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COST vs. AIR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

COST vs. AIR - Performance Comparison

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

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Returns By Period

In the year-to-date period, COST achieves a 13.35% return, which is significantly lower than AIR's 38.57% return. Over the past 10 years, COST has outperformed AIR with an annualized return of 22.25%, while AIR has yielded a comparatively lower 17.24% annualized return.


COST

1D
0.30%
1M
-3.37%
YTD
13.35%
6M
10.14%
1Y
-3.42%
3Y*
25.18%
5Y*
22.05%
10Y*
22.25%

AIR

1D
-1.65%
1M
-2.60%
YTD
38.57%
6M
41.40%
1Y
71.53%
3Y*
27.63%
5Y*
23.30%
10Y*
17.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

COST vs. AIR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
COST
Costco Wholesale Corporation
13.35%-5.39%39.62%49.00%-19.05%51.82%32.67%45.70%10.60%22.37%
AIR
AAR Corp.
38.57%35.10%-1.79%38.98%15.04%7.76%-19.25%21.74%-4.31%19.89%

Correlation

The correlation between COST and AIR is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.20

Correlation (10Y)
Calculated over the trailing 10-year period

0.21

Correlation (All Time)
Calculated using the full available price history since Sep 23, 1993

0.23

The correlation between COST and AIR shifts across timeframes, from -0.05 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS

COST:

$26.51

AIR:

$4.63

PE Ratio

COST:

36.77

AIR:

24.80

PEG Ratio

COST:

2.88

AIR:

8.68

PS Ratio

COST:

1.11

AIR:

1.35

Total Revenue (TTM)

COST:

$293.59B

AIR:

$3.13B

Gross Profit (TTM)

COST:

$11.12B

AIR:

$595.50M

EBITDA (TTM)

COST:

$12.48B

AIR:

$214.30M

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Return for Risk

COST vs. AIR — Risk / Return Rank

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

COST
COST Risk / Return Rank: 3232
Overall Rank
COST Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
COST Sortino Ratio Rank: 2828
Sortino Ratio Rank
COST Omega Ratio Rank: 2828
Omega Ratio Rank
COST Calmar Ratio Rank: 3535
Calmar Ratio Rank
COST Martin Ratio Rank: 3333
Martin Ratio Rank

AIR
AIR Risk / Return Rank: 8585
Overall Rank
AIR Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
AIR Sortino Ratio Rank: 8484
Sortino Ratio Rank
AIR Omega Ratio Rank: 8181
Omega Ratio Rank
AIR Calmar Ratio Rank: 8787
Calmar Ratio Rank
AIR Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

COST vs. AIR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Costco Wholesale Corporation (COST) and AAR Corp. (AIR). 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.


COSTAIRDifference
Sharpe ratioReturn per unit of total volatility

-1.96

Sortino ratioReturn per unit of downside risk

-2.66

Omega ratioGain probability vs. loss probability

0.98

1.31

-0.32

Calmar ratioReturn relative to maximum drawdown

-0.22

3.61

-3.83

Martin ratioReturn relative to average drawdown

-0.51

8.54

-9.05

COST vs. AIR - Sharpe Ratio Comparison

The current COST Sharpe Ratio is -0.18, which is lower than the AIR Sharpe Ratio of 1.78. The chart below compares the historical Sharpe Ratios of COST and AIR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


COSTAIRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.18

1.78

-1.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.98

0.66

+0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.02

0.38

+0.64

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

0.16

+0.42

Drawdowns

COST vs. AIR - Drawdown Comparison

The maximum COST drawdown since its inception was -53.39%, smaller than the maximum AIR drawdown of -89.04%. Use the drawdown chart below to compare losses from any high point for COST and AIR.


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Drawdown Indicators


COSTAIRDifference

Max Drawdown

Largest peak-to-trough decline

-53.39%

-89.04%

+35.65%

Max Drawdown (1Y)

Largest decline over 1 year

-15.38%

-19.92%

+4.54%

Max Drawdown (3Y)

Largest decline over 3 years

-20.74%

-35.72%

+14.98%

Max Drawdown (5Y)

Largest decline over 5 years

-31.40%

-35.72%

+4.32%

Max Drawdown (10Y)

Largest decline over 10 years

-31.40%

-81.77%

+50.37%

Current Drawdown

Current decline from peak

-10.93%

-8.95%

-1.98%

Average Drawdown

Average peak-to-trough decline

-13.36%

-34.70%

+21.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.15%

8.40%

-1.25%

Volatility

COST vs. AIR - Volatility Comparison

The current volatility for Costco Wholesale Corporation (COST) is 7.71%, while AAR Corp. (AIR) has a volatility of 12.70%. This indicates that COST experiences smaller price fluctuations and is considered to be less risky than AIR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


COSTAIRDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.71%

12.70%

-4.99%

Volatility (6M)

Calculated over the trailing 6-month period

14.53%

31.17%

-16.64%

Volatility (1Y)

Calculated over the trailing 1-year period

18.79%

40.51%

-21.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.71%

35.32%

-12.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.95%

45.27%

-23.32%

Dividends

COST vs. AIR - Dividend Comparison

COST's dividend yield for the trailing twelve months is around 0.55%, while AIR has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
AIR
AAR Corp.
0.00%0.00%0.00%0.00%0.00%0.00%0.41%0.67%0.80%0.76%0.91%1.14%
COST
Costco Wholesale Corporation
0.55%0.59%0.49%2.87%0.76%0.54%3.38%0.86%1.08%4.81%1.09%4.06%

Financials

COST vs. AIR - Financials Comparison

This section allows you to compare key financial metrics between Costco Wholesale Corporation and AAR Corp.. 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


0.0020.00B40.00B60.00B80.00B20222023202420252026
70.53B
845.10M
(COST) Total Revenue
(AIR) Total Revenue
Values in USD except per share items

COST vs. AIR - Profitability Comparison

The chart below illustrates the profitability comparison between Costco Wholesale Corporation and AAR Corp. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-30.0%-20.0%-10.0%0.0%10.0%20.0%20222023202420252026
-25.1%
18.3%
Portfolio components
COST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.

AIR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AAR Corp. reported a gross profit of 154.70M and revenue of 845.10M. Therefore, the gross margin over that period was 18.3%.

COST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Costco Wholesale Corporation reported an operating income of 2.82B and revenue of 70.53B, resulting in an operating margin of 4.0%.

AIR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AAR Corp. reported an operating income of 64.80M and revenue of 845.10M, resulting in an operating margin of 7.7%.

COST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Costco Wholesale Corporation reported a net income of 2.19B and revenue of 70.53B, resulting in a net margin of 3.1%.

AIR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AAR Corp. reported a net income of 68.00M and revenue of 845.10M, resulting in a net margin of 8.1%.


Frequently Asked Questions


COST and AIR have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AIR has higher volatility (12.70%) compared to COST (7.71%). In terms of maximum drawdown, COST dropped -53.39% vs AIR's -89.04%.

AIR currently has the higher Sharpe Ratio (1.78 vs -0.18), 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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