Costco Wholesale Corporation (COST)
Costco Wholesale Corporation is a membership-only warehouse club that offers various products and services at discounted prices. It operates over 800 warehouses in the United States, Canada, Mexico, the United Kingdom, Japan, South Korea, Taiwan, Australia, and Spain.
Company Info
Highlights
$435.99B
$16.98
57.84
5.99
$258.81B
$32.80B
$12.25B
$636.79 - $1,008.25
$1,013.50
1.49%
3.48
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Costco Wholesale Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Costco Wholesale Corporation had a return of 45.38% year-to-date (YTD) and 47.55% in the last 12 months. Over the past 10 years, Costco Wholesale Corporation had an annualized return of 23.42%, outperforming the S&P 500 benchmark which had an annualized return of 11.06%.
COST
45.38%
2.80%
12.78%
47.55%
28.68%
23.42%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of COST, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 5.27% | 7.21% | -1.51% | -1.17% | 12.03% | 4.95% | -3.16% | 8.56% | -0.66% | -1.39% | 11.32% | 45.38% | |
| 2023 | 11.97% | -5.11% | 2.62% | 1.28% | 1.87% | 5.24% | 4.14% | -1.85% | 2.85% | -2.22% | 7.49% | 13.89% | 49.00% |
| 2022 | -11.02% | 2.95% | 10.90% | -7.51% | -12.32% | 2.80% | 13.14% | -3.55% | -9.54% | 6.38% | 7.53% | -15.35% | -19.05% |
| 2021 | -6.46% | -5.90% | 6.49% | 5.79% | 1.66% | 4.60% | 8.81% | 6.00% | -1.35% | 9.57% | 9.73% | 5.25% | 51.82% |
| 2020 | 3.95% | -7.79% | 1.42% | 6.51% | 1.81% | -1.71% | 7.59% | 6.80% | 2.11% | 0.93% | 9.55% | -1.31% | 32.67% |
| 2019 | 5.36% | 2.19% | 10.70% | 1.40% | -2.16% | 10.30% | 4.30% | 7.18% | -2.26% | 3.35% | 0.91% | -1.96% | 45.70% |
| 2018 | 4.70% | -1.78% | -1.29% | 4.63% | 0.84% | 5.42% | 4.66% | 6.86% | 0.75% | -2.66% | 1.40% | -11.92% | 10.60% |
| 2017 | 2.40% | 8.36% | -5.36% | 5.86% | 6.05% | -11.36% | -0.89% | -0.80% | 4.82% | -1.95% | 14.84% | 0.92% | 22.37% |
| 2016 | -6.43% | -0.45% | 5.03% | -5.72% | 0.43% | 5.56% | 6.48% | -2.81% | -5.91% | -3.04% | 1.83% | 6.66% | 0.28% |
| 2015 | 0.87% | 6.44% | 3.09% | -5.32% | -0.32% | -5.28% | 7.58% | -3.35% | 3.23% | 9.37% | 2.35% | 0.05% | 18.94% |
| 2014 | -5.60% | 4.23% | -4.38% | 3.58% | 0.60% | -0.74% | 2.38% | 3.01% | 3.50% | 6.42% | 6.84% | -0.26% | 20.46% |
| 2013 | 3.66% | -0.76% | 4.76% | 2.19% | 1.39% | 0.86% | 6.20% | -4.48% | 2.95% | 2.46% | 6.57% | -5.11% | 21.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 95, COST is among the top 5% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Costco Wholesale Corporation (COST) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Costco Wholesale Corporation provided a 2.04% dividend yield over the last twelve months, with an annual payout of $19.50 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $19.50 | $18.96 | $3.49 | $3.07 | $12.75 | $2.52 | $2.21 | $8.95 | $1.75 | $6.56 | $1.38 | $1.21 |
Dividend yield | 2.04% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% | 1.01% |
Monthly Dividends
The table displays the monthly dividend distributions for Costco Wholesale Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $1.02 | $0.00 | $1.16 | $0.00 | $0.00 | $1.16 | $0.00 | $0.00 | $0.00 | $1.16 | $0.00 | $4.50 |
| 2023 | $0.00 | $0.90 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.02 | $15.00 | $18.96 |
| 2022 | $0.00 | $0.79 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $3.49 |
| 2021 | $0.00 | $0.70 | $0.00 | $0.79 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $3.07 |
| 2020 | $0.00 | $0.65 | $0.00 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $10.00 | $12.75 |
| 2019 | $0.00 | $0.57 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.65 | $0.00 | $0.65 | $0.00 | $0.00 | $2.52 |
| 2018 | $0.00 | $0.50 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.57 | $0.00 | $2.21 |
| 2017 | $0.00 | $0.45 | $0.00 | $0.00 | $7.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $8.95 |
| 2016 | $0.00 | $0.40 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $1.75 |
| 2015 | $0.00 | $5.36 | $0.00 | $0.40 | $0.00 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $6.56 |
| 2014 | $0.00 | $0.31 | $0.00 | $0.00 | $0.36 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $1.38 |
| 2013 | $0.28 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $1.21 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Costco Wholesale Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Costco Wholesale Corporation was 53.39%, occurring on Dec 24, 2002. Recovery took 886 trading sessions.
The current Costco Wholesale Corporation drawdown is 4.08%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.39% | May 2, 2000 | 665 | Dec 24, 2002 | 886 | Jul 3, 2006 | 1551 |
| -48.04% | Jul 9, 2008 | 168 | Mar 9, 2009 | 451 | Dec 20, 2010 | 619 |
| -42.01% | Mar 4, 1994 | 216 | Jan 11, 1995 | 370 | Jun 27, 1996 | 586 |
| -31.83% | Jul 23, 1998 | 52 | Oct 5, 1998 | 45 | Dec 8, 1998 | 97 |
| -31.4% | Apr 8, 2022 | 30 | May 20, 2022 | 387 | Dec 5, 2023 | 417 |
Volatility
Volatility Chart
The current Costco Wholesale Corporation volatility is 4.84%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Costco Wholesale Corporation compared to its peers in the Discount Stores industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for COST in comparison to other companies of the Discount Stores industry. Currently, COST has a PE value of 57.8. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for COST in comparison to other companies of the Discount Stores industry. Currently, COST has a PEG value of 6.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Costco Wholesale Corporation.
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Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |