AGM-A vs. COST
AGM-A (Federal Agricultural Mortgage Corporation) and COST (Costco Wholesale Corporation) are both stocks. AGM-A operates in Credit Services (Financial Services), while COST operates in Discount Stores (Consumer Defensive). Over the past 10 years, AGM-A returned 19.18%/yr vs 22.34%/yr for COST. At a 0.09 correlation, their price movements are largely independent.
Performance
AGM-A vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, AGM-A achieves a 7.37% return, which is significantly lower than COST's 11.85% return. Over the past 10 years, AGM-A has underperformed COST with an annualized return of 19.18%, while COST has yielded a comparatively higher 22.34% annualized return.
AGM-A
- 1D
- 0.43%
- 1M
- 5.15%
- YTD
- 7.37%
- 6M
- 8.98%
- 1Y
- 10.57%
- 3Y*
- 9.77%
- 5Y*
- 12.60%
- 10Y*
- 19.18%
COST
- 1D
- 0.79%
- 1M
- -5.03%
- YTD
- 11.85%
- 6M
- 4.58%
- 1Y
- -8.37%
- 3Y*
- 25.00%
- 5Y*
- 21.24%
- 10Y*
- 22.34%
AGM-A vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGM-A Federal Agricultural Mortgage Corporation | 7.37% | -6.95% | -1.70% | 76.18% | -20.25% | 90.79% | -6.73% | 34.68% | -19.08% | 20.90% |
COST Costco Wholesale Corporation | 11.85% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Correlation
The correlation between AGM-A and COST is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since May 31, 1996 | 0.09 |
Fundamentals
AGM-A:
$24.06
COST:
$26.51
AGM-A:
5.84
COST:
36.29
AGM-A:
0.43
COST:
2.84
AGM-A:
0.91
COST:
1.09
AGM-A:
$1.35B
COST:
$293.59B
AGM-A:
$295.93M
COST:
$11.12B
AGM-A:
$192.59M
COST:
$12.48B
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Return for Risk
AGM-A vs. COST — Risk / Return Rank
AGM-A
COST
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-A | COST | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | -0.44 | +0.83 |
Sortino ratioReturn per unit of downside risk | 0.70 | -0.50 | +1.20 |
Omega ratioGain probability vs. loss probability | 1.13 | 0.94 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | -0.44 | +0.77 |
Martin ratioReturn relative to average drawdown | 0.59 | -0.88 | +1.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AGM-A | COST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | -0.44 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.94 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 1.02 | -0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.59 | -0.31 |
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-A | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.60% | -53.39% | -40.21% |
Max Drawdown (1Y)Largest decline over 1 year | -20.11% | -18.95% | -1.16% |
Max Drawdown (3Y)Largest decline over 3 years | -26.89% | -20.74% | -6.15% |
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 DrawdownCurrent decline from peak | -9.65% | -12.11% | +2.46% |
Average DrawdownAverage peak-to-trough decline | -25.56% | -13.36% | -12.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.10% | 9.86% | +1.24% |
Volatility
AGM-A vs. COST - Volatility Comparison
The current volatility for Federal Agricultural Mortgage Corporation (AGM-A) is 5.41%, while Costco Wholesale Corporation (COST) has a volatility of 8.05%. This indicates that AGM-A experiences smaller price fluctuations and is considered to be less risky 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-A | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 8.05% | -2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 20.82% | 14.83% | +5.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.16% | 19.12% | +8.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.20% | 22.73% | +12.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.41% | 21.95% | +16.46% |
Dividends
AGM-A vs. COST - Dividend Comparison
AGM-A's dividend yield for the trailing twelve months is around 4.34%, more than COST's 0.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGM-A Federal Agricultural Mortgage Corporation | 4.34% | 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 | 0.56% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
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.
Total Revenue: Total amount of money received from sales and other business activities
AGM-A vs. COST - Profitability Comparison
AGM-A - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Federal Agricultural Mortgage Corporation reported a gross profit of 0.00 and revenue of 415.96M. Therefore, the gross margin over that period was 0.0%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Costco Wholesale Corporation reported a gross profit of -17.68B and revenue of 70.53B. Therefore, the gross margin over that period was -25.1%.
AGM-A - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Federal Agricultural Mortgage Corporation reported an operating income of 0.00 and revenue of 415.96M, resulting in an operating margin of 0.0%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Costco Wholesale Corporation reported an operating income of 2.82B and revenue of 70.53B, resulting in an operating margin of 4.0%.
AGM-A - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Federal Agricultural Mortgage Corporation reported a net income of 51.83M and revenue of 415.96M, resulting in a net margin of 12.5%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Costco Wholesale Corporation reported a net income of 2.19B and revenue of 70.53B, resulting in a net margin of 3.1%.
Frequently Asked Questions
AGM-A and COST have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
COST has higher volatility (8.05%) compared to AGM-A (5.41%). In terms of maximum drawdown, AGM-A dropped -93.60% vs COST's -53.39%.
AGM-A currently has the higher Sharpe Ratio (0.39 vs -0.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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