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USPH vs. COST
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

USPH vs. COST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in U.S. Physical Therapy, Inc. (USPH) and Costco Wholesale Corporation (COST). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, USPH achieves a -19.71% return, which is significantly lower than COST's 11.85% return. Over the past 10 years, USPH has underperformed COST with an annualized return of 1.94%, while COST has yielded a comparatively higher 22.34% annualized return.


USPH

1D
-1.01%
1M
-12.12%
YTD
-19.71%
6M
-16.86%
1Y
-14.26%
3Y*
-14.61%
5Y*
-10.66%
10Y*
1.94%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USPH vs. COST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USPH
U.S. Physical Therapy, Inc.
-19.71%-9.88%-2.97%16.98%-13.67%-19.48%5.52%12.81%43.09%4.14%
COST
Costco Wholesale Corporation
11.85%-5.39%39.62%49.00%-19.05%51.82%32.67%45.70%10.60%22.37%

Correlation

The correlation between USPH and COST is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Sep 23, 1993

0.16

The correlation between USPH and COST shifts across timeframes, from 0.05 (1 year) to 0.23 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

USPH:

$0.69

COST:

$26.51

PE Ratio

USPH:

89.06

COST:

36.29

PS Ratio

USPH:

1.35

COST:

1.09

Total Revenue (TTM)

USPH:

$695.26M

COST:

$293.59B

Gross Profit (TTM)

USPH:

$153.11M

COST:

$11.12B

EBITDA (TTM)

USPH:

$94.50M

COST:

$12.48B

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Return for Risk

USPH vs. COST — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USPH
USPH Risk / Return Rank: 2525
Overall Rank
USPH Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
USPH Sortino Ratio Rank: 2525
Sortino Ratio Rank
USPH Omega Ratio Rank: 2424
Omega Ratio Rank
USPH Calmar Ratio Rank: 2727
Calmar Ratio Rank
USPH Martin Ratio Rank: 2121
Martin Ratio Rank

COST
COST Risk / Return Rank: 2222
Overall Rank
COST Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
COST Sortino Ratio Rank: 1919
Sortino Ratio Rank
COST Omega Ratio Rank: 2020
Omega Ratio Rank
COST Calmar Ratio Rank: 2626
Calmar Ratio Rank
COST Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USPH vs. COST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for U.S. Physical Therapy, Inc. (USPH) 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.


USPHCOSTDifference

Sharpe ratio

Return per unit of total volatility

-0.35

-0.44

+0.09

Sortino ratio

Return per unit of downside risk

-0.23

-0.50

+0.27

Omega ratio

Gain probability vs. loss probability

0.97

0.94

+0.02

Calmar ratio

Return relative to maximum drawdown

-0.40

-0.44

+0.04

Martin ratio

Return relative to average drawdown

-0.96

-0.88

-0.09

USPH vs. COST - Sharpe Ratio Comparison

The current USPH Sharpe Ratio is -0.35, which is comparable to the COST Sharpe Ratio of -0.44. The chart below compares the historical Sharpe Ratios of USPH and COST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


USPHCOSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.35

-0.44

+0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.29

0.94

-1.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.05

1.02

-0.97

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.59

-0.35

Drawdowns

USPH vs. COST - Drawdown Comparison

The maximum USPH drawdown since its inception was -67.21%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for USPH and COST.


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Drawdown Indicators


USPHCOSTDifference

Max Drawdown

Largest peak-to-trough decline

-67.21%

-53.39%

-13.82%

Max Drawdown (1Y)

Largest decline over 1 year

-35.89%

-18.95%

-16.94%

Max Drawdown (3Y)

Largest decline over 3 years

-49.25%

-20.74%

-28.51%

Max Drawdown (5Y)

Largest decline over 5 years

-51.14%

-31.40%

-19.74%

Max Drawdown (10Y)

Largest decline over 10 years

-67.21%

-31.40%

-35.81%

Current Drawdown

Current decline from peak

-53.01%

-12.11%

-40.90%

Average Drawdown

Average peak-to-trough decline

-24.00%

-13.36%

-10.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.82%

9.86%

+4.96%

Volatility

USPH vs. COST - Volatility Comparison

U.S. Physical Therapy, Inc. (USPH) has a higher volatility of 25.89% compared to Costco Wholesale Corporation (COST) at 8.05%. This indicates that USPH'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


USPHCOSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

25.89%

8.05%

+17.84%

Volatility (6M)

Calculated over the trailing 6-month period

31.07%

14.83%

+16.24%

Volatility (1Y)

Calculated over the trailing 1-year period

40.63%

19.12%

+21.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.58%

22.73%

+13.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.62%

21.95%

+17.67%

Dividends

USPH vs. COST - Dividend Comparison

USPH's dividend yield for the trailing twelve months is around 2.94%, more than COST's 0.56% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
USPH
U.S. Physical Therapy, Inc.
2.94%2.31%1.98%1.85%2.02%1.53%0.27%1.00%0.90%1.11%0.97%1.12%

Financials

USPH vs. COST - Financials Comparison

This section allows you to compare key financial metrics between U.S. Physical Therapy, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B20222023202420252026
164.33M
70.53B
(USPH) Total Revenue
(COST) Total Revenue
Values in USD except per share items

USPH vs. COST - Profitability Comparison

The chart below illustrates the profitability comparison between U.S. Physical Therapy, Inc. and Costco Wholesale Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-30.0%-20.0%-10.0%0.0%10.0%20.0%30.0%20222023202420252026
19.9%
-25.1%
Portfolio components
USPH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, U.S. Physical Therapy, Inc. reported a gross profit of 32.75M and revenue of 164.33M. Therefore, the gross margin over that period was 19.9%.

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%.

USPH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, U.S. Physical Therapy, Inc. reported an operating income of 12.48M and revenue of 164.33M, resulting in an operating margin of 7.6%.

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%.

USPH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, U.S. Physical Therapy, Inc. reported a net income of 5.04M and revenue of 164.33M, resulting in a net margin of 3.1%.

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


USPH and COST have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

USPH has higher volatility (25.89%) compared to COST (8.05%). In terms of maximum drawdown, USPH dropped -67.21% vs COST's -53.39%.

USPH currently has the higher Sharpe Ratio (-0.35 vs -0.44), 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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