PAG vs. COST
Compare and contrast key facts about Penske Automotive Group, Inc. (PAG) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAG or COST.
Correlation
The correlation between PAG and COST is 0.55, 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.
Performance
PAG vs. COST - Performance Comparison
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Key characteristics
PAG:
0.15
COST:
1.30
PAG:
0.67
COST:
1.71
PAG:
1.08
COST:
1.23
PAG:
0.43
COST:
1.54
PAG:
0.97
COST:
4.48
PAG:
8.64%
COST:
5.94%
PAG:
28.22%
COST:
21.84%
PAG:
-83.33%
COST:
-53.39%
PAG:
-6.12%
COST:
-7.80%
Fundamentals
PAG:
$10.97B
COST:
$443.25B
PAG:
$14.19
COST:
$17.17
PAG:
11.69
COST:
58.18
PAG:
1.99
COST:
5.29
PAG:
0.36
COST:
1.68
PAG:
1.95
COST:
17.33
PAG:
$30.61B
COST:
$264.09B
PAG:
$5.04B
COST:
$35.11B
PAG:
$1.54B
COST:
$11.25B
Returns By Period
The year-to-date returns for both investments are quite close, with PAG having a 8.33% return and COST slightly higher at 8.48%. Over the past 10 years, PAG has underperformed COST with an annualized return of 15.18%, while COST has yielded a comparatively higher 23.42% annualized return.
PAG
8.33%
8.32%
3.21%
4.23%
42.89%
15.18%
COST
8.48%
1.38%
6.45%
28.12%
29.32%
23.42%
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Risk-Adjusted Performance
PAG vs. COST — Risk-Adjusted Performance Rank
PAG
COST
PAG vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Penske Automotive Group, Inc. (PAG) 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.
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Dividends
PAG vs. COST - Dividend Comparison
PAG's dividend yield for the trailing twelve months is around 2.71%, more than COST's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAG Penske Automotive Group, Inc. | 2.71% | 2.68% | 1.73% | 1.80% | 1.66% | 1.41% | 3.15% | 3.52% | 2.63% | 2.12% | 2.22% | 1.59% |
COST Costco Wholesale Corporation | 0.48% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
PAG vs. COST - Drawdown Comparison
The maximum PAG drawdown since its inception was -83.33%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for PAG and COST. For additional features, visit the drawdowns tool.
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Volatility
PAG vs. COST - Volatility Comparison
Penske Automotive Group, Inc. (PAG) and Costco Wholesale Corporation (COST) have volatilities of 6.12% and 6.11%, 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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Financials
PAG vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Penske Automotive Group, 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
PAG vs. COST - Profitability Comparison
PAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Penske Automotive Group, Inc. reported a gross profit of 1.27B and revenue of 7.60B. Therefore, the gross margin over that period was 16.7%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 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%.
PAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Penske Automotive Group, Inc. reported an operating income of 315.50M and revenue of 7.60B, resulting in an operating margin of 4.2%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported an operating income of 2.32B and revenue of 63.72B, resulting in an operating margin of 3.6%.
PAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Penske Automotive Group, Inc. reported a net income of 244.30M and revenue of 7.60B, resulting in a net margin of 3.2%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a net income of 1.79B and revenue of 63.72B, resulting in a net margin of 2.8%.