COST vs. SMSN.L
COST (Costco Wholesale Corporation) and SMSN.L (Samsung Electronics Co. Ltd) are both stocks. COST operates in Discount Stores (Consumer Defensive), while SMSN.L operates in Consumer Electronics (Technology). Over the past 10 years, COST returned 22.25%/yr vs 27.10%/yr for SMSN.L. At a 0.09 correlation, their price movements are largely independent.
Performance
COST vs. SMSN.L - Performance Comparison
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Returns By Period
In the year-to-date period, COST achieves a 13.35% return, which is significantly lower than SMSN.L's 149.32% return. Over the past 10 years, COST has underperformed SMSN.L with an annualized return of 22.25%, while SMSN.L has yielded a comparatively higher 27.10% annualized return.
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%
SMSN.L
- 1D
- 1.28%
- 1M
- 5.20%
- YTD
- 149.32%
- 6M
- 179.18%
- 1Y
- 379.61%
- 3Y*
- 57.37%
- 5Y*
- 25.51%
- 10Y*
- 27.10%
COST vs. SMSN.L - 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% |
SMSN.L Samsung Electronics Co. Ltd | 149.32% | 130.81% | -37.94% | 38.34% | -31.32% | -8.01% | 60.01% | 41.56% | -25.35% | 62.93% |
Correlation
The correlation between COST and SMSN.L is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 2006 | 0.09 |
The correlation between COST and SMSN.L shifts across timeframes, from -0.13 (1 year) to 0.12 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
COST:
$26.51
SMSN.L:
$320.04K
COST:
36.77
SMSN.L:
0.02
COST:
2.88
SMSN.L:
0.00
COST:
1.11
SMSN.L:
0.00
COST:
$293.59B
SMSN.L:
$389.99T
COST:
$11.12B
SMSN.L:
$152.35T
COST:
$12.48B
SMSN.L:
$68.67T
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Return for Risk
COST vs. SMSN.L — Risk / Return Rank
COST
SMSN.L
COST vs. SMSN.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Costco Wholesale Corporation (COST) and Samsung Electronics Co. Ltd (SMSN.L). 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 | SMSN.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -7.63 | ||
| Sortino ratioReturn per unit of downside risk | -5.80 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.74 | -0.75 |
| Calmar ratioReturn relative to maximum drawdown | -0.22 | 17.15 | -17.37 |
| Martin ratioReturn relative to average drawdown | -0.51 | 56.85 | -57.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| COST | SMSN.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.18 | 7.44 | -7.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.74 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.02 | 0.82 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.53 | +0.06 |
Drawdowns
COST vs. SMSN.L - Drawdown Comparison
The maximum COST drawdown since its inception was -53.39%, roughly equal to the maximum SMSN.L drawdown of -55.59%. Use the drawdown chart below to compare losses from any high point for COST and SMSN.L.
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Drawdown Indicators
| COST | SMSN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.39% | -55.59% | +2.20% |
Max Drawdown (1Y)Largest decline over 1 year | -15.38% | -21.96% | +6.58% |
Max Drawdown (3Y)Largest decline over 3 years | -20.74% | -44.52% | +23.78% |
Max Drawdown (5Y)Largest decline over 5 years | -31.40% | -49.12% | +17.72% |
Max Drawdown (10Y)Largest decline over 10 years | -31.40% | -54.44% | +23.04% |
Current DrawdownCurrent decline from peak | -10.93% | -12.96% | +2.03% |
Average DrawdownAverage peak-to-trough decline | -13.36% | -17.36% | +4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.15% | 6.62% | +0.53% |
Volatility
COST vs. SMSN.L - Volatility Comparison
The current volatility for Costco Wholesale Corporation (COST) is 7.71%, while Samsung Electronics Co. Ltd (SMSN.L) has a volatility of 23.24%. This indicates that COST experiences smaller price fluctuations and is considered to be less risky than SMSN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COST | SMSN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.71% | 23.24% | -15.53% |
Volatility (6M)Calculated over the trailing 6-month period | 14.53% | 43.27% | -28.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.79% | 50.70% | -31.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.71% | 34.66% | -11.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.95% | 32.88% | -10.93% |
Dividends
COST vs. SMSN.L - Dividend Comparison
COST's dividend yield for the trailing twelve months is around 0.55%, more than SMSN.L's 0.37% yield.
| 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% |
SMSN.L Samsung Electronics Co. Ltd | 0.37% | 0.94% | 2.88% | 1.79% | 2.50% | 1.85% | 3.60% | 2.47% | 3.65% | 1.62% | 1.68% | 1.71% |
Financials
COST vs. SMSN.L - Financials Comparison
This section allows you to compare key financial metrics between Costco Wholesale Corporation and Samsung Electronics Co. Ltd. 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. SMSN.L - Profitability Comparison
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%.
SMSN.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Samsung Electronics Co. Ltd reported a gross profit of 81.91T and revenue of 133.87T. Therefore, the gross margin over that period was 61.2%.
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%.
SMSN.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Samsung Electronics Co. Ltd reported an operating income of 58.98T and revenue of 133.87T, resulting in an operating margin of 44.1%.
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%.
SMSN.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Samsung Electronics Co. Ltd reported a net income of 48.66T and revenue of 133.87T, resulting in a net margin of 36.4%.
Frequently Asked Questions
COST and SMSN.L have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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