WINA vs. COST
WINA (Winmark Corporation) and COST (Costco Wholesale Corporation) are both stocks. WINA operates in Specialty Retail (Consumer Cyclical), while COST operates in Discount Stores (Consumer Defensive). Over the past 10 years, WINA returned 16.97%/yr vs 21.90%/yr for COST. At a 0.12 correlation, their price movements are largely independent.
Performance
WINA vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, WINA achieves a -2.30% return, which is significantly lower than COST's 10.63% return. Over the past 10 years, WINA has underperformed COST with an annualized return of 16.97%, while COST has yielded a comparatively higher 21.90% annualized return.
WINA
- 1D
- -1.67%
- 1M
- 7.89%
- YTD
- -2.30%
- 6M
- -3.01%
- 1Y
- -8.43%
- 3Y*
- 8.23%
- 5Y*
- 18.24%
- 10Y*
- 16.97%
COST
- 1D
- -0.01%
- 1M
- -7.48%
- YTD
- 10.63%
- 6M
- 12.24%
- 1Y
- -2.41%
- 3Y*
- 23.60%
- 5Y*
- 20.70%
- 10Y*
- 21.90%
WINA vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WINA Winmark Corporation | -2.30% | 6.43% | -3.26% | 82.56% | -2.78% | 38.67% | -5.88% | 25.38% | 23.36% | 2.93% |
COST Costco Wholesale Corporation | 10.63% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Correlation
The correlation between WINA and COST is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 1993 | 0.12 |
The correlation between WINA and COST shifts across timeframes, from 0.12 (all time) to 0.23 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
WINA:
$11.09
COST:
$26.51
WINA:
35.51
COST:
35.89
WINA:
18.26
COST:
2.81
WINA:
17.11
COST:
1.08
WINA:
$84.99M
COST:
$293.59B
WINA:
$82.15M
COST:
$11.12B
WINA:
$55.02M
COST:
$12.48B
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Return for Risk
WINA vs. COST — Risk / Return Rank
WINA
COST
WINA vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Winmark Corporation (WINA) 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.
| WINA | COST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 0.99 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | -0.16 | -0.12 |
| Martin ratioReturn relative to average drawdown | -0.54 | -0.35 | -0.19 |
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Drawdowns
WINA vs. COST - Drawdown Comparison
The maximum WINA drawdown since its inception was -85.47%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for WINA and COST.
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Drawdown Indicators
| WINA | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.47% | -53.39% | -32.08% |
Max Drawdown (1Y)Largest decline over 1 year | -30.10% | -15.14% | -14.96% |
Max Drawdown (3Y)Largest decline over 3 years | -30.10% | -20.74% | -9.36% |
Max Drawdown (5Y)Largest decline over 5 years | -30.29% | -31.40% | +1.11% |
Max Drawdown (10Y)Largest decline over 10 years | -45.45% | -31.40% | -14.05% |
Current DrawdownCurrent decline from peak | -21.63% | -13.06% | -8.57% |
Average DrawdownAverage peak-to-trough decline | -24.68% | -13.36% | -11.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.38% | 6.86% | +9.52% |
Volatility
WINA vs. COST - Volatility Comparison
Winmark Corporation (WINA) has a higher volatility of 8.15% compared to Costco Wholesale Corporation (COST) at 6.51%. This indicates that WINA'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
| WINA | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.15% | 6.51% | +1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 27.40% | 14.49% | +12.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.63% | 18.95% | +18.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.55% | 22.73% | +8.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.99% | 21.98% | +8.01% |
Dividends
WINA vs. COST - Dividend Comparison
WINA's dividend yield for the trailing twelve months is around 3.53%, more than COST's 0.56% yield.
| 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% |
WINA Winmark Corporation | 3.53% | 3.40% | 2.80% | 2.99% | 2.35% | 3.67% | 0.43% | 0.45% | 0.35% | 0.33% | 0.29% | 0.29% |
Financials
WINA vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Winmark 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
WINA vs. COST - Profitability Comparison
WINA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Winmark Corporation reported a gross profit of 20.23M and revenue of 20.85M. Therefore, the gross margin over that period was 97.0%.
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%.
WINA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Winmark Corporation reported an operating income of 12.36M and revenue of 20.85M, resulting in an operating margin of 59.3%.
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%.
WINA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Winmark Corporation reported a net income of 9.25M and revenue of 20.85M, resulting in a net margin of 44.4%.
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
WINA 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.
WINA has higher volatility (8.15%) compared to COST (6.51%). In terms of maximum drawdown, WINA dropped -85.47% vs COST's -53.39%.
COST currently has the higher Sharpe Ratio (-0.13 vs -0.23), 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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