MKC vs. COST
Compare and contrast key facts about McCormick & Company, Incorporated (MKC) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MKC or COST.
Key characteristics
| MKC | COST | |
|---|---|---|
| YTD Return | 13.82% | 42.08% |
| 1Y Return | 20.37% | 65.88% |
| 3Y Return (Ann) | -0.19% | 23.55% |
| 5Y Return (Ann) | 0.54% | 27.30% |
| 10Y Return (Ann) | 9.75% | 23.65% |
| Sharpe Ratio | 0.93 | 3.37 |
| Sortino Ratio | 1.56 | 4.00 |
| Omega Ratio | 1.19 | 1.60 |
| Calmar Ratio | 0.57 | 6.44 |
| Martin Ratio | 3.98 | 16.66 |
| Ulcer Index | 5.20% | 3.97% |
| Daily Std Dev | 22.16% | 19.61% |
| Max Drawdown | -41.18% | -53.39% |
| Current Drawdown | -22.61% | -1.21% |
Fundamentals
| MKC | COST | |
|---|---|---|
| Market Cap | $20.55B | $413.11B |
| EPS | $2.94 | $16.61 |
| PE Ratio | 26.05 | 56.13 |
| PEG Ratio | 2.54 | 5.66 |
| Total Revenue (TTM) | $6.68B | $254.45B |
| Gross Profit (TTM) | $2.57B | $32.10B |
| EBITDA (TTM) | $1.31B | $10.63B |
Correlation
The correlation between MKC and COST is 0.28, 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
MKC vs. COST - Performance Comparison
In the year-to-date period, MKC achieves a 13.82% return, which is significantly lower than COST's 42.08% return. Over the past 10 years, MKC has underperformed COST with an annualized return of 9.75%, while COST has yielded a comparatively higher 23.65% 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
MKC vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for McCormick & Company, Incorporated (MKC) 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
MKC vs. COST - Dividend Comparison
MKC's dividend yield for the trailing twelve months is around 2.19%, more than COST's 2.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MKC McCormick & Company, Incorporated | 2.19% | 2.32% | 1.81% | 1.44% | 1.33% | 1.37% | 1.53% | 1.89% | 1.89% | 1.91% | 2.03% | 2.02% |
COST Costco Wholesale Corporation | 2.09% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% | 1.01% |
Drawdowns
MKC vs. COST - Drawdown Comparison
The maximum MKC drawdown since its inception was -41.18%, smaller than the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for MKC and COST. For additional features, visit the drawdowns tool.
Volatility
MKC vs. COST - Volatility Comparison
McCormick & Company, Incorporated (MKC) has a higher volatility of 5.22% compared to Costco Wholesale Corporation (COST) at 4.56%. This indicates that MKC'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
MKC vs. COST - Financials Comparison
This section allows you to compare key financial metrics between McCormick & Company, Incorporated 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