COST vs. PG
Compare and contrast key facts about Costco Wholesale Corporation (COST) and The Procter & Gamble Company (PG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COST or PG.
Key characteristics
COST | PG | |
---|---|---|
YTD Return | 13.05% | 13.67% |
1Y Return | 56.22% | 8.46% |
3Y Return (Ann) | 27.48% | 9.63% |
5Y Return (Ann) | 27.17% | 11.92% |
10Y Return (Ann) | 23.44% | 10.44% |
Sharpe Ratio | 3.14 | 0.57 |
Daily Std Dev | 18.01% | 14.09% |
Max Drawdown | -70.95% | -54.23% |
Current Drawdown | -5.15% | 0.00% |
Fundamentals
COST | PG | |
---|---|---|
Market Cap | $329.92B | $388.15B |
EPS | $15.25 | $6.12 |
PE Ratio | 48.78 | 26.87 |
PEG Ratio | 5.15 | 3.28 |
Revenue (TTM) | $248.83B | $84.06B |
Gross Profit (TTM) | $30.10B | $39.25B |
EBITDA (TTM) | $11.07B | $24.22B |
Correlation
The correlation between COST and PG 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. PG - Performance Comparison
The year-to-date returns for both investments are quite close, with COST having a 13.05% return and PG slightly higher at 13.67%. Over the past 10 years, COST has outperformed PG with an annualized return of 23.44%, while PG has yielded a comparatively lower 10.44% 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. PG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Costco Wholesale Corporation (COST) and The Procter & Gamble Company (PG). 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. PG - Dividend Comparison
COST's dividend yield for the trailing twelve months is around 2.58%, more than PG's 2.33% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
The Procter & Gamble Company | 2.33% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.31% | 2.78% | 2.91% |
Drawdowns
COST vs. PG - Drawdown Comparison
The maximum COST drawdown since its inception was -70.95%, which is greater than PG's maximum drawdown of -54.23%. Use the drawdown chart below to compare losses from any high point for COST and PG. For additional features, visit the drawdowns tool.
Volatility
COST vs. PG - Volatility Comparison
Costco Wholesale Corporation (COST) has a higher volatility of 3.89% compared to The Procter & Gamble Company (PG) at 2.49%. This indicates that COST's price experiences larger fluctuations and is considered to be riskier than PG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
COST vs. PG - Financials Comparison
This section allows you to compare key financial metrics between Costco Wholesale Corporation and The Procter & Gamble 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