Costco Stock Performance

COST
 Stock
  

USD 481.42  0.55  0.11%   

The firm shows a Beta (market volatility) of 0.9238, which signifies possible diversification benefits within a given portfolio. 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. Even though it is essential to pay attention to Costco Wholesale Corp historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards foreseeing any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Costco Wholesale Corp exposes twenty-one different technical indicators, which can help you to evaluate its performance. Costco Wholesale Corp has an expected return of -0.16%. Please be advised to confirm Costco Wholesale Corp variance and potential upside to decide if Costco Wholesale Corp performance from the past will be repeated at some point in the near future.
  
Costco Performance
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Over the last 90 days Costco Wholesale Corp has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unsteady performance, the Stock's basic indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the firm private investors. ...more

Structure and Payout Changes

Forward Dividend Yield
0.0075
Payout Ratio
0.1839
Last Split Factor
2:1
Forward Dividend Rate
3.6
Dividend Date
2022-11-10
Ex Dividend Date
2022-10-27

Costco Price Channel

Begin Period Cash Flow11258000000.00
DescriptionCostco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, the U
Total Cashflows From Investing Activities-3915000000.00

Costco Wholesale Relative Risk vs. Return Landscape

If you would invest  53,855  in Costco Wholesale Corp on September 10, 2022 and sell it today you would lose (5,713)  from holding Costco Wholesale Corp or give up 10.61% of portfolio value over 90 days. Costco Wholesale Corp is currently does not generate positive expected returns and assumes 2.0048% risk (volatility on return distribution) over the 90 days horizon. In different words, 17% 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 under-perform the market. In addition to that, the company is 1.33 times more volatile than its market benchmark. It trades about -0.08 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.01 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 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 = -0.0788

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Negative ReturnsCOST
Estimated Market Risk
 2.0
  actual daily
 
 17 %
of total potential
 
1717
Expected Return
 -0.16
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.08
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average Costco Wholesale 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 Wholesale by adding it to a well-diversified portfolio.

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 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 Corp

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 Alerts

Equity Alerts and Improvement Suggestions

Costco Wholesale generated a negative expected return over the last 90 days
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 Previewing Q1 Earnings To Set The Tone For 2023 - Seeking Alpha
Continue to Trending Equities. You can also try Fund Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.

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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
0.117
Market Capitalization
213.1 B
Quarterly Revenue Growth YOY
0.15
Return On Assets
0.0789
Return On Equity
0.3055
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 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.