MHO vs. COST
MHO (M/I Homes, Inc.) and COST (Costco Wholesale Corporation) are both stocks. MHO operates in Residential Construction (Consumer Cyclical), while COST operates in Discount Stores (Consumer Defensive). Over the past 10 years, MHO returned 23.61%/yr vs 21.90%/yr for COST. At a 0.25 correlation, their price movements are largely independent.
Performance
MHO vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, MHO achieves a 16.52% return, which is significantly higher than COST's 10.63% return. Over the past 10 years, MHO has outperformed COST with an annualized return of 23.61%, while COST has yielded a comparatively lower 21.90% annualized return.
MHO
- 1D
- 0.00%
- 1M
- 14.84%
- YTD
- 16.52%
- 6M
- 16.73%
- 1Y
- 40.17%
- 3Y*
- 22.28%
- 5Y*
- 19.89%
- 10Y*
- 23.61%
COST
- 1D
- -0.01%
- 1M
- -7.48%
- YTD
- 10.63%
- 6M
- 12.24%
- 1Y
- -2.41%
- 3Y*
- 23.60%
- 5Y*
- 20.70%
- 10Y*
- 21.90%
MHO vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MHO M/I Homes, Inc. | 16.52% | -3.76% | -3.48% | 198.27% | -25.73% | 40.39% | 12.55% | 87.20% | -38.90% | 36.62% |
COST Costco Wholesale Corporation | 10.63% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Correlation
The correlation between MHO 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 | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Nov 3, 1993 | 0.25 |
The correlation between MHO and COST shifts across timeframes, from 0.09 (1 year) to 0.28 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MHO:
$13.25
COST:
$26.51
MHO:
11.25
COST:
35.89
MHO:
2.30
COST:
2.81
MHO:
0.93
COST:
1.08
MHO:
$4.36B
COST:
$293.59B
MHO:
$969.67M
COST:
$11.12B
MHO:
$559.63M
COST:
$12.48B
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Return for Risk
MHO vs. COST — Risk / Return Rank
MHO
COST
MHO vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for M/I Homes, Inc. (MHO) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MHO | COST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.29 | ||
| Sortino ratioReturn per unit of downside risk | +1.92 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.99 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.61 | -0.16 | +1.76 |
| Martin ratioReturn relative to average drawdown | 2.90 | -0.35 | +3.26 |
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Drawdowns
MHO vs. COST - Drawdown Comparison
The maximum MHO drawdown since its inception was -91.51%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for MHO and COST.
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Drawdown Indicators
| MHO | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.51% | -53.39% | -38.12% |
Max Drawdown (1Y)Largest decline over 1 year | -25.14% | -15.14% | -10.00% |
Max Drawdown (3Y)Largest decline over 3 years | -40.60% | -20.74% | -19.86% |
Max Drawdown (5Y)Largest decline over 5 years | -47.48% | -31.40% | -16.08% |
Max Drawdown (10Y)Largest decline over 10 years | -79.57% | -31.40% | -48.17% |
Current DrawdownCurrent decline from peak | -14.77% | -13.06% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -41.06% | -13.36% | -27.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.87% | 6.86% | +7.01% |
Volatility
MHO vs. COST - Volatility Comparison
M/I Homes, Inc. (MHO) has a higher volatility of 9.39% compared to Costco Wholesale Corporation (COST) at 6.51%. This indicates that MHO'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
| MHO | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.39% | 6.51% | +2.88% |
Volatility (6M)Calculated over the trailing 6-month period | 23.48% | 14.49% | +8.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.78% | 18.95% | +15.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.85% | 22.73% | +16.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.07% | 21.98% | +24.09% |
Dividends
MHO vs. COST - Dividend Comparison
MHO has not paid dividends to shareholders, while COST's dividend yield for the trailing twelve months is around 0.56%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MHO M/I Homes, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
MHO vs. COST - Financials Comparison
This section allows you to compare key financial metrics between M/I Homes, 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
MHO vs. COST - Profitability Comparison
MHO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, M/I Homes, Inc. reported a gross profit of 202.59M and revenue of 920.71M. Therefore, the gross margin over that period was 22.0%.
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%.
MHO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, M/I Homes, Inc. reported an operating income of 86.07M and revenue of 920.71M, resulting in an operating margin of 9.4%.
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%.
MHO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, M/I Homes, Inc. reported a net income of 67.83M and revenue of 920.71M, resulting in a net margin of 7.4%.
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
MHO 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.
MHO has higher volatility (9.39%) compared to COST (6.51%). In terms of maximum drawdown, MHO dropped -91.51% vs COST's -53.39%.
MHO currently has the higher Sharpe Ratio (1.16 vs -0.13), 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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