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Costco Wholesale Corporation
Popular comparisons: COST vs. WMT, COST vs. TGT, COST vs. BRK-B, COST vs. PG, COST vs. HSY, COST vs. HD, COST vs. XLP, COST vs. MA, COST vs. LOW, COST vs. BJ
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.
COST
(Costco Wholesale Corporation)
Benchmark (^GSPC)
Returns By Period
Costco Wholesale Corporation had a return of 28.50% year-to-date (YTD) and 67.41% in the last 12 months. Over the past 10 years, Costco Wholesale Corporation had an annualized return of 24.53%, outperforming the S&P 500 benchmark which had an annualized return of 10.63%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 28.50% | 12.10% |
| 1 month | 10.76% | 3.07% |
| 6 months | 42.03% | 16.13% |
| 1 year | 67.41% | 24.52% |
| 5 years (annualized) | 29.22% | 13.24% |
| 10 years (annualized) | 24.53% | 10.63% |
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% | 28.50% | |||||||
| 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
The current risk-adjusted rank of COST is 98, placing it in the top 2% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
COST (Costco Wholesale Corporation)
Sharpe Ratio Rank
Sortino Ratio Rank
Omega Ratio Rank
Calmar Ratio Rank
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.
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.
COST
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
^GSPC
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
Sharpe Ratio
The current Costco Wholesale Corporation Sharpe ratio is 3.93. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.
Use the chart below to compare the Sharpe ratio of Costco Wholesale Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.
COST
(Costco Wholesale Corporation)
Benchmark (^GSPC)
Dividends
Dividend History
Costco Wholesale Corporation granted a 2.27% dividend yield in the last twelve months. The annual payout for that period amounted to $19.22 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $19.22 | $18.96 | $3.49 | $3.07 | $12.75 | $2.52 | $2.21 | $8.95 | $1.75 | $6.56 | $1.38 | $1.21 |
Dividend yield | 2.27% | 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 | $2.18 | ||||||
| 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
Costco Wholesale Corporation has a dividend yield of 2.27%, which is quite average when compared to the overall market.
Payout Ratio
Costco Wholesale Corporation has a payout ratio of 96.14%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
COST
(Costco Wholesale Corporation)
Benchmark (^GSPC)
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 70.95%, occurring on Jan 11, 1995. Recovery took 726 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.95% | Jan 16, 1992 | 756 | Jan 11, 1995 | 726 | Nov 21, 1997 | 1482 |
| -66.89% | Jun 10, 1986 | 351 | Oct 27, 1987 | 321 | Feb 2, 1989 | 672 |
| -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 |
| -36.46% | Jul 17, 1990 | 52 | Sep 27, 1990 | 46 | Dec 3, 1990 | 98 |
Volatility
Volatility Chart
The current Costco Wholesale Corporation volatility is 4.11%, 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.
COST
(Costco Wholesale Corporation)
Benchmark (^GSPC)
Financials
Financial Performance
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.
Annual
Quarterly
Income Statement
Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly
| 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 | — |
Values in undefined except per share items
