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COST

NASDAQ
Neutral· 47

Costco Wholesale Corporation

Consumer Defensive
Discount Stores

$951.45

1.5%

Updated Jun 20, 4:55 AM ET

Price — Past Year

▼ Down 2.4% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$421.95B

P/E

48.01x

Forward P/E (est.)

42.57x

ROE

28.3%

Revenue Growth

9.2%

EPS Growth

12.8%

Profit Margin

3.0%

FCF Yield

1.9%

Debt / Equity

0.25x

ROIC

20.0%

Interest Coverage

67.42x

Current Ratio

1.07x

Dividend Yield

0.6%

Implied Growth (rev. DCF)

7.0%

Rating Score

47/100

Trade Setup & Technical Analysis

Institutional-style technical read — sample, educational only

Bearish
Confidence score47/100

Downtrend — price ($951.45) is below the 50-day ($1,001.08) and 200-day ($957.95) averages.

Setup type

Downtrend — avoid or fade rallies

Holding time

1–6 weeks

Risk level

Low

Risk / reward

1 : 0.5

Trade levels

Entry zone

$951.45 – $975.43

Stop loss

$1,074.72

Target 1

$911.49

Target 2

$844.06

Target 3

$831.57

Position sizing: Standard size; risk ≤ 1.5% of capital.

Technical analysis

RSI(14) is neutral (48); the MACD histogram is negative (downward momentum). Downtrend — price ($951.45) is below the 50-day ($1,001.08) and 200-day ($957.95) averages. ATR(14) is $19.98 (~2.1% of price), which sets the stop distance. Recent support sits near $936.51 and resistance near $1,064.73; the 52-week range is $844.06–$1,096.50.

Fundamental analysis

Revenue is stable at 9.2%, net margin near 3.0%, ROE roughly 28.3%; shares trade at 48x earnings. Quality score: 47/100.

Options flow

Live options-flow data needs a paid feed, so it isn't shown. For realized volatility, ATR of $19.98 (~2.1%/day) is the range to size stops and any option strikes around.

Volume analysis

The latest session traded 1.5× the 20-day average volume — above average, confirming participation.

Catalysts

The next quarterly earnings report is the main near-term catalyst. Technically, watch for a reclaim of $1,064.73 or a loss of $936.51.

Bullish scenario

~90% membership renewal creates a predictable, high-margin fee annuity.

Bearish scenario

The stock trades at a premium ~50x multiple for mid-single-digit growth.

Invalidation

A daily close above $1,074.72 invalidates this bearish read.

Probability-based scenario using sample data — not a recommendation or a guarantee of profit. Prioritize capital preservation, use stops, and size positions for risk. Past performance does not predict future results.

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what COST's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. COST trades near $951.45, below its 50-day average ($1,001.08) and 200-day average ($957.95). Price below both averages is a downtrend — momentum is against buyers for now.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 48 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.

Volatility — ATR. Average True Range is the typical daily move. COST's is $19.98 (~2.1% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month COST found buyers near $936.51 (support) and sellers near $1,064.73 (resistance); its 52-week range is $844.06–$1,096.50. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 1.5× the 20-day average — heavier than usual, which adds conviction to the move. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Business Overview
Research

Costco's membership model turns razor-thin retail margins into a remarkably durable franchise: members renew at ~90% and fees drop almost entirely to profit. Consistent traffic, pricing power with suppliers, and steady warehouse expansion make it a defensive compounder.

Revenue Growth
Research

4Y CAGR

8.9%

Revenue grew from $195.93B in 2021 to $275.24B in 2025, a 8.9% CAGR. The most recent year grew about 9.2% year over year, a moderate pace consistent with a mature business.

Profitability
Research

Gross Margin

Operating Margin

3.8%

Net Margin

2.9%

ROE

28.3%

Gross margin runs near 12.9% with operating margin around 3.8% and net margin near 3.0%. Return on equity of roughly 28.3% indicates strong capital efficiency, and the margin profile has trended steady over the period shown.

