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COST vs. JPM: Costco Wholesale vs. JPMorgan Chase Stock Comparison

How do Costco Wholesale (COST) and JPMorgan Chase (JPM) 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

Costco Wholesale (COST) is classified in the Consumer Staples sector (Consumer Staples Distribution & Retail), whereas JPMorgan Chase (JPM) belongs to Financials (Banks) — their GICS classifications point to very different parts of the market.

Company profile comparison for Costco Wholesale (COST) and JPMorgan Chase (JPM)
Profile ItemCOSTJPM
NameCostco Wholesale CorpJPMorgan Chase & Co.
Country/RegionUnited StatesUnited States
GICS SectorConsumer StaplesFinancials
GICS Industry GroupConsumer Staples Distribution & RetailBanks
GICS IndustryConsumer Staples Distribution & RetailBanks
GICS Sub-IndustryConsumer Staples Merchandise RetailDiversified Banks
Market Capitalization466.86 billion USD888.27 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateJuly 9, 1986March 17, 1980
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

COST
JPM
GSPC
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Costco Wholesale (COST) vs. JPMorgan Chase (JPM), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Costco Wholesale (COST) and JPMorgan Chase (JPM). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Costco Wholesale (COST) and JPMorgan Chase (JPM). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Costco Wholesale (COST) and JPMorgan Chase (JPM)
MetricCOSTJPM
Total Return (1Y)14.87%11.23%
Total Return (3Y, Annualized)24.84%36.31%
Total Return (5Y, Annualized)16.92%18.27%

Risk Profile

Drawdown History

COST
JPM
GSPC
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Costco Wholesale (COST) vs. JPMorgan Chase (JPM), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Costco Wholesale (COST) and JPMorgan Chase (JPM). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Costco Wholesale (COST) and JPMorgan Chase (JPM)
MetricCOSTJPM
Volatility (1Y, Annualized)20.30%23.08%
Beta (5Y)0.841.02
Max Drawdown (5Y)-31.40%-37.93%
Avg. Volume (3M)2.15M7.03M

Risk-Adjusted Performance

Risk-Return Positioning

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COST and JPM are plotted by 1-year volatility (risk) and 1-year return. Each dashed Capital Allocation Line uses that stock's own industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Costco Wholesale (COST) and JPMorgan Chase (JPM)
MetricCOSTJPM
Sharpe Ratio (1Y)0.520.30
Sortino Ratio (1Y)0.770.42

Profitability

ROE (TTM)

Both Costco Wholesale (COST) at 28.40% and JPMorgan Chase (JPM) at 18.01% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

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%

JPM

Banks industry group

18.01%

Max
19.84%
JPM
18.01%
Q3
13.67%
Median
11.49%
Q1
9.50%
Min
3.64%
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Costco Wholesale (COST) vs. JPMorgan Chase (JPM): A comparison of their ROE against their respective Consumer Staples Distribution & Retail and Banks industry group benchmarks.

Net Margin (TTM)

Both Costco Wholesale (COST) at 3.04% and JPMorgan Chase (JPM) at 34.59% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

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%

JPM

Banks industry group

34.59%

Max
47.19%
Q3
35.25%
JPM
34.59%
Median
31.21%
Q1
27.11%
Min
14.93%
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Costco Wholesale (COST) vs. JPMorgan Chase (JPM): A comparison of their net margin against their respective Consumer Staples Distribution & Retail and Banks industry group benchmarks.

Operating Margin (TTM)

Costco Wholesale (COST) reports operating margin of 3.79%; JPMorgan Chase (JPM) doesn’t report a comparable line — in Banks, funding costs sit inside the core business rather than below an operating line, so profitability is better judged on net margin or ROE.

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%

JPM

Banks industry group

--

JPM
--
Max
--
Q3
--
Median
--
Q1
--
Min
--
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Costco Wholesale (COST) vs. JPMorgan Chase (JPM): JPM’s operating margin is not assessed under the Banks industry convention, so the chart shows available visual context for COST only.

Profitability Metrics

Profitability metrics for Costco Wholesale (COST) and JPMorgan Chase (JPM)
MetricCOSTJPM
ROE (TTM)28.40%18.01%
ROA (TTM)8.66%1.37%
Net Margin (TTM)3.04%34.59%
Operating Margin (TTM)3.79%--
Gross Margin (TTM)12.77%--

Growth

Revenue Growth

Both Costco Wholesale (COST) at 10.14% and JPMorgan Chase (JPM) at 7.32% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Costco Wholesale (COST) vs. JPMorgan Chase (JPM): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: JPMorgan Chase (JPM) reports EPS growth of 1.37%, ranked against its industry; Costco Wholesale (COST) has no EPS growth figure this period.

