COST vs. BRK-B
Compare and contrast key facts about Costco Wholesale Corporation (COST) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COST or BRK-B.
Correlation
The correlation between COST and BRK-B 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
COST vs. BRK-B - Performance Comparison
Key characteristics
COST:
1.87
BRK-B:
1.45
COST:
2.44
BRK-B:
1.99
COST:
1.33
BRK-B:
1.29
COST:
2.39
BRK-B:
3.24
COST:
7.06
BRK-B:
8.29
COST:
5.84%
BRK-B:
3.44%
COST:
22.10%
BRK-B:
19.71%
COST:
-53.39%
BRK-B:
-53.86%
COST:
-5.63%
BRK-B:
-5.12%
Fundamentals
COST:
$443.26B
BRK-B:
$1.16T
COST:
$17.11
BRK-B:
$41.24
COST:
58.39
BRK-B:
13.09
COST:
5.91
BRK-B:
10.06
COST:
1.67
BRK-B:
3.13
COST:
17.20
BRK-B:
1.79
COST:
$264.09B
BRK-B:
$311.97B
COST:
$35.11B
BRK-B:
$227.52B
COST:
$11.25B
BRK-B:
$105.57B
Returns By Period
In the year-to-date period, COST achieves a 11.03% return, which is significantly lower than BRK-B's 12.99% return. Over the past 10 years, COST has outperformed BRK-B with an annualized return of 23.64%, while BRK-B has yielded a comparatively lower 13.24% annualized return.
COST
11.03%
10.88%
14.81%
37.13%
29.10%
23.64%
BRK-B
12.99%
3.77%
15.80%
27.76%
24.44%
13.24%
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Risk-Adjusted Performance
COST vs. BRK-B — Risk-Adjusted Performance Rank
COST
BRK-B
COST vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Costco Wholesale Corporation (COST) and Berkshire Hathaway Inc. (BRK-B). 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
COST vs. BRK-B - Dividend Comparison
COST's dividend yield for the trailing twelve months is around 0.47%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
COST vs. BRK-B - Drawdown Comparison
The maximum COST drawdown since its inception was -53.39%, roughly equal to the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for COST and BRK-B. For additional features, visit the drawdowns tool.
Volatility
COST vs. BRK-B - Volatility Comparison
The current volatility for Costco Wholesale Corporation (COST) is 10.18%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 12.10%. This indicates that COST experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
COST vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Costco Wholesale Corporation and Berkshire Hathaway Inc.. 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
COST vs. BRK-B - Profitability Comparison
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 - 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 101.47B and revenue of 101.47B. Therefore, the gross margin over that period was 100.0%.
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 - 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 24.03B and revenue of 101.47B, resulting in an operating margin of 23.7%.
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%.
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 19.69B and revenue of 101.47B, resulting in a net margin of 19.4%.