Return on Assets (ROA)
since 2005
Calculation
Costco Wholesale Corp., ROA, long-term trends, calculation
| ROA | = | 100 | × | Net income attributable to Costco1 | ÷ | Total assets1 | |
|---|---|---|---|---|---|---|---|
| Sep 3, 2023 | 9.12% | = | 100 | × | 6,292) | ÷ | 68,994) |
| Aug 28, 2022 | 9.11% | = | 100 | × | 5,844) | ÷ | 64,166) |
| Aug 29, 2021 | 8.45% | = | 100 | × | 5,007) | ÷ | 59,268) |
| Aug 30, 2020 | 7.20% | = | 100 | × | 4,002) | ÷ | 55,556) |
| Sep 1, 2019 | 8.06% | = | 100 | × | 3,659) | ÷ | 45,400) |
| Sep 2, 2018 | 7.68% | = | 100 | × | 3,134) | ÷ | 40,830) |
| Sep 3, 2017 | 7.37% | = | 100 | × | 2,679) | ÷ | 36,347) |
| Aug 28, 2016 | 7.09% | = | 100 | × | 2,350) | ÷ | 33,163) |
| Aug 30, 2015 | 7.11% | = | 100 | × | 2,377) | ÷ | 33,440) |
| Aug 31, 2014 | 6.23% | = | 100 | × | 2,058) | ÷ | 33,024) |
| Sep 1, 2013 | 6.73% | = | 100 | × | 2,039) | ÷ | 30,283) |
| Sep 2, 2012 | 6.30% | = | 100 | × | 1,709) | ÷ | 27,140) |
| Aug 28, 2011 | 5.46% | = | 100 | × | 1,462) | ÷ | 26,761) |
| Aug 29, 2010 | 5.47% | = | 100 | × | 1,303) | ÷ | 23,815) |
| Aug 30, 2009 | 4.94% | = | 100 | × | 1,086) | ÷ | 21,979) |
| Aug 31, 2008 | 6.20% | = | 100 | × | 1,283) | ÷ | 20,682) |
| Sep 2, 2007 | 5.52% | = | 100 | × | 1,083) | ÷ | 19,607) |
| Sep 3, 2006 | 6.31% | = | 100 | × | 1,103) | ÷ | 17,495) |
| Aug 28, 2005 | 6.44% | = | 100 | × | 1,063) | ÷ | 16,514) |
Based on: 10-K (reporting date: 2023-09-03), 10-K (reporting date: 2022-08-28), 10-K (reporting date: 2021-08-29), 10-K (reporting date: 2020-08-30), 10-K (reporting date: 2019-09-01), 10-K (reporting date: 2018-09-02), 10-K (reporting date: 2017-09-03), 10-K (reporting date: 2016-08-28), 10-K (reporting date: 2015-08-30), 10-K (reporting date: 2014-08-31), 10-K (reporting date: 2013-09-01), 10-K (reporting date: 2012-09-02), 10-K (reporting date: 2011-08-28), 10-K (reporting date: 2010-08-29), 10-K (reporting date: 2009-08-30), 10-K (reporting date: 2008-08-31), 10-K (reporting date: 2007-09-02), 10-K (reporting date: 2006-09-03), 10-K (reporting date: 2005-08-28).
1 US$ in millions
Comparison to Competitors
Costco Wholesale Corp., ROA, long-term trends, comparison to competitors
| Costco Wholesale Corp. | Target Corp. | Walmart Inc. | |
|---|---|---|---|
| Sep 3, 2023 | 9.12% | 5.21% | 4.80% |
| Aug 28, 2022 | 9.11% | 12.91% | 5.58% |
| Aug 29, 2021 | 8.45% | 8.52% | 5.35% |
| Aug 30, 2020 | 7.20% | 7.67% | 6.29% |
| Sep 1, 2019 | 8.06% | 7.11% | 3.04% |
| Sep 2, 2018 | 7.68% | 7.52% | 4.82% |
| Sep 3, 2017 | 7.37% | 7.31% | 6.86% |
| Aug 28, 2016 | 7.09% | 8.35% | 7.36% |
| Aug 30, 2015 | 7.11% | -3.95% | 8.03% |
| Aug 31, 2014 | 6.23% | 4.42% | 7.83% |
| Sep 1, 2013 | 6.73% | 6.23% | 8.37% |
| Sep 2, 2012 | 6.30% | 6.28% | 8.12% |
| Aug 28, 2011 | 5.46% | 6.68% | 9.07% |
| Aug 29, 2010 | 5.47% | 5.59% | 8.40% |
| Aug 30, 2009 | 4.94% | 5.02% | 8.20% |
| Aug 31, 2008 | 6.20% | 6.39% | 7.79% |
| Sep 2, 2007 | 5.52% | 7.46% | 7.46% |
| Sep 3, 2006 | 6.31% | 6.88% | 8.13% |
| Aug 28, 2005 | 6.44% | 9.90% | 8.54% |
Based on: 10-K (reporting date: 2023-09-03), 10-K (reporting date: 2022-08-28), 10-K (reporting date: 2021-08-29), 10-K (reporting date: 2020-08-30), 10-K (reporting date: 2019-09-01), 10-K (reporting date: 2018-09-02), 10-K (reporting date: 2017-09-03), 10-K (reporting date: 2016-08-28), 10-K (reporting date: 2015-08-30), 10-K (reporting date: 2014-08-31), 10-K (reporting date: 2013-09-01), 10-K (reporting date: 2012-09-02), 10-K (reporting date: 2011-08-28), 10-K (reporting date: 2010-08-29), 10-K (reporting date: 2009-08-30), 10-K (reporting date: 2008-08-31), 10-K (reporting date: 2007-09-02), 10-K (reporting date: 2006-09-03), 10-K (reporting date: 2005-08-28).
