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AGM-A vs. COST
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

AGM-A vs. COST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Federal Agricultural Mortgage Corporation (AGM-A) and Costco Wholesale Corporation (COST). The values are adjusted to include any dividend payments, if applicable.

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AGM-A vs. COST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AGM-A
Federal Agricultural Mortgage Corporation
-9.12%-6.95%-1.70%76.18%-20.25%90.79%-6.73%34.68%-19.08%20.90%
COST
Costco Wholesale Corporation
15.72%-5.39%39.62%49.00%-19.05%51.82%32.67%45.70%10.60%22.37%

Fundamentals

EPS

AGM-A:

$24.96

COST:

$25.63

PE Ratio

AGM-A:

4.77

COST:

38.88

PEG Ratio

AGM-A:

0.35

COST:

3.04

PS Ratio

AGM-A:

0.54

COST:

1.16

Total Revenue (TTM)

AGM-A:

$1.61B

COST:

$286.27B

Gross Profit (TTM)

AGM-A:

$0.00

COST:

$19.33B

EBITDA (TTM)

AGM-A:

$0.00

COST:

$12.73B

Returns By Period

In the year-to-date period, AGM-A achieves a -9.12% return, which is significantly lower than COST's 15.72% return. Over the past 10 years, AGM-A has underperformed COST with an annualized return of 16.21%, while COST has yielded a comparatively higher 22.28% annualized return.


AGM-A

1D
0.00%
1M
-3.99%
YTD
-9.12%
6M
-1.80%
1Y
-9.81%
3Y*
7.60%
5Y*
9.84%
10Y*
16.21%

COST

1D
0.01%
1M
-0.62%
YTD
15.72%
6M
8.94%
1Y
4.99%
3Y*
27.83%
5Y*
24.29%
10Y*
22.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

AGM-A vs. COST — Risk / Return Rank

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

AGM-A
AGM-A Risk / Return Rank: 2222
Overall Rank
AGM-A Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
AGM-A Sortino Ratio Rank: 2424
Sortino Ratio Rank
AGM-A Omega Ratio Rank: 2323
Omega Ratio Rank
AGM-A Calmar Ratio Rank: 1919
Calmar Ratio Rank
AGM-A Martin Ratio Rank: 1919
Martin Ratio Rank

COST
COST Risk / Return Rank: 4646
Overall Rank
COST Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
COST Sortino Ratio Rank: 4141
Sortino Ratio Rank
COST Omega Ratio Rank: 4040
Omega Ratio Rank
COST Calmar Ratio Rank: 4848
Calmar Ratio Rank
COST Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AGM-A vs. COST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Federal Agricultural Mortgage Corporation (AGM-A) and Costco Wholesale Corporation (COST). 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.


AGM-ACOSTDifference

Sharpe ratio

Return per unit of total volatility

-0.31

0.25

-0.56

Sortino ratio

Return per unit of downside risk

-0.21

0.50

-0.72

Omega ratio

Gain probability vs. loss probability

0.96

1.06

-0.10

Calmar ratio

Return relative to maximum drawdown

-0.64

0.31

-0.95

Martin ratio

Return relative to average drawdown

-1.17

0.61

-1.79

AGM-A vs. COST - Sharpe Ratio Comparison

The current AGM-A Sharpe Ratio is -0.31, which is lower than the COST Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of AGM-A and COST, 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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Sharpe Ratios by Period


AGM-ACOSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.31

0.25

-0.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

1.08

-0.81

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

1.02

-0.60

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

0.59

-0.33

Correlation

The correlation between AGM-A and COST is 0.09, 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.


Dividends

AGM-A vs. COST - Dividend Comparison

AGM-A's dividend yield for the trailing twelve months is around 5.13%, more than COST's 0.52% yield.


TTM20252024202320222021202020192018201720162015
AGM-A
Federal Agricultural Mortgage Corporation
5.13%4.53%3.76%2.80%4.12%2.93%4.90%3.80%4.07%1.98%1.69%2.37%
COST
Costco Wholesale Corporation
0.52%0.59%0.49%2.87%0.76%0.54%3.38%0.86%1.08%4.81%1.09%4.06%

Drawdowns

AGM-A vs. COST - Drawdown Comparison

The maximum AGM-A drawdown since its inception was -93.60%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for AGM-A and COST.


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Drawdown Indicators


AGM-ACOSTDifference

Max Drawdown

Largest peak-to-trough decline

-93.60%

-53.39%

-40.21%

Max Drawdown (1Y)

Largest decline over 1 year

-20.11%

-19.35%

-0.76%

Max Drawdown (5Y)

Largest decline over 5 years

-26.89%

-31.40%

+4.51%

Max Drawdown (10Y)

Largest decline over 10 years

-49.42%

-31.40%

-18.02%

Current Drawdown

Current decline from peak

-23.53%

-6.95%

-16.58%

Average Drawdown

Average peak-to-trough decline

-25.63%

-13.40%

-12.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.07%

9.67%

+1.40%

Volatility

AGM-A vs. COST - Volatility Comparison

Federal Agricultural Mortgage Corporation (AGM-A) has a higher volatility of 10.30% compared to Costco Wholesale Corporation (COST) at 4.38%. This indicates that AGM-A's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AGM-ACOSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.30%

4.38%

+5.92%

Volatility (6M)

Calculated over the trailing 6-month period

19.89%

13.33%

+6.56%

Volatility (1Y)

Calculated over the trailing 1-year period

32.11%

20.08%

+12.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.89%

22.51%

+13.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.55%

21.90%

+16.65%

Financials

AGM-A vs. COST - Financials Comparison

This section allows you to compare key financial metrics between Federal Agricultural Mortgage Corporation and Costco Wholesale 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


0.0020.00B40.00B60.00B80.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
401.81M
69.60B
(AGM-A) Total Revenue
(COST) Total Revenue
Values in USD except per share items

AGM-A vs. COST - Profitability Comparison

The chart below illustrates the profitability comparison between Federal Agricultural Mortgage Corporation and Costco Wholesale Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
-70.7%
-12.6%
Portfolio components
AGM-A - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Federal Agricultural Mortgage Corporation reported a gross profit of -284.04M and revenue of 401.81M. Therefore, the gross margin over that period was -70.7%.

COST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Costco Wholesale Corporation reported a gross profit of -8.80B and revenue of 69.60B. Therefore, the gross margin over that period was -12.6%.

AGM-A - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Federal Agricultural Mortgage Corporation reported an operating income of -195.25M and revenue of 401.81M, resulting in an operating margin of -48.6%.

COST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Costco Wholesale Corporation reported an operating income of 2.61B and revenue of 69.60B, resulting in an operating margin of 3.7%.

AGM-A - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Federal Agricultural Mortgage Corporation reported a net income of 23.00M and revenue of 401.81M, resulting in a net margin of 5.7%.

COST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Costco Wholesale Corporation reported a net income of 2.04B and revenue of 69.60B, resulting in a net margin of 2.9%.