SKWD vs. COST
SKWD (Skyward Specialty Insurance Group Inc. Common Stock) and COST (Costco Wholesale Corporation) are both stocks. SKWD operates in Insurance - Property & Casualty (Financial Services), while COST operates in Discount Stores (Consumer Defensive). Over the past 3 years, SKWD returned 21.40%/yr vs 25.00%/yr for COST. At a 0.22 correlation, their price movements are largely independent.
Performance
SKWD vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, SKWD achieves a -16.40% return, which is significantly lower than COST's 11.85% return.
SKWD
- 1D
- -3.11%
- 1M
- -2.09%
- YTD
- -16.40%
- 6M
- -5.42%
- 1Y
- -34.08%
- 3Y*
- 21.40%
- 5Y*
- —
- 10Y*
- —
COST
- 1D
- 0.79%
- 1M
- -5.03%
- YTD
- 11.85%
- 6M
- 4.58%
- 1Y
- -8.37%
- 3Y*
- 25.00%
- 5Y*
- 21.24%
- 10Y*
- 22.34%
SKWD vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SKWD Skyward Specialty Insurance Group Inc. Common Stock | -16.40% | 1.13% | 49.17% | 77.38% |
COST Costco Wholesale Corporation | 11.85% | -5.39% | 39.62% | 40.18% |
Correlation
The correlation between SKWD and COST is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jan 17, 2023 | 0.22 |
Fundamentals
SKWD:
$5.66
COST:
$26.51
SKWD:
7.55
COST:
36.29
SKWD:
0.17
COST:
2.84
SKWD:
0.86
COST:
1.09
SKWD:
$1.56B
COST:
$293.59B
SKWD:
$523.39M
COST:
$11.12B
SKWD:
$170.03M
COST:
$12.48B
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Return for Risk
SKWD vs. COST — Risk / Return Rank
SKWD
COST
SKWD vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Skyward Specialty Insurance Group Inc. Common Stock (SKWD) 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.
| SKWD | COST | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.01 | -0.44 | -0.57 |
Sortino ratioReturn per unit of downside risk | -1.42 | -0.50 | -0.92 |
Omega ratioGain probability vs. loss probability | 0.84 | 0.94 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | -0.98 | -0.44 | -0.53 |
Martin ratioReturn relative to average drawdown | -1.38 | -0.88 | -0.50 |
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
| SKWD | COST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.01 | -0.44 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.94 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.02 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.59 | +0.21 |
Drawdowns
SKWD vs. COST - Drawdown Comparison
The maximum SKWD drawdown since its inception was -36.52%, smaller than the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for SKWD and COST.
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Drawdown Indicators
| SKWD | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.52% | -53.39% | +16.87% |
Max Drawdown (1Y)Largest decline over 1 year | -34.98% | -18.95% | -16.03% |
Max Drawdown (3Y)Largest decline over 3 years | -36.52% | -20.74% | -15.78% |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.40% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.40% | — |
Current DrawdownCurrent decline from peak | -34.26% | -12.11% | -22.15% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -13.36% | +2.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.27% | 9.86% | +16.41% |
Volatility
SKWD vs. COST - Volatility Comparison
Skyward Specialty Insurance Group Inc. Common Stock (SKWD) has a higher volatility of 10.00% compared to Costco Wholesale Corporation (COST) at 8.05%. This indicates that SKWD'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
| SKWD | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.00% | 8.05% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 24.87% | 14.83% | +10.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.75% | 19.12% | +14.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.91% | 22.73% | +11.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.91% | 21.95% | +11.96% |
Dividends
SKWD vs. COST - Dividend Comparison
SKWD has not paid dividends to shareholders, while COST's dividend yield for the trailing twelve months is around 0.56%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 0.56% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
SKWD Skyward Specialty Insurance Group Inc. Common Stock | 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
SKWD vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Skyward Specialty Insurance Group Inc. Common Stock 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
SKWD vs. COST - Profitability Comparison
SKWD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Skyward Specialty Insurance Group Inc. Common Stock reported a gross profit of 0.00 and revenue of 475.87M. Therefore, the gross margin over that period was 0.0%.
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%.
SKWD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Skyward Specialty Insurance Group Inc. Common Stock reported an operating income of 0.00 and revenue of 475.87M, resulting in an operating margin of 0.0%.
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%.
SKWD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Skyward Specialty Insurance Group Inc. Common Stock reported a net income of 49.73M and revenue of 475.87M, resulting in a net margin of 10.5%.
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
SKWD and COST have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SKWD has higher volatility (10.00%) compared to COST (8.05%). In terms of maximum drawdown, SKWD dropped -36.52% vs COST's -53.39%.
COST currently has the higher Sharpe Ratio (-0.44 vs -1.01), 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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