Costco Stock Performance

COST
 Stock
  

USD 533.66  0.83  0.16%   

Costco Wholesale has a performance score of 1 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.0424, which signifies a somewhat significant risk relative to the market. Let's try to break down what Costco's beta means in this case. Costco Wholesale returns are very sensitive to returns on the market. As the market goes up or down, Costco Wholesale is expected to follow. Although it is important to respect Costco Wholesale historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy towards foreseeing future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Costco Wholesale technical indicators, you can presently evaluate if the expected return of 0.0265% will be sustainable into the future. Costco Wholesale right now shows a risk of 1.81%. Please confirm Costco Wholesale potential upside, as well as the relationship between the accumulation distribution and price action indicator to decide if Costco Wholesale will be following its price patterns.
  
Costco Performance
1 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Costco Wholesale are ranked lower than 1 (%) 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 current stock price uproar, may contribute to short-horizon losses for the private investors. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0067
Payout Ratio
0.18
Last Split Factor
2:1
Forward Annual Dividend Rate
3.6
Dividend Date
2022-11-10
Ex Dividend Date
2022-10-27

Costco Price Channel

Quick Ratio0.41
Fifty Two Week Low406.51
Target High Price678.00
Fifty Two Week High612.27
Payout Ratio25.72%
Trailing Annual Dividend Yield0.63%
Target Low Price455.00

Costco Wholesale Relative Risk vs. Return Landscape

If you would invest  53,010  in Costco Wholesale on August 29, 2022 and sell it today you would earn a total of  356.00  from holding Costco Wholesale or generate 0.67% return on investment over 90 days. Costco Wholesale is currently generating 0.0265% in daily expected returns and assumes 1.8119% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% 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.
  Daily Expected Return (%)  
       Risk (%)  
Given the investment horizon of 90 days Costco Wholesale is expected to generate 4.28 times less return on investment than the market. In addition to that, the company is 1.33 times more volatile than its market benchmark. It trades about 0.01 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.08 per unit of volatility.

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, 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 = 0.0146

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Negative ReturnsCOST
Estimated Market Risk
 1.81
  actual daily
 
 15 %
of total potential
 
1515
Expected Return
 0.03
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.01
  actual daily
 
 1 %
of total potential
 
11
Based on monthly moving average Costco Wholesale is performing at about 1% 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.

About Costco Wholesale Performance

To evaluate Costco Wholesale 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 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 ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash-11 M-11.9 M
Return on Investment 29.83  25.90 
Return on Average Assets 9.47  8.40 
Return on Average Equity 30.59  25.46 
Return on Invested Capital 0.19  0.22 
Return on Sales 0.029  0.0334 

Things to note about Costco Wholesale

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 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Costco Wholesale Alerts

Equity Alerts and Improvement Suggestions

Costco Wholesale is unlikely to experience financial distress in the next 2 years
About 69.0% of the company shares are held by institutions such as insurance companies
On 10th of November 2022 Costco Wholesale paid $ 0.9 per share dividend to its current shareholders
Latest headline from news.google.com: Costco Stock Heads Lower After Earnings. Sales Growth Slowed in October. - Barrons
Continue to Trending Equities. You can also try Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

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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 YOY
0.12
Market Capitalization
236.2 B
Quarterly Revenue Growth YOY
0.15
Return On Assets
0.0789
Return On Equity
30.59
The market value of Costco Wholesale 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 Costco Wholesale value 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.