DOC vs. COST
DOC (Physicians Realty Trust) and COST (Costco Wholesale Corporation) are both stocks. DOC operates in REIT - Healthcare Facilities (Real Estate), while COST operates in Discount Stores (Consumer Defensive). Over the past 10 years, DOC returned 0.15%/yr vs 22.27%/yr for COST. At a 0.25 correlation, their price movements are largely independent.
Performance
DOC vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, DOC achieves a 32.47% return, which is significantly higher than COST's 14.24% return. Over the past 10 years, DOC has underperformed COST with an annualized return of 0.15%, while COST has yielded a comparatively higher 22.27% annualized return.
DOC
- 1D
- 0.93%
- 1M
- 7.43%
- YTD
- 32.47%
- 6M
- 28.97%
- 1Y
- 27.61%
- 3Y*
- 6.30%
- 5Y*
- -4.81%
- 10Y*
- 0.15%
COST
- 1D
- 0.68%
- 1M
- -6.35%
- YTD
- 14.24%
- 6M
- 11.38%
- 1Y
- -0.24%
- 3Y*
- 25.12%
- 5Y*
- 22.12%
- 10Y*
- 22.27%
DOC vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DOC Physicians Realty Trust | 32.47% | -15.17% | 8.79% | -16.40% | -27.53% | 23.74% | -7.69% | 29.16% | 13.69% | -7.70% |
COST Costco Wholesale Corporation | 14.24% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Correlation
The correlation between DOC and COST is -0.01, 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 | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 1993 | 0.25 |
The correlation between DOC and COST shifts across timeframes, from -0.01 (1 year) to 0.26 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
DOC:
$0.32
COST:
$26.51
DOC:
64.84
COST:
37.06
DOC:
5.01
COST:
1.12
DOC:
$2.87B
COST:
$293.59B
DOC:
$609.74M
COST:
$11.12B
DOC:
$1.78B
COST:
$12.48B
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Return for Risk
DOC vs. COST — Risk / Return Rank
DOC
COST
DOC vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Physicians Realty Trust (DOC) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DOC | COST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.99 | ||
| Sortino ratioReturn per unit of downside risk | +1.62 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.00 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | -0.10 | +1.67 |
| Martin ratioReturn relative to average drawdown | 3.28 | -0.22 | +3.50 |
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Drawdowns
DOC vs. COST - Drawdown Comparison
The maximum DOC drawdown since its inception was -61.03%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for DOC and COST.
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Drawdown Indicators
| DOC | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.03% | -53.39% | -7.64% |
Max Drawdown (1Y)Largest decline over 1 year | -17.09% | -15.14% | -1.95% |
Max Drawdown (3Y)Largest decline over 3 years | -29.00% | -20.74% | -8.26% |
Max Drawdown (5Y)Largest decline over 5 years | -54.07% | -31.40% | -22.67% |
Max Drawdown (10Y)Largest decline over 10 years | -54.07% | -31.40% | -22.67% |
Current DrawdownCurrent decline from peak | -27.23% | -10.23% | -17.00% |
Average DrawdownAverage peak-to-trough decline | -14.83% | -13.36% | -1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.17% | 6.67% | +1.50% |
Volatility
DOC vs. COST - Volatility Comparison
The current volatility for Physicians Realty Trust (DOC) is 7.06%, while Costco Wholesale Corporation (COST) has a volatility of 7.44%. This indicates that DOC experiences smaller price fluctuations and is considered to be less risky than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DOC | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 7.44% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 23.28% | 14.53% | +8.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.49% | 18.80% | +10.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.35% | 22.72% | +3.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.63% | 21.95% | +7.68% |
Dividends
DOC vs. COST - Dividend Comparison
DOC's dividend yield for the trailing twelve months is around 5.90%, more than COST's 0.55% 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% |
DOC Physicians Realty Trust | 5.90% | 7.59% | 5.92% | 6.06% | 4.79% | 3.33% | 4.90% | 4.29% | 5.30% | 5.67% | 7.05% | 5.91% |
Financials
DOC vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Physicians Realty Trust 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
DOC vs. COST - Profitability Comparison
DOC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Physicians Realty Trust reported a gross profit of 404.94M and revenue of 752.95M. Therefore, the gross margin over that period was 53.8%.
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%.
DOC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Physicians Realty Trust reported an operating income of 5.60M and revenue of 752.95M, resulting in an operating margin of 0.7%.
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%.
DOC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Physicians Realty Trust reported a net income of 193.63M and revenue of 752.95M, resulting in a net margin of 25.7%.
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%.
Frequently Asked Questions
DOC and COST have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
COST has higher volatility (7.44%) compared to DOC (7.06%). In terms of maximum drawdown, DOC dropped -61.03% vs COST's -53.39%.
DOC currently has the higher Sharpe Ratio (0.91 vs -0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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