Costco Wholesale Corporation (COST)

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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.

Costco Wholesale Corporation (COST) has returned 15.71% so far this year and 5.93% over the past 12 months. Looking at the last ten years, COST has achieved an annualized return of 22.28%, outperforming the S&P 500 Index benchmark, which averaged 12.16% 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 +1.58%. At this rate, your 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 12.83%, beta of 0.82, and R² of 0.27 versus S&P 500 Index. Calculated based on daily prices since September 23, 1993.

• This stock captured 105.00% of S&P 500 Index gains but only 64.45% 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 47 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Costco Wholesale Corporation (COST) and compare them to a chosen benchmark (S&P 500 Index).

Costco Wholesale Corporation provided a 0.52% dividend yield over the last twelve months, with an annual payout of $5.20 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 6.96%.

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.