.57% | -51.92% | +6.35% |
Max Drawdown (10Y)Largest decline over 10 years | -48.68% | -59.71% | +11.03% |
Current DrawdownCurrent decline from peak | -24.33% | -5.77% | -18.56% |
Average DrawdownAverage peak-to-trough decline | -23.21% | -25.05% | +1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.75% | 10.23% | +1.52% |
Volatility
OSK vs. WSM - Volatility Comparison
Oshkosh Corporation (OSK) has a higher volatility of 16.08% compared to Williams-Sonoma, Inc. (WSM) at 11.18%. This indicates that OSK's price experiences larger fluctuations and is considered to be riskier than WSM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OSK | WSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.08% | 11.18% | +4.90% |
Volatility (6M)Calculated over the trailing 6-month period | 31.08% | 24.55% | +6.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.87% | 33.69% | +5.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.26% | 44.65% | -10.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.28% | 44.22% | -8.94% |
Dividends
OSK vs. WSM - Dividend Comparison
OSK's dividend yield for the trailing twelve months is around 1.61%, more than WSM's 1.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSK Oshkosh Corporation | 1.61% | 1.62% | 1.94% | 1.51% | 1.68% | 1.21% | 1.43% | 1.17% | 1.61% | 0.96% | 1.21% | 1.74% |
WSM Williams-Sonoma, Inc. | 1.32% | 1.43% | 1.16% | 1.72% | 2.65% | 1.43% | 1.93% | 2.55% | 3.33% | 2.98% | 3.02% | 2.36% |
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.
Total Revenue: Total amount of money received from sales and other business activities
OSK vs. WSM - Profitability Comparison
OSK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Oshkosh Corporation reported a gross profit of 0.00 and revenue of 2.32B. Therefore, the gross margin over that period was 0.0%.
WSM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Williams-Sonoma, Inc. reported a gross profit of 793.43M and revenue of 1.81B. Therefore, the gross margin over that period was 44.0%.
OSK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Oshkosh Corporation reported an operating income of 82.00M and revenue of 2.32B, resulting in an operating margin of 3.5%.
WSM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Williams-Sonoma, Inc. reported an operating income of 291.69M and revenue of 1.81B, resulting in an operating margin of 16.2%.
OSK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Oshkosh Corporation reported a net income of 43.10M and revenue of 2.32B, resulting in a net margin of 1.9%.
WSM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Williams-Sonoma, Inc. reported a net income of 231.36M and revenue of 1.81B, resulting in a net margin of 12.8%.
Frequently Asked Questions
OSK and WSM have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OSK has higher volatility (16.08%) compared to WSM (11.18%). In terms of maximum drawdown, OSK dropped -93.84% vs WSM's -89.01%.
WSM currently has the higher Sharpe Ratio (0.90 vs 0.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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