LOW vs. COST
Compare and contrast key facts about Lowe's Companies, Inc. (LOW) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LOW or COST.
Key characteristics
| LOW | COST | |
|---|---|---|
| YTD Return | 4.17% | 11.30% |
| 1Y Return | 14.12% | 54.22% |
| 3Y Return (Ann) | 6.85% | 26.37% |
| 5Y Return (Ann) | 17.51% | 26.80% |
| 10Y Return (Ann) | 19.52% | 23.07% |
| Sharpe Ratio | 0.63 | 2.93 |
| Daily Std Dev | 21.75% | 18.00% |
| Max Drawdown | -62.28% | -70.95% |
| Current Drawdown | -11.62% | -6.62% |
Fundamentals
| LOW | COST | |
|---|---|---|
| Market Cap | $131.53B | $323.39B |
| EPS | $13.19 | $15.31 |
| PE Ratio | 17.43 | 47.63 |
| PEG Ratio | 3.02 | 5.15 |
| Revenue (TTM) | $86.38B | $248.83B |
| Gross Profit (TTM) | $32.26B | $30.10B |
| EBITDA (TTM) | $13.48B | $11.07B |
Correlation
The correlation between LOW and COST is 0.37, 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
LOW vs. COST - Performance Comparison
In the year-to-date period, LOW achieves a 4.17% return, which is significantly lower than COST's 11.30% return. Over the past 10 years, LOW has underperformed COST with an annualized return of 19.52%, while COST has yielded a comparatively higher 23.07% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
LOW vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lowe's Companies, Inc. (LOW) 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
LOW vs. COST - Dividend Comparison
LOW's dividend yield for the trailing twelve months is around 1.92%, less than COST's 2.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOW Lowe's Companies, Inc. | 1.92% | 1.93% | 1.86% | 1.08% | 1.40% | 1.72% | 1.93% | 1.64% | 1.77% | 1.34% | 1.19% | 1.37% |
COST Costco Wholesale Corporation | 2.76% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% | 1.01% |
Drawdowns
LOW vs. COST - Drawdown Comparison
The maximum LOW drawdown since its inception was -62.28%, smaller than the maximum COST drawdown of -70.95%. Use the drawdown chart below to compare losses from any high point for LOW and COST. For additional features, visit the drawdowns tool.
Volatility
LOW vs. COST - Volatility Comparison
Lowe's Companies, Inc. (LOW) has a higher volatility of 4.98% compared to Costco Wholesale Corporation (COST) at 3.66%. This indicates that LOW'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
LOW vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Lowe's Companies, 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