BE vs. COST
BE (Bloom Energy Corporation) and COST (Costco Wholesale Corporation) are both stocks. BE operates in Electrical Equipment & Parts (Industrials), while COST operates in Discount Stores (Consumer Defensive). Over the past 5 years, BE returned 54.27%/yr vs 18.94%/yr for COST. At a 0.16 correlation, their price movements are largely independent.
Performance
BE vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, BE achieves a 126.79% return, which is significantly higher than COST's 8.82% return.
BE
- 1D
- -8.33%
- 1M
- -40.09%
- 6M
- 31.81%
- YTD
- 126.79%
- 1Y
- 688.56%
- 3Y*
- 123.84%
- 5Y*
- 54.27%
- 10Y*
- —
- ALL TIME*
- 34.30%
COST
- 1D
- -0.54%
- 1M
- -1.64%
- 6M
- -2.61%
- YTD
- 8.82%
- 1Y
- -1.04%
- 3Y*
- 20.42%
- 5Y*
- 18.94%
- 10Y*
- 20.81%
- ALL TIME*
- 16.93%
BE vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BE Bloom Energy Corporation | 126.79% | 291.22% | 50.07% | -22.59% | -12.81% | -23.48% | 283.67% | -25.15% | -46.63% |
COST Costco Wholesale Corporation | 8.82% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | -6.35% |
Correlation
The correlation between BE and COST is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Jul 25, 2018 | 0.16 |
The correlation between BE and COST shifts across timeframes, from -0.15 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BE:
$56.05B
COST:
$415.01B
BE:
$0.02
COST:
$26.51
BE:
8.91K
COST:
35.31
BE:
21.95
COST:
1.06
BE:
$2.45B
COST:
$293.59B
BE:
$761.91M
COST:
$11.12B
BE:
$88.83M
COST:
$12.48B
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Return for Risk
BE vs. COST — Risk / Return Rank
BE
COST
BE vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bloom Energy Corporation (BE) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BE | COST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +6.30 | ||
| Sortino ratioReturn per unit of downside risk | +3.95 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.01 | +0.49 |
| Calmar ratioReturn relative to maximum drawdown | 15.13 | -0.06 | +15.19 |
| Martin ratioReturn relative to average drawdown | 42.66 | -0.14 | +42.80 |
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Drawdowns
BE vs. COST - Drawdown Comparison
The maximum BE drawdown since its inception was -92.54%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for BE and COST.
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Drawdown Indicators
| BE | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.54% | -53.39% | -39.15% |
Max Drawdown (1Y)Largest decline over 1 year | -45.94% | -16.57% | -29.37% |
Max Drawdown (3Y)Largest decline over 3 years | -52.04% | -20.74% | -31.30% |
Max Drawdown (5Y)Largest decline over 5 years | -75.87% | -31.40% | -44.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.40% | — |
Current DrawdownCurrent decline from peak | -43.02% | -14.49% | -28.53% |
Average DrawdownAverage peak-to-trough decline | -51.53% | -13.36% | -38.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.26% | 7.38% | +8.88% |
Volatility
BE vs. COST - Volatility Comparison
Bloom Energy Corporation (BE) has a higher volatility of 39.14% compared to Costco Wholesale Corporation (COST) at 7.25%. This indicates that BE'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
| BE | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 39.14% | 7.25% | +31.89% |
Volatility (6M)Calculated over the trailing 6-month period | 79.10% | 14.98% | +64.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 111.48% | 19.74% | +91.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 87.44% | 22.90% | +64.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 96.09% | 22.02% | +74.07% |
Dividends
BE vs. COST - Dividend Comparison
BE has not paid dividends to shareholders, while COST's dividend yield for the trailing twelve months is around 0.57%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BE Bloom Energy Corporation | 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 | 0.57% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
Financials
BE vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Bloom Energy 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
BE vs. COST - Profitability Comparison
BE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Bloom Energy Corporation reported a gross profit of 225.54M and revenue of 751.05M. Therefore, the gross margin over that period was 30.0%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
BE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Bloom Energy Corporation reported an operating income of 72.19M and revenue of 751.05M, resulting in an operating margin of 9.6%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Costco Wholesale Corporation reported an operating income of 2.82B and revenue of 70.53B, resulting in an operating margin of 4.0%.
BE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Bloom Energy Corporation reported a net income of 70.65M and revenue of 751.05M, resulting in a net margin of 9.4%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
BE and COST have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BE has higher volatility (39.14%) compared to COST (7.25%). In terms of maximum drawdown, BE dropped -92.54% vs COST's -53.39%.
BE currently has the higher Sharpe Ratio (6.25 vs -0.05), 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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