Costco Wholesale Corp /new

Ticker: COST

Business Overview

Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, Mexico, Japan, the United Kingdom, Korea, Australia, Taiwan, China, Spain, France, Iceland, New Zealand, and Sweden. It offers merchandise, including sundries, dry groceries, candies, coolers, freezers, deli, liquor, and tobacco; non-food merchandise comprising appliances, small electronics, health and beauty aids, hardware, lawn and garden, sporting goods, tires, toys and seasonal, automotive, stamps, tickets, apparel, furniture, domestics, housewares, special order kiosks, and jewelry; and fresh food, such as meat, produce, service deli, and bakery products. The company is also involved in warehouse ancillary operations, which include gasoline, pharmacies, optical, food courts, hearing-aid centers, and tire installation centers. In addition, it engages in e-commerce, business centers, travel, and other businesses. The company was formerly known as Costco Companies, Inc. and changed its name to Costco Wholesale Corporation in August 1999. Costco Wholesale Corporation was founded in 1976 and is based in Issaquah, Washington.

Company Facts

Ticker: COST
Exchange: Nasdaq
Sector: Consumer Discretionary
Industry group: Retailing
Industry: Variety Stores
SIC classification: Retail-Variety Stores
State of incorporation: WA

Verdict: Hold · 54/100

Quality — 69/100

ROE: 27.8%, ROA: 10.5%, net margin: 2.9%

Financial Health — 54/100

Current ratio: 1.03, D/E: 1.64, interest coverage: 67.4×

Growth — 47/100

ROA change: -0.5% YoY, asset efficiency change: -2.0% YoY

Value — 43/100

Value score: sector ratios vs median (60%) + intrinsic method signal (40%)

Momentum — 42/100

52-week return: -2.6%, 3-month: -4.8%

Confidence: HIGH · Data as of 2025-08-31 · Sourced from SEC EDGAR filings.

Key Questions

Q1: Is Costco Wholesale Corp /new (COST) a buy?

Verdict: Hold · 54/100. Quality: ROE: 27.8%, ROA: 10.5%, net margin: 2.9%.

Q2: How financially healthy is COST?

Current ratio: 1.03, D/E: 1.64, interest coverage: 67.4×

Q3: What is COST's recent momentum?

52-week return: -2.6%, 3-month: -4.8%

Q4: What is COST's growth like?

ROA change: -0.5% YoY, asset efficiency change: -2.0% YoY

Q5: What is the investment thesis for Costco Wholesale Corp /new?

Value score: sector ratios vs median (60%) + intrinsic method signal (40%)