Correlation
The correlation between PSMT and COST is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
PSMT vs. COST
Compare and contrast key facts about PriceSmart, Inc. (PSMT) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSMT or COST.
Performance
PSMT vs. COST - Performance Comparison
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Key characteristics
PSMT:
1.13
COST:
1.29
PSMT:
1.72
COST:
1.81
PSMT:
1.22
COST:
1.24
PSMT:
1.07
COST:
1.65
PSMT:
5.66
COST:
4.74
PSMT:
5.64%
COST:
6.04%
PSMT:
28.21%
COST:
22.13%
PSMT:
-89.11%
COST:
-53.39%
PSMT:
-1.85%
COST:
-3.28%
Fundamentals
PSMT:
$3.28B
COST:
$449.51B
PSMT:
$4.70
COST:
$17.05
PSMT:
22.71
COST:
59.16
PSMT:
1.94
COST:
5.36
PSMT:
0.65
COST:
1.70
PSMT:
2.80
COST:
17.57
PSMT:
$5.08B
COST:
$264.09B
PSMT:
$1.91B
COST:
$35.11B
PSMT:
$296.92M
COST:
$11.25B
Returns By Period
In the year-to-date period, PSMT achieves a 17.97% return, which is significantly higher than COST's 13.80% return. Over the past 10 years, PSMT has underperformed COST with an annualized return of 3.94%, while COST has yielded a comparatively higher 24.24% annualized return.
PSMT
17.97%
6.39%
21.16%
31.74%
13.14%
16.37%
3.94%
COST
13.80%
4.73%
7.29%
28.24%
32.50%
29.64%
24.24%
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Risk-Adjusted Performance
PSMT vs. COST — Risk-Adjusted Performance Rank
PSMT
COST
PSMT vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PriceSmart, Inc. (PSMT) 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
PSMT vs. COST - Dividend Comparison
PSMT's dividend yield for the trailing twelve months is around 1.12%, more than COST's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSMT PriceSmart, Inc. | 1.12% | 2.34% | 1.21% | 1.41% | 0.96% | 0.77% | 0.99% | 1.18% | 0.81% | 0.84% | 0.84% | 0.77% |
COST Costco Wholesale Corporation | 0.46% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
PSMT vs. COST - Drawdown Comparison
The maximum PSMT drawdown since its inception was -89.11%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for PSMT and COST.
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Volatility
PSMT vs. COST - Volatility Comparison
PriceSmart, Inc. (PSMT) has a higher volatility of 6.87% compared to Costco Wholesale Corporation (COST) at 5.12%. This indicates that PSMT'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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Financials
PSMT vs. COST - Financials Comparison
This section allows you to compare key financial metrics between PriceSmart, 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
PSMT vs. COST - Profitability Comparison
PSMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PriceSmart, Inc. reported a gross profit of 233.75M and revenue of 1.36B. Therefore, the gross margin over that period was 17.1%.
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%.
PSMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PriceSmart, Inc. reported an operating income of 65.27M and revenue of 1.36B, resulting in an operating margin of 4.8%.
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%.
PSMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PriceSmart, Inc. reported a net income of 43.76M and revenue of 1.36B, 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%.