CRS vs. COST
Compare and contrast key facts about Carpenter Technology Corporation (CRS) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRS or COST.
Correlation
The correlation between CRS and COST is 0.52, 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
CRS vs. COST - Performance Comparison
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Key characteristics
CRS:
2.08
COST:
1.39
CRS:
2.76
COST:
1.96
CRS:
1.37
COST:
1.27
CRS:
3.76
COST:
1.81
CRS:
13.07
COST:
5.32
CRS:
8.27%
COST:
5.89%
CRS:
49.02%
COST:
21.91%
CRS:
-84.68%
COST:
-53.39%
CRS:
-0.32%
COST:
-6.26%
Fundamentals
CRS:
$10.57B
COST:
$447.27B
CRS:
$7.07
COST:
$17.12
CRS:
30.03
COST:
58.88
CRS:
1.59
COST:
5.33
CRS:
3.62
COST:
1.69
CRS:
5.84
COST:
17.47
CRS:
$2.92B
COST:
$264.09B
CRS:
$748.80M
COST:
$35.11B
CRS:
$581.40M
COST:
$11.25B
Returns By Period
In the year-to-date period, CRS achieves a 25.39% return, which is significantly higher than COST's 10.29% return. Over the past 10 years, CRS has underperformed COST with an annualized return of 19.29%, while COST has yielded a comparatively higher 23.77% annualized return.
CRS
25.39%
26.72%
20.12%
103.84%
63.39%
19.29%
COST
10.29%
4.68%
7.07%
28.72%
28.78%
23.77%
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Risk-Adjusted Performance
CRS vs. COST — Risk-Adjusted Performance Rank
CRS
COST
CRS vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carpenter Technology Corporation (CRS) and Costco Wholesale Corporation (COST). 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.
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Dividends
CRS vs. COST - Dividend Comparison
CRS's dividend yield for the trailing twelve months is around 0.38%, less than COST's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRS Carpenter Technology Corporation | 0.38% | 0.47% | 1.13% | 2.17% | 2.74% | 2.75% | 1.61% | 2.13% | 1.41% | 1.99% | 2.38% | 1.46% |
COST Costco Wholesale Corporation | 0.47% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
CRS vs. COST - Drawdown Comparison
The maximum CRS drawdown since its inception was -84.68%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for CRS and COST. For additional features, visit the drawdowns tool.
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Volatility
CRS vs. COST - Volatility Comparison
Carpenter Technology Corporation (CRS) has a higher volatility of 13.16% compared to Costco Wholesale Corporation (COST) at 5.91%. This indicates that CRS's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
CRS vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Carpenter Technology Corporation and Costco Wholesale Corporation. 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
CRS vs. COST - Profitability Comparison
CRS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Carpenter Technology Corporation reported a gross profit of 200.80M and revenue of 727.00M. Therefore, the gross margin over that period was 27.6%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a gross profit of 9.61B and revenue of 63.72B. Therefore, the gross margin over that period was 15.1%.
CRS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Carpenter Technology Corporation reported an operating income of 137.80M and revenue of 727.00M, resulting in an operating margin of 19.0%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported an operating income of 2.32B and revenue of 63.72B, resulting in an operating margin of 3.6%.
CRS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Carpenter Technology Corporation reported a net income of 95.40M and revenue of 727.00M, resulting in a net margin of 13.1%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a net income of 1.79B and revenue of 63.72B, resulting in a net margin of 2.8%.