SHAK vs. COST
Compare and contrast key facts about Shake Shack Inc. (SHAK) and Costco Wholesale Corporation (COST).
Performance
SHAK vs. COST - Performance Comparison
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SHAK vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHAK Shake Shack Inc. | 11.73% | -37.47% | 75.12% | 78.47% | -42.45% | -14.89% | 42.32% | 31.15% | 5.14% | 20.70% |
COST Costco Wholesale Corporation | 15.72% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Fundamentals
SHAK:
$1.09
COST:
$25.63
SHAK:
83.03
COST:
38.88
SHAK:
1.16
COST:
3.04
SHAK:
2.63
COST:
1.16
SHAK:
$1.45B
COST:
$286.27B
SHAK:
$0.00
COST:
$19.33B
SHAK:
$173.07M
COST:
$12.73B
Returns By Period
In the year-to-date period, SHAK achieves a 11.73% return, which is significantly lower than COST's 15.72% return. Over the past 10 years, SHAK has underperformed COST with an annualized return of 9.42%, while COST has yielded a comparatively higher 22.28% annualized return.
SHAK
- 1D
- 2.51%
- 1M
- -3.97%
- YTD
- 11.73%
- 6M
- -1.02%
- 1Y
- -0.34%
- 3Y*
- 17.79%
- 5Y*
- -4.38%
- 10Y*
- 9.42%
COST
- 1D
- 0.01%
- 1M
- -0.62%
- YTD
- 15.72%
- 6M
- 8.94%
- 1Y
- 4.99%
- 3Y*
- 27.83%
- 5Y*
- 24.29%
- 10Y*
- 22.28%
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Return for Risk
SHAK vs. COST — Risk / Return Rank
SHAK
COST
SHAK vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shake Shack Inc. (SHAK) 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.
| SHAK | COST | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.01 | 0.25 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.34 | 0.50 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.06 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.06 | 0.31 | -0.24 |
Martin ratioReturn relative to average drawdown | 0.10 | 0.61 | -0.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SHAK | COST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.01 | 0.25 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 1.08 | -1.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | 1.02 | -0.83 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.59 | -0.47 |
Correlation
The correlation between SHAK and COST is 0.21, 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.
Dividends
SHAK vs. COST - Dividend Comparison
SHAK has not paid dividends to shareholders, while COST's dividend yield for the trailing twelve months is around 0.52%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHAK Shake Shack 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% |
COST Costco Wholesale Corporation | 0.52% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
Drawdowns
SHAK vs. COST - Drawdown Comparison
The maximum SHAK drawdown since its inception was -70.89%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for SHAK and COST.
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Drawdown Indicators
| SHAK | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.89% | -53.39% | -17.50% |
Max Drawdown (1Y)Largest decline over 1 year | -45.70% | -19.35% | -26.35% |
Max Drawdown (5Y)Largest decline over 5 years | -68.01% | -31.40% | -36.61% |
Max Drawdown (10Y)Largest decline over 10 years | -70.89% | -31.40% | -39.49% |
Current DrawdownCurrent decline from peak | -36.15% | -6.95% | -29.20% |
Average DrawdownAverage peak-to-trough decline | -41.04% | -13.40% | -27.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.61% | 9.67% | +18.94% |
Volatility
SHAK vs. COST - Volatility Comparison
Shake Shack Inc. (SHAK) has a higher volatility of 14.82% compared to Costco Wholesale Corporation (COST) at 4.38%. This indicates that SHAK'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
| SHAK | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.82% | 4.38% | +10.44% |
Volatility (6M)Calculated over the trailing 6-month period | 31.28% | 13.33% | +17.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.66% | 20.08% | +28.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.20% | 22.51% | +27.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.45% | 21.90% | +27.55% |
Financials
SHAK vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Shake Shack 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