JBL vs. COST
JBL (Jabil Inc.) and COST (Costco Wholesale Corporation) are both stocks. JBL operates in Electronic Components (Technology), while COST operates in Discount Stores (Consumer Defensive). Over the past 10 years, JBL returned 35.40%/yr vs 22.25%/yr for COST. At a 0.26 correlation, their price movements are largely independent.
Performance
JBL vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, JBL achieves a 59.70% return, which is significantly higher than COST's 13.35% return. Over the past 10 years, JBL has outperformed COST with an annualized return of 35.40%, while COST has yielded a comparatively lower 22.25% annualized return.
JBL
- 1D
- 3.03%
- 1M
- 2.50%
- YTD
- 59.70%
- 6M
- 61.54%
- 1Y
- 106.33%
- 3Y*
- 57.02%
- 5Y*
- 45.20%
- 10Y*
- 35.40%
COST
- 1D
- 0.30%
- 1M
- -3.37%
- YTD
- 13.35%
- 6M
- 10.14%
- 1Y
- -3.42%
- 3Y*
- 25.18%
- 5Y*
- 22.05%
- 10Y*
- 22.25%
JBL vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JBL Jabil Inc. | 59.70% | 58.73% | 13.25% | 87.43% | -2.55% | 66.40% | 3.89% | 68.49% | -4.41% | 12.17% |
COST Costco Wholesale Corporation | 13.35% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Correlation
The correlation between JBL and COST is -0.09, 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 | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Sep 23, 1993 | 0.26 |
The correlation between JBL and COST shifts across timeframes, from -0.09 (1 year) to 0.27 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
JBL:
$7.47
COST:
$26.51
JBL:
48.75
COST:
36.77
JBL:
2.61
COST:
2.88
JBL:
1.21
COST:
1.11
JBL:
$32.67B
COST:
$293.59B
JBL:
$2.95B
COST:
$11.12B
JBL:
$1.55B
COST:
$12.48B
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Return for Risk
JBL vs. COST — Risk / Return Rank
JBL
COST
JBL vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jabil Inc. (JBL) 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.
| JBL | COST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.75 | ||
| Sortino ratioReturn per unit of downside risk | +3.07 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 0.98 | +0.40 |
| Calmar ratioReturn relative to maximum drawdown | 5.99 | -0.22 | +6.21 |
| Martin ratioReturn relative to average drawdown | 15.50 | -0.51 | +16.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JBL | COST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.56 | -0.18 | +2.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.20 | 0.98 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.96 | 1.02 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.59 | -0.22 |
Drawdowns
JBL vs. COST - Drawdown Comparison
The maximum JBL drawdown since its inception was -94.92%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for JBL and COST.
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Drawdown Indicators
| JBL | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.92% | -53.39% | -41.53% |
Max Drawdown (1Y)Largest decline over 1 year | -17.86% | -15.38% | -2.48% |
Max Drawdown (3Y)Largest decline over 3 years | -36.83% | -20.74% | -16.09% |
Max Drawdown (5Y)Largest decline over 5 years | -36.83% | -31.40% | -5.43% |
Max Drawdown (10Y)Largest decline over 10 years | -57.34% | -31.40% | -25.94% |
Current DrawdownCurrent decline from peak | -4.29% | -10.93% | +6.64% |
Average DrawdownAverage peak-to-trough decline | -44.52% | -13.36% | -31.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.89% | 7.15% | -0.26% |
Volatility
JBL vs. COST - Volatility Comparison
Jabil Inc. (JBL) has a higher volatility of 13.15% compared to Costco Wholesale Corporation (COST) at 7.71%. This indicates that JBL'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.
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Volatility by Period
| JBL | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.15% | 7.71% | +5.44% |
Volatility (6M)Calculated over the trailing 6-month period | 32.41% | 14.53% | +17.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.78% | 18.79% | +22.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.80% | 22.71% | +15.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.12% | 21.95% | +15.17% |
Dividends
JBL vs. COST - Dividend Comparison
JBL's dividend yield for the trailing twelve months is around 0.09%, less than COST's 0.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 0.55% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
JBL Jabil Inc. | 0.09% | 0.14% | 0.22% | 0.25% | 0.47% | 0.45% | 0.75% | 0.77% | 1.29% | 1.22% | 1.35% | 1.37% |
Financials
JBL vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Jabil 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
JBL vs. COST - Profitability Comparison
JBL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Jabil Inc. reported a gross profit of 746.00M and revenue of 8.28B. Therefore, the gross margin over that period was 9.0%.
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%.
JBL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Jabil Inc. reported an operating income of 374.00M and revenue of 8.28B, resulting in an operating margin of 4.5%.
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%.
JBL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Jabil Inc. reported a net income of 223.00M and revenue of 8.28B, resulting in a net margin of 2.7%.
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
JBL and COST have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JBL has higher volatility (13.15%) compared to COST (7.71%). In terms of maximum drawdown, JBL dropped -94.92% vs COST's -53.39%.
JBL currently has the higher Sharpe Ratio (2.56 vs -0.18), 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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