Costco Stock Analysis

COST
 Stock
  

USD 472.27  6.71  1.40%   

The small drop in market price for the last few months could raise concerns from private investors as the firm is trading at a share price of 472.27 on 2,435,400 in volume. The company executives did not add much value to Costco Wholesale investors in September. However, diversifying your holdings with Costco Wholesale or similar stocks can still protect your portfolio during high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.64. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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The Costco Wholesale stock analysis report makes it easy to digest most publicly released information about Costco Wholesale and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Costco Stock analysis module also helps to analyze the Costco Wholesale price relationship with some important fundamental indicators such as market cap and management efficiency.

Costco Stock Analysis Notes

About 69.0% of the company shares are held by institutions such as insurance companies. The company recorded earning per share (EPS) of 9.78. Costco Wholesale last dividend was issued on the 28th of July 2022. The entity had 2:1 split on the 14th of January 2000. Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, the United Kingdom, Mexico, Japan, Korea, Australia, Spain, France, Iceland, China, and Taiwan. Costco Wholesale Corporation was founded in 1976 and is based in Issaquah, Washington. Costco Wholesale operates under Discount Stores classification in the United States and is traded on NASDAQ Exchange. It employs 288000 people. For more info on Costco Wholesale please contact Craig Jelinek at 425 313 8100 or go to https://www.costco.com.

Costco Wholesale Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Costco Wholesale's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Costco Wholesale or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Costco Wholesale generated a negative expected return over the last 90 days
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 12th of August 2022 Costco Wholesale paid $ 0.09 per share dividend to its current shareholders
Latest headline from www.fool.com: Costco Just Showed Why Its a Must-Own Stock - The Motley Fool

Costco Wholesale Upcoming and Recent Events

Earnings reports are used by Costco Wholesale to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Costco Wholesale previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report3rd of March 2022
Next Financial Report26th of May 2022
Next Fiscal Quarter End28th of February 2022
Next Fiscal Year End22nd of September 2022
Last Quarter Report30th of November 2021
Last Financial Announcement28th of February 2021

Costco Wholesale SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Costco Wholesale prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Costco Wholesale investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Costco Wholesale specific information freely available to individual and institutional investors to make a timely investment decision.
13th of July 2022
Financial Statements and Exhibits. Other Events
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26th of May 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
6th of May 2022
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
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13th of April 2022
Financial Statements and Exhibits. Other Events
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9th of March 2022
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
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4th of March 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
9th of February 2022
Unclassified Corporate Event
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3rd of February 2022
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
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Costco Wholesale Thematic Classifications

In addition to having Costco Wholesale stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Stores
All types of stores and shopping markets
Millennials Best
Firms that are involved in making products or providing services to millennials
SRI Sustainable Growth
Large and mid-sized companies that operate under the guidelines of socially responsible investing - SRI
Baby Boomer Prospects
Mega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force

Costco Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Costco Wholesale is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Costco Wholesale backward and forwards among themselves. Costco Wholesale's institutional investor refers to the entity that pools money to purchase Costco Wholesale's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Vanguard Group IncCommon Shares38.5 M18.5 B
Blackrock IncCommon Shares31 M14.9 B
State Street CorpCommon Shares18.8 MB
Fmr LlcCommon Shares10.3 MB
Bank Of America CorpCommon Shares8.4 MB
Geode Capital Management LlcCommon Shares7.9 M3.8 B
Morgan StanleyCommon SharesM3.4 B
Note, although Costco Wholesale's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Costco Market Capitalization

The company currently falls under 'Mega-Cap' category with current market capitalization of 209.42 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Costco Wholesale's market, we take the total number of its shares issued and multiply it by Costco Wholesale's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Costco Profitablity

Costco Wholesale's profitability indicators refer to fundamental financial ratios that showcase Costco Wholesale's ability to generate income relative to its revenue or operating costs. If, let's say, Costco Wholesale is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Costco Wholesale's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Costco Wholesale's profitability requires more research than a typical breakdown of Costco Wholesale's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 2.59 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is normal as compared to the sector avarege. Similarly, it shows Operating Margin (OM) of 4.63 %, which suggests for every 100 dollars of sales, it generated a net operating income of 0.05.

Management Efficiency

The entity has return on total asset (ROA) of 8.47 % which means that it generated profit of $8.47 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 30.58 %, meaning that it created $30.58 on every $100 dollars invested by stockholders. Costco Wholesale management efficiency ratios could be used to measure how well costco wholesale manages its routine affairs as well as how well it operates its assets and liabilities.

Technical Drivers

As of the 2nd of October, Costco Wholesale shows the Risk Adjusted Performance of 0.0178, mean deviation of 1.25, and Downside Deviation of 1.86. Costco Wholesale technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We are able to interpolate and collect nineteen technical drivers for Costco Wholesale, which can be compared to its rivals. Please confirm Costco Wholesale variance and potential upside to decide if Costco Wholesale is priced correctly, providing market reflects its regular price of 472.27 per share. Given that Costco Wholesale has jensen alpha of 0.1342, we suggest you to validate Costco Wholesale's prevailing market performance to make sure the company can sustain itself at a future point.

Costco Wholesale Price Movement Analysis

Illegal number of arguments. The output start index for this execution was zero with a total number of output elements of zero. The Weighted Moving Average calculates a weight for each value in Costco Wholesale price series with the more recent values given greater weights.
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Costco Wholesale Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Costco Wholesale insiders, such as employees or executives, is commonly permitted as long as it does not rely on Costco Wholesale's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Costco Wholesale insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Costco Wholesale Predictive Daily Indicators

Costco Wholesale intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Costco Wholesale stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Costco Wholesale Forecast Models

Costco Wholesale time-series forecasting models is one of many Costco Wholesale's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Costco Wholesale's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Costco Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Costco Wholesale prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Costco shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Stock such as Costco Wholesale. By using and applying Costco Stock analysis, traders can create a robust methodology for identifying Costco entry and exit points for their positions.
Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, the United Kingdom, Mexico, Japan, Korea, Australia, Spain, France, Iceland, China, and Taiwan. Costco Wholesale Corporation was founded in 1976 and is based in Issaquah, Washington. Costco Wholesale operates under Discount Stores classification in the United States and is traded on NASDAQ Exchange. It employs 288000 people.

Current Costco Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Costco analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Costco analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
551.95Buy20Odds
Costco Wholesale current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Costco analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Costco stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Costco Wholesale, talking to its executives and customers, or listening to Costco conference calls.
Costco Analyst Advice Details

Costco Stock Analysis Indicators

Costco Wholesale stock analysis indicators help investors evaluate how Costco Wholesale stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Costco Wholesale shares will generate the highest return on investment. By understating and applying Costco Wholesale stock analysis, traders can identify Costco Wholesale position entry and exit signals to maximize returns.
Quick Ratio0.43
Trailing Annual Dividend Rate2.80
Fifty Two Week Low406.51
Revenue Growth16.20%
Payout Ratio25.75%
Average Daily Volume Last 10 Day2.77M
Shares Short Prior Month4.14M
Average Daily Volume In Three Month2.17M
Earnings Growth10.50%
Shares Percent Shares Out0.83%
Earnings Quarterly Growth10.90%
Gross Margins12.40%
Forward Price Earnings32.57
Short Percent Of Float0.83%
Float Shares441.7M
Fifty Two Week High612.27
Fifty Day Average525.52
Enterprise Value To Ebitda23.59
Two Hundred Day Average520.19
Enterprise Value To Revenue1.09
Trailing Annual Dividend Yield0.58%
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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.
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.