COST vs. HSY
Compare and contrast key facts about Costco Wholesale Corporation (COST) and The Hershey Company (HSY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COST or HSY.
Correlation
The correlation between COST and HSY is 0.37, 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. HSY - Performance Comparison
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Key characteristics
COST:
1.39
HSY:
-0.45
COST:
1.96
HSY:
-0.45
COST:
1.27
HSY:
0.95
COST:
1.81
HSY:
-0.25
COST:
5.32
HSY:
-0.78
COST:
5.89%
HSY:
14.23%
COST:
21.91%
HSY:
26.85%
COST:
-53.39%
HSY:
-49.15%
COST:
-6.26%
HSY:
-34.80%
Fundamentals
COST:
$450.29B
HSY:
$33.10B
COST:
$17.15
HSY:
$8.13
COST:
59.18
HSY:
20.09
COST:
5.34
HSY:
44.27
COST:
1.71
HSY:
3.08
COST:
17.49
HSY:
8.97
COST:
$264.09B
HSY:
$10.75B
COST:
$35.11B
HSY:
$4.62B
COST:
$11.25B
HSY:
$2.50B
Returns By Period
In the year-to-date period, COST achieves a 10.29% return, which is significantly higher than HSY's 1.78% return. Over the past 10 years, COST has outperformed HSY with an annualized return of 23.69%, while HSY has yielded a comparatively lower 8.65% annualized return.
COST
10.29%
4.58%
7.07%
30.07%
29.12%
23.69%
HSY
1.78%
4.11%
-1.09%
-11.96%
7.51%
8.65%
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Risk-Adjusted Performance
COST vs. HSY — Risk-Adjusted Performance Rank
COST
HSY
COST vs. HSY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Costco Wholesale Corporation (COST) and The Hershey Company (HSY). 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.
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Dividends
COST vs. HSY - Dividend Comparison
COST's dividend yield for the trailing twelve months is around 0.47%, less than HSY's 3.21% yield.
| 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% |
HSY The Hershey Company | 3.21% | 3.24% | 2.39% | 1.67% | 1.76% | 2.07% | 2.03% | 2.57% | 2.24% | 2.32% | 2.50% | 1.96% |
Drawdowns
COST vs. HSY - Drawdown Comparison
The maximum COST drawdown since its inception was -53.39%, which is greater than HSY's maximum drawdown of -49.15%. Use the drawdown chart below to compare losses from any high point for COST and HSY. For additional features, visit the drawdowns tool.
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Volatility
COST vs. HSY - Volatility Comparison
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Financials
COST vs. HSY - Financials Comparison
This section allows you to compare key financial metrics between Costco Wholesale Corporation and The Hershey Company. 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. HSY - 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%.
HSY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Hershey Company reported a gross profit of 944.27M and revenue of 2.81B. Therefore, the gross margin over that period was 33.7%.
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%.
HSY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Hershey Company reported an operating income of 369.22M and revenue of 2.81B, resulting in an operating margin of 13.2%.
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%.
HSY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Hershey Company reported a net income of 224.20M and revenue of 2.81B, resulting in a net margin of 8.0%.