Correlation
The correlation between COST and MA is 0.57, 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.
COST vs. MA
Compare and contrast key facts about Costco Wholesale Corporation (COST) and Mastercard Inc (MA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COST or MA.
Performance
COST vs. MA - Performance Comparison
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Key characteristics
COST:
1.29
MA:
1.58
COST:
1.81
MA:
2.07
COST:
1.24
MA:
1.30
COST:
1.65
MA:
1.93
COST:
4.74
MA:
8.31
COST:
6.04%
MA:
3.89%
COST:
22.13%
MA:
21.25%
COST:
-53.39%
MA:
-62.67%
COST:
-3.28%
MA:
-0.14%
Fundamentals
COST:
$461.34B
MA:
$531.77B
COST:
$17.16
MA:
$14.29
COST:
60.62
MA:
40.98
COST:
5.51
MA:
2.35
COST:
1.75
MA:
18.29
COST:
18.04
MA:
79.71
COST:
$205.57B
MA:
$29.07B
COST:
$27.77B
MA:
$22.22B
COST:
$8.41B
MA:
$17.36B
Returns By Period
In the year-to-date period, COST achieves a 13.80% return, which is significantly higher than MA's 11.55% return. Over the past 10 years, COST has outperformed MA with an annualized return of 24.24%, while MA has yielded a comparatively lower 20.91% annualized return.
COST
13.80%
3.16%
7.29%
29.10%
32.50%
29.64%
24.24%
MA
11.55%
4.69%
10.22%
31.76%
18.55%
14.89%
20.91%
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Risk-Adjusted Performance
COST vs. MA — Risk-Adjusted Performance Rank
COST
MA
COST vs. MA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Costco Wholesale Corporation (COST) and Mastercard Inc (MA). 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. MA - Dividend Comparison
COST's dividend yield for the trailing twelve months is around 0.46%, less than MA's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 0.46% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
MA Mastercard Inc | 0.48% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% |
Drawdowns
COST vs. MA - Drawdown Comparison
The maximum COST drawdown since its inception was -53.39%, smaller than the maximum MA drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for COST and MA.
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Volatility
COST vs. MA - Volatility Comparison
Costco Wholesale Corporation (COST) and Mastercard Inc (MA) have volatilities of 5.12% and 4.93%, 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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Financials
COST vs. MA - Financials Comparison
This section allows you to compare key financial metrics between Costco Wholesale Corporation and Mastercard 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. MA - Profitability Comparison
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Mastercard Inc reported a gross profit of 5.56B and revenue of 7.25B. Therefore, the gross margin over that period was 76.7%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Costco Wholesale Corporation reported an operating income of 2.32B and revenue of 63.72B, resulting in an operating margin of 3.6%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Mastercard Inc reported an operating income of 4.15B and revenue of 7.25B, resulting in an operating margin of 57.2%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Costco Wholesale Corporation reported a net income of 1.79B and revenue of 63.72B, resulting in a net margin of 2.8%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Mastercard Inc reported a net income of 3.28B and revenue of 7.25B, resulting in a net margin of 45.2%.