WS vs. COST
WS (Worthington Steel Inc) and COST (Costco Wholesale Corporation) are both stocks. WS operates in Steel (Basic Materials), while COST operates in Discount Stores (Consumer Defensive). Over the past year, WS returned 63.43% vs -3.42% for COST. At a 0.08 correlation, their price movements are largely independent.
Performance
WS vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, WS achieves a 20.67% return, which is significantly higher than COST's 13.35% return.
WS
- 1D
- 0.12%
- 1M
- 2.82%
- YTD
- 20.67%
- 6M
- 19.03%
- 1Y
- 63.43%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
COST
- 1D
- 0.30%
- 1M
- -3.37%
- YTD
- 13.35%
- 6M
- 10.14%
- 1Y
- -3.42%
- 3Y*
- 25.18%
- 5Y*
- 22.05%
- 10Y*
- 22.25%
WS vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WS Worthington Steel Inc | 20.67% | 11.18% | 15.44% | 26.58% |
COST Costco Wholesale Corporation | 13.35% | -5.39% | 39.62% | 13.22% |
Correlation
The correlation between WS and COST is -0.06, 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 | -0.06 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2023 | 0.08 |
The correlation between WS and COST shifts across timeframes, from -0.06 (1 year) to 0.08 (all time), reflecting how their relationship changes across market environments.
Fundamentals
WS:
$2.44
COST:
$26.51
WS:
17.05
COST:
36.77
WS:
16.56
COST:
2.88
WS:
0.62
COST:
1.11
WS:
$3.35B
COST:
$293.59B
WS:
$411.50M
COST:
$11.12B
WS:
$216.90M
COST:
$12.48B
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Return for Risk
WS vs. COST — Risk / Return Rank
WS
COST
WS vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Worthington Steel Inc (WS) 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.
| WS | COST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.47 | ||
| Sortino ratioReturn per unit of downside risk | +2.01 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.98 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 1.52 | -0.22 | +1.74 |
| Martin ratioReturn relative to average drawdown | 4.42 | -0.51 | +4.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WS | COST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | -0.18 | +1.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.98 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.02 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.59 | +0.01 |
Drawdowns
WS vs. COST - Drawdown Comparison
The maximum WS drawdown since its inception was -50.98%, roughly equal to the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for WS and COST.
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Drawdown Indicators
| WS | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.98% | -53.39% | +2.41% |
Max Drawdown (1Y)Largest decline over 1 year | -42.00% | -15.38% | -26.62% |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.74% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.40% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.40% | — |
Current DrawdownCurrent decline from peak | -14.20% | -10.93% | -3.27% |
Average DrawdownAverage peak-to-trough decline | -21.89% | -13.36% | -8.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.41% | 7.15% | +7.26% |
Volatility
WS vs. COST - Volatility Comparison
Worthington Steel Inc (WS) has a higher volatility of 11.25% compared to Costco Wholesale Corporation (COST) at 7.71%. This indicates that WS'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
| WS | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.25% | 7.71% | +3.54% |
Volatility (6M)Calculated over the trailing 6-month period | 34.67% | 14.53% | +20.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.45% | 18.79% | +30.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.12% | 22.71% | +29.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 52.12% | 21.95% | +30.17% |
Dividends
WS vs. COST - Dividend Comparison
WS's dividend yield for the trailing twelve months is around 1.54%, more than COST's 0.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
WS Worthington Steel Inc | 1.54% | 1.85% | 2.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
WS vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Worthington Steel 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
WS vs. COST - Profitability Comparison
WS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Worthington Steel Inc reported a gross profit of 76.10M and revenue of 769.80M. Therefore, the gross margin over that period was 9.9%.
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%.
WS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Worthington Steel Inc reported an operating income of -1.40M and revenue of 769.80M, resulting in an operating margin of -0.2%.
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%.
WS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Worthington Steel Inc reported a net income of 10.40M and revenue of 769.80M, resulting in a net margin of 1.4%.
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
WS and COST have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WS has higher volatility (11.25%) compared to COST (7.71%). In terms of maximum drawdown, WS dropped -50.98% vs COST's -53.39%.
WS currently has the higher Sharpe Ratio (1.29 vs -0.18), 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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