COST vs. SCS

Last updated Jun 9, 2026

COST (Costco Wholesale Corporation) and SCS (Steelcase Inc.) are both stocks. COST operates in Discount Stores (Consumer Defensive), while SCS operates in Business Equipment & Supplies (Industrials). At a 0.24 correlation, their price movements are largely independent.

Performance

COST vs. SCS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Costco Wholesale Corporation (COST) and Steelcase Inc. (SCS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

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%

SCS

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

COST vs. SCS - 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%
SCS Steelcase Inc.	0.00%	39.89%	-9.11%	97.75%	-36.31%	-9.87%	-31.43%	42.60%	1.19%	-12.18%

Correlation

The correlation between COST and SCS is 0.02, 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	0.02
Correlation (3Y) Calculated over the trailing 3-year period	0.16
Correlation (5Y) Calculated over the trailing 5-year period	0.21
Correlation (10Y) Calculated over the trailing 10-year period	0.20
Correlation (All Time) Calculated using the full available price history since Feb 20, 1998	0.24

Over the past year, the correlation between COST and SCS has dropped to 0.02 - well below their long-term average of 0.24, suggesting their price drivers have been diverging.

Fundamentals

EPS COST : $26.51 SCS : $0.80
PE Ratio COST : 36.77 SCS : 20.20
PEG Ratio COST : 2.88 SCS : 0.09
PS Ratio COST : 1.11 SCS : 0.59
Total Revenue (TTM) COST : $293.59B SCS : $3.26B
Gross Profit (TTM) COST : $11.12B SCS : $1.09B
EBITDA (TTM) COST : $12.48B SCS : $208.30M

Return for Risk

COST vs. SCS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

COST

COST Risk / Return Rank: 32
COST Sharpe Ratio Rank: 34
COST Sortino Ratio Rank: 28
COST Omega Ratio Rank: 28
COST Calmar Ratio Rank: 35
COST Martin Ratio Rank: 33

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

COST vs. SCS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Costco Wholesale Corporation (COST) and Steelcase Inc. (SCS). 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	SCS	Difference
Sharpe ratio: Return per unit of total volatility	-0.18	—	—
Sortino ratio: Return per unit of downside risk	-0.13	—	—
Omega ratio: Gain probability vs. loss probability	0.98	—	—
Calmar ratio: Return relative to maximum drawdown	-0.22	—	—
Martin ratio: Return relative to average drawdown	-0.51	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	COST	SCS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.18	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.98	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	1.02	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.59	—	—

Drawdowns

Drawdown Indicators

	COST	SCS	Difference
Max Drawdown Largest peak-to-trough decline	-53.39%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-15.38%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-20.74%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-31.40%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-31.40%	—	—
Current Drawdown Current decline from peak	-10.93%	—	—
Average Drawdown Average peak-to-trough decline	-13.36%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	7.15%	—	—

Volatility

Volatility by Period

	COST	SCS	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.71%	—	—
Volatility (6M) Calculated over the trailing 6-month period	14.53%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	18.79%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.71%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.95%	—	—

Dividends

COST vs. SCS - Dividend Comparison

COST's dividend yield for the trailing twelve months is around 0.55%, while SCS has not paid dividends to shareholders.

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%
SCS Steelcase Inc.	1.24%	1.86%	4.23%	2.22%	6.93%	4.56%	2.73%	2.83%	3.64%	3.36%	3.31%	2.27%

Financials

COST vs. SCS - Profitability Comparison

The chart below illustrates the profitability comparison between Costco Wholesale Corporation and Steelcase Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

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%.

SCS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Steelcase Inc. reported a gross profit of 312.10M and revenue of 897.10M. Therefore, the gross margin over that period was 34.8%.

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%.

SCS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Steelcase Inc. reported an operating income of 53.10M and revenue of 897.10M, resulting in an operating margin of 5.9%.

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%.

SCS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Steelcase Inc. reported a net income of 35.00M and revenue of 897.10M, resulting in a net margin of 3.9%.

Frequently Asked Questions

Can I hold both COST and SCS in my portfolio?

COST and SCS have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.