Costco Wholesale Corporation (COST)

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Costco Wholesale Corporation (COST) is up 12.3% since the beginning of the year. At $966 per share, COST is trading 11.9% below its 52-week high of $1,097. Investors who bought $1,000 worth of COST shares 5 years ago would now be looking at an investment worth $2,676.

Costco Wholesale Corporation (COST) has returned 12.29% so far this year and -0.68% over the past 12 months. Looking at the last ten years, COST has achieved an annualized return of 22.06%, outperforming the S&P 500 Index benchmark, which averaged 13.61% per year.

Based on dividend-adjusted daily data since Sep 22, 1993, COST's average daily return is +0.08%, while the average monthly return is +1.57%. At this rate, an investment would double in approximately 3.7 years.

Historically, 60% of months were positive and 40% were negative. The best month was Dec 2000 with a return of +22.4%, while the worst month was May 2000 at -40.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, COST closed higher 51% of trading days. The best single day was Mar 15, 2000 with a return of +15.0%, while the worst single day was May 24, 2000 at -21.5%.

Costco Wholesale Corporation has an annualized alpha of 12.37%, beta of 0.82, and R2 of 0.27 versus S&P 500 Index. Calculated based on daily prices since September 22, 1993.

• This stock captured 102.24% of S&P 500 Index gains but only 64.04% of its losses - a favorable profile for investors.
• R2 of 0.27 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

COST ranks 37 for risk / return — below 37% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Costco Wholesale Corporation provided a 0.56% dividend yield over the last twelve months, with an annual payout of $5.37 per share.

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.

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.

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 11.76%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Costco Wholesale Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Costco Wholesale Corporation is priced in the market compared to other companies in the Discount Stores industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.