COST vs. HLT
COST (Costco Wholesale Corporation) and HLT (Hilton Worldwide Holdings Inc.) are both stocks. COST operates in Discount Stores (Consumer Defensive), while HLT operates in Lodging (Consumer Cyclical). Over the past 10 years, COST returned 22.25%/yr vs 48.67%/yr for HLT. At a 0.28 correlation, their price movements are largely independent.
Performance
COST vs. HLT - Performance Comparison
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Returns By Period
In the year-to-date period, COST achieves a 13.35% return, which is significantly lower than HLT's 18.69% return. Over the past 10 years, COST has underperformed HLT with an annualized return of 22.25%, while HLT has yielded a comparatively higher 48.67% 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%
HLT
- 1D
- -0.72%
- 1M
- 7.58%
- YTD
- 18.69%
- 6M
- 26.36%
- 1Y
- 35.01%
- 3Y*
- 34.37%
- 5Y*
- 22.25%
- 10Y*
- 48.67%
COST vs. HLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 13.35% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
HLT Hilton Worldwide Holdings Inc. | 18.69% | 16.49% | 36.11% | 44.68% | -18.72% | 40.20% | 0.47% | 55.48% | -9.40% | 829.98% |
Correlation
The correlation between COST and HLT is 0.06, 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 | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Dec 13, 2013 | 0.28 |
Over the past year, the correlation between COST and HLT has dropped to 0.06 - well below their long-term average of 0.28, suggesting their price drivers have been diverging.
Fundamentals
COST:
$26.51
HLT:
$6.50
COST:
36.77
HLT:
52.41
COST:
2.88
HLT:
0.85
COST:
1.11
HLT:
6.58
COST:
$293.59B
HLT:
$12.28B
COST:
$11.12B
HLT:
$5.44B
COST:
$12.48B
HLT:
$3.00B
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Return for Risk
COST vs. HLT — Risk / Return Rank
COST
HLT
COST vs. HLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Costco Wholesale Corporation (COST) and Hilton Worldwide Holdings Inc. (HLT). 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 | HLT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.71 | ||
| Sortino ratioReturn per unit of downside risk | -2.38 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.27 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.22 | 3.42 | -3.64 |
| Martin ratioReturn relative to average drawdown | -0.51 | 7.93 | -8.44 |
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 | HLT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.18 | 1.52 | -1.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.83 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.02 | 0.27 | +0.75 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.23 | +0.36 |
Drawdowns
COST vs. HLT - Drawdown Comparison
The maximum COST drawdown since its inception was -53.39%, which is greater than HLT's maximum drawdown of -50.82%. Use the drawdown chart below to compare losses from any high point for COST and HLT.
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Drawdown Indicators
| COST | HLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.39% | -50.82% | -2.57% |
Max Drawdown (1Y)Largest decline over 1 year | -15.38% | -10.29% | -5.09% |
Max Drawdown (3Y)Largest decline over 3 years | -20.74% | -26.35% | +5.61% |
Max Drawdown (5Y)Largest decline over 5 years | -31.40% | -32.65% | +1.25% |
Max Drawdown (10Y)Largest decline over 10 years | -31.40% | -50.82% | +19.42% |
Current DrawdownCurrent decline from peak | -10.93% | -0.72% | -10.21% |
Average DrawdownAverage peak-to-trough decline | -13.36% | -9.73% | -3.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.15% | 4.43% | +2.72% |
Volatility
COST vs. HLT - Volatility Comparison
Costco Wholesale Corporation (COST) has a higher volatility of 7.71% compared to Hilton Worldwide Holdings Inc. (HLT) at 6.93%. This indicates that COST's price experiences larger fluctuations and is considered to be riskier than HLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COST | HLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.71% | 6.93% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 14.53% | 17.33% | -2.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.79% | 23.12% | -4.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.71% | 27.07% | -4.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.95% | 181.03% | -159.08% |
Dividends
COST vs. HLT - Dividend Comparison
COST's dividend yield for the trailing twelve months is around 0.55%, more than HLT's 0.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
HLT Hilton Worldwide Holdings Inc. | 0.18% | 0.21% | 0.24% | 0.33% | 0.36% | 0.00% | 0.13% | 0.54% | 0.84% | 31.40% | 1.03% | 0.65% |
Financials
COST vs. HLT - Financials Comparison
This section allows you to compare key financial metrics between Costco Wholesale Corporation and Hilton Worldwide Holdings 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. HLT - Profitability Comparison
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%.
HLT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hilton Worldwide Holdings Inc. reported a gross profit of 1.18B and revenue of 2.94B. Therefore, the gross margin over that period was 40.3%.
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%.
HLT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hilton Worldwide Holdings Inc. reported an operating income of 678.00M and revenue of 2.94B, resulting in an operating margin of 23.1%.
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%.
HLT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hilton Worldwide Holdings Inc. reported a net income of 385.00M and revenue of 2.94B, resulting in a net margin of 13.1%.
Frequently Asked Questions
COST and HLT have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
COST has higher volatility (7.71%) compared to HLT (6.93%). In terms of maximum drawdown, COST dropped -53.39% vs HLT's -50.82%.
HLT currently has the higher Sharpe Ratio (1.52 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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