WFRD vs. COST

Last updated Apr 2, 2026

Compare and contrast key facts about Weatherford International plc (WFRD) and Costco Wholesale Corporation (COST).

Performance

WFRD vs. COST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Weatherford International plc (WFRD) and Costco Wholesale Corporation (COST). The values are adjusted to include any dividend payments, if applicable.

WFRD vs. COST - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
WFRD Weatherford International plc	20.67%	11.14%	-26.39%	92.12%	83.69%	116.39%
COST Costco Wholesale Corporation	15.72%	-5.39%	39.62%	49.00%	-19.05%	49.68%

Fundamentals

EPS WFRD : $5.96 COST : $25.63
PE Ratio WFRD : 15.81 COST : 38.88
PEG Ratio WFRD : 0.05 COST : 3.04
PS Ratio WFRD : 1.39 COST : 1.16
Total Revenue (TTM) WFRD : $4.92B COST : $286.27B
Gross Profit (TTM) WFRD : $2.27B COST : $19.33B
EBITDA (TTM) WFRD : $970.00M COST : $12.73B

Returns By Period

In the year-to-date period, WFRD achieves a 20.67% return, which is significantly higher than COST's 15.72% return.

WFRD

• 1D: -0.42%
• 1M: -8.86%
• YTD: 20.67%
• 6M: 35.63%
• 1Y: 76.65%
• 3Y*: 17.62%
• 5Y*: —
• 10Y*: —

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%

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

Return for Risk

WFRD vs. COST — Risk / Return Rank

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

WFRD

WFRD Risk / Return Rank: 81
WFRD Sharpe Ratio Rank: 83
WFRD Sortino Ratio Rank: 77
WFRD Omega Ratio Rank: 78
WFRD Calmar Ratio Rank: 84
WFRD Martin Ratio Rank: 85

COST

COST Risk / Return Rank: 46
COST Sharpe Ratio Rank: 50
COST Sortino Ratio Rank: 41
COST Omega Ratio Rank: 40
COST Calmar Ratio Rank: 48
COST Martin Ratio Rank: 48

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.

WFRD vs. COST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Weatherford International plc (WFRD) 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.

	WFRD	COST	Difference
Sharpe ratio Return per unit of total volatility	1.46	0.25	+1.21
Sortino ratio Return per unit of downside risk	1.98	0.50	+1.48
Omega ratio Gain probability vs. loss probability	1.28	1.06	+0.22
Calmar ratio Return relative to maximum drawdown	2.83	0.31	+2.52
Martin ratio Return relative to average drawdown	8.27	0.61	+7.65
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WFRD vs. COST - Sharpe Ratio Comparison

The current WFRD Sharpe Ratio is 1.46, which is higher than the COST Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of WFRD and COST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	WFRD	COST	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.46	0.25	+1.21
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.08	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	1.02	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.00	0.59	+0.41

Correlation

The correlation between WFRD and COST is 0.07, 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

WFRD vs. COST - Dividend Comparison

WFRD's dividend yield for the trailing twelve months is around 1.09%, more than COST's 0.52% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
WFRD Weatherford International plc	1.09%	1.28%	0.70%	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

WFRD vs. COST - Drawdown Comparison

The maximum WFRD drawdown since its inception was -70.56%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for WFRD and COST.

Drawdown Indicators

	WFRD	COST	Difference
Max Drawdown Largest peak-to-trough decline	-70.56%	-53.39%	-17.17%
Max Drawdown (1Y) Largest decline over 1 year	-27.81%	-19.35%	-8.46%
Max Drawdown (5Y) Largest decline over 5 years	—	-31.40%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-31.40%	—
Current Drawdown Current decline from peak	-28.06%	-6.95%	-21.11%
Average Drawdown Average peak-to-trough decline	-22.16%	-13.40%	-8.76%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.53%	9.67%	-0.14%

Volatility

WFRD vs. COST - Volatility Comparison

Weatherford International plc (WFRD) has a higher volatility of 13.63% compared to Costco Wholesale Corporation (COST) at 4.38%. This indicates that WFRD'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.

Volatility by Period

	WFRD	COST	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.63%	4.38%	+9.25%
Volatility (6M) Calculated over the trailing 6-month period	28.88%	13.33%	+15.55%
Volatility (1Y) Calculated over the trailing 1-year period	52.83%	20.08%	+32.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	52.33%	22.51%	+29.82%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	52.33%	21.90%	+30.43%

Financials

WFRD vs. COST - Profitability Comparison

The chart below illustrates the profitability comparison between Weatherford International plc and Costco Wholesale Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

WFRD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Weatherford International plc reported a gross profit of 291.00M and revenue of 1.29B. Therefore, the gross margin over that period was 22.6%.

COST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Costco Wholesale Corporation reported a gross profit of -8.80B and revenue of 69.60B. Therefore, the gross margin over that period was -12.6%.

WFRD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Weatherford International plc reported an operating income of 199.00M and revenue of 1.29B, resulting in an operating margin of 15.4%.

COST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Costco Wholesale Corporation reported an operating income of 2.61B and revenue of 69.60B, resulting in an operating margin of 3.7%.

WFRD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Weatherford International plc reported a net income of 138.00M and revenue of 1.29B, resulting in a net margin of 10.7%.

COST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Costco Wholesale Corporation reported a net income of 2.04B and revenue of 69.60B, resulting in a net margin of 2.9%.