ERIE vs. COST
Compare and contrast key facts about Erie Indemnity Company (ERIE) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ERIE or COST.
Key characteristics
| ERIE | COST | |
|---|---|---|
| YTD Return | 22.25% | 19.62% |
| 1Y Return | 76.74% | 61.51% |
| 3Y Return (Ann) | 28.83% | 29.58% |
| 5Y Return (Ann) | 17.93% | 28.30% |
| 10Y Return (Ann) | 21.23% | 23.77% |
| Sharpe Ratio | 2.66 | 3.41 |
| Daily Std Dev | 29.18% | 18.24% |
| Max Drawdown | -50.74% | -70.95% |
| Current Drawdown | -2.27% | 0.00% |
Fundamentals
| ERIE | COST | |
|---|---|---|
| Market Cap | $20.39B | $329.92B |
| EPS | $9.24 | $15.25 |
| PE Ratio | 42.21 | 48.78 |
| PEG Ratio | 3.05 | 5.15 |
| Revenue (TTM) | $3.40B | $248.83B |
| Gross Profit (TTM) | $376.21M | $30.10B |
| EBITDA (TTM) | $629.34M | $11.07B |
Correlation
The correlation between ERIE and COST is 0.22, 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
ERIE vs. COST - Performance Comparison
In the year-to-date period, ERIE achieves a 22.25% return, which is significantly higher than COST's 19.62% return. Over the past 10 years, ERIE has underperformed COST with an annualized return of 21.23%, while COST has yielded a comparatively higher 23.77% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
ERIE vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Erie Indemnity Company (ERIE) 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.
Dividends
ERIE vs. COST - Dividend Comparison
ERIE's dividend yield for the trailing twelve months is around 1.21%, less than COST's 2.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.21% | 1.42% | 1.79% | 2.15% | 2.37% | 2.15% | 2.50% | 2.55% | 1.93% | 3.58% | 2.78% | 2.41% |
COST Costco Wholesale Corporation | 2.44% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% | 1.01% |
Drawdowns
ERIE vs. COST - Drawdown Comparison
The maximum ERIE drawdown since its inception was -50.74%, smaller than the maximum COST drawdown of -70.95%. Use the drawdown chart below to compare losses from any high point for ERIE and COST. For additional features, visit the drawdowns tool.
Volatility
ERIE vs. COST - Volatility Comparison
The current volatility for Erie Indemnity Company (ERIE) is 4.40%, while Costco Wholesale Corporation (COST) has a volatility of 4.75%. This indicates that ERIE 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.
Financials
ERIE vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Erie Indemnity Company 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