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

Performance

UTHR vs. COST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in United Therapeutics Corporation (UTHR) 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, UTHR achieves a 12.40% return, which is significantly lower than COST's 13.08% return. Over the past 10 years, UTHR has underperformed COST with an annualized return of 16.46%, while COST has yielded a comparatively higher 22.43% annualized return.


UTHR

1D
-0.32%
1M
-4.28%
YTD
12.40%
6M
13.14%
1Y
69.06%
3Y*
35.76%
5Y*
25.50%
10Y*
16.46%

COST

1D
1.09%
1M
-4.34%
YTD
13.08%
6M
8.84%
1Y
-7.02%
3Y*
24.99%
5Y*
21.51%
10Y*
22.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UTHR vs. COST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UTHR
United Therapeutics Corporation
12.40%38.09%60.46%-20.93%28.70%42.35%72.33%-19.12%-26.39%3.15%
COST
Costco Wholesale Corporation
13.08%-5.39%39.62%49.00%-19.05%51.82%32.67%45.70%10.60%22.37%

Correlation

The correlation between UTHR and COST is -0.09, 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

-0.09

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

0.05

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

0.10

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

0.16

Correlation (All Time)
Calculated using the full available price history since Jun 18, 1999

0.19

The correlation between UTHR and COST shifts across timeframes, from -0.09 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS

UTHR:

$27.00

COST:

$26.51

PE Ratio

UTHR:

20.28

COST:

36.68

PEG Ratio

UTHR:

0.66

COST:

2.87

PS Ratio

UTHR:

8.24

COST:

1.10

Total Revenue (TTM)

UTHR:

$3.17B

COST:

$293.59B

Gross Profit (TTM)

UTHR:

$2.74B

COST:

$11.12B

EBITDA (TTM)

UTHR:

$1.75B

COST:

$12.48B

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Return for Risk

UTHR vs. COST — Risk / Return Rank

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

UTHR
UTHR Risk / Return Rank: 8686
Overall Rank
UTHR Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
UTHR Sortino Ratio Rank: 8686
Sortino Ratio Rank
UTHR Omega Ratio Rank: 8686
Omega Ratio Rank
UTHR Calmar Ratio Rank: 8989
Calmar Ratio Rank
UTHR Martin Ratio Rank: 8888
Martin Ratio Rank

COST
COST Risk / Return Rank: 2424
Overall Rank
COST Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
COST Sortino Ratio Rank: 2222
Sortino Ratio Rank
COST Omega Ratio Rank: 2323
Omega Ratio Rank
COST Calmar Ratio Rank: 2727
Calmar Ratio Rank
COST Martin Ratio Rank: 2222
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.

UTHR vs. COST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for United Therapeutics Corporation (UTHR) 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.


UTHRCOSTDifference
Sharpe ratioReturn per unit of total volatility

+1.76

Sortino ratioReturn per unit of downside risk

+3.20

Omega ratioGain probability vs. loss probability

1.38

0.95

+0.43

Calmar ratioReturn relative to maximum drawdown

4.24

-0.44

+4.68

Martin ratioReturn relative to average drawdown

10.91

-0.99

+11.90

UTHR vs. COST - Sharpe Ratio Comparison

The current UTHR Sharpe Ratio is 1.39, which is higher than the COST Sharpe Ratio of -0.37. The chart below compares the historical Sharpe Ratios of UTHR 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


UTHRCOSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.39

-0.37

+1.76

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

0.95

-0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

1.03

-0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.59

-0.20

Drawdowns

UTHR vs. COST - Drawdown Comparison

The maximum UTHR drawdown since its inception was -93.18%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for UTHR and COST.


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Drawdown Indicators


UTHRCOSTDifference

Max Drawdown

Largest peak-to-trough decline

-93.18%

-53.39%

-39.79%

Max Drawdown (1Y)

Largest decline over 1 year

-16.35%

-16.02%

-0.33%

Max Drawdown (3Y)

Largest decline over 3 years

-33.00%

-20.74%

-12.26%

Max Drawdown (5Y)

Largest decline over 5 years

-33.00%

-31.40%

-1.60%

Max Drawdown (10Y)

Largest decline over 10 years

-55.56%

-31.40%

-24.16%

Current Drawdown

Current decline from peak

-8.22%

-11.15%

+2.93%

Average Drawdown

Average peak-to-trough decline

-35.32%

-13.36%

-21.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.35%

9.60%

-3.25%

Volatility

UTHR vs. COST - Volatility Comparison

United Therapeutics Corporation (UTHR) and Costco Wholesale Corporation (COST) have volatilities of 8.22% and 8.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UTHRCOSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.22%

8.14%

+0.08%

Volatility (6M)

Calculated over the trailing 6-month period

26.03%

14.83%

+11.20%

Volatility (1Y)

Calculated over the trailing 1-year period

49.78%

19.15%

+30.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.15%

22.73%

+12.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.09%

21.94%

+13.15%

Dividends

UTHR vs. COST - Dividend Comparison

UTHR has not paid dividends to shareholders, while COST's dividend yield for the trailing twelve months is around 0.55%.


PositionTTM20252024202320222021202020192018201720162015
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%
UTHR
United Therapeutics 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

UTHR vs. COST - Financials Comparison

This section allows you to compare key financial metrics between United Therapeutics 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.


Quarterly
Annual

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


0.0020.00B40.00B60.00B80.00B20222023202420252026
781.50M
70.53B
(UTHR) Total Revenue
(COST) Total Revenue
Values in USD except per share items

UTHR vs. COST - Profitability Comparison

The chart below illustrates the profitability comparison between United Therapeutics Corporation 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

-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
82.9%
-25.1%
Portfolio components
UTHR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, United Therapeutics Corporation reported a gross profit of 648.10M and revenue of 781.50M. Therefore, the gross margin over that period was 82.9%.

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%.

UTHR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United Therapeutics Corporation reported an operating income of 325.80M and revenue of 781.50M, resulting in an operating margin of 41.7%.

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%.

UTHR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United Therapeutics Corporation reported a net income of 274.90M and revenue of 781.50M, resulting in a net margin of 35.2%.

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


UTHR and COST have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UTHR has higher volatility (8.22%) compared to COST (8.14%). In terms of maximum drawdown, UTHR dropped -93.18% vs COST's -53.39%.

UTHR currently has the higher Sharpe Ratio (1.39 vs -0.37), 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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