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GL vs. COST
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GL vs. COST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Globe Life Inc. (GL) and Costco Wholesale Corporation (COST). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GL achieves a 8.57% return, which is significantly lower than COST's 11.85% return. Over the past 10 years, GL has underperformed COST with an annualized return of 10.52%, while COST has yielded a comparatively higher 22.34% annualized return.


GL

1D
0.10%
1M
-0.95%
YTD
8.57%
6M
16.08%
1Y
24.18%
3Y*
13.18%
5Y*
8.17%
10Y*
10.52%

COST

1D
0.79%
1M
-5.03%
YTD
11.85%
6M
4.58%
1Y
-8.37%
3Y*
25.00%
5Y*
21.24%
10Y*
22.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GL vs. COST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GL
Globe Life Inc.
8.57%26.47%-7.53%1.77%29.68%-0.49%-8.93%42.34%-17.23%23.93%
COST
Costco Wholesale Corporation
11.85%-5.39%39.62%49.00%-19.05%51.82%32.67%45.70%10.60%22.37%

Correlation

The correlation between GL and COST is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.18

Correlation (3Y)
Calculated over the trailing 3-year period

0.18

Correlation (5Y)
Calculated over the trailing 5-year period

0.24

Correlation (10Y)
Calculated over the trailing 10-year period

0.26

Correlation (All Time)
Calculated using the full available price history since Sep 23, 1993

0.31

The correlation between GL and COST shifts across timeframes, from 0.18 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS

GL:

$14.47

COST:

$26.51

PE Ratio

GL:

10.45

COST:

36.29

PEG Ratio

GL:

0.57

COST:

2.84

PS Ratio

GL:

2.02

COST:

1.09

Total Revenue (TTM)

GL:

$6.08B

COST:

$293.59B

Gross Profit (TTM)

GL:

$2.31B

COST:

$11.12B

EBITDA (TTM)

GL:

$1.61B

COST:

$12.48B

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Return for Risk

GL vs. COST — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GL
GL Risk / Return Rank: 7373
Overall Rank
GL Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
GL Sortino Ratio Rank: 7070
Sortino Ratio Rank
GL Omega Ratio Rank: 6868
Omega Ratio Rank
GL Calmar Ratio Rank: 7676
Calmar Ratio Rank
GL Martin Ratio Rank: 7575
Martin Ratio Rank

COST
COST Risk / Return Rank: 2222
Overall Rank
COST Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
COST Sortino Ratio Rank: 1919
Sortino Ratio Rank
COST Omega Ratio Rank: 2020
Omega Ratio Rank
COST Calmar Ratio Rank: 2626
Calmar Ratio Rank
COST Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GL vs. COST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Globe Life Inc. (GL) 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.


GLCOSTDifference

Sharpe ratio

Return per unit of total volatility

1.16

-0.44

+1.60

Sortino ratio

Return per unit of downside risk

1.75

-0.50

+2.24

Omega ratio

Gain probability vs. loss probability

1.22

0.94

+0.27

Calmar ratio

Return relative to maximum drawdown

2.23

-0.44

+2.68

Martin ratio

Return relative to average drawdown

5.15

-0.88

+6.03

GL vs. COST - Sharpe Ratio Comparison

The current GL Sharpe Ratio is 1.16, which is higher than the COST Sharpe Ratio of -0.44. The chart below compares the historical Sharpe Ratios of GL and COST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


GLCOSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.16

-0.44

+1.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

0.94

-0.71

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

1.02

-0.69

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.59

-0.18

Drawdowns

GL vs. COST - Drawdown Comparison

The maximum GL drawdown since its inception was -75.34%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for GL and COST.


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Drawdown Indicators


GLCOSTDifference

Max Drawdown

Largest peak-to-trough decline

-75.34%

-53.39%

-21.95%

Max Drawdown (1Y)

Largest decline over 1 year

-10.87%

-18.95%

+8.08%

Max Drawdown (3Y)

Largest decline over 3 years

-61.62%

-20.74%

-40.88%

Max Drawdown (5Y)

Largest decline over 5 years

-61.62%

-31.40%

-30.22%

Max Drawdown (10Y)

Largest decline over 10 years

-61.62%

-31.40%

-30.22%

Current Drawdown

Current decline from peak

-3.91%

-12.11%

+8.20%

Average Drawdown

Average peak-to-trough decline

-12.18%

-13.36%

+1.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.72%

9.86%

-5.14%

Volatility

GL vs. COST - Volatility Comparison

The current volatility for Globe Life Inc. (GL) is 7.28%, while Costco Wholesale Corporation (COST) has a volatility of 8.05%. This indicates that GL experiences smaller price fluctuations and is considered to be less risky than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GLCOSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.28%

8.05%

-0.77%

Volatility (6M)

Calculated over the trailing 6-month period

13.41%

14.83%

-1.42%

Volatility (1Y)

Calculated over the trailing 1-year period

20.95%

19.12%

+1.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.76%

22.73%

+13.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.20%

21.95%

+10.25%

Dividends

GL vs. COST - Dividend Comparison

GL's dividend yield for the trailing twelve months is around 0.75%, more than COST's 0.56% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
GL
Globe Life Inc.
0.75%0.75%0.85%0.73%0.68%0.83%0.77%0.64%0.85%0.65%0.75%0.71%

Financials

GL vs. COST - Financials Comparison

This section allows you to compare key financial metrics between Globe Life 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B20222023202420252026
1.56B
70.53B
(GL) Total Revenue
(COST) Total Revenue
Values in USD except per share items

GL vs. COST - Profitability Comparison

The chart below illustrates the profitability comparison between Globe Life Inc. and Costco Wholesale Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%20222023202420252026
49.4%
-25.1%
Portfolio components
GL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Globe Life Inc. reported a gross profit of 770.04M and revenue of 1.56B. Therefore, the gross margin over that period was 49.4%.

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%.

GL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Globe Life Inc. reported an operating income of 368.13M and revenue of 1.56B, resulting in an operating margin of 23.6%.

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%.

GL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Globe Life Inc. reported a net income of 270.53M and revenue of 1.56B, resulting in a net margin of 17.4%.

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


GL and COST have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

COST has higher volatility (8.05%) compared to GL (7.28%). In terms of maximum drawdown, GL dropped -75.34% vs COST's -53.39%.

GL currently has the higher Sharpe Ratio (1.16 vs -0.44), 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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