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
Returns By Period
In the year-to-date period, COST achieves a 45.62% return, which is significantly higher than MA's 21.47% return. Over the past 10 years, COST has outperformed MA with an annualized return of 23.82%, while MA has yielded a comparatively lower 20.53% annualized return.
COST
45.62%
7.10%
20.34%
66.89%
28.36%
23.82%
MA
21.47%
0.41%
14.48%
26.26%
13.43%
20.53%
Fundamentals
| COST | MA | |
|---|---|---|
| Market Cap | $411.21B | $476.78B |
| EPS | $16.56 | $13.07 |
| PE Ratio | 56.04 | 39.22 |
| PEG Ratio | 5.63 | 1.96 |
| Total Revenue (TTM) | $254.45B | $27.23B |
| Gross Profit (TTM) | $32.10B | $23.36B |
| EBITDA (TTM) | $12.15B | $16.44B |
Key characteristics
| COST | MA | |
|---|---|---|
| Sharpe Ratio | 3.48 | 1.70 |
| Sortino Ratio | 4.15 | 2.30 |
| Omega Ratio | 1.61 | 1.31 |
| Calmar Ratio | 6.64 | 2.26 |
| Martin Ratio | 17.18 | 5.61 |
| Ulcer Index | 3.97% | 4.76% |
| Daily Std Dev | 19.62% | 15.72% |
| Max Drawdown | -53.39% | -62.67% |
| Current Drawdown | 0.00% | -2.83% |
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Correlation
The correlation between COST and MA is 0.38, 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.
Risk-Adjusted Performance
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.
Dividends
COST vs. MA - Dividend Comparison
COST's dividend yield for the trailing twelve months is around 2.04%, more than MA's 0.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 2.04% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% | 1.01% |
MA Mastercard Inc | 0.51% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% | 0.25% |
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. For additional features, visit the drawdowns tool.
Volatility
COST vs. MA - Volatility Comparison
Costco Wholesale Corporation (COST) and Mastercard Inc (MA) have volatilities of 5.89% and 5.67%, 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.
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