Costco Wholesale (Mexico) Performance
| COST Stock | MXN 18,004 91.50 0.51% |
The firm shows a Beta (market volatility) of 0.45, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Costco Wholesale's returns are expected to increase less than the market. However, during the bear market, the loss of holding Costco Wholesale is expected to be smaller as well. At this point, Costco Wholesale has a negative expected return of -0.13%. Please make sure to confirm Costco Wholesale's maximum drawdown, potential upside, kurtosis, as well as the relationship between the value at risk and skewness , to decide if Costco Wholesale performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Costco Wholesale has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unsteady performance, the Stock's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
| Begin Period Cash Flow | 11.3 B | |
| Total Cashflows From Investing Activities | -3.9 B |
Costco |
Costco Wholesale Relative Risk vs. Return Landscape
If you would invest 1,971,141 in Costco Wholesale on December 18, 2024 and sell it today you would lose (170,691) from holding Costco Wholesale or give up 8.66% of portfolio value over 90 days. Costco Wholesale is generating negative expected returns and assumes 1.8707% volatility on return distribution over the 90 days horizon. Simply put, 16% of stocks are less volatile than Costco, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Costco Wholesale Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Costco Wholesale's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Costco Wholesale, and traders can use it to determine the average amount a Costco Wholesale's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.07
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| Negative Returns | COST |
Estimated Market Risk
| 1.87 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Costco Wholesale is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Costco Wholesale by adding Costco Wholesale to a well-diversified portfolio.
Costco Wholesale Fundamentals Growth
Costco Stock prices reflect investors' perceptions of the future prospects and financial health of Costco Wholesale, and Costco Wholesale fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Costco Stock performance.
| Return On Equity | 0.29 | |||
| Return On Asset | 0.0743 | |||
| Profit Margin | 0.03 % | |||
| Operating Margin | 0.03 % | |||
| Current Valuation | 4.16 T | |||
| Shares Outstanding | 443.73 M | |||
| Price To Earning | 49.63 X | |||
| Price To Book | 10.13 X | |||
| Price To Sales | 17.66 X | |||
| Revenue | 226.95 B | |||
| EBITDA | 8 B | |||
| Cash And Equivalents | 11.83 B | |||
| Cash Per Share | 26.71 X | |||
| Total Debt | 6.48 B | |||
| Debt To Equity | 0.44 % | |||
| Book Value Per Share | 48.38 X | |||
| Cash Flow From Operations | 7.39 B | |||
| Earnings Per Share | 248.58 X | |||
| Total Asset | 64.17 B | |||
About Costco Wholesale Performance
Evaluating Costco Wholesale's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Costco Wholesale has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Costco Wholesale has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, the United Kingdom, Mexico, Japan, Korea, Australia, Spain, France, Iceland, China, and Taiwan. Costco Wholesale Corporation was founded in 1976 and is based in Issaquah, Washington. COSTCO WHOLESALE operates under Discount Stores classification in Mexico and is traded on Mexico Stock Exchange. It employs 288000 people.Things to note about Costco Wholesale performance evaluation
Checking the ongoing alerts about Costco Wholesale for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Costco Wholesale help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Costco Wholesale generated a negative expected return over the last 90 days | |
| About 70.0% of the company shares are held by institutions such as insurance companies |
- Analyzing Costco Wholesale's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Costco Wholesale's stock is overvalued or undervalued compared to its peers.
- Examining Costco Wholesale's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Costco Wholesale's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Costco Wholesale's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Costco Wholesale's stock. These opinions can provide insight into Costco Wholesale's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Costco Stock Analysis
When running Costco Wholesale's price analysis, check to measure Costco Wholesale's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Costco Wholesale is operating at the current time. Most of Costco Wholesale's value examination focuses on studying past and present price action to predict the probability of Costco Wholesale's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Costco Wholesale's price. Additionally, you may evaluate how the addition of Costco Wholesale to your portfolios can decrease your overall portfolio volatility.