Correlation
The correlation between WMT and COST is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
WMT vs. COST
Compare and contrast key facts about Walmart Inc. (WMT) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WMT or COST.
Performance
WMT vs. COST - Performance Comparison
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Key characteristics
WMT:
2.10
COST:
1.25
WMT:
2.80
COST:
1.70
WMT:
1.38
COST:
1.23
WMT:
2.25
COST:
1.54
WMT:
7.35
COST:
4.43
WMT:
6.72%
COST:
6.00%
WMT:
24.02%
COST:
21.99%
WMT:
-77.24%
COST:
-53.39%
WMT:
-7.82%
COST:
-6.23%
Fundamentals
WMT:
$770.81B
COST:
$447.45B
WMT:
$2.34
COST:
$17.14
WMT:
41.17
COST:
58.84
WMT:
3.68
COST:
5.34
WMT:
1.13
COST:
1.69
WMT:
9.20
COST:
17.49
WMT:
$519.48B
COST:
$264.09B
WMT:
$129.16B
COST:
$35.11B
WMT:
$28.91B
COST:
$11.25B
Returns By Period
In the year-to-date period, WMT achieves a 7.18% return, which is significantly lower than COST's 10.33% return. Over the past 10 years, WMT has underperformed COST with an annualized return of 16.69%, while COST has yielded a comparatively higher 23.70% annualized return.
WMT
7.18%
1.56%
8.44%
48.87%
34.33%
20.08%
16.69%
COST
10.33%
3.34%
5.21%
25.19%
33.93%
29.35%
23.70%
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Risk-Adjusted Performance
WMT vs. COST — Risk-Adjusted Performance Rank
WMT
COST
WMT vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) 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.
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Dividends
WMT vs. COST - Dividend Comparison
WMT's dividend yield for the trailing twelve months is around 0.92%, more than COST's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMT Walmart Inc. | 0.92% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% |
COST Costco Wholesale Corporation | 0.47% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
WMT vs. COST - Drawdown Comparison
The maximum WMT drawdown since its inception was -77.24%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for WMT and COST.
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Volatility
WMT vs. COST - Volatility Comparison
Walmart Inc. (WMT) and Costco Wholesale Corporation (COST) have volatilities of 4.16% and 4.19%, 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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Financials
WMT vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Walmart 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.
Total Revenue: Total amount of money received from sales and other business activities
WMT vs. COST - Profitability Comparison
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Walmart Inc. reported a gross profit of 44.38B and revenue of 180.55B. Therefore, the gross margin over that period was 24.6%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a gross profit of 9.61B and revenue of 63.72B. Therefore, the gross margin over that period was 15.1%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Walmart Inc. reported an operating income of 7.86B and revenue of 180.55B, resulting in an operating margin of 4.4%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported an operating income of 2.32B and revenue of 63.72B, resulting in an operating margin of 3.6%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Walmart Inc. reported a net income of 5.25B and revenue of 180.55B, resulting in a net margin of 2.9%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a net income of 1.79B and revenue of 63.72B, resulting in a net margin of 2.8%.