Return on Assets (ROA)
since 2005
Difficulty: Beginner
Calculation
Costco Wholesale Corp., ROA, long-term trends, calculation
| ROA | = | 100 | × | Net income attributable to Costco1 | ÷ | Total assets1 | |
|---|---|---|---|---|---|---|---|
| Aug 28, 2005 | 6.44% | = | 100 | × | 1,063 | ÷ | 16,514 |
| Sep 3, 2006 | 6.31% | = | 100 | × | 1,103 | ÷ | 17,495 |
| Sep 2, 2007 | 5.52% | = | 100 | × | 1,083 | ÷ | 19,607 |
| Aug 31, 2008 | 6.20% | = | 100 | × | 1,283 | ÷ | 20,682 |
| Aug 30, 2009 | 4.94% | = | 100 | × | 1,086 | ÷ | 21,979 |
| Aug 29, 2010 | 5.47% | = | 100 | × | 1,303 | ÷ | 23,815 |
| Aug 28, 2011 | 5.46% | = | 100 | × | 1,462 | ÷ | 26,761 |
| Sep 2, 2012 | 6.30% | = | 100 | × | 1,709 | ÷ | 27,140 |
| Sep 1, 2013 | 6.73% | = | 100 | × | 2,039 | ÷ | 30,283 |
| Aug 31, 2014 | 6.23% | = | 100 | × | 2,058 | ÷ | 33,024 |
| Aug 30, 2015 | 7.11% | = | 100 | × | 2,377 | ÷ | 33,440 |
| Aug 28, 2016 | 7.09% | = | 100 | × | 2,350 | ÷ | 33,163 |
| Sep 3, 2017 | 7.37% | = | 100 | × | 2,679 | ÷ | 36,347 |
1 USD $ in millions
Source: Based on data from Costco Wholesale Corp. Annual Reports
Comparison to Competitors
Costco Wholesale Corp., ROA, long-term trends, comparison to competitors
| Costco Wholesale Corp. | Amazon.com Inc. | eBay Inc. | Home Depot Inc. | Lowe's Cos. Inc. | Netflix Inc. | Target Corp. | TJX Cos. Inc. | Walmart Inc. | |
|---|---|---|---|---|---|---|---|---|---|
| Aug 28, 2005 | 6.44% | 9.71% | 9.18% | 12.85% | 10.26% | 11.52% | 9.90% | 13.09% | 8.54% |
| Sep 3, 2006 | 6.31% | 4.35% | 8.34% | 13.12% | 11.23% | 8.06% | 6.88% | 12.56% | 8.13% |
| Sep 2, 2007 | 5.52% | 7.34% | 2.27% | 11.02% | 11.18% | 10.35% | 7.46% | 12.13% | 7.46% |
| Aug 31, 2008 | 6.20% | 7.76% | 11.41% | 9.92% | 9.10% | 13.44% | 6.39% | 11.69% | 7.79% |
| Aug 30, 2009 | 4.94% | 6.53% | 12.98% | 5.49% | 6.72% | 17.04% | 5.02% | 14.25% | 8.20% |
| Aug 29, 2010 | 5.47% | 6.13% | 8.18% | 6.51% | 5.40% | 16.38% | 5.59% | 16.26% | 8.40% |
| Aug 28, 2011 | 5.46% | 2.50% | 11.82% | 8.32% | 5.96% | 7.37% | 6.68% | 16.85% | 9.07% |
| Sep 2, 2012 | 6.30% | -0.12% | 7.04% | 9.58% | 5.48% | 0.43% | 6.28% | 18.07% | 8.12% |
| Sep 1, 2013 | 6.73% | 0.68% | 6.88% | 11.04% | 6.00% | 2.08% | 6.23% | 20.05% | 8.37% |
| Aug 31, 2014 | 6.23% | -0.44% | 0.10% | 13.29% | 6.98% | 3.78% | 4.42% | 20.95% | 7.83% |
| Aug 30, 2015 | 7.11% | 0.91% | 9.70% | 15.88% | 8.48% | 1.20% | -3.95% | 19.91% | 8.03% |
| Aug 28, 2016 | 7.09% | 2.84% | 30.47% | 16.47% | 8.14% | 1.37% | 8.35% | 19.81% | 7.36% |
| Sep 3, 2017 | 7.37% | 2.31% | -3.91% | 18.52% | 8.99% | 2.94% | 7.31% | 17.84% | 6.86% |
Source: Based on data from Costco Wholesale Corp. Annual Reports
Comparison to General Retailers Sector
Costco Wholesale Corp., ROA, long-term trends, comparison to General Retailers sector
| Costco Wholesale Corp. | General Retailers | |
|---|---|---|
| Aug 28, 2005 | 6.44% | 9.54% |
| Sep 3, 2006 | 6.31% | 8.95% |
| Sep 2, 2007 | 5.52% | 8.10% |
| Aug 31, 2008 | 6.20% | 8.16% |
| Aug 30, 2009 | 4.94% | 7.43% |
| Aug 29, 2010 | 5.47% | 7.43% |
| Aug 28, 2011 | 5.46% | 8.12% |
| Sep 2, 2012 | 6.30% | 7.12% |
| Sep 1, 2013 | 6.73% | 7.45% |
| Aug 31, 2014 | 6.23% | 6.34% |
| Aug 30, 2015 | 7.11% | 6.77% |
| Aug 28, 2016 | 7.09% | 8.78% |
| Sep 3, 2017 | 7.37% | 6.49% |
Source: Based on data from Costco Wholesale Corp. Annual Reports
Comparison to Consumer Services Industry
Costco Wholesale Corp., ROA, long-term trends, comparison to Consumer Services industry
| Costco Wholesale Corp. | Consumer Services | |
|---|---|---|
| Aug 28, 2005 | 6.44% | 6.78% |
| Sep 3, 2006 | 6.31% | 7.02% |
| Sep 2, 2007 | 5.52% | 6.60% |
| Aug 31, 2008 | 6.20% | 5.54% |
| Aug 30, 2009 | 4.94% | 5.16% |
| Aug 29, 2010 | 5.47% | 6.21% |
| Aug 28, 2011 | 5.46% | 6.57% |
| Sep 2, 2012 | 6.30% | 6.28% |
| Sep 1, 2013 | 6.73% | 8.05% |
| Aug 31, 2014 | 6.23% | 6.56% |
| Aug 30, 2015 | 7.11% | 7.36% |
| Aug 28, 2016 | 7.09% | 7.22% |
| Sep 3, 2017 | 7.37% | 7.93% |
Source: Based on data from Costco Wholesale Corp. Annual Reports