FI vs. COST
Compare and contrast key facts about Fiserv Inc. (FI) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FI or COST.
Correlation
The correlation between FI and COST is 0.56, 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
FI vs. COST - Performance Comparison
Key characteristics
FI:
0.60
COST:
1.67
FI:
0.88
COST:
2.23
FI:
1.17
COST:
1.30
FI:
0.72
COST:
2.13
FI:
3.01
COST:
6.36
FI:
6.11%
COST:
5.80%
FI:
30.79%
COST:
22.12%
FI:
-37.85%
COST:
-53.39%
FI:
-22.38%
COST:
-7.65%
Fundamentals
FI:
$102.73B
COST:
$434.16B
FI:
$5.65
COST:
$17.10
FI:
32.79
COST:
57.22
FI:
1.03
COST:
5.82
FI:
4.74
COST:
1.64
FI:
3.78
COST:
16.95
FI:
$20.70B
COST:
$264.09B
FI:
$12.62B
COST:
$35.11B
FI:
$9.02B
COST:
$11.25B
Returns By Period
In the year-to-date period, FI achieves a -10.15% return, which is significantly lower than COST's 8.66% return. Over the past 10 years, FI has underperformed COST with an annualized return of 18.40%, while COST has yielded a comparatively higher 23.39% annualized return.
FI
-10.15%
-16.42%
-7.63%
20.89%
13.04%
18.40%
COST
8.66%
5.15%
13.40%
38.10%
29.13%
23.39%
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Risk-Adjusted Performance
FI vs. COST — Risk-Adjusted Performance Rank
FI
COST
FI vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fiserv Inc. (FI) 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
FI vs. COST - Dividend Comparison
FI has not paid dividends to shareholders, while COST's dividend yield for the trailing twelve months is around 0.35%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FI Fiserv Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.06% | 5.08% | 7.87% | 7.61% |
COST Costco Wholesale Corporation | 0.35% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
FI vs. COST - Drawdown Comparison
The maximum FI drawdown since its inception was -37.85%, smaller than the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for FI and COST. For additional features, visit the drawdowns tool.
Volatility
FI vs. COST - Volatility Comparison
Fiserv Inc. (FI) has a higher volatility of 25.20% compared to Costco Wholesale Corporation (COST) at 10.20%. This indicates that FI'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
FI vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Fiserv 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