DG vs. COST
Compare and contrast key facts about Dollar General Corporation (DG) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DG or COST.
Correlation
The correlation between DG and COST is 0.34, 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
DG vs. COST - Performance Comparison
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Key characteristics
DG:
-0.72
COST:
1.39
DG:
-0.69
COST:
1.96
DG:
0.88
COST:
1.27
DG:
-0.45
COST:
1.81
DG:
-0.87
COST:
5.32
DG:
37.73%
COST:
5.89%
DG:
46.47%
COST:
21.91%
DG:
-72.61%
COST:
-53.39%
DG:
-63.08%
COST:
-6.26%
Fundamentals
DG:
$20.23B
COST:
$447.27B
DG:
$5.11
COST:
$17.12
DG:
17.94
COST:
58.88
DG:
1.78
COST:
5.33
DG:
0.50
COST:
1.69
DG:
2.73
COST:
17.47
DG:
$30.70B
COST:
$264.09B
DG:
$9.03B
COST:
$35.11B
DG:
$1.66B
COST:
$11.25B
Returns By Period
In the year-to-date period, DG achieves a 22.63% return, which is significantly higher than COST's 10.29% return. Over the past 10 years, DG has underperformed COST with an annualized return of 3.50%, while COST has yielded a comparatively higher 23.77% annualized return.
DG
22.63%
5.20%
20.82%
-33.27%
-11.76%
3.50%
COST
10.29%
4.68%
7.07%
28.72%
28.78%
23.77%
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Risk-Adjusted Performance
DG vs. COST — Risk-Adjusted Performance Rank
DG
COST
DG vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dollar General Corporation (DG) 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
DG vs. COST - Dividend Comparison
DG's dividend yield for the trailing twelve months is around 2.57%, more than COST's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DG Dollar General Corporation | 2.57% | 3.11% | 1.30% | 1.06% | 0.69% | 0.67% | 0.80% | 1.05% | 0.84% | 1.35% | 1.22% | 0.00% |
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
DG vs. COST - Drawdown Comparison
The maximum DG drawdown since its inception was -72.61%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for DG and COST. For additional features, visit the drawdowns tool.
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Volatility
DG vs. COST - Volatility Comparison
Dollar General Corporation (DG) has a higher volatility of 8.26% compared to Costco Wholesale Corporation (COST) at 5.91%. This indicates that DG'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
DG vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Dollar General 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
DG vs. COST - Profitability Comparison
DG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Dollar General Corporation reported a gross profit of 3.03B and revenue of 10.30B. Therefore, the gross margin over that period was 29.4%.
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%.
DG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Dollar General Corporation reported an operating income of 294.21M and revenue of 10.30B, resulting in an operating margin of 2.9%.
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%.
DG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Dollar General Corporation reported a net income of 191.22M and revenue of 10.30B, resulting in a net margin of 1.9%.
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%.