OSK vs. WSM
Compare and contrast key facts about Oshkosh Corporation (OSK) and Williams-Sonoma, Inc. (WSM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSK or WSM.
Key characteristics
| OSK | WSM | |
|---|---|---|
| YTD Return | 5.01% | 46.06% |
| 1Y Return | 47.71% | 158.53% |
| 3Y Return (Ann) | -2.40% | 21.21% |
| 5Y Return (Ann) | 8.62% | 42.12% |
| 10Y Return (Ann) | 9.09% | 19.59% |
| Sharpe Ratio | 1.71 | 3.87 |
| Daily Std Dev | 27.84% | 39.77% |
| Max Drawdown | -93.84% | -89.01% |
| Current Drawdown | -13.41% | -7.59% |
Fundamentals
| OSK | WSM | |
|---|---|---|
| Market Cap | $7.72B | $18.13B |
| EPS | $10.45 | $14.56 |
| PE Ratio | 11.26 | 19.38 |
| PEG Ratio | 5.66 | 2.15 |
| Revenue (TTM) | $9.93B | $7.75B |
| Gross Profit (TTM) | $1.05B | $3.68B |
| EBITDA (TTM) | $1.16B | $1.49B |
Correlation
The correlation between OSK and WSM is 0.24, 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.
Performance
OSK vs. WSM - Performance Comparison
In the year-to-date period, OSK achieves a 5.01% return, which is significantly lower than WSM's 46.06% return. Over the past 10 years, OSK has underperformed WSM with an annualized return of 9.09%, while WSM has yielded a comparatively higher 19.59% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Dividends
OSK vs. WSM - Dividend Comparison
OSK's dividend yield for the trailing twelve months is around 1.49%, more than WSM's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSK Oshkosh Corporation | 1.49% | 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. | 1.31% | 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.
Volatility
OSK vs. WSM - Volatility Comparison
The current volatility for Oshkosh Corporation (OSK) is 6.71%, while Williams-Sonoma, Inc. (WSM) has a volatility of 7.53%. 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.
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