Costco Wholesale Corp Stock Performance
| COST Stock | USD 923.72 14.46 1.59% |
The firm shows a Beta (market volatility) of 0.74, 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 Corp has a negative expected return of -0.0722%. Please make sure to confirm Costco Wholesale's treynor ratio, accumulation distribution, as well as the relationship between the Accumulation Distribution and price action indicator , to decide if Costco Wholesale Corp 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 Corp has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Costco Wholesale is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Actual Historical Performance (%)
One Day Return 1.55 | Five Day Return 0.71 | Year To Date Return (0.06) | Ten Year Return 493.74 | All Time Return 36 K |
Forward Dividend Yield 0.0051 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 4.64 | Dividend Date 2025-02-21 |
| Costco Wholesale dividend paid on 7th of February 2025 | 02/07/2025 |
| Costco Wholesale dividend paid on 21st of February 2025 | 02/21/2025 |
1 | Costco Wholesale Co. Shares Bought by WT Wealth Management | 02/27/2025 |
2 | Costco Wholesale Stock Price Expected to Rise, Truist Financial Analyst Says | 03/07/2025 |
3 | What it will take to replace a decaying Washington County mall with a new Costco store | 03/13/2025 |
4 | Utah HCs Cooley, Guenther approaching sizable performance bonuses | 03/17/2025 |
5 | Disposition of 850 shares by Frates Caton of Costco Wholesale at 900.2501 subject to Rule 16b-3 | 03/18/2025 |
6 | Analyst Says Costco is a Stock He Cannot Imagine Not Owning | 03/19/2025 |
7 | Dave Ramsey How To Embrace a No-Spend Challenge for Maximum Financial Growth | 03/20/2025 |
8 | Walgreens Its Over Jim Cramer Says to Sell | 03/21/2025 |
| Begin Period Cash Flow | 13.7 B |
Costco |
Costco Wholesale Relative Risk vs. Return Landscape
If you would invest 95,776 in Costco Wholesale Corp on December 24, 2024 and sell it today you would lose (4,850) from holding Costco Wholesale Corp or give up 5.06% of portfolio value over 90 days. Costco Wholesale Corp is currently does not generate positive expected returns and assumes 1.6141% risk (volatility on return distribution) over the 90 days horizon. In different words, 14% of stocks are less volatile than Costco, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. 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 Corp, 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 = -0.0447
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| Negative Returns | COST |
Estimated Market Risk
| 1.61 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 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 | 0.33 | ||||
| Return On Asset | 0.0873 | ||||
| Profit Margin | 0.03 % | ||||
| Operating Margin | 0.04 % | ||||
| Current Valuation | 398.3 B | ||||
| Shares Outstanding | 443.68 M | ||||
| Price To Earning | 40.61 X | ||||
| Price To Book | 15.77 X | ||||
| Price To Sales | 1.53 X | ||||
| Revenue | 254.45 B | ||||
| Gross Profit | 33.47 B | ||||
| EBITDA | 12.15 B | ||||
| Net Income | 7.37 B | ||||
| Cash And Equivalents | 13.7 B | ||||
| Cash Per Share | 24.96 X | ||||
| Total Debt | 8.27 B | ||||
| Debt To Equity | 0.53 % | ||||
| Current Ratio | 1.02 X | ||||
| Book Value Per Share | 57.64 X | ||||
| Cash Flow From Operations | 11.34 B | ||||
| Earnings Per Share | 17.09 X | ||||
| Market Capitalization | 403.42 B | ||||
| Total Asset | 69.83 B | ||||
| Retained Earnings | 17.62 B | ||||
| Working Capital | (1.22 B) | ||||
| Current Asset | 15.22 B | ||||
| Current Liabilities | 15.57 B | ||||
About Costco Wholesale Performance
Assessing Costco Wholesale's fundamental ratios provides investors with valuable insights into Costco Wholesale's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Costco Wholesale is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 31.35 | 23.33 | |
| Return On Tangible Assets | 0.06 | 0.08 | |
| Return On Capital Employed | 0.17 | 0.14 | |
| Return On Assets | 0.06 | 0.08 | |
| Return On Equity | 0.17 | 0.14 |
Things to note about Costco Wholesale Corp 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 Corp 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 | |
| Costco Wholesale has a strong financial position based on the latest SEC filings | |
| About 72.0% of the company shares are held by institutions such as insurance companies | |
| On 21st of February 2025 Costco Wholesale paid $ 1.16 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Walgreens Its Over Jim Cramer Says to Sell |
- 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.