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NTAP vs. COST
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NTAP and COST is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

NTAP vs. COST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NetApp, Inc. (NTAP) and Costco Wholesale Corporation (COST). The values are adjusted to include any dividend payments, if applicable.

8,000.00%10,000.00%12,000.00%14,000.00%16,000.00%18,000.00%20,000.00%NovemberDecember2025FebruaryMarchApril
9,063.54%
18,378.08%
NTAP
COST

Key characteristics

Sharpe Ratio

NTAP:

-0.30

COST:

1.72

Sortino Ratio

NTAP:

-0.17

COST:

2.28

Omega Ratio

NTAP:

0.98

COST:

1.31

Calmar Ratio

NTAP:

-0.26

COST:

2.19

Martin Ratio

NTAP:

-0.72

COST:

6.56

Ulcer Index

NTAP:

15.68%

COST:

5.78%

Daily Std Dev

NTAP:

37.42%

COST:

22.13%

Max Drawdown

NTAP:

-96.21%

COST:

-53.39%

Current Drawdown

NTAP:

-33.74%

COST:

-7.91%

Fundamentals

Market Cap

NTAP:

$18.16B

COST:

$434.16B

EPS

NTAP:

$5.40

COST:

$17.10

PE Ratio

NTAP:

16.30

COST:

57.22

PEG Ratio

NTAP:

1.26

COST:

5.82

PS Ratio

NTAP:

2.79

COST:

1.64

PB Ratio

NTAP:

18.35

COST:

16.95

Total Revenue (TTM)

NTAP:

$6.51B

COST:

$264.09B

Gross Profit (TTM)

NTAP:

$4.59B

COST:

$35.11B

EBITDA (TTM)

NTAP:

$1.71B

COST:

$11.25B

Returns By Period

In the year-to-date period, NTAP achieves a -23.48% return, which is significantly lower than COST's 8.35% return. Over the past 10 years, NTAP has underperformed COST with an annualized return of 12.00%, while COST has yielded a comparatively higher 23.36% annualized return.


NTAP

YTD

-23.48%

1M

0.03%

6M

-26.74%

1Y

-12.61%

5Y*

18.14%

10Y*

12.00%

COST

YTD

8.35%

1M

6.67%

6M

12.08%

1Y

37.06%

5Y*

28.97%

10Y*

23.36%

*Annualized

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Risk-Adjusted Performance

NTAP vs. COST — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NTAP
The Risk-Adjusted Performance Rank of NTAP is 3434
Overall Rank
The Sharpe Ratio Rank of NTAP is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of NTAP is 3232
Sortino Ratio Rank
The Omega Ratio Rank of NTAP is 3232
Omega Ratio Rank
The Calmar Ratio Rank of NTAP is 3535
Calmar Ratio Rank
The Martin Ratio Rank of NTAP is 3737
Martin Ratio Rank

COST
The Risk-Adjusted Performance Rank of COST is 9191
Overall Rank
The Sharpe Ratio Rank of COST is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of COST is 8989
Sortino Ratio Rank
The Omega Ratio Rank of COST is 8888
Omega Ratio Rank
The Calmar Ratio Rank of COST is 9494
Calmar Ratio Rank
The Martin Ratio Rank of COST is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NTAP vs. COST - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NetApp, Inc. (NTAP) 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.


The chart of Sharpe ratio for NTAP, currently valued at -0.30, compared to the broader market-2.00-1.000.001.002.003.00
NTAP: -0.30
COST: 1.72
The chart of Sortino ratio for NTAP, currently valued at -0.17, compared to the broader market-6.00-4.00-2.000.002.004.00
NTAP: -0.17
COST: 2.28
The chart of Omega ratio for NTAP, currently valued at 0.98, compared to the broader market0.501.001.502.00
NTAP: 0.98
COST: 1.31
The chart of Calmar ratio for NTAP, currently valued at -0.26, compared to the broader market0.001.002.003.004.005.00
NTAP: -0.26
COST: 2.19
The chart of Martin ratio for NTAP, currently valued at -0.72, compared to the broader market-5.000.005.0010.0015.0020.00
NTAP: -0.72
COST: 6.56

The current NTAP Sharpe Ratio is -0.30, which is lower than the COST Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of NTAP and COST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
-0.30
1.72
NTAP
COST

Dividends

NTAP vs. COST - Dividend Comparison

NTAP's dividend yield for the trailing twelve months is around 2.37%, more than COST's 0.35% yield.


TTM20242023202220212020201920182017201620152014
NTAP
NetApp, Inc.
2.37%1.76%2.27%3.33%2.13%2.90%2.83%2.01%1.41%2.10%2.60%1.52%
COST
Costco Wholesale Corporation
0.35%0.49%2.87%0.76%0.54%3.38%0.86%1.08%4.81%1.09%4.06%0.97%

Drawdowns

NTAP vs. COST - Drawdown Comparison

The maximum NTAP drawdown since its inception was -96.21%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for NTAP and COST. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-33.74%
-7.91%
NTAP
COST

Volatility

NTAP vs. COST - Volatility Comparison

NetApp, Inc. (NTAP) has a higher volatility of 19.40% compared to Costco Wholesale Corporation (COST) at 10.31%. This indicates that NTAP'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.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
19.40%
10.31%
NTAP
COST

Financials

NTAP vs. COST - Financials Comparison

This section allows you to compare key financial metrics between NetApp, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
1.64B
63.72B
(NTAP) Total Revenue
(COST) Total Revenue
Values in USD except per share items

NTAP vs. COST - Profitability Comparison

The chart below illustrates the profitability comparison between NetApp, Inc. and Costco Wholesale Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%70.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
69.8%
15.1%
(NTAP) Gross Margin
(COST) Gross Margin
NTAP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2025, NetApp, Inc. reported a gross profit of 1.15B and revenue of 1.64B. Therefore, the gross margin over that period was 69.8%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2025, Costco Wholesale Corporation reported a gross profit of 9.61B and revenue of 63.72B. Therefore, the gross margin over that period was 15.1%.
NTAP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2025, NetApp, Inc. reported an operating income of 362.00M and revenue of 1.64B, resulting in an operating margin of 22.1%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2025, Costco Wholesale Corporation reported an operating income of 2.32B and revenue of 63.72B, resulting in an operating margin of 3.6%.
NTAP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2025, NetApp, Inc. reported a net income of 299.00M and revenue of 1.64B, resulting in a net margin of 18.2%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2025, Costco Wholesale Corporation reported a net income of 1.79B and revenue of 63.72B, resulting in a net margin of 2.8%.