GEN vs. COST
Compare and contrast key facts about Gen Digital Inc. (GEN) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GEN or COST.
Correlation
The correlation between GEN and COST is 0.52, 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
GEN vs. COST - Performance Comparison
Key characteristics
GEN:
1.02
COST:
1.82
GEN:
1.74
COST:
2.39
GEN:
1.23
COST:
1.33
GEN:
0.96
COST:
2.32
GEN:
3.20
COST:
6.89
GEN:
9.73%
COST:
5.83%
GEN:
30.47%
COST:
22.14%
GEN:
-87.75%
COST:
-53.39%
GEN:
-17.84%
COST:
-6.24%
Fundamentals
GEN:
$15.98B
COST:
$443.26B
GEN:
$1.02
COST:
$17.11
GEN:
25.42
COST:
58.39
GEN:
0.65
COST:
5.91
GEN:
4.10
COST:
1.67
GEN:
7.43
COST:
17.20
GEN:
$2.93B
COST:
$264.09B
GEN:
$2.26B
COST:
$35.11B
GEN:
$1.51B
COST:
$11.25B
Returns By Period
In the year-to-date period, GEN achieves a -4.87% return, which is significantly lower than COST's 10.31% return. Over the past 10 years, GEN has underperformed COST with an annualized return of 10.53%, while COST has yielded a comparatively higher 23.64% annualized return.
GEN
-4.87%
-0.27%
-7.48%
31.89%
6.53%
10.53%
COST
10.31%
4.40%
15.21%
36.24%
29.28%
23.64%
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Risk-Adjusted Performance
GEN vs. COST — Risk-Adjusted Performance Rank
GEN
COST
GEN vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gen Digital Inc. (GEN) 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
GEN vs. COST - Dividend Comparison
GEN's dividend yield for the trailing twelve months is around 1.93%, more than COST's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEN Gen Digital Inc. | 1.93% | 1.83% | 2.19% | 2.33% | 1.92% | 60.15% | 1.37% | 1.59% | 1.07% | 18.31% | 2.86% | 2.34% |
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
GEN vs. COST - Drawdown Comparison
The maximum GEN drawdown since its inception was -87.75%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for GEN and COST. For additional features, visit the drawdowns tool.
Volatility
GEN vs. COST - Volatility Comparison
Gen Digital Inc. (GEN) has a higher volatility of 15.04% compared to Costco Wholesale Corporation (COST) at 10.18%. This indicates that GEN'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
GEN vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Gen Digital 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