COST vs. BRK-B
Compare and contrast key facts about Costco Wholesale Corporation (COST) and Berkshire Hathaway Inc. (BRK-B).
Performance
COST vs. BRK-B - Performance Comparison
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COST vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 15.71% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
BRK-B Berkshire Hathaway Inc. | -4.67% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Fundamentals
COST:
$25.63
BRK-B:
$31.03
COST:
38.87
BRK-B:
15.44
COST:
3.04
BRK-B:
0.60
COST:
1.16
BRK-B:
2.78
COST:
$286.27B
BRK-B:
$371.37B
COST:
$19.33B
BRK-B:
$116.89B
COST:
$12.73B
BRK-B:
$87.30B
Returns By Period
In the year-to-date period, COST achieves a 15.71% return, which is significantly higher than BRK-B's -4.67% return. Over the past 10 years, COST has outperformed BRK-B with an annualized return of 22.28%, while BRK-B has yielded a comparatively lower 12.79% annualized return.
COST
- 1D
- -0.02%
- 1M
- -1.42%
- YTD
- 15.71%
- 6M
- 7.95%
- 1Y
- 5.93%
- 3Y*
- 27.83%
- 5Y*
- 24.28%
- 10Y*
- 22.28%
BRK-B
- 1D
- 0.96%
- 1M
- -5.10%
- YTD
- -4.67%
- 6M
- -4.68%
- 1Y
- -10.02%
- 3Y*
- 15.78%
- 5Y*
- 13.16%
- 10Y*
- 12.79%
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Return for Risk
COST vs. BRK-B — Risk / Return Rank
COST
BRK-B
COST vs. BRK-B - Risk-Adjusted Trends 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.
| COST | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | -0.55 | +0.85 |
Sortino ratioReturn per unit of downside risk | 0.57 | -0.63 | +1.20 |
Omega ratioGain probability vs. loss probability | 1.07 | 0.91 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | -0.60 | +1.00 |
Martin ratioReturn relative to average drawdown | 0.80 | -1.03 | +1.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| COST | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | -0.55 | +0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.08 | 0.77 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.02 | 0.66 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.48 | +0.11 |
Correlation
The correlation between COST and BRK-B is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
COST vs. BRK-B - Dividend Comparison
COST's dividend yield for the trailing twelve months is around 0.52%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 0.52% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
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.
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Drawdown Indicators
| COST | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.39% | -53.86% | +0.47% |
Max Drawdown (1Y)Largest decline over 1 year | -19.35% | -14.95% | -4.40% |
Max Drawdown (5Y)Largest decline over 5 years | -31.40% | -26.58% | -4.82% |
Max Drawdown (10Y)Largest decline over 10 years | -31.40% | -29.57% | -1.83% |
Current DrawdownCurrent decline from peak | -6.96% | -11.23% | +4.27% |
Average DrawdownAverage peak-to-trough decline | -13.40% | -11.07% | -2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.67% | 8.69% | +0.98% |
Volatility
COST vs. BRK-B - Volatility Comparison
Costco Wholesale Corporation (COST) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 4.41% and 4.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COST | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 4.34% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 11.16% | +2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.15% | 18.34% | +1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 17.21% | +5.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 19.45% | +2.45% |
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 Apr 2026, Costco Wholesale Corporation reported a gross profit of -8.80B and revenue of 69.60B. Therefore, the gross margin over that period was -12.6%.
BRK-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Berkshire Hathaway Inc. reported a gross profit of 21.68B and revenue of 94.23B. Therefore, the gross margin over that period was 23.0%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Costco Wholesale Corporation reported an operating income of 2.61B and revenue of 69.60B, resulting in an operating margin of 3.7%.
BRK-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Berkshire Hathaway Inc. reported an operating income of 13.65B and revenue of 94.23B, resulting in an operating margin of 14.5%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Costco Wholesale Corporation reported a net income of 2.04B and revenue of 69.60B, resulting in a net margin of 2.9%.
BRK-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Berkshire Hathaway Inc. reported a net income of 19.20B and revenue of 94.23B, resulting in a net margin of 20.4%.