Comparison to Sector (Consumer Staples Distribution & Retail)
Costco Wholesale Corp., ROA, long-term trends, comparison to sector (consumer staples distribution & retail)
| Costco Wholesale Corp. | Consumer Staples Distribution & Retail | |
|---|---|---|
| Sep 3, 2023 | 9.12% | 5.68% |
| Aug 28, 2022 | 9.11% | 7.29% |
| Aug 29, 2021 | 8.45% | 6.30% |
| Aug 30, 2020 | 7.20% | 6.62% |
| Sep 1, 2019 | 8.06% | 4.34% |
| Sep 2, 2018 | 7.68% | 5.60% |
| Sep 3, 2017 | 7.37% | 6.99% |
| Aug 28, 2016 | 7.09% | 7.47% |
| Aug 30, 2015 | 7.11% | 6.14% |
| Aug 31, 2014 | 6.23% | 7.10% |
| Sep 1, 2013 | 6.73% | 7.83% |
| Sep 2, 2012 | 6.30% | 7.61% |
| Aug 28, 2011 | 5.46% | 8.27% |
| Aug 29, 2010 | 5.47% | 7.58% |
| Aug 30, 2009 | 4.94% | 7.28% |
| Aug 31, 2008 | 6.20% | 7.37% |
| Sep 2, 2007 | 5.52% | 7.28% |
| Sep 3, 2006 | 6.31% | 7.73% |
| Aug 28, 2005 | 6.44% | 8.59% |
Based on: 10-K (reporting date: 2023-09-03), 10-K (reporting date: 2022-08-28), 10-K (reporting date: 2021-08-29), 10-K (reporting date: 2020-08-30), 10-K (reporting date: 2019-09-01), 10-K (reporting date: 2018-09-02), 10-K (reporting date: 2017-09-03), 10-K (reporting date: 2016-08-28), 10-K (reporting date: 2015-08-30), 10-K (reporting date: 2014-08-31), 10-K (reporting date: 2013-09-01), 10-K (reporting date: 2012-09-02), 10-K (reporting date: 2011-08-28), 10-K (reporting date: 2010-08-29), 10-K (reporting date: 2009-08-30), 10-K (reporting date: 2008-08-31), 10-K (reporting date: 2007-09-02), 10-K (reporting date: 2006-09-03), 10-K (reporting date: 2005-08-28).
Comparison to Industry (Consumer Staples)
Costco Wholesale Corp., ROA, long-term trends, comparison to industry (consumer staples)
| Costco Wholesale Corp. | Consumer Staples | |
|---|---|---|
| Sep 3, 2023 | 9.12% | 8.59% |
| Aug 28, 2022 | 9.11% | 8.81% |
| Aug 29, 2021 | 8.45% | 7.91% |
| Aug 30, 2020 | 7.20% | 7.73% |
| Sep 1, 2019 | 8.06% | 5.14% |
| Sep 2, 2018 | 7.68% | 8.06% |
| Sep 3, 2017 | 7.37% | 8.04% |
| Aug 28, 2016 | 7.09% | 8.92% |
| Aug 30, 2015 | 7.11% | 7.46% |
| Aug 31, 2014 | 6.23% | 7.61% |
| Sep 1, 2013 | 6.73% | 8.21% |
| Sep 2, 2012 | 6.30% | 7.97% |
| Aug 28, 2011 | 5.46% | 8.10% |
| Aug 29, 2010 | 5.47% | 8.89% |
| Aug 30, 2009 | 4.94% | 8.83% |
| Aug 31, 2008 | 6.20% | 8.84% |
| Sep 2, 2007 | 5.52% | 9.01% |
| Sep 3, 2006 | 6.31% | 9.01% |
| Aug 28, 2005 | 6.44% | 9.58% |
Based on: 10-K (reporting date: 2023-09-03), 10-K (reporting date: 2022-08-28), 10-K (reporting date: 2021-08-29), 10-K (reporting date: 2020-08-30), 10-K (reporting date: 2019-09-01), 10-K (reporting date: 2018-09-02), 10-K (reporting date: 2017-09-03), 10-K (reporting date: 2016-08-28), 10-K (reporting date: 2015-08-30), 10-K (reporting date: 2014-08-31), 10-K (reporting date: 2013-09-01), 10-K (reporting date: 2012-09-02), 10-K (reporting date: 2011-08-28), 10-K (reporting date: 2010-08-29), 10-K (reporting date: 2009-08-30), 10-K (reporting date: 2008-08-31), 10-K (reporting date: 2007-09-02), 10-K (reporting date: 2006-09-03), 10-K (reporting date: 2005-08-28).