Debt Analysis
Research

Total Debt

$6.62B

Net Debt

-$12.33B

Net cash position

Net Debt / EBITDA

-1.19x

Debt / Equity

0.25x

Interest-bearing debt is about 2.0% of market capitalization and the debt-to-equity ratio is roughly 0.25x. Leverage is low, leaving the balance sheet well within comfortable limits.

Cash Flow Analysis
Research

Operating CF

$13.34B

Free Cash Flow

$7.84B

FCF Margin

2.8%

Operating cash flow comfortably exceeds reported net income, and free cash flow yield is around 1.9%. Cash generation is positive but partly absorbed by reinvestment and capital expenditure.

Valuation Analysis
Research

P/E

48.01x

P/S

1.6x

P/B

13.83x

EV / EBITDA

33.2x

Shares trade at roughly 48x trailing earnings (48x forward), 1.6x sales, and 33x EV/EBITDA. That is a premium multiple that prices in continued high growth — execution risk is elevated. Our internal rating is Neutral.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
48.0xExpensive
Forward P/E
42.6xExpensive
P/S ratio
1.6xCheap
Revenue growth
9.2%Strong
EPS growth
12.8%Strong
Gross margin
Net margin
3.0%Weak
ROE
28.3%Strong

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

Sector Peer Comparison

How COST stacks up against its Consumer Staples peers — valuation, profitability, and growth versus the sector median.

In the Consumer Staples sector (36 S&P 500 companies), COST ranks #18 of 36 by our overall rating. It trades at a premium versus the sector on earnings (48x P/E vs. 22.5x median) with a higher return on equity (28.3% vs. 20.2%) and faster revenue growth (9.2% vs. 3.0%).

P/E vs sector

48x

median 22.5x

ROE vs sector

28.3%

median 20.2%

Growth vs sector

9.2%

median 3.0%

Sector rank

#18

of 36 by rating

CompanyP/ERev Gr.Rating
COSTThis stock48x9.2%Neutral· 47
PG21x3.3%Favorable· 63
KO25.1x5.1%Favorable· 64
PM24.8x8.1%Favorable· 68
PEP22.2x4.3%Neutral· 46
WMT41x5.9%Neutral· 52
MO14.3x-1.1%Neutral· 57
MNST43.9x18.1%Favorable· 69
Consumer Staples median22.5x3.0%47/100

Valuation vs. quality map

sector medianPGKOPMPEPWMTMOMNSTCOSTP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Consumer Staples companies by sub-industry and size. Sector median is across all 36 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$830.77$1,375.07

vs. $951.45 today · expected CAGR -3%8%

Metric20262027202820292030
Revenue$300.01B$327.01B$356.44B$388.52B$423.48B
Net income$9.00B$9.81B$10.69B$11.66B$12.70B
EPS$20.29$22.12$24.11$26.28$28.65
Share price (low)$588.54$641.51$699.25$762.18$830.77
Share price (high)$974.14$1,061.81$1,157.37$1,261.53$1,375.07
CAGR (low–high)-38% / 2%-18% / 6%-10% / 7%-5% / 7%-3% / 8%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case
  • ~90% membership renewal creates a predictable, high-margin fee annuity.
  • Scale and treasure-hunt merchandising drive industry-leading loyalty.
  • Long runway for international and warehouse expansion.
Bear Case
  • The stock trades at a premium ~50x multiple for mid-single-digit growth.
  • Retail margins are structurally thin and sensitive to mix.
  • Membership-fee increases are infrequent and already anticipated.
Key Risks
Research
  • Premium valuation compression.
  • Consumer-spending softness.
  • Wage and freight cost inflation.
Final Investment Thesis
Research

Costco is a defensive, high-quality compounder where membership economics matter more than retail margin. Suited to conservative long-term investors, though the entry valuation is demanding.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.