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

Correlation

The correlation between TEX and OSK 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.


-0.50.00.51.00.4

Performance

TEX vs. OSK - Performance Comparison

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

0.00%2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%JulyAugustSeptemberOctoberNovemberDecember
330.22%
10,656.53%
TEX
OSK

Key characteristics

Sharpe Ratio

TEX:

-0.52

OSK:

-0.33

Sortino Ratio

TEX:

-0.55

OSK:

-0.28

Omega Ratio

TEX:

0.93

OSK:

0.97

Calmar Ratio

TEX:

-0.44

OSK:

-0.36

Martin Ratio

TEX:

-1.36

OSK:

-0.75

Ulcer Index

TEX:

15.03%

OSK:

13.11%

Daily Std Dev

TEX:

39.73%

OSK:

29.50%

Max Drawdown

TEX:

-91.96%

OSK:

-93.84%

Current Drawdown

TEX:

-46.16%

OSK:

-27.43%

Fundamentals

Market Cap

TEX:

$3.16B

OSK:

$6.35B

EPS

TEX:

$6.85

OSK:

$10.30

PE Ratio

TEX:

6.90

OSK:

9.48

PEG Ratio

TEX:

1.64

OSK:

6.51

Total Revenue (TTM)

TEX:

$5.11B

OSK:

$10.60B

Gross Profit (TTM)

TEX:

$1.14B

OSK:

$1.93B

EBITDA (TTM)

TEX:

$639.00M

OSK:

$917.50M

Returns By Period

In the year-to-date period, TEX achieves a -20.61% return, which is significantly lower than OSK's -11.98% return. Over the past 10 years, TEX has underperformed OSK with an annualized return of 6.07%, while OSK has yielded a comparatively higher 8.45% annualized return.


TEX

YTD

-20.61%

1M

-14.79%

6M

-15.24%

1Y

-21.16%

5Y*

9.18%

10Y*

6.07%

OSK

YTD

-11.98%

1M

-13.08%

6M

-12.00%

1Y

-10.78%

5Y*

1.46%

10Y*

8.45%

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

TEX vs. OSK - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Terex Corporation (TEX) and Oshkosh Corporation (OSK). 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 TEX, currently valued at -0.52, compared to the broader market-4.00-2.000.002.00-0.52-0.33
The chart of Sortino ratio for TEX, currently valued at -0.55, compared to the broader market-4.00-2.000.002.004.00-0.55-0.28
The chart of Omega ratio for TEX, currently valued at 0.93, compared to the broader market0.501.001.502.000.930.97
The chart of Calmar ratio for TEX, currently valued at -0.44, compared to the broader market0.002.004.006.00-0.44-0.36
The chart of Martin ratio for TEX, currently valued at -1.36, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.36-0.75
TEX
OSK

The current TEX Sharpe Ratio is -0.52, which is lower than the OSK Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of TEX and OSK, 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 Ratio-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
-0.52
-0.33
TEX
OSK

Dividends

TEX vs. OSK - Dividend Comparison

TEX's dividend yield for the trailing twelve months is around 1.51%, less than OSK's 1.96% yield.


TTM20232022202120202019201820172016201520142013
TEX
Terex Corporation
1.51%1.11%1.22%1.09%0.34%1.48%1.45%0.66%0.89%1.30%0.72%0.12%
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%

Drawdowns

TEX vs. OSK - Drawdown Comparison

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


-50.00%-40.00%-30.00%-20.00%-10.00%JulyAugustSeptemberOctoberNovemberDecember
-46.16%
-27.43%
TEX
OSK

Volatility

TEX vs. OSK - Volatility Comparison

Terex Corporation (TEX) has a higher volatility of 9.58% compared to Oshkosh Corporation (OSK) at 7.85%. This indicates that TEX's price experiences larger fluctuations and is considered to be riskier than OSK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
9.58%
7.85%
TEX
OSK

Financials

TEX vs. OSK - Financials Comparison

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


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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