MUSA vs. COST
MUSA (Murphy USA Inc.) and COST (Costco Wholesale Corporation) are both stocks. MUSA operates in Specialty Retail (Consumer Cyclical), while COST operates in Discount Stores (Consumer Defensive). Over the past 10 years, MUSA returned 23.20%/yr vs 22.25%/yr for COST. At a 0.29 correlation, their price movements are largely independent.
Performance
MUSA vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, MUSA achieves a 35.73% return, which is significantly higher than COST's 13.35% return. Both investments have delivered pretty close results over the past 10 years, with MUSA having a 23.20% annualized return and COST not far behind at 22.25%.
MUSA
- 1D
- -0.06%
- 1M
- -5.37%
- YTD
- 35.73%
- 6M
- 39.49%
- 1Y
- 29.20%
- 3Y*
- 24.86%
- 5Y*
- 32.62%
- 10Y*
- 23.20%
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%
MUSA vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUSA Murphy USA Inc. | 35.73% | -19.15% | 41.27% | 28.20% | 41.02% | 53.33% | 12.06% | 52.66% | -4.63% | 30.73% |
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 MUSA and COST is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Aug 20, 2013 | 0.29 |
Fundamentals
MUSA:
$28.85
COST:
$26.51
MUSA:
18.93
COST:
36.77
MUSA:
1.03
COST:
2.88
MUSA:
0.53
COST:
1.11
MUSA:
$19.68B
COST:
$293.59B
MUSA:
$487.10M
COST:
$11.12B
MUSA:
$1.06B
COST:
$12.48B
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Return for Risk
MUSA vs. COST — Risk / Return Rank
MUSA
COST
MUSA vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Murphy USA Inc. (MUSA) 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.
| MUSA | COST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.95 | ||
| Sortino ratioReturn per unit of downside risk | +1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 0.98 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.49 | -0.22 | +1.71 |
| Martin ratioReturn relative to average drawdown | 3.05 | -0.51 | +3.56 |
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
| MUSA | COST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | -0.18 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.09 | 0.98 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 1.02 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.59 | +0.19 |
Drawdowns
MUSA vs. COST - Drawdown Comparison
The maximum MUSA drawdown since its inception was -35.54%, smaller than the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for MUSA and COST.
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Drawdown Indicators
| MUSA | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.54% | -53.39% | +17.85% |
Max Drawdown (1Y)Largest decline over 1 year | -19.72% | -15.38% | -4.34% |
Max Drawdown (3Y)Largest decline over 3 years | -35.54% | -20.74% | -14.80% |
Max Drawdown (5Y)Largest decline over 5 years | -35.54% | -31.40% | -4.14% |
Max Drawdown (10Y)Largest decline over 10 years | -35.54% | -31.40% | -4.14% |
Current DrawdownCurrent decline from peak | -9.55% | -10.93% | +1.38% |
Average DrawdownAverage peak-to-trough decline | -9.98% | -13.36% | +3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.60% | 7.15% | +2.45% |
Volatility
MUSA vs. COST - Volatility Comparison
Murphy USA Inc. (MUSA) and Costco Wholesale Corporation (COST) have volatilities of 7.83% and 7.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MUSA | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.83% | 7.71% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 28.79% | 14.53% | +14.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.14% | 18.79% | +19.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.11% | 22.71% | +7.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.18% | 21.95% | +9.23% |
Dividends
MUSA vs. COST - Dividend Comparison
MUSA's dividend yield for the trailing twelve months is around 0.44%, 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% |
MUSA Murphy USA Inc. | 0.44% | 0.53% | 0.36% | 0.43% | 0.45% | 0.52% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
MUSA vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Murphy USA 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
MUSA vs. COST - Profitability Comparison
MUSA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Murphy USA Inc. reported a gross profit of 0.00 and revenue of 4.82B. Therefore, the gross margin over that period was 0.0%.
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%.
MUSA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Murphy USA Inc. reported an operating income of 205.20M and revenue of 4.82B, resulting in an operating margin of 4.3%.
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%.
MUSA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Murphy USA Inc. reported a net income of 136.30M and revenue of 4.82B, resulting in a net margin of 2.8%.
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
MUSA and COST have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MUSA has higher volatility (7.83%) compared to COST (7.71%). In terms of maximum drawdown, MUSA dropped -35.54% vs COST's -53.39%.
MUSA currently has the higher Sharpe Ratio (0.77 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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