CHE vs. COST
Compare and contrast key facts about Chemed Corporation (CHE) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHE or COST.
Correlation
The correlation between CHE and COST is 0.44, 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
CHE vs. COST - Performance Comparison
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Key characteristics
CHE:
-0.10
COST:
1.30
CHE:
-0.02
COST:
1.71
CHE:
1.00
COST:
1.23
CHE:
-0.17
COST:
1.54
CHE:
-0.50
COST:
4.48
CHE:
6.96%
COST:
5.94%
CHE:
24.58%
COST:
21.84%
CHE:
-56.47%
COST:
-53.39%
CHE:
-14.64%
COST:
-7.80%
Fundamentals
CHE:
$8.33B
COST:
$443.25B
CHE:
$20.06
COST:
$17.17
CHE:
27.78
COST:
58.18
CHE:
2.26
COST:
5.29
CHE:
3.35
COST:
1.68
CHE:
7.06
COST:
17.33
CHE:
$2.49B
COST:
$264.09B
CHE:
$834.93M
COST:
$35.11B
CHE:
$452.20M
COST:
$11.25B
Returns By Period
In the year-to-date period, CHE achieves a 4.57% return, which is significantly lower than COST's 8.48% return. Over the past 10 years, CHE has underperformed COST with an annualized return of 16.92%, while COST has yielded a comparatively higher 23.42% annualized return.
CHE
4.57%
-7.85%
-1.84%
-2.39%
4.17%
16.92%
COST
8.48%
1.38%
6.45%
28.12%
29.32%
23.42%
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Risk-Adjusted Performance
CHE vs. COST — Risk-Adjusted Performance Rank
CHE
COST
CHE vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Chemed Corporation (CHE) 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.
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Dividends
CHE vs. COST - Dividend Comparison
CHE's dividend yield for the trailing twelve months is around 0.34%, less than COST's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHE Chemed Corporation | 0.34% | 0.34% | 0.27% | 0.29% | 0.26% | 0.25% | 0.28% | 0.41% | 0.44% | 0.62% | 0.61% | 0.79% |
COST Costco Wholesale Corporation | 0.48% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
CHE vs. COST - Drawdown Comparison
The maximum CHE drawdown since its inception was -56.47%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for CHE and COST. For additional features, visit the drawdowns tool.
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Volatility
CHE vs. COST - Volatility Comparison
Chemed Corporation (CHE) has a higher volatility of 9.54% compared to Costco Wholesale Corporation (COST) at 6.11%. This indicates that CHE'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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Financials
CHE vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Chemed 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
CHE vs. COST - Profitability Comparison
CHE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Chemed Corporation reported a gross profit of 200.40M and revenue of 646.94M. Therefore, the gross margin over that period was 31.0%.
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%.
CHE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Chemed Corporation reported an operating income of 94.76M and revenue of 646.94M, resulting in an operating margin of 14.7%.
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%.
CHE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Chemed Corporation reported a net income of 71.76M and revenue of 646.94M, resulting in a net margin of 11.1%.
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%.