OSIS vs. COST
OSIS (OSI Systems, Inc.) and COST (Costco Wholesale Corporation) are both stocks. OSIS operates in Electronic Components (Technology), while COST operates in Discount Stores (Consumer Defensive). Over the past 10 years, OSIS returned 15.60%/yr vs 22.27%/yr for COST. At a 0.22 correlation, their price movements are largely independent.
Performance
OSIS vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, OSIS achieves a -11.58% return, which is significantly lower than COST's 14.24% return. Over the past 10 years, OSIS has underperformed COST with an annualized return of 15.60%, while COST has yielded a comparatively higher 22.27% annualized return.
OSIS
- 1D
- -2.38%
- 1M
- 3.22%
- YTD
- -11.58%
- 6M
- -13.07%
- 1Y
- -4.67%
- 3Y*
- 21.66%
- 5Y*
- 18.09%
- 10Y*
- 15.60%
COST
- 1D
- 0.68%
- 1M
- -4.91%
- YTD
- 14.24%
- 6M
- 11.38%
- 1Y
- -1.48%
- 3Y*
- 25.12%
- 5Y*
- 22.12%
- 10Y*
- 22.27%
OSIS vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OSIS OSI Systems, Inc. | -11.58% | 52.34% | 29.74% | 62.29% | -14.68% | -0.02% | -7.46% | 37.44% | 13.86% | -15.42% |
COST Costco Wholesale Corporation | 14.24% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Correlation
The correlation between OSIS and COST is 0.03, 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 | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 1997 | 0.22 |
The correlation between OSIS and COST shifts across timeframes, from 0.03 (1 year) to 0.23 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
OSIS:
$8.73
COST:
$26.51
OSIS:
25.84
COST:
37.06
OSIS:
1.04
COST:
2.90
OSIS:
2.18
COST:
1.12
OSIS:
$1.81B
COST:
$293.59B
OSIS:
$593.38M
COST:
$11.12B
OSIS:
$184.81M
COST:
$12.48B
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Return for Risk
OSIS vs. COST — Risk / Return Rank
OSIS
COST
OSIS vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OSI Systems, Inc. (OSIS) 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.
| OSIS | COST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.00 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.13 | -0.10 | -0.03 |
| Martin ratioReturn relative to average drawdown | -0.41 | -0.22 | -0.19 |
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Drawdowns
OSIS vs. COST - Drawdown Comparison
The maximum OSIS drawdown since its inception was -88.44%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for OSIS and COST.
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Drawdown Indicators
| OSIS | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.44% | -53.39% | -35.05% |
Max Drawdown (1Y)Largest decline over 1 year | -36.15% | -15.14% | -21.01% |
Max Drawdown (3Y)Largest decline over 3 years | -36.15% | -20.74% | -15.41% |
Max Drawdown (5Y)Largest decline over 5 years | -36.15% | -31.40% | -4.75% |
Max Drawdown (10Y)Largest decline over 10 years | -53.64% | -31.40% | -22.24% |
Current DrawdownCurrent decline from peak | -27.17% | -10.23% | -16.94% |
Average DrawdownAverage peak-to-trough decline | -25.68% | -13.36% | -12.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.45% | 6.67% | +4.78% |
Volatility
OSIS vs. COST - Volatility Comparison
OSI Systems, Inc. (OSIS) has a higher volatility of 15.42% compared to Costco Wholesale Corporation (COST) at 7.44%. This indicates that OSIS'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
| OSIS | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.42% | 7.44% | +7.98% |
Volatility (6M)Calculated over the trailing 6-month period | 35.27% | 14.53% | +20.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.65% | 18.80% | +25.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.57% | 22.72% | +10.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.82% | 21.95% | +11.87% |
Dividends
OSIS vs. COST - Dividend Comparison
OSIS has not paid dividends to shareholders, while COST's dividend yield for the trailing twelve months is around 0.55%.
| 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% |
OSIS OSI Systems, 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
OSIS vs. COST - Financials Comparison
This section allows you to compare key financial metrics between OSI Systems, 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
OSIS vs. COST - Profitability Comparison
OSIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, OSI Systems, Inc. reported a gross profit of 150.32M and revenue of 453.25M. Therefore, the gross margin over that period was 33.2%.
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%.
OSIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, OSI Systems, Inc. reported an operating income of 53.21M and revenue of 453.25M, resulting in an operating margin of 11.7%.
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%.
OSIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, OSI Systems, Inc. reported a net income of 40.22M and revenue of 453.25M, resulting in a net margin of 8.9%.
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
OSIS and COST have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OSIS has higher volatility (15.42%) compared to COST (7.44%). In terms of maximum drawdown, OSIS dropped -88.44% vs COST's -53.39%.
COST currently has the higher Sharpe Ratio (-0.08 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.
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