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

Correlation

The correlation between AZPN and COST is 0.22, 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.


-0.50.00.51.0
Correlation: 0.2

Performance

AZPN vs. COST - Performance Comparison

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

5,000.00%10,000.00%15,000.00%20,000.00%NovemberDecember2025FebruaryMarchApril
3,248.11%
17,670.88%
AZPN
COST

Key characteristics

Sharpe Ratio

AZPN:

0.96

COST:

1.48

Sortino Ratio

AZPN:

1.72

COST:

1.95

Omega Ratio

AZPN:

1.23

COST:

1.26

Calmar Ratio

AZPN:

0.89

COST:

1.77

Martin Ratio

AZPN:

4.59

COST:

5.93

Ulcer Index

AZPN:

6.24%

COST:

5.16%

Daily Std Dev

AZPN:

29.92%

COST:

20.70%

Max Drawdown

AZPN:

-98.59%

COST:

-53.39%

Current Drawdown

AZPN:

-3.81%

COST:

-14.89%

Fundamentals

Market Cap

AZPN:

$16.73B

COST:

$406.63B

EPS

AZPN:

$0.11

COST:

$17.14

PE Ratio

AZPN:

2.40K

COST:

53.47

PEG Ratio

AZPN:

4.48

COST:

5.76

Total Revenue (TTM)

AZPN:

$862.34M

COST:

$264.09B

Gross Profit (TTM)

AZPN:

$502.60M

COST:

$35.11B

EBITDA (TTM)

AZPN:

-$281.26M

COST:

$11.25B

Returns By Period

In the year-to-date period, AZPN achieves a 5.89% return, which is significantly higher than COST's 0.13% return. Both investments have delivered pretty close results over the past 10 years, with AZPN having a 21.38% annualized return and COST not far ahead at 21.88%.


AZPN

YTD

5.89%

1M

-0.24%

6M

10.55%

1Y

23.78%

5Y*

24.95%

10Y*

21.38%

COST

YTD

0.13%

1M

-12.53%

6M

4.03%

1Y

30.73%

5Y*

28.19%

10Y*

21.88%

*Annualized

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

AZPN vs. COST — Risk-Adjusted Performance Rank

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

AZPN
The Risk-Adjusted Performance Rank of AZPN is 8484
Overall Rank
The Sharpe Ratio Rank of AZPN is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of AZPN is 8383
Sortino Ratio Rank
The Omega Ratio Rank of AZPN is 8282
Omega Ratio Rank
The Calmar Ratio Rank of AZPN is 8585
Calmar Ratio Rank
The Martin Ratio Rank of AZPN is 8686
Martin Ratio Rank

COST
The Risk-Adjusted Performance Rank of COST is 8989
Overall Rank
The Sharpe Ratio Rank of COST is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of COST is 8585
Sortino Ratio Rank
The Omega Ratio Rank of COST is 8585
Omega Ratio Rank
The Calmar Ratio Rank of COST is 9292
Calmar Ratio Rank
The Martin Ratio Rank of COST is 8989
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.

AZPN vs. COST - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Aspen Technology, Inc. (AZPN) 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 AZPN, currently valued at 0.75, compared to the broader market-2.00-1.000.001.002.00
AZPN: 0.75
COST: 1.48
The chart of Sortino ratio for AZPN, currently valued at 1.44, compared to the broader market-6.00-4.00-2.000.002.004.00
AZPN: 1.44
COST: 1.95
The chart of Omega ratio for AZPN, currently valued at 1.19, compared to the broader market0.501.001.502.00
AZPN: 1.19
COST: 1.26
The chart of Calmar ratio for AZPN, currently valued at 0.67, compared to the broader market0.001.002.003.004.00
AZPN: 0.67
COST: 1.77
The chart of Martin ratio for AZPN, currently valued at 3.52, compared to the broader market-10.000.0010.0020.00
AZPN: 3.52
COST: 5.93

The current AZPN Sharpe Ratio is 0.96, which is lower than the COST Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of AZPN 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
0.75
1.48
AZPN
COST

Dividends

AZPN vs. COST - Dividend Comparison

AZPN's dividend yield for the trailing twelve months is around 0.20%, less than COST's 0.51% yield.


TTM20242023202220212020201920182017201620152014
AZPN
Aspen Technology, Inc.
0.20%0.42%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
COST
Costco Wholesale Corporation
0.51%0.49%2.87%0.76%0.54%3.38%0.86%1.08%4.81%1.09%4.06%0.97%

Drawdowns

AZPN vs. COST - Drawdown Comparison

The maximum AZPN drawdown since its inception was -98.59%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for AZPN and COST. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-3.81%
-14.89%
AZPN
COST

Volatility

AZPN vs. COST - Volatility Comparison

The current volatility for Aspen Technology, Inc. (AZPN) is 0.37%, while Costco Wholesale Corporation (COST) has a volatility of 10.79%. This indicates that AZPN 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.


0.00%2.00%4.00%6.00%8.00%10.00%NovemberDecember2025FebruaryMarchApril
0.37%
10.79%
AZPN
COST

Financials

AZPN vs. COST - Financials Comparison

This section allows you to compare key financial metrics between Aspen Technology, 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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