Costco Wholesale Corporation vs The Procter & Gamble Company
PG wins the Tale of the Tape 5–3.
🏆 Tale of the Tape
Green = winner in each category. Higher is better except P/E (lower = cheaper).
Rolling Correlation
Low correlation — excellent diversification pair.
Fundamentals
| Metric | COST | PG |
|---|---|---|
| Market Cap | $417.3B | $349.2B |
| P/E Ratio | 47.6x | 22.2x |
| Forward P/E | 41.5x | 21.3x |
| P/B | 25.24x | 6.50x |
| Dividend Yield | 0.62% | 2.87% |
| Beta | 0.87 | 0.38 |
Quantitative Metrics
| Metric | COST | PG |
|---|---|---|
| DCF Fair Value | $629.97 | $69.62 |
| DCF Upside | -33.0% | -53.6% |
| Piotroski F | 6/9 | 6/9 |
| Altman Z | 9.69 | 5.45 |
| Beneish M | -2.66 | -2.53 |
| FCF Yield | 1.92% | 3.85% |
| Net Debt/EBITDA | -0.6x | 0.6x |
| ROIC | 21.7% | 18.7% |
| WACC | 10.2% | 7.7% |
| ROIC – WACC | 11.5pp | 10.9pp |
| Gross Margin | 12.8% | 51.2% |
| Net Margin | 2.9% | 18.9% |
| Rev Growth YoY | 8.2% | 0.3% |
| Sharpe (1Y) | -0.18 | -0.17 |
| Max Drawdown 3Y | — | — |
| FCF Payout Ratio | 28% | 70% |
COST Price
PG Price
ETF Exposure
COST found in:
PG found in:
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Quant metrics computed from financial statements and 1,200+ trading days. Correlation is Pearson coefficient on daily log returns. Not investment advice.
COST vs PG: Head-to-Head Analysis
Costco Wholesale Corporation (COST) and The Procter & Gamble Company (PG) represent two companies in the Consumer Defensive sector. In our quantitative Tale of the Tape scoring, PG leads 5–3 across nine fundamental and risk metrics including profitability, valuation, capital efficiency, and financial health.
In terms of capital efficiency, COST generates a return on invested capital (ROIC) of 21.7% compared to PG's 18.7%. This suggests COST is more effective at deploying capital to generate shareholder returns.
The 252-day rolling correlation between COST and PG is 0.271, indicating low correlation, making them an effective diversification pair in a portfolio context.
COST appears in 36 ETFs tracked by SecuritiesDB, while PG appears in 36 ETFs. Investors holding broad-market ETFs may already have indirect exposure to both stocks.
Frequently Asked Questions
Which stock is the better investment, COST or PG?
Our quantitative analysis compares COST and PG across nine fundamental dimensions. PG wins the Tale of the Tape 5–3. However, stock selection depends on your individual risk tolerance, time horizon, and portfolio context. These metrics are computed from SEC filings and market data — they are not investment recommendations.
Are COST and PG correlated?
The 252-day correlation between COST and PG is 0.271. They have low correlation, offering good diversification.
How is the Tale of the Tape scored?
The Tale of the Tape compares both stocks across nine categories: profitability (net margin), valuation (P/E), efficiency (ROIC), health (Piotroski F-Score), safety (Altman Z-Score), growth (revenue YoY), risk (Sharpe ratio), leverage (debt-to-equity), and cash generation (FCF yield). The stock that wins more categories takes the overall score. Lower P/E and lower debt-to-equity count as wins.