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.
Key characteristics
| COST | BRK-B | |
|---|---|---|
| YTD Return | 13.05% | 12.40% |
| 1Y Return | 56.22% | 25.27% |
| 3Y Return (Ann) | 27.48% | 12.69% |
| 5Y Return (Ann) | 27.17% | 12.90% |
| 10Y Return (Ann) | 23.44% | 12.41% |
| Sharpe Ratio | 3.14 | 1.98 |
| Daily Std Dev | 18.01% | 12.15% |
| Max Drawdown | -70.95% | -53.86% |
| Current Drawdown | -5.15% | -4.67% |
Fundamentals
| COST | BRK-B | |
|---|---|---|
| Market Cap | $329.92B | $865.44B |
| EPS | $15.25 | $44.26 |
| PE Ratio | 48.78 | 9.06 |
| PEG Ratio | 5.15 | 10.06 |
| Revenue (TTM) | $248.83B | $364.48B |
| Gross Profit (TTM) | $30.10B | -$28.09B |
| EBITDA (TTM) | $11.07B | $135.68B |
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.
Performance
COST vs. BRK-B - Performance Comparison
The year-to-date returns for both stocks are quite close, with COST having a 13.05% return and BRK-B slightly lower at 12.40%. Over the past 10 years, COST has outperformed BRK-B with an annualized return of 23.44%, while BRK-B has yielded a comparatively lower 12.41% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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 2.58%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 2.58% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% | 1.01% |
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 -70.95%, which is greater than BRK-B's maximum 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
Costco Wholesale Corporation (COST) has a higher volatility of 3.89% compared to Berkshire Hathaway Inc. (BRK-B) at 3.31%. This indicates that COST's price experiences larger fluctuations and is considered to be riskier 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