OSK vs NCLH

Comparison between Oshkosh Corp (OSK, Company) and Norwegian Cruise Line Holdings Ltd (NCLH, Company).

OSK is from the Industrials sector, while NCLH is from the Consumer Cyclical sector.

5-Year PerformanceOSK has outperformed NCLH, delivering a return of +5.6% compared to -4.2%

OSK vs NCLH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OSK(COMPANY)	NCLH(COMPANY)
Market Cap	$9.10B	$9.06B
Max Drawdown	94.04%	87.81%
Sharpe Ratio	0.54	-0.11
5Y Beta	1.27	1.84
Industry	Farm & Heavy Construction Machinery	Travel Services
P/E Ratio	15.97	15.82
Forward P/E	10.22	11.42
Dividend Yield	1.44%	N/A
5Y Dividends CAGR	10.86%	N/A
5Y EPS CAGR	16.14%	N/A
Debt to Equity	25.68%	0.00%
Free Cash Flow Yield	9.50%	-10.48%

Market Cap

Winner

OSK

$9.10B

NCLH

$9.06B

Max Drawdown

OSK

94.04%

Winner

NCLH

87.81%

Sharpe Ratio

Winner

OSK

0.54

NCLH

-0.11

5Y Beta

Winner

OSK

1.27

NCLH

1.84

Industry

OSK

Farm & Heavy Construction Machinery

NCLH

Travel Services

P/E Ratio

OSK

15.97

Winner

NCLH

15.82

Forward P/E

Winner

OSK

10.22

NCLH

11.42

Dividend Yield

OSK

1.44%

NCLH

N/A

5Y Dividends CAGR

OSK

10.86%

NCLH

N/A

5Y EPS CAGR

OSK

16.14%

NCLH

N/A

Debt to Equity

OSK

25.68%

Winner

NCLH

0.00%

Free Cash Flow Yield

Winner

OSK

9.50%

NCLH

-10.48%

OSK vs NCLH - Historical Returns

Returns include dividend reinvestment.

Period	OSK	NCLH
1 month	+6.51%	-2.04%
3 months	+4.26%	-6.58%
6 months	-4.36%	-13.73%
1 year	+21.06%	-13.24%
5 years(CAGR)	+5.65%	-4.20%
10 years(CAGR)	+13.27%	-7.10%
Max(CAGR)	+13.13%	-1.68%

Winner

OSK

+6.51%

NCLH

-2.04%

Winner

OSK

+4.26%

NCLH

-6.58%

Winner

OSK

-4.36%

NCLH

-13.73%

Winner

OSK

+21.06%

NCLH

-13.24%

5Y(CAGR)

Winner

OSK

+5.65%

NCLH

-4.20%

10Y(CAGR)

Winner

OSK

+13.27%

NCLH

-7.10%

Max(CAGR)

Winner

OSK

+13.13%

NCLH

-1.68%

OSK vs NCLH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OSK	NCLH
2026	+10.93%	-13.39%
2025	+36.64%	-13.89%
2024	-9.94%	+40.45%
2023	+24.58%	+68.97%
2022	-21.41%	-44.82%
2021	+34.06%	-12.60%
2020	-7.57%	-56.77%
2019	+55.92%	+37.82%
2018	-32.57%	-22.87%
2017	+38.82%	+24.44%
2016	+68.61%	-26.66%
2015	-17.93%	+25.48%
2014	-0.45%	+34.99%
2013	+60.00%	+43.08%
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 NCLH Drawdown Comparison

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

The maximum drawdown for NCLH was -87.81%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current OSK drawdown is -17.85%. The current NCLH drawdown is -69.06%.

Rank	OSK	NCLH
#1	-93.85% Jul 9, 2007 - Nov 9, 2016	-87.81% Nov 2, 2015 - Mar 18, 2020
#2	-48.68% Dec 23, 2019 - Jan 12, 2021	-19.67% Jan 16, 2014 - Sep 2, 2014
#3	-47.75% May 17, 2021 - Jul 25, 2025	-16.00% Sep 2, 2014 - Oct 30, 2014
#4	-44.56% Jan 26, 2018 - Dec 12, 2019	-12.22% Jul 31, 2015 - Oct 26, 2015
#5	-35.77% Dec 10, 1999 - Apr 5, 2000	-12.07% May 24, 2013 - Aug 13, 2013
#6	-34.57% Feb 22, 2001 - Dec 26, 2001	-11.75% Apr 9, 2015 - May 15, 2015
#7	-34.42% Apr 26, 2006 - Jul 3, 2007	-10.62% Dec 29, 2014 - Feb 19, 2015
#8	-33.06% Feb 24, 2026 - May 19, 2026	-10.18% Sep 19, 2013 - Nov 21, 2013
#9	-24.06% May 14, 2002 - Nov 15, 2002	-7.89% Nov 27, 2013 - Dec 20, 2013
#10	-21.76% Jul 12, 2000 - Oct 30, 2000	-7.34% Feb 19, 2013 - May 2, 2013
#11	-18.32% Jan 27, 2004 - Oct 4, 2004	-5.30% Jan 28, 2013 - Feb 4, 2013
#12	-17.77% Apr 15, 2003 - Jul 29, 2003	-5.18% Aug 15, 2013 - Sep 17, 2013
#13	-16.98% Aug 27, 2025 - Jan 6, 2026	-5.11% May 19, 2015 - Jul 10, 2015
#14	-16.82% Jan 14, 2003 - Apr 15, 2003	-4.73% Mar 20, 2015 - Mar 27, 2015
#15	-16.62% Apr 5, 2000 - Jun 28, 2000	-4.51% May 8, 2013 - May 20, 2013

Correlation

Correlation between OSK and NCLH is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.52

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