ORI vs. COST
ORI (Old Republic International Corporation) and COST (Costco Wholesale Corporation) are both stocks. ORI operates in Insurance - Diversified (Financial Services), while COST operates in Discount Stores (Consumer Defensive). Over the past 10 years, ORI returned 16.63%/yr vs 21.10%/yr for COST. Their 0.29 correlation means their historical movements had little consistent relationship.
Performance
ORI vs. COST - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ORI achieves a 1.78% return, which is significantly lower than COST's 10.87% return. Over the past 10 years, ORI has underperformed COST with an annualized return of 16.63%, while COST has yielded a comparatively higher 21.10% annualized return.
ORI
- 1D
- -0.39%
- 1M
- 3.20%
- 6M
- 12.10%
- YTD
- 1.78%
- 1Y
- 31.15%
- 3Y*
- 24.33%
- 5Y*
- 20.93%
- 10Y*
- 16.63%
- ALL TIME*
- 12.94%
COST
- 1D
- -0.24%
- 1M
- 0.18%
- 6M
- 1.55%
- YTD
- 10.87%
- 1Y
- 0.52%
- 3Y*
- 21.34%
- 5Y*
- 18.51%
- 10Y*
- 21.10%
- ALL TIME*
- 16.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.83B | $2.11B | $2.34B | |
| $57.75M | $57.04M | $58.35M |
ORI vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ORI Old Republic International Corporation | 1.78% | 37.50% | 27.10% | 26.32% | 6.68% | 44.92% | -7.64% | 17.75% | 4.85% | 16.87% |
COST Costco Wholesale Corporation | 10.87% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Correlation
The correlation between ORI and COST is 0.28, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.30 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.31 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.29 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 1993 | 0.29 |
Fundamentals
ORI:
$10.52B
COST:
$422.14B
ORI:
$4.58
COST:
$26.51
ORI:
9.43
COST:
35.91
ORI:
3.82
COST:
2.81
ORI:
1.11
COST:
1.08
ORI:
$9.67B
COST:
$293.59B
ORI:
$5.02B
COST:
$11.12B
ORI:
$1.50B
COST:
$12.48B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ORI vs. COST — Risk / Return Rank
ORI
COST
ORI vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Old Republic International Corporation (ORI) 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.
| ORI | COST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.18 | ||
| Sortino ratioReturn per unit of downside risk | +1.40 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.03 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.88 | 0.12 | +1.75 |
| Martin ratioReturn relative to average drawdown | 4.62 | 0.26 | +4.36 |
Loading charts...
Drawdowns
ORI vs. COST - Drawdown Comparison
The maximum ORI drawdown since its inception was -66.19%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for ORI and COST.
Loading charts...
Drawdown Indicators
| ORI | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.19% | -53.39% | -12.80% |
Max Drawdown (1Y)Largest decline over 1 year | -16.18% | -16.57% | +0.39% |
Max Drawdown (3Y)Largest decline over 3 years | -16.18% | -20.74% | +4.56% |
Max Drawdown (5Y)Largest decline over 5 years | -20.36% | -31.40% | +11.04% |
Max Drawdown (10Y)Largest decline over 10 years | -47.78% | -31.40% | -16.38% |
Current DrawdownCurrent decline from peak | -3.09% | -12.88% | +9.79% |
Average DrawdownAverage peak-to-trough decline | -14.50% | -13.36% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.55% | 7.81% | -1.26% |
Volatility
ORI vs. COST - Volatility Comparison
Old Republic International Corporation (ORI) and Costco Wholesale Corporation (COST) have volatilities of 7.63% and 7.34%, 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.
Loading charts...
Volatility by Period
| ORI | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.63% | 7.34% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 16.12% | 15.13% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.65% | 19.96% | +3.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.21% | 22.93% | -0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.20% | 22.03% | +4.17% |
Dividends
ORI vs. COST - Dividend Comparison
ORI's dividend yield for the trailing twelve months is around 8.59%, more than COST's 0.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 0.58% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
ORI Old Republic International Corporation | 8.59% | 6.92% | 2.93% | 3.33% | 7.95% | 13.75% | 4.26% | 8.05% | 8.65% | 3.55% | 3.95% | 3.97% |
Financials
ORI vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Old Republic International Corporation 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
ORI vs. COST - Profitability Comparison
ORI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Old Republic International Corporation reported a gross profit of 1.61B and revenue of 2.50B. Therefore, the gross margin over that period was 64.2%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.
ORI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Old Republic International Corporation reported an operating income of 436.90M and revenue of 2.50B, resulting in an operating margin of 17.5%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Costco Wholesale Corporation reported an operating income of 2.82B and revenue of 70.53B, resulting in an operating margin of 4.0%.
ORI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Old Republic International Corporation reported a net income of 322.50M and revenue of 2.50B, resulting in a net margin of 12.9%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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
ORI and COST have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORI has higher volatility (7.63%) compared to COST (7.34%). In terms of maximum drawdown, ORI dropped -66.19% vs COST's -53.39%.
ORI currently has the higher Sharpe Ratio (1.28 vs 0.10), 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.
Find the right allocation for ORI and COST
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer