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COST vs ORCL

Comparison between Costco Wholesale Corp (COST, Company) and Oracle Corp (ORCL, Company).

COST is from the Consumer Defensive sector, while ORCL is from the Technology sector.

5-Year PerformanceCOST has outperformed ORCL, delivering a return of +22.6% compared to +21.1%

COST vs ORCL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
COST
$442B
Winner
ORCL
$558B
Max Drawdown
Winner
COST
53.39%
ORCL
84.19%
Sharpe Ratio
COST
-0.07
Winner
ORCL
0.69
5Y Beta
Winner
COST
0.47
ORCL
1.48
Industry
COST
Discount Stores
ORCL
Software - Infrastructure
P/E Ratio
COST
51.66
Winner
ORCL
34.16
Forward P/E
COST
45.66
Winner
ORCL
22.47
PEG Ratio
COST
4.25
Winner
ORCL
1.14
Dividend Yield
COST
0.51%
Winner
ORCL
1.03%
5Y Dividends CAGR
COST
-12.35%
Winner
ORCL
19.17%
5Y EPS CAGR
Winner
COST
14.42%
ORCL
5.61%
Debt to Equity
COST
17.95%
Winner
ORCL
0.00%
Free Cash Flow Yield
Winner
COST
2.06%
ORCL
-4.43%
P/S Ratio
Winner
COST
1.54
ORCL
8.71
P/B Ratio
Winner
COST
14.00
ORCL
15.46

COST vs ORCL - Historical Returns

Returns include dividend reinvestment.

1M
COST
-1.94%
Winner
ORCL
+36.89%
3M
COST
+1.27%
Winner
ORCL
+25.59%
6M
Winner
COST
+9.64%
ORCL
-17.60%
1Y
COST
+0.67%
Winner
ORCL
+31.68%
5Y(CAGR)
Winner
COST
+22.59%
ORCL
+21.12%
10Y(CAGR)
Winner
COST
+23.18%
ORCL
+19.18%
Max(CAGR)
Winner
COST
+14.77%
ORCL
+11.79%

COST vs ORCL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCOSTORCL
2026+18.39%+0.74%
2025-4.72%+18.59%
2024+41.64%+62.10%
2023+50.03%+27.84%
2022-18.91%-5.40%
2021+50.47%+38.89%
2020+33.72%+21.98%
2019+44.95%+19.15%
2018+9.30%-1.62%
2017+22.66%+24.13%
2016+1.51%+8.77%
2015+19.11%-16.44%
2014+21.70%+20.30%
2013+18.56%+11.11%
2012+26.50%+30.63%
2011+16.31%-18.30%
2010+23.17%+26.95%
2009+12.51%+34.24%
2008-22.17%-21.16%
2007+33.29%+28.95%
2006+6.93%+36.03%
2005+4.29%-8.95%
2004+34.26%+4.41%
2003+28.16%+18.02%
2002-36.87%-22.75%
2001+7.74%-47.65%
2000-10.25%-1.57%
1999+16.15%+118.99%

COST vs ORCL Drawdown Comparison

The maximum drawdown for COST was -53.39%, occurring on Dec 24, 2002. Recovery took 1551 trading sessions.

The maximum drawdown for ORCL was -84.19%, occurring on Jun 3, 2002. Recovery took 3595 trading sessions.

The current COST drawdown is -5.67%. The current ORCL drawdown is -39.85%.

RankCOSTORCL
#1-53.39%
May 1, 2000 - Jul 3, 2006
-84.19%
Sep 1, 2000 - Dec 18, 2014
#2-48.03%
Jul 8, 2008 - Dec 20, 2010
-58.26%
Sep 10, 2025 - Feb 5, 2026
#3-31.40%
Apr 7, 2022 - Dec 5, 2023
-40.36%
Dec 15, 2021 - May 18, 2023
#4-22.02%
Sep 11, 2018 - Apr 1, 2019
-35.77%
Nov 21, 2024 - Jun 12, 2025
#5-20.74%
Feb 13, 2025 - Dec 22, 2025
-32.97%
Jul 10, 2019 - Sep 2, 2020
#6-20.65%
Feb 3, 2000 - Mar 16, 2000
-29.18%
Mar 27, 2000 - Aug 31, 2000
#7-19.49%
Dec 1, 2020 - May 27, 2021
-25.24%
Dec 24, 2014 - Mar 16, 2017
#8-18.54%
Jul 3, 2006 - Feb 15, 2007
-20.62%
Jan 21, 2000 - Feb 7, 2000
#9-17.43%
Jun 7, 2017 - Nov 30, 2017
-20.55%
Sep 11, 2023 - Mar 12, 2024
#10-16.23%
Dec 7, 2007 - May 1, 2008
-18.83%
Mar 9, 2018 - Feb 22, 2019
#11-15.93%
Dec 29, 2021 - Mar 29, 2022
-18.71%
Jan 3, 2000 - Jan 20, 2000
#12-15.86%
Dec 8, 2015 - Jul 19, 2016
-13.04%
Aug 6, 2025 - Sep 10, 2025
#13-15.80%
May 19, 2011 - Sep 16, 2011
-13.03%
Jul 12, 2024 - Sep 10, 2024
#14-15.60%
Aug 12, 2016 - Feb 8, 2017
-12.44%
Nov 22, 1999 - Dec 3, 1999
#15-14.75%
Dec 3, 1999 - Jan 18, 2000
-11.70%
Mar 20, 2024 - Jun 12, 2024

Correlation

Correlation between COST and ORCL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2004 - 2026)

COST vs ORCL dividend yield comparison.

YearCOSTORCL
20260.27%0.51%
20250.59%0.97%
20240.49%0.96%
20232.87%1.44%
20220.76%1.57%
20210.54%1.38%
20203.38%1.48%
20190.86%1.72%
20181.08%1.68%
20174.81%1.52%
20161.09%1.56%
20154.06%1.56%
20140.97%1.07%
20131.01%0.63%
20128.17%1.26%
20111.11%0.90%
20101.10%0.64%
20091.18%0.61%
20081.19%0.00%
20070.81%0.00%
20060.96%0.00%
20050.90%0.00%
20040.62%0.00%

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