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Costco Wholesale (COST) vs. JPMorgan Chase (JPM): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Costco Wholesale (COST) and JPMorgan Chase (JPM)
MetricCOSTJPM
Revenue Growth (YoY)10.14%7.32%
Revenue Growth (3Y CAGR)7.76%12.50%
EPS Growth (YoY)--1.37%
EPS Growth (3Y CAGR)--18.31%

Financial Strength

Current Ratio (MRQ)

Costco Wholesale (COST) shows current ratio of 1.06; JPMorgan Chase (JPM) doesn’t get one — Banks balance sheets aren’t split into current and non-current buckets, so short-term liquidity there is judged through regulatory measures instead.

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

JPM

Banks industry group

--

JPM
--
Max
--
Q3
--
Median
--
Q1
--
Min
--
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Costco Wholesale (COST) vs. JPMorgan Chase (JPM): JPM’s current ratio is not assessed under the Banks industry convention, so the chart shows available visual context for COST only.

Debt / Equity (MRQ)

Costco Wholesale (COST) shows debt-to-equity ratio of 0.28; for JPMorgan Chase (JPM) the ratio is set aside — in Banks, balance-sheet leverage is part of the business model itself, so capital-adequacy measures do the job this ratio does elsewhere.

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

JPM

Banks industry group

--

JPM
--
Max
--
Q3
--
Median
--
Q1
--
Min
--
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Costco Wholesale (COST) vs. JPMorgan Chase (JPM): JPM’s debt-to-equity ratio is not assessed under the Banks industry convention, so the chart shows available visual context for COST only.

Financial Strength Metrics

Financial strength metrics for Costco Wholesale (COST) and JPMorgan Chase (JPM)
MetricCOSTJPM
Current Ratio (MRQ)1.06--
Debt / Equity (MRQ)0.28--
Net Debt / EBITDA-0.78--

Dividends

Dividend Yield (TTM)

Both Costco Wholesale (COST) at 0.52% and JPMorgan Chase (JPM) at 1.82% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

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%

JPM

Banks industry group

1.82%

Max
5.79%
Q3
3.18%
Median
2.39%
JPM
1.82%
Q1
1.20%
Min
0.00%
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Costco Wholesale (COST) vs. JPMorgan Chase (JPM): A comparison of their dividend yield against their respective Consumer Staples Distribution & Retail and Banks industry group benchmarks.

Dividend Payout Ratio (TTM)

Both Costco Wholesale (COST) at 26.69% and JPMorgan Chase (JPM) at 25.80% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

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%

JPM

Banks industry group

25.80%

Max
70.75%
Q3
41.28%
Median
29.26%
JPM
25.80%
Q1
18.98%
Min
0.00%
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Costco Wholesale (COST) vs. JPMorgan Chase (JPM): A comparison of their payout ratio against their respective Consumer Staples Distribution & Retail and Banks industry group benchmarks.

Dividend Metrics

Dividend metrics for Costco Wholesale (COST) and JPMorgan Chase (JPM)
MetricCOSTJPM
Dividend Yield (TTM)0.52%1.82%
Dividend Payout Ratio (TTM)26.69%25.80%

Valuation

P/E Ratio (TTM)

Both Costco Wholesale (COST) at 50.75 and JPMorgan Chase (JPM) at 14.03 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.

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

JPM

Banks industry group

14.03

Max
18.16
JPM
14.03
Q3
13.75
Median
11.81
Q1
10.64
Min
6.49
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Costco Wholesale (COST) vs. JPMorgan Chase (JPM): A comparison of their P/E ratio against their respective Consumer Staples Distribution & Retail and Banks industry group benchmarks.

P/S Ratio (TTM)

Costco Wholesale (COST) shows P/S ratio of 1.54; for JPMorgan Chase (JPM) the multiple is skipped — in Banks, income is dominated by interest spread rather than a conventional revenue line, so pricing per dollar of sales loses meaning and book- or earnings-based multiples carry the comparison.

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

JPM

Banks industry group

--

JPM
--
Max
--
Q3
--
Median
--
Q1
--
Min
--
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Costco Wholesale (COST) vs. JPMorgan Chase (JPM): JPM’s P/S ratio is not assessed under the Banks industry convention, so the chart shows available visual context for COST only.

P/B Ratio (MRQ)

Measured against book value, both Costco Wholesale (COST) at 13.04 and JPMorgan Chase (JPM) at 2.53 look expensive — each P/B ratio sits above its industry’s benchmark range.

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

JPM

Banks industry group

2.53

JPM
2.53
Max
2.28
Q3
1.58
Median
1.32
Q1
1.10
Min
0.59
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Costco Wholesale (COST) vs. JPMorgan Chase (JPM): A comparison of their P/B ratio against their respective Consumer Staples Distribution & Retail and Banks industry group benchmarks.

Valuation Metrics

Valuation metrics for Costco Wholesale (COST) and JPMorgan Chase (JPM)
MetricCOSTJPM
P/E Ratio (TTM)50.7514.03
P/S Ratio (TTM)1.54--
P/B Ratio (MRQ)13.042.53
Free Cash Flow Yield (TTM)1.45%--