BRK-B vs. COST
Compare and contrast key facts about Berkshire Hathaway Inc. (BRK-B) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRK-B or COST.
Correlation
The correlation between BRK-B and COST is 0.51, 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.
Performance
BRK-B vs. COST - Performance Comparison
Key characteristics
BRK-B:
1.34
COST:
1.50
BRK-B:
1.89
COST:
2.09
BRK-B:
1.28
COST:
1.28
BRK-B:
3.04
COST:
1.96
BRK-B:
7.70
COST:
5.76
BRK-B:
3.48%
COST:
5.88%
BRK-B:
19.71%
COST:
21.94%
BRK-B:
-53.86%
COST:
-53.39%
BRK-B:
-4.92%
COST:
-6.30%
Fundamentals
BRK-B:
$1.11T
COST:
$450.29B
BRK-B:
$37.54
COST:
$17.15
BRK-B:
13.64
COST:
59.18
BRK-B:
10.06
COST:
5.34
BRK-B:
2.98
COST:
1.71
BRK-B:
1.79
COST:
17.49
BRK-B:
$401.70B
COST:
$264.09B
BRK-B:
$317.24B
COST:
$35.11B
BRK-B:
$105.57B
COST:
$11.25B
Returns By Period
In the year-to-date period, BRK-B achieves a 13.23% return, which is significantly higher than COST's 10.24% return. Over the past 10 years, BRK-B has underperformed COST with an annualized return of 13.42%, while COST has yielded a comparatively higher 23.66% annualized return.
BRK-B
13.23%
4.18%
11.54%
26.30%
23.84%
13.42%
COST
10.24%
11.03%
10.53%
32.68%
29.14%
23.66%
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Risk-Adjusted Performance
BRK-B vs. COST — Risk-Adjusted Performance Rank
BRK-B
COST
BRK-B vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) 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.
Dividends
BRK-B vs. COST - Dividend Comparison
BRK-B has not paid dividends to shareholders, while COST's dividend yield for the trailing twelve months is around 0.47%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway 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 | 0.47% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
BRK-B vs. COST - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, roughly equal to the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for BRK-B and COST. For additional features, visit the drawdowns tool.
Volatility
BRK-B vs. COST - Volatility Comparison
Berkshire Hathaway Inc. (BRK-B) has a higher volatility of 9.70% compared to Costco Wholesale Corporation (COST) at 8.28%. This indicates that BRK-B'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.
Financials
BRK-B vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Berkshire Hathaway 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.
Total Revenue: Total amount of money received from sales and other business activities
BRK-B vs. COST - Profitability Comparison
BRK-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc. reported a gross profit of 89.73B and revenue of 89.73B. Therefore, the gross margin over that period was 100.0%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a gross profit of 9.61B and revenue of 63.72B. Therefore, the gross margin over that period was 15.1%.
BRK-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc. reported an operating income of 82.04B and revenue of 89.73B, resulting in an operating margin of 91.4%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported an operating income of 2.32B and revenue of 63.72B, resulting in an operating margin of 3.6%.
BRK-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc. reported a net income of 4.60B and revenue of 89.73B, resulting in a net margin of 5.1%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a net income of 1.79B and revenue of 63.72B, resulting in a net margin of 2.8%.