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APPF vs. COST
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between APPF and COST is 0.56, 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.


-0.50.00.51.0
Correlation: 0.6

Performance

APPF vs. COST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AppFolio, Inc. (APPF) and Costco Wholesale Corporation (COST). The values are adjusted to include any dividend payments, if applicable.

600.00%800.00%1,000.00%1,200.00%1,400.00%1,600.00%1,800.00%NovemberDecember2025FebruaryMarchApril
1,263.78%
742.18%
APPF
COST

Key characteristics

Sharpe Ratio

APPF:

-0.29

COST:

1.63

Sortino Ratio

APPF:

-0.13

COST:

2.19

Omega Ratio

APPF:

0.98

COST:

1.30

Calmar Ratio

APPF:

-0.43

COST:

2.08

Martin Ratio

APPF:

-0.87

COST:

6.27

Ulcer Index

APPF:

14.38%

COST:

5.73%

Daily Std Dev

APPF:

42.57%

COST:

22.11%

Max Drawdown

APPF:

-55.37%

COST:

-53.39%

Current Drawdown

APPF:

-28.89%

COST:

-9.26%

Fundamentals

Market Cap

APPF:

$8.22B

COST:

$432.80B

EPS

APPF:

$5.77

COST:

$17.17

PE Ratio

APPF:

40.67

COST:

56.81

PEG Ratio

APPF:

5.30

COST:

5.81

PS Ratio

APPF:

10.35

COST:

1.64

PB Ratio

APPF:

16.45

COST:

16.93

Total Revenue (TTM)

APPF:

$824.47M

COST:

$264.09B

Gross Profit (TTM)

APPF:

$517.55M

COST:

$35.11B

EBITDA (TTM)

APPF:

$120.69M

COST:

$11.25B

Returns By Period

In the year-to-date period, APPF achieves a -22.17% return, which is significantly lower than COST's 6.76% return.


APPF

YTD

-22.17%

1M

-14.85%

6M

-9.57%

1Y

-11.37%

5Y*

12.89%

10Y*

N/A

COST

YTD

6.76%

1M

5.10%

6M

9.91%

1Y

35.89%

5Y*

27.96%

10Y*

23.10%

*Annualized

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Risk-Adjusted Performance

APPF vs. COST — Risk-Adjusted Performance Rank

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

APPF
The Risk-Adjusted Performance Rank of APPF is 3232
Overall Rank
The Sharpe Ratio Rank of APPF is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of APPF is 3434
Sortino Ratio Rank
The Omega Ratio Rank of APPF is 3333
Omega Ratio Rank
The Calmar Ratio Rank of APPF is 2424
Calmar Ratio Rank
The Martin Ratio Rank of APPF is 3333
Martin Ratio Rank

COST
The Risk-Adjusted Performance Rank of COST is 9090
Overall Rank
The Sharpe Ratio Rank of COST is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of COST is 8888
Sortino Ratio Rank
The Omega Ratio Rank of COST is 8787
Omega Ratio Rank
The Calmar Ratio Rank of COST is 9494
Calmar Ratio Rank
The Martin Ratio Rank of COST is 9090
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.

APPF vs. COST - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AppFolio, Inc. (APPF) 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.


The chart of Sharpe ratio for APPF, currently valued at -0.29, compared to the broader market-2.00-1.000.001.002.003.00
APPF: -0.29
COST: 1.63
The chart of Sortino ratio for APPF, currently valued at -0.13, compared to the broader market-6.00-4.00-2.000.002.004.00
APPF: -0.13
COST: 2.19
The chart of Omega ratio for APPF, currently valued at 0.98, compared to the broader market0.501.001.502.00
APPF: 0.98
COST: 1.30
The chart of Calmar ratio for APPF, currently valued at -0.43, compared to the broader market0.001.002.003.004.005.00
APPF: -0.43
COST: 2.08
The chart of Martin ratio for APPF, currently valued at -0.87, compared to the broader market-5.000.005.0010.0015.0020.00
APPF: -0.87
COST: 6.27

The current APPF Sharpe Ratio is -0.29, which is lower than the COST Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of APPF 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.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
-0.29
1.63
APPF
COST

Dividends

APPF vs. COST - Dividend Comparison

APPF has not paid dividends to shareholders, while COST's dividend yield for the trailing twelve months is around 0.36%.


TTM20242023202220212020201920182017201620152014
APPF
AppFolio, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
COST
Costco Wholesale Corporation
0.36%0.49%2.87%0.76%0.54%3.38%0.86%1.08%4.81%1.09%4.06%0.97%

Drawdowns

APPF vs. COST - Drawdown Comparison

The maximum APPF drawdown since its inception was -55.37%, roughly equal to the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for APPF and COST. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-28.89%
-9.26%
APPF
COST

Volatility

APPF vs. COST - Volatility Comparison

AppFolio, Inc. (APPF) has a higher volatility of 24.93% compared to Costco Wholesale Corporation (COST) at 10.35%. This indicates that APPF'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.


5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
24.93%
10.35%
APPF
COST

Financials

APPF vs. COST - Financials Comparison

This section allows you to compare key financial metrics between AppFolio, Inc. 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


Values in USD except per share items