BRK.A vs. COST: Berkshire Hathaway vs. Costco Wholesale Stock Comparison
How do Berkshire Hathaway (BRK.A) and Costco Wholesale (COST) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Berkshire Hathaway (BRK.A) is classified in the Financials sector (Financial Services), whereas Costco Wholesale (COST) belongs to Consumer Staples (Consumer Staples Distribution & Retail) — their GICS classifications point to very different parts of the market.
| Profile Item | BRK.A | COST |
|---|---|---|
| Name | Berkshire Hathaway Inc. Class A | Costco Wholesale Corp |
| Country/Region | United States | United States |
| GICS Sector | Financials | Consumer Staples |
| GICS Industry Group | Financial Services | Consumer Staples Distribution & Retail |
| GICS Industry | Financial Services | Consumer Staples Distribution & Retail |
| GICS Sub-Industry | Multi-Sector Holdings | Consumer Staples Merchandise Retail |
| Market Capitalization | 1,222.51 billion USD | 466.86 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | March 17, 1980 | July 9, 1986 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BRK.A | COST |
|---|---|---|
| Total Return (1Y) | 13.87% | 14.87% |
| Total Return (3Y, Annualized) | 17.28% | 24.84% |
| Total Return (5Y, Annualized) | 14.57% | 16.92% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Costco Wholesale (COST) trades around 2.15M shares per day on average, while Berkshire Hathaway (BRK.A) sees only 206 — a volume gap that can matter for position sizing, exit liquidity, and order execution.
| Metric | BRK.A | COST |
|---|---|---|
| Volatility (1Y, Annualized) | 14.86% | 20.30% |
| Beta (5Y) | 0.56 | 0.84 |
| Max Drawdown (5Y) | -25.98% | -31.40% |
| Avg. Volume (3M) | 206 | 2.15M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BRK.A | COST |
|---|---|---|
| Sharpe Ratio (1Y) | 0.65 | 0.52 |
| Sortino Ratio (1Y) | 0.96 | 0.77 |
Profitability
ROE (TTM)
Costco Wholesale (COST) at 28.40% sits in the top ROE quartile, while Berkshire Hathaway (BRK.A) at 12.12% is closer to the peer norm — stronger capital efficiency for COST.
BRK.A
Financial Services industry group
12.12%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- BRK.A
- 12.12%
- Q1
- 4.48%
- Min
- -18.71%
COST
Consumer Staples Distribution & Retail industry group
28.40%
- Max
- 33.48%
- COST
- 28.40%
- Q3
- 22.31%
- Median
- 15.57%
- Q1
- 7.66%
- Min
- -2.27%
Net Margin (TTM)
Both Berkshire Hathaway (BRK.A) at 22.30% and Costco Wholesale (COST) at 3.04% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
BRK.A
Financial Services industry group
22.30%
- Max
- 62.84%
- Q3
- 28.05%
- BRK.A
- 22.30%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
COST
Consumer Staples Distribution & Retail industry group
3.04%
- Max
- 5.45%
- Q3
- 3.42%
- COST
- 3.04%
- Median
- 2.44%
- Q1
- 1.86%
- Min
- -0.06%
Operating Margin (TTM)
Both Berkshire Hathaway (BRK.A) at 32.56% and Costco Wholesale (COST) at 3.79% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
BRK.A
Financial Services industry group
32.56%
- Max
- 107.33%
- Q3
- 55.90%
- BRK.A
- 32.56%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
COST
Consumer Staples Distribution & Retail industry group
3.79%
- Max
- 6.81%
- Q3
- 5.49%
- Median
- 3.84%
- COST
- 3.79%
- Q1
- 2.00%
- Min
- 0.97%
Profitability Metrics
| Metric | BRK.A | COST |
|---|---|---|
| ROE (TTM) | 12.12% | 28.40% |
| ROA (TTM) | 6.01% | 8.66% |
| Net Margin (TTM) | 22.30% | 3.04% |
| Operating Margin (TTM) | 32.56% | 3.79% |
| Gross Margin (TTM) | -- | 12.77% |
Growth
Revenue Growth
Costco Wholesale (COST) at 10.14% is around its peer norm for revenue growth, while Berkshire Hathaway (BRK.A) at -3.23% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Only one side can be read here: Berkshire Hathaway (BRK.A) reports EPS growth of -24.78%, ranked against its industry; Costco Wholesale (COST) has no EPS growth figure this period.
