Costco Wholesale (Brazil) Performance
| COWC34 Stock | BRL 130.89 4.44 3.51% |
The firm shows a Beta (market volatility) of -0.34, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Costco Wholesale are expected to decrease at a much lower rate. During the bear market, Costco Wholesale is likely to outperform the market. At this point, Costco Wholesale has a negative expected return of -0.19%. Please make sure to confirm Costco Wholesale's potential upside, kurtosis, and 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. Despite latest weak 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 14,878 in Costco Wholesale on December 24, 2024 and sell it today you would lose (1,789) from holding Costco Wholesale or give up 12.02% of portfolio value over 90 days. Costco Wholesale is generating negative expected returns and assumes 2.1536% volatility on return distribution over the 90 days horizon. Simply put, 19% 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 = -0.09
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| Negative Returns | COWC34 |
Estimated Market Risk
| 2.15 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.19 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 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 | 1.11 T | |||
| Shares Outstanding | 17.75 B | |||
| Price To Earning | 31.25 X | |||
| Price To Book | 10.07 X | |||
| Price To Sales | 4.73 X | |||
| Revenue | 226.95 B | |||
| EBITDA | 8 B | |||
| Cash And Equivalents | 8.17 B | |||
| Cash Per Share | 18.57 X | |||
| Total Debt | 6.48 B | |||
| Debt To Equity | 43.80 % | |||
| Book Value Per Share | 1.21 X | |||
| Cash Flow From Operations | 7.39 B | |||
| Earnings Per Share | 1.71 X | |||
| Total Asset | 64.17 B | |||
About Costco Wholesale Performance
By analyzing Costco Wholesale's fundamental ratios, stakeholders can gain valuable insights into Costco Wholesale's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
Costco Wholesale Corporation, together with its subsidiaries, operates membership warehouses. Costco Wholesale Corporation was founded in 1976 and is based in Issaquah, Washington. Costco Wholesale operates under Discount Stores classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 143000 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 | |
| Costco Wholesale has accumulated 6.48 B in total debt with debt to equity ratio (D/E) of 43.8, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Costco Wholesale has a current ratio of 0.96, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Costco Wholesale until it has trouble settling it off, either with new capital or with free cash flow. So, Costco Wholesale's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Costco Wholesale sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Costco to invest in growth at high rates of return. When we think about Costco Wholesale's use of debt, we should always consider it together with cash and equity. |
- 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.
Complementary 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.
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