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

Correlation

The correlation between APPF and COST is 0.25, 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.


-0.50.00.51.00.3

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%JulyAugustSeptemberOctoberNovemberDecember
1,688.28%
721.37%
APPF
COST

Key characteristics

Sharpe Ratio

APPF:

0.96

COST:

2.60

Sortino Ratio

APPF:

1.91

COST:

3.20

Omega Ratio

APPF:

1.25

COST:

1.46

Calmar Ratio

APPF:

1.53

COST:

4.72

Martin Ratio

APPF:

3.86

COST:

12.17

Ulcer Index

APPF:

11.41%

COST:

3.98%

Daily Std Dev

APPF:

46.10%

COST:

18.66%

Max Drawdown

APPF:

-55.37%

COST:

-53.39%

Current Drawdown

APPF:

-6.75%

COST:

-4.08%

Fundamentals

Market Cap

APPF:

$9.58B

COST:

$435.99B

EPS

APPF:

$3.61

COST:

$16.98

PE Ratio

APPF:

73.03

COST:

57.84

PEG Ratio

APPF:

5.30

COST:

5.99

Total Revenue (TTM)

APPF:

$762.37M

COST:

$258.81B

Gross Profit (TTM)

APPF:

$485.33M

COST:

$32.80B

EBITDA (TTM)

APPF:

$161.66M

COST:

$12.25B

Returns By Period

The year-to-date returns for both investments are quite close, with APPF having a 45.34% return and COST slightly higher at 45.38%.


APPF

YTD

45.34%

1M

9.17%

6M

8.61%

1Y

42.36%

5Y*

18.12%

10Y*

N/A

COST

YTD

45.38%

1M

2.80%

6M

12.78%

1Y

47.55%

5Y*

28.68%

10Y*

23.42%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for APPF, currently valued at 0.96, compared to the broader market-4.00-2.000.002.000.962.60
The chart of Sortino ratio for APPF, currently valued at 1.91, compared to the broader market-4.00-2.000.002.004.001.913.20
The chart of Omega ratio for APPF, currently valued at 1.25, compared to the broader market0.501.001.502.001.251.46
The chart of Calmar ratio for APPF, currently valued at 1.53, compared to the broader market0.002.004.006.001.534.72
The chart of Martin ratio for APPF, currently valued at 3.86, compared to the broader market-5.000.005.0010.0015.0020.0025.003.8612.17
APPF
COST

The current APPF Sharpe Ratio is 0.96, which is lower than the COST Sharpe Ratio of 2.60. 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 Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.96
2.60
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 2.04%.


TTM20232022202120202019201820172016201520142013
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
2.04%2.87%0.76%0.54%3.38%0.86%1.08%4.81%1.09%4.06%0.97%1.01%

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%JulyAugustSeptemberOctoberNovemberDecember
-6.75%
-4.08%
APPF
COST

Volatility

APPF vs. COST - Volatility Comparison

AppFolio, Inc. (APPF) has a higher volatility of 8.86% compared to Costco Wholesale Corporation (COST) at 4.84%. 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%JulyAugustSeptemberOctoberNovemberDecember
8.86%
4.84%
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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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