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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.


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.

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Key characteristics

Sharpe Ratio

TEX:

-0.41

OSK:

-0.27

Sortino Ratio

TEX:

-0.50

OSK:

-0.31

Omega Ratio

TEX:

0.94

OSK:

0.96

Calmar Ratio

TEX:

-0.38

OSK:

-0.38

Martin Ratio

TEX:

-0.86

OSK:

-0.86

Ulcer Index

TEX:

27.24%

OSK:

17.05%

Daily Std Dev

TEX:

47.23%

OSK:

40.36%

Max Drawdown

TEX:

-91.96%

OSK:

-93.84%

Current Drawdown

TEX:

-42.41%

OSK:

-20.21%

Fundamentals

Market Cap

TEX:

$3.08B

OSK:

$6.45B

EPS

TEX:

$3.67

OSK:

$9.36

PE Ratio

TEX:

12.78

OSK:

10.70

PEG Ratio

TEX:

1.64

OSK:

6.51

PS Ratio

TEX:

0.61

OSK:

0.61

PB Ratio

TEX:

1.67

OSK:

1.52

Total Revenue (TTM)

TEX:

$5.06B

OSK:

$10.50B

Gross Profit (TTM)

TEX:

$1.00B

OSK:

$1.89B

EBITDA (TTM)

TEX:

$523.00M

OSK:

$961.00M

Returns By Period

In the year-to-date period, TEX achieves a 4.31% return, which is significantly lower than OSK's 8.52% return. Over the past 10 years, TEX has underperformed OSK with an annualized return of 6.79%, while OSK has yielded a comparatively higher 8.23% annualized return.


TEX

YTD

4.31%

1M

40.83%

6M

-7.25%

1Y

-19.36%

5Y*

29.76%

10Y*

6.79%

OSK

YTD

8.52%

1M

21.55%

6M

-5.00%

1Y

-10.70%

5Y*

12.71%

10Y*

8.23%

*Annualized

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Risk-Adjusted Performance

TEX vs. OSK — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TEX
The Risk-Adjusted Performance Rank of TEX is 2626
Overall Rank
The Sharpe Ratio Rank of TEX is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of TEX is 2222
Sortino Ratio Rank
The Omega Ratio Rank of TEX is 2323
Omega Ratio Rank
The Calmar Ratio Rank of TEX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of TEX is 3131
Martin Ratio Rank

OSK
The Risk-Adjusted Performance Rank of OSK is 2929
Overall Rank
The Sharpe Ratio Rank of OSK is 3737
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 2626
Calmar Ratio Rank
The Martin Ratio Rank of OSK is 3030
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.

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.


The current TEX Sharpe Ratio is -0.41, which is lower than the OSK Sharpe Ratio of -0.27. 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.


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Dividends

TEX vs. OSK - Dividend Comparison

TEX's dividend yield for the trailing twelve months is around 1.42%, less than OSK's 1.90% yield.


TTM20242023202220212020201920182017201620152014
TEX
Terex Corporation
1.42%1.47%1.11%1.22%1.09%0.34%1.48%1.45%0.66%0.89%1.30%0.72%
OSK
Oshkosh Corporation
1.90%1.94%1.51%1.68%1.21%1.43%1.17%1.61%0.96%1.21%1.79%1.27%

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.


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Volatility

TEX vs. OSK - Volatility Comparison

Terex Corporation (TEX) has a higher volatility of 14.80% compared to Oshkosh Corporation (OSK) at 11.87%. 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.


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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


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

TEX vs. OSK - Profitability Comparison

The chart below illustrates the profitability comparison between Terex Corporation and Oshkosh 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
18.7%
17.3%
(TEX) Gross Margin
(OSK) Gross Margin
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 - 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 - 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 - 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 - 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%.

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%.