Use Costco Wholesale Corporation performance together with your portfolio to protect against small markets fluctuations and to determine Stock optimization strategy that fits your criteria.
If you would invest 8,808 in Costco Wholesale Corporation on April 25, 2012 and sell it today you would lose (360.00) from holding Costco Wholesale Corporation or give up 4.09% of portfolio value over 30 days. Costco Wholesale Corporation is currenly does not generate positive expected returns and assumes 1.03% risk (volatility on return distribution) over the 30 days horizon. In different words, 17% of equities are less volatile than Costco Wholesale Corporation and 99% of traded equity instruments are projected to make higher returns than the company over the 30 days investment horizon.
Daily Expected Return (%)
Risk [Daily Volatility] (%)
Given investment horizon of 30 days, Costco Wholesale Corporation is expected to generate 1.36 times more return on investment than the market. However, the company is 1.36 times more volatile than its market benchmark. It trades about -0.14 of its potential returns per unit of risk. The NYSE is currently generating roughly -0.39 per unit of risk.
Costco Operating Margin
Based on recorded statements Costco Wholesale Corporation has Operating Margin of 2.68%. This is 157.14% lower than that of Services sector, and 55.18% lower than that of Discount, Variety Stores industry, The Operating Margin for all stocks is 152.24% lower than the firm.
A good Operating Margin is required for a company to be able to pay for its fixed costs or pay out its debt which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against firm's competitors.
Over the last 30 days Costco Wholesale Corporation has generated negative risk-adjusted returns adding no value to investors with long positions.
1 Month Effecincy (a.k Sharpe Ratio) ...
-0.14
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COST
Estimated Market Risk
1.03
actual daily
83 %
of total potential
Expected Return
-0.14
actual daily
1 %
of total potential
Risk-Adjusted Return
-0.14
actual daily
1 %
of total potential
Based on monthly moving average Costco is performing at about 0% of its full potential. 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 by adding it to a well-diversified portfolio.
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