SMR vs. COST
SMR (NuScale Power Corporation) and COST (Costco Wholesale Corporation) are both stocks. SMR operates in Specialty Industrial Machinery (Industrials), while COST operates in Discount Stores (Consumer Defensive). Over the past 5 years, SMR returned -0.32%/yr vs 22.12%/yr for COST. At a 0.08 correlation, their price movements are largely independent.
Performance
SMR vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, SMR achieves a -30.20% return, which is significantly lower than COST's 14.24% return.
SMR
- 1D
- 3.34%
- 1M
- -11.93%
- YTD
- -30.20%
- 6M
- -46.07%
- 1Y
- -74.52%
- 3Y*
- 5.43%
- 5Y*
- -0.32%
- 10Y*
- —
COST
- 1D
- 0.68%
- 1M
- -6.35%
- YTD
- 14.24%
- 6M
- 11.38%
- 1Y
- -0.24%
- 3Y*
- 25.12%
- 5Y*
- 22.12%
- 10Y*
- 22.27%
SMR vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SMR NuScale Power Corporation | -30.20% | -20.97% | 444.98% | -67.93% | 2.29% | -0.89% | 1.20% |
COST Costco Wholesale Corporation | 14.24% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | -0.22% |
Correlation
The correlation between SMR and COST is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2020 | 0.08 |
The correlation between SMR and COST shifts across timeframes, from -0.12 (1 year) to 0.08 (all time), reflecting how their relationship changes across market environments.
Fundamentals
SMR:
-$2.02
COST:
$26.51
SMR:
104.42
COST:
1.12
SMR:
$18.10M
COST:
$293.59B
SMR:
$4.45M
COST:
$11.12B
SMR:
-$696.20M
COST:
$12.48B
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Return for Risk
SMR vs. COST — Risk / Return Rank
SMR
COST
SMR vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NuScale Power Corporation (SMR) 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.
| SMR | COST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -1.27 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.00 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.91 | -0.10 | -0.81 |
| Martin ratioReturn relative to average drawdown | -1.32 | -0.22 | -1.09 |
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Drawdowns
SMR vs. COST - Drawdown Comparison
The maximum SMR drawdown since its inception was -87.47%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for SMR and COST.
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Drawdown Indicators
| SMR | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.47% | -53.39% | -34.08% |
Max Drawdown (1Y)Largest decline over 1 year | -82.86% | -15.14% | -67.72% |
Max Drawdown (3Y)Largest decline over 3 years | -82.86% | -20.74% | -62.12% |
Max Drawdown (5Y)Largest decline over 5 years | -87.47% | -31.40% | -56.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.40% | — |
Current DrawdownCurrent decline from peak | -81.49% | -10.23% | -71.26% |
Average DrawdownAverage peak-to-trough decline | -35.08% | -13.36% | -21.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 57.39% | 6.67% | +50.72% |
Volatility
SMR vs. COST - Volatility Comparison
NuScale Power Corporation (SMR) has a higher volatility of 28.93% compared to Costco Wholesale Corporation (COST) at 7.44%. This indicates that SMR'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
| SMR | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 28.93% | 7.44% | +21.49% |
Volatility (6M)Calculated over the trailing 6-month period | 69.57% | 14.53% | +55.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 102.59% | 18.80% | +83.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 93.50% | 22.72% | +70.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 89.31% | 21.95% | +67.36% |
Dividends
SMR vs. COST - Dividend Comparison
SMR 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% |
SMR NuScale Power Corporation | 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
SMR vs. COST - Financials Comparison
This section allows you to compare key financial metrics between NuScale Power Corporation 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
Frequently Asked Questions
SMR and COST have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMR has higher volatility (28.93%) compared to COST (7.44%). In terms of maximum drawdown, SMR dropped -87.47% vs COST's -53.39%.
COST currently has the higher Sharpe Ratio (-0.08 vs -0.74), 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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