FDS vs. COST
Compare and contrast key facts about FactSet Research Systems Inc. (FDS) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDS or COST.
Correlation
The correlation between FDS and COST is 0.55, 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
FDS vs. COST - Performance Comparison
Key characteristics
FDS:
0.24
COST:
1.39
FDS:
0.51
COST:
1.96
FDS:
1.06
COST:
1.27
FDS:
0.28
COST:
1.81
FDS:
0.70
COST:
5.32
FDS:
7.65%
COST:
5.89%
FDS:
22.30%
COST:
21.91%
FDS:
-58.96%
COST:
-53.39%
FDS:
-7.89%
COST:
-6.26%
Fundamentals
FDS:
$16.49B
COST:
$450.29B
FDS:
$14.08
COST:
$17.15
FDS:
30.86
COST:
59.18
FDS:
2.15
COST:
5.34
FDS:
7.29
COST:
1.71
FDS:
8.02
COST:
17.49
FDS:
$2.25B
COST:
$264.09B
FDS:
$1.22B
COST:
$35.11B
FDS:
$891.51M
COST:
$11.25B
Returns By Period
In the year-to-date period, FDS achieves a -5.13% return, which is significantly lower than COST's 10.29% return. Over the past 10 years, FDS has underperformed COST with an annualized return of 12.07%, while COST has yielded a comparatively higher 23.69% annualized return.
FDS
-5.13%
6.51%
-4.36%
5.27%
11.52%
12.07%
COST
10.29%
4.58%
7.07%
30.07%
29.12%
23.69%
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Risk-Adjusted Performance
FDS vs. COST — Risk-Adjusted Performance Rank
FDS
COST
FDS vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FactSet Research Systems Inc. (FDS) 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
FDS vs. COST - Dividend Comparison
FDS's dividend yield for the trailing twelve months is around 0.92%, more than COST's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDS FactSet Research Systems Inc. | 0.92% | 0.85% | 0.80% | 0.87% | 0.66% | 0.91% | 1.04% | 1.24% | 1.13% | 1.19% | 1.05% | 1.08% |
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
FDS vs. COST - Drawdown Comparison
The maximum FDS drawdown since its inception was -58.96%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for FDS and COST. For additional features, visit the drawdowns tool.
Volatility
FDS vs. COST - Volatility Comparison
FactSet Research Systems Inc. (FDS) has a higher volatility of 7.34% compared to Costco Wholesale Corporation (COST) at 5.91%. This indicates that FDS'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.
Financials
FDS vs. COST - Financials Comparison
This section allows you to compare key financial metrics between FactSet Research Systems Inc. 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
FDS vs. COST - Profitability Comparison
FDS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, FactSet Research Systems Inc. reported a gross profit of 301.06M and revenue of 570.66M. Therefore, the gross margin over that period was 52.8%.
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%.
FDS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, FactSet Research Systems Inc. reported an operating income of 185.49M and revenue of 570.66M, resulting in an operating margin of 32.5%.
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%.
FDS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, FactSet Research Systems Inc. reported a net income of 144.86M and revenue of 570.66M, resulting in a net margin of 25.4%.
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%.