COST vs. WMT
Compare and contrast key facts about Costco Wholesale Corporation (COST) and Walmart Inc. (WMT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COST or WMT.
Key characteristics
| COST | WMT | |
|---|---|---|
| YTD Return | 13.05% | 14.22% |
| 1Y Return | 56.22% | 20.54% |
| 3Y Return (Ann) | 27.48% | 10.12% |
| 5Y Return (Ann) | 27.17% | 13.79% |
| 10Y Return (Ann) | 23.44% | 11.01% |
| Sharpe Ratio | 3.14 | 1.36 |
| Daily Std Dev | 18.01% | 15.30% |
| Max Drawdown | -70.95% | -76.80% |
| Current Drawdown | -5.15% | -2.65% |
Fundamentals
| COST | WMT | |
|---|---|---|
| Market Cap | $329.92B | $482.14B |
| EPS | $15.25 | $1.91 |
| PE Ratio | 48.78 | 31.32 |
| PEG Ratio | 5.15 | 2.44 |
| Revenue (TTM) | $248.83B | $648.13B |
| Gross Profit (TTM) | $30.10B | $147.57B |
| EBITDA (TTM) | $11.07B | $38.86B |
Correlation
The correlation between COST and WMT is 0.42, 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.
Performance
COST vs. WMT - Performance Comparison
In the year-to-date period, COST achieves a 13.05% return, which is significantly lower than WMT's 14.22% return. Over the past 10 years, COST has outperformed WMT with an annualized return of 23.44%, while WMT has yielded a comparatively lower 11.01% 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. WMT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Costco Wholesale Corporation (COST) and Walmart Inc. (WMT). 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. WMT - Dividend Comparison
COST's dividend yield for the trailing twelve months is around 2.58%, more than WMT's 0.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST 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% |
WMT Walmart Inc. | 0.98% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% | 2.39% |
Drawdowns
COST vs. WMT - Drawdown Comparison
The maximum COST drawdown since its inception was -70.95%, smaller than the maximum WMT drawdown of -76.80%. Use the drawdown chart below to compare losses from any high point for COST and WMT. For additional features, visit the drawdowns tool.
Volatility
COST vs. WMT - Volatility Comparison
Costco Wholesale Corporation (COST) and Walmart Inc. (WMT) have volatilities of 3.89% and 3.99%, 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. WMT - Financials Comparison
This section allows you to compare key financial metrics between Costco Wholesale Corporation and Walmart 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