LII vs. COST
Compare and contrast key facts about Lennox International Inc. (LII) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LII or COST.
Key characteristics
| LII | COST | |
|---|---|---|
| YTD Return | 38.36% | 37.07% |
| 1Y Return | 66.17% | 64.42% |
| 3Y Return (Ann) | 27.99% | 27.81% |
| 5Y Return (Ann) | 22.52% | 28.00% |
| 10Y Return (Ann) | 24.43% | 24.41% |
| Sharpe Ratio | 2.27 | 3.28 |
| Daily Std Dev | 28.60% | 19.61% |
| Max Drawdown | -62.76% | -70.95% |
| Current Drawdown | 0.00% | -1.67% |
Fundamentals
| LII | COST | |
|---|---|---|
| Market Cap | $21.97B | $399.33B |
| EPS | $18.00 | $16.13 |
| PE Ratio | 34.25 | 55.84 |
| PEG Ratio | 2.16 | 5.55 |
| Total Revenue (TTM) | $5.02B | $174.76B |
| Gross Profit (TTM) | $1.61B | $21.99B |
| EBITDA (TTM) | $1.01B | $6.76B |
Correlation
The correlation between LII and COST is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LII vs. COST - Performance Comparison
The year-to-date returns for both stocks are quite close, with LII having a 38.36% return and COST slightly lower at 37.07%. Both investments have delivered pretty close results over the past 10 years, with LII having a 24.43% annualized return and COST not far behind at 24.41%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
LII vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lennox International Inc. (LII) 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
LII vs. COST - Dividend Comparison
LII's dividend yield for the trailing twelve months is around 0.54%, less than COST's 2.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LII Lennox International Inc. | 0.54% | 0.97% | 1.71% | 1.09% | 1.12% | 1.21% | 1.11% | 0.94% | 1.08% | 1.10% | 1.20% | 1.08% |
COST Costco Wholesale Corporation | 2.15% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% | 1.01% |
Drawdowns
LII vs. COST - Drawdown Comparison
The maximum LII drawdown since its inception was -62.76%, smaller than the maximum COST drawdown of -70.95%. Use the drawdown chart below to compare losses from any high point for LII and COST. For additional features, visit the drawdowns tool.
Volatility
LII vs. COST - Volatility Comparison
Lennox International Inc. (LII) has a higher volatility of 7.97% compared to Costco Wholesale Corporation (COST) at 5.47%. This indicates that LII'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
LII vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Lennox International 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