FMBH vs. COST
FMBH (First Mid Bancshares, Inc.) and COST (Costco Wholesale Corporation) are both stocks. FMBH operates in Banks - Regional (Financial Services), while COST operates in Discount Stores (Consumer Defensive). Over the past 10 years, FMBH returned 9.27%/yr vs 21.98%/yr for COST. At a 0.09 correlation, their price movements are largely independent.
Performance
FMBH vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, FMBH achieves a 21.93% return, which is significantly higher than COST's 11.37% return. Over the past 10 years, FMBH has underperformed COST with an annualized return of 9.27%, while COST has yielded a comparatively higher 21.98% annualized return.
FMBH
- 1D
- 2.00%
- 1M
- 7.80%
- YTD
- 21.93%
- 6M
- 17.68%
- 1Y
- 32.23%
- 3Y*
- 26.18%
- 5Y*
- 4.59%
- 10Y*
- 9.27%
COST
- 1D
- 0.67%
- 1M
- -6.86%
- YTD
- 11.37%
- 6M
- 12.35%
- 1Y
- -4.12%
- 3Y*
- 23.87%
- 5Y*
- 20.85%
- 10Y*
- 21.98%
FMBH vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMBH First Mid Bancshares, Inc. | 21.93% | 8.71% | 9.10% | 11.60% | -23.21% | 29.81% | -1.79% | 12.89% | -15.58% | 15.38% |
COST Costco Wholesale Corporation | 11.37% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Correlation
The correlation between FMBH and COST is 0.08, 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 | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 1999 | 0.09 |
The correlation between FMBH and COST shifts across timeframes, from 0.08 (1 year) to 0.21 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
FMBH:
$3.96
COST:
$26.51
FMBH:
11.87
COST:
36.13
FMBH:
1.41
COST:
2.82
FMBH:
2.49
COST:
1.09
FMBH:
$456.37M
COST:
$293.59B
FMBH:
$230.02M
COST:
$11.12B
FMBH:
$98.76M
COST:
$12.48B
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Return for Risk
FMBH vs. COST — Risk / Return Rank
FMBH
COST
FMBH vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Mid Bancshares, Inc. (FMBH) 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.
| FMBH | COST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.54 | ||
| Sortino ratioReturn per unit of downside risk | +2.15 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 0.98 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | -0.28 | +2.60 |
| Martin ratioReturn relative to average drawdown | 5.78 | -0.61 | +6.39 |
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Drawdowns
FMBH vs. COST - Drawdown Comparison
The maximum FMBH drawdown since its inception was -73.14%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for FMBH and COST.
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Drawdown Indicators
| FMBH | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.14% | -53.39% | -19.75% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -14.93% | +1.00% |
Max Drawdown (3Y)Largest decline over 3 years | -27.46% | -20.74% | -6.72% |
Max Drawdown (5Y)Largest decline over 5 years | -48.94% | -31.40% | -17.54% |
Max Drawdown (10Y)Largest decline over 10 years | -51.27% | -31.40% | -19.87% |
Current DrawdownCurrent decline from peak | 0.00% | -12.49% | +12.49% |
Average DrawdownAverage peak-to-trough decline | -28.98% | -13.36% | -15.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.59% | 6.90% | -1.31% |
Volatility
FMBH vs. COST - Volatility Comparison
First Mid Bancshares, Inc. (FMBH) and Costco Wholesale Corporation (COST) have volatilities of 6.44% and 6.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMBH | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.44% | 6.38% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 16.82% | 14.49% | +2.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.79% | 18.93% | +5.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.08% | 22.73% | +4.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.05% | 21.97% | +9.08% |
Dividends
FMBH vs. COST - Dividend Comparison
FMBH's dividend yield for the trailing twelve months is around 2.13%, more than COST's 0.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 0.56% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
FMBH First Mid Bancshares, Inc. | 2.13% | 2.51% | 2.55% | 2.65% | 2.81% | 1.99% | 2.41% | 2.16% | 2.19% | 1.71% | 1.82% | 2.27% |
Financials
FMBH vs. COST - Financials Comparison
This section allows you to compare key financial metrics between First Mid Bancshares, 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
FMBH vs. COST - Profitability Comparison
FMBH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, First Mid Bancshares, Inc. reported a gross profit of 0.00 and revenue of 100.62M. Therefore, the gross margin over that period was 0.0%.
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%.
FMBH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, First Mid Bancshares, Inc. reported an operating income of 0.00 and revenue of 100.62M, resulting in an operating margin of 0.0%.
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%.
FMBH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, First Mid Bancshares, Inc. reported a net income of 26.33M and revenue of 100.62M, resulting in a net margin of 26.2%.
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
FMBH and COST have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FMBH has higher volatility (6.44%) compared to COST (6.38%). In terms of maximum drawdown, FMBH dropped -73.14% vs COST's -53.39%.
FMBH currently has the higher Sharpe Ratio (1.31 vs -0.22), 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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