FERG vs. COST
Compare and contrast key facts about Ferguson plc (FERG) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FERG or COST.
Correlation
The correlation between FERG and COST is 0.19, 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
FERG vs. COST - Performance Comparison
Key characteristics
FERG:
-0.08
COST:
2.04
FERG:
0.09
COST:
2.62
FERG:
1.01
COST:
1.37
FERG:
-0.10
COST:
3.76
FERG:
-0.23
COST:
8.92
FERG:
9.86%
COST:
4.33%
FERG:
28.97%
COST:
18.94%
FERG:
-55.35%
COST:
-53.39%
FERG:
-19.94%
COST:
-5.18%
Fundamentals
FERG:
$35.63B
COST:
$418.68B
FERG:
$8.38
COST:
$17.02
FERG:
21.19
COST:
55.42
FERG:
1.51
COST:
5.53
FERG:
$29.70B
COST:
$258.81B
FERG:
$8.98B
COST:
$32.80B
FERG:
$2.92B
COST:
$12.25B
Returns By Period
In the year-to-date period, FERG achieves a 2.29% return, which is significantly lower than COST's 2.94% return. Over the past 10 years, FERG has outperformed COST with an annualized return of 26.61%, while COST has yielded a comparatively lower 23.49% annualized return.
FERG
2.29%
-0.35%
-14.97%
-4.82%
19.30%
26.61%
COST
2.94%
-1.14%
11.61%
36.51%
27.02%
23.49%
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Risk-Adjusted Performance
FERG vs. COST — Risk-Adjusted Performance Rank
FERG
COST
FERG vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ferguson plc (FERG) 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
FERG vs. COST - Dividend Comparison
FERG's dividend yield for the trailing twelve months is around 1.80%, more than COST's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FERG Ferguson plc | 1.80% | 1.84% | 1.57% | 2.76% | 2.34% | 2.33% | 2.27% | 9.77% | 1.99% | 2.15% | 2.77% | 2.59% |
COST Costco Wholesale Corporation | 0.48% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
FERG vs. COST - Drawdown Comparison
The maximum FERG drawdown since its inception was -55.35%, roughly equal to the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for FERG and COST. For additional features, visit the drawdowns tool.
Volatility
FERG vs. COST - Volatility Comparison
Ferguson plc (FERG) has a higher volatility of 6.88% compared to Costco Wholesale Corporation (COST) at 5.09%. This indicates that FERG'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
FERG vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Ferguson plc 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