Costco Wholesale Corp Stock Performance
COST Stock | USD 715.97 2.31 0.32% |
Costco Wholesale has a performance score of 4 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.83, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Costco Wholesale's returns are expected to increase less than the market. However, during the bear market, the loss of holding Costco Wholesale is expected to be smaller as well. Costco Wholesale Corp right now shows a risk of 1.36%. Please confirm Costco Wholesale Corp potential upside, as well as the relationship between the accumulation distribution and price action indicator , to decide if Costco Wholesale Corp will be following its price patterns.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Costco Wholesale Corp are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Costco Wholesale is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Actual Historical Performance (%)
One Day Return (0.32) | Five Day Return (1.65) | Year To Date Return 10.04 | Ten Year Return 530.81 | All Time Return 6.4 K |
Forward Dividend Yield 0.0065 | Payout Ratio 1.1903 | Last Split Factor 2:1 | Forward Dividend Rate 4.64 | Dividend Date 2024-05-10 |
Costco Wholesale dividend paid on 16th of February 2024 | 02/16/2024 |
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Begin Period Cash Flow | 10.2 B | |
Total Cashflows From Investing Activities | -5 B |
Costco |
Costco Wholesale Relative Risk vs. Return Landscape
If you would invest 68,630 in Costco Wholesale Corp on January 18, 2024 and sell it today you would earn a total of 2,967 from holding Costco Wholesale Corp or generate 4.32% return on investment over 90 days. Costco Wholesale Corp is currently generating 0.0765% in daily expected returns and assumes 1.359% risk (volatility on return distribution) over the 90 days horizon. In different words, 12% of stocks are less volatile than Costco, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. 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 Corp, 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 = 0.0563
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Estimated Market Risk
1.36 actual daily | 12 88% of assets are more volatile |
Expected Return
0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Costco Wholesale is performing at about 4% 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 Wholesale by adding it 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 | 0.31 | ||||
Return On Asset | 0.0835 | ||||
Profit Margin | 0.03 % | ||||
Operating Margin | 0.04 % | ||||
Current Valuation | 317.67 B | ||||
Shares Outstanding | 443.5 M | ||||
Price To Earning | 40.61 X | ||||
Price To Book | 15.62 X | ||||
Price To Sales | 1.30 X | ||||
Revenue | 242.29 B | ||||
Gross Profit | 30.09 B | ||||
EBITDA | 10.72 B | ||||
Net Income | 6.29 B | ||||
Cash And Equivalents | 13.7 B | ||||
Cash Per Share | 24.96 X | ||||
Total Debt | 8.88 B | ||||
Debt To Equity | 0.53 % | ||||
Current Ratio | 1.02 X | ||||
Book Value Per Share | 46.80 X | ||||
Cash Flow From Operations | 11.07 B | ||||
Earnings Per Share | 15.25 X | ||||
Market Capitalization | 317.54 B | ||||
Total Asset | 68.99 B | ||||
Retained Earnings | 19.52 B | ||||
Working Capital | 2.3 B | ||||
Current Asset | 15.22 B | ||||
Current Liabilities | 15.57 B | ||||
About Costco Wholesale Performance
To evaluate Costco Wholesale Corp Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Costco Wholesale generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Costco Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Costco Wholesale Corp market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Costco's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Last Reported | Projected for Next Year | ||
Days Of Inventory On Hand | 31.35 | 23.30 | |
Return On Tangible Assets | 0.06 | 0.08 | |
Return On Capital Employed | 0.17 | 0.13 | |
Return On Assets | 0.06 | 0.08 | |
Return On Equity | 0.17 | 0.14 |
Things to note about Costco Wholesale Corp 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 Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Costco Wholesale has a strong financial position based on the latest SEC filings | |
About 72.0% of the company shares are held by institutions such as insurance companies | |
Latest headline from cbsnews.com: Are gold bars and coins worth it with inflation on the rise |
- 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.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Costco Wholesale Corp. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
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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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Is Costco Wholesale's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Costco Wholesale. If investors know Costco will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Costco Wholesale listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.188 | Dividend Share 4.08 | Earnings Share 15.25 | Revenue Per Share 560.607 | Quarterly Revenue Growth 0.057 |
The market value of Costco Wholesale Corp is measured differently than its book value, which is the value of Costco that is recorded on the company's balance sheet. Investors also form their own opinion of Costco Wholesale's value that differs from its market value or its book value, called intrinsic value, which is Costco Wholesale's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Costco Wholesale's market value can be influenced by many factors that don't directly affect Costco Wholesale's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Costco Wholesale's value and its price as these two are different measures arrived at by different means. Investors typically determine if Costco Wholesale is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Costco Wholesale's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.