Growth Metrics
| Metric | BRK.A | COST |
|---|---|---|
| Revenue Growth (YoY) | -3.23% | 10.14% |
| Revenue Growth (3Y CAGR) | 20.59% | 7.76% |
| EPS Growth (YoY) | -24.78% | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Costco Wholesale (COST) shows current ratio of 1.06; Berkshire Hathaway (BRK.A) doesn’t get one — Financial Services balance sheets aren’t split into current and non-current buckets, so short-term liquidity there is judged through regulatory measures instead.
BRK.A
Financial Services industry group
--
- BRK.A
- --
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
COST
Consumer Staples Distribution & Retail industry group
1.06
- Max
- 2.04
- Q3
- 1.45
- Median
- 1.17
- COST
- 1.06
- Q1
- 1.00
- Min
- 0.69
Debt / Equity (MRQ)
Costco Wholesale (COST) shows debt-to-equity ratio of 0.28; for Berkshire Hathaway (BRK.A) the ratio is set aside — in Financial Services, balance-sheet leverage is part of the business model itself, so capital-adequacy measures do the job this ratio does elsewhere.
BRK.A
Financial Services industry group
--
- BRK.A
- --
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
COST
Consumer Staples Distribution & Retail industry group
0.28
- Max
- 2.59
- Q3
- 1.83
- Median
- 1.24
- Q1
- 0.63
- COST
- 0.28
- Min
- 0.01
Financial Strength Metrics
| Metric | BRK.A | COST |
|---|---|---|
| Current Ratio (MRQ) | -- | 1.06 |
| Debt / Equity (MRQ) | -- | 0.28 |
| Net Debt / EBITDA | -- | -0.78 |
Dividends
Dividend Yield (TTM)
Berkshire Hathaway (BRK.A) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Costco Wholesale (COST) reports a yield of 0.52%, ranking against industry peers normally.
BRK.A
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- BRK.A
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
COST
Consumer Staples Distribution & Retail industry group
0.52%
- Max
- 2.90%
- Q3
- 1.72%
- COST
- 0.52%
- Median
- 0.43%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Berkshire Hathaway (BRK.A) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Costco Wholesale (COST) reports a payout of 26.69%, ranking against industry peers normally.
BRK.A
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- BRK.A
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
COST
Consumer Staples Distribution & Retail industry group
26.69%
- Max
- 57.98%
- Q3
- 30.05%
- COST
- 26.69%
- Median
- 11.72%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BRK.A | COST |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.52% |
| Dividend Payout Ratio (TTM) | 0.00% | 26.69% |
Valuation
P/E Ratio (TTM)
Berkshire Hathaway (BRK.A) at 14.36 is near its industry’s usual P/E ratio, while Costco Wholesale (COST) at 50.75 sits in the richer quartile — COST needs stronger growth or earnings quality to justify the premium.
BRK.A
Financial Services industry group
14.36
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- BRK.A
- 14.36
- Q1
- 9.68
- Min
- 0.16
COST
Consumer Staples Distribution & Retail industry group
50.75
- COST
- 50.75
- Max
- 50.75
- Q3
- 33.64
- Median
- 22.19
- Q1
- 16.09
- Min
- 9.28
P/S Ratio (TTM)
Berkshire Hathaway (BRK.A) at 3.18 is priced about in line with its industry on P/S ratio, while Costco Wholesale (COST) at 1.54 sits in the pricier quartile — COST costs more per dollar of sales.
BRK.A
Financial Services industry group
3.18
- Max
- 9.23
- Q3
- 4.57
- BRK.A
- 3.18
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
COST
Consumer Staples Distribution & Retail industry group
1.54
- COST
- 1.54
- Max
- 1.54
- Q3
- 0.81
- Median
- 0.47
- Q1
- 0.26
- Min
- 0.02
P/B Ratio (MRQ)
Berkshire Hathaway (BRK.A) at 1.72 sits near its industry’s typical P/B ratio, while Costco Wholesale (COST) at 13.04 prices above its benchmark range — COST looks rich relative to book.
BRK.A
Financial Services industry group
1.72
- Max
- 7.79
- Q3
- 3.63
- BRK.A
- 1.72
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
COST
Consumer Staples Distribution & Retail industry group
13.04
- COST
- 13.04
- Max
- 10.15
- Q3
- 6.27
- Median
- 3.70
- Q1
- 1.85
- Min
- 0.93
Valuation Metrics
| Metric | BRK.A | COST |
|---|---|---|
| P/E Ratio (TTM) | 14.36 | 50.75 |
| P/S Ratio (TTM) | 3.18 | 1.54 |
| P/B Ratio (MRQ) | 1.72 | 13.04 |
| Free Cash Flow Yield (TTM) | -- | 1.45% |