OSK vs HLI

Comparison between Oshkosh Corp (OSK, Company) and Houlihan Lokey Inc - Class A (HLI, Company).

OSK is from the Industrials sector, while HLI is from the Financial Services sector.

5-Year PerformanceHLI has outperformed OSK, delivering a return of +11.9% compared to +6.6%

OSK vs HLI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OSK(COMPANY)	HLI(COMPANY)
Market Cap	$9.29B	$9.27B
Max Drawdown	94.04%	37.23%
Sharpe Ratio	0.62	-1.23
5Y Beta	1.26	0.95
Industry	Farm & Heavy Construction Machinery	Capital Markets
P/E Ratio	16.31	21.80
Forward P/E	10.26	18.66
PEG Ratio	6.51	1.10
Dividend Yield	1.43%	1.72%
5Y Dividends CAGR	10.86%	12.37%
5Y EPS CAGR	16.14%	19.92%
Debt to Equity	25.68%	0.00%
Free Cash Flow Yield	9.30%	7.35%
P/S Ratio	0.89	3.68
P/B Ratio	2.04	4.12

Market Cap

Winner

OSK

$9.29B

HLI

$9.27B

Max Drawdown

OSK

94.04%

Winner

HLI

37.23%

Sharpe Ratio

Winner

OSK

0.62

HLI

-1.23

5Y Beta

OSK

1.26

Winner

HLI

0.95

Industry

OSK

Farm & Heavy Construction Machinery

HLI

Capital Markets

P/E Ratio

Winner

OSK

16.31

HLI

21.80

Forward P/E

Winner

OSK

10.26

HLI

18.66

PEG Ratio

OSK

6.51

Winner

HLI

1.10

Dividend Yield

OSK

1.43%

Winner

HLI

1.72%

5Y Dividends CAGR

OSK

10.86%

Winner

HLI

12.37%

5Y EPS CAGR

OSK

16.14%

Winner

HLI

19.92%

Debt to Equity

OSK

25.68%

Winner

HLI

0.00%

Free Cash Flow Yield

Winner

OSK

9.30%

HLI

7.35%

P/S Ratio

Winner

OSK

0.89

HLI

3.68

P/B Ratio

Winner

OSK

2.04

HLI

4.12

OSK vs HLI - Historical Returns

Returns include dividend reinvestment.

Period	OSK	HLI
1 month	+8.92%	-1.98%
3 months	-0.29%	-12.49%
6 months	-0.49%	-25.36%
1 year	+20.70%	-28.68%
5 years(CAGR)	+6.59%	+11.88%
10 years(CAGR)	+13.70%	+21.95%
Max(CAGR)	+13.30%	+20.51%

Winner

OSK

+8.92%

HLI

-1.98%

Winner

OSK

-0.29%

HLI

-12.49%

Winner

OSK

-0.49%

HLI

-25.36%

Winner

OSK

+20.70%

HLI

-28.68%

5Y(CAGR)

OSK

+6.59%

Winner

HLI

+11.88%

10Y(CAGR)

OSK

+13.70%

Winner

HLI

+21.95%

Max(CAGR)

OSK

+13.30%

Winner

HLI

+20.51%

OSK vs HLI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OSK	HLI
2026	+15.83%	-21.17%
2025	+36.64%	+2.88%
2024	-9.94%	+48.07%
2023	+24.58%	+39.48%
2022	-21.41%	-14.68%
2021	+34.06%	+57.82%
2020	-7.57%	+39.03%
2019	+55.92%	+34.99%
2018	-32.57%	-17.84%
2017	+38.82%	+46.86%
2016	+68.61%	+26.08%
2015	-17.93%	+17.72%
2014	-0.45%	N/A
2013	+60.00%	N/A
2012	+32.25%	N/A
2011	-40.56%	N/A
2010	-7.36%	N/A
2009	+263.38%	N/A
2008	-80.23%	N/A
2007	-2.12%	N/A
2006	+9.08%	N/A
2005	+32.78%	N/A
2004	+33.42%	N/A
2003	+63.40%	N/A
2002	+24.05%	N/A
2001	+18.49%	N/A
2000	+55.97%	N/A
1999	+1.79%	N/A

OSK vs HLI Drawdown Comparison

The maximum drawdown for OSK was -93.85%, occurring on Nov 20, 2008. Recovery took 2354 trading sessions.

The maximum drawdown for HLI was -36.56%, occurring on Jul 14, 2022. Recovery took 475 trading sessions.

The current OSK drawdown is -14.22%. The current HLI drawdown is -33.32%.

Rank	OSK	HLI
#1	-93.85% Jul 9, 2007 - Nov 9, 2016	-36.56% Jan 12, 2022 - Dec 4, 2023
#2	-48.68% Dec 23, 2019 - Jan 12, 2021	-35.88% Sep 23, 2025 - Jul 13, 2026
#3	-47.75% May 17, 2021 - Jul 25, 2025	-33.48% Jul 23, 2018 - Jan 16, 2020
#4	-44.56% Jan 26, 2018 - Dec 12, 2019	-25.19% Nov 25, 2024 - Jul 9, 2025
#5	-35.77% Dec 10, 1999 - Apr 5, 2000	-20.34% Feb 19, 2020 - Apr 3, 2020
#6	-34.57% Feb 22, 2001 - Dec 26, 2001	-17.84% Dec 31, 2015 - Aug 15, 2016
#7	-34.42% Apr 26, 2006 - Jul 3, 2007	-16.62% May 18, 2020 - Oct 12, 2020
#8	-33.06% Feb 24, 2026 - May 19, 2026	-16.05% Nov 11, 2021 - Jan 12, 2022
#9	-24.06% May 14, 2002 - Nov 15, 2002	-15.11% Jan 24, 2018 - Jun 18, 2018
#10	-21.76% Jul 12, 2000 - Oct 30, 2000	-12.02% Jan 13, 2021 - May 13, 2021
#11	-18.32% Jan 27, 2004 - Oct 4, 2004	-9.69% Jul 26, 2017 - Sep 27, 2017
#12	-17.77% Apr 15, 2003 - Jul 29, 2003	-9.34% Feb 3, 2017 - Mar 10, 2017
#13	-16.98% Aug 27, 2025 - Jan 6, 2026	-8.92% Aug 15, 2016 - Nov 16, 2016
#14	-16.82% Jan 14, 2003 - Apr 15, 2003	-8.12% Oct 7, 2015 - Nov 24, 2015
#15	-16.62% Apr 5, 2000 - Jun 28, 2000	-8.00% Aug 14, 2015 - Oct 7, 2015

Correlation

Correlation between OSK and HLI is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (1999 - 2026)

OSK vs HLI dividend yield comparison.

Year	OSK	HLI
2026	0.75%	0.94%
2025	1.62%	1.36%
2024	1.94%	1.30%
2023	1.51%	1.82%
2022	1.68%	2.32%
2021	1.21%	1.56%
2020	1.43%	1.90%
2019	1.17%	2.46%
2018	1.61%	2.74%
2017	0.96%	1.76%
2016	1.21%	2.12%
2015	1.74%	0.57%
2014	1.27%	0.00%
2013	0.30%	0.00%
2009	0.27%	0.00%
2008	4.50%	0.00%
2007	0.85%	0.00%
2006	0.83%	0.00%
2005	0.47%	0.00%
2004	0.42%	0.00%
2003	0.40%	0.00%
2002	0.56%	0.00%
2001	0.71%	0.00%
2000	0.79%	0.00%
1999	0.29%	0.00%