Costco Wholesale Corp. (COST)
Return on Equity (ROE)
since 2005
Low level of difficulty
Calculation
Costco Wholesale Corp., ROE, long-term trends, calculation
| ROE | = | 100 | × | Net income attributable to Costco1 | ÷ | Total Costco stockholders’ equity1 | |
|---|---|---|---|---|---|---|---|
| Sep 1, 2019 | 24.00% | = | 100 | × | 3,659 | ÷ | 15,243 |
| Sep 2, 2018 | 24.49% | = | 100 | × | 3,134 | ÷ | 12,799 |
| Sep 3, 2017 | 24.86% | = | 100 | × | 2,679 | ÷ | 10,778 |
| Aug 28, 2016 | 19.46% | = | 100 | × | 2,350 | ÷ | 12,079 |
| Aug 30, 2015 | 22.39% | = | 100 | × | 2,377 | ÷ | 10,617 |
| Aug 31, 2014 | 16.73% | = | 100 | × | 2,058 | ÷ | 12,303 |
| Sep 1, 2013 | 18.82% | = | 100 | × | 2,039 | ÷ | 10,833 |
| Sep 2, 2012 | 13.83% | = | 100 | × | 1,709 | ÷ | 12,361 |
| Aug 28, 2011 | 12.18% | = | 100 | × | 1,462 | ÷ | 12,002 |
| Aug 29, 2010 | 12.03% | = | 100 | × | 1,303 | ÷ | 10,829 |
| Aug 30, 2009 | 10.83% | = | 100 | × | 1,086 | ÷ | 10,024 |
| Aug 31, 2008 | 13.95% | = | 100 | × | 1,283 | ÷ | 9,192 |
| Sep 2, 2007 | 12.56% | = | 100 | × | 1,083 | ÷ | 8,623 |
| Sep 3, 2006 | 12.07% | = | 100 | × | 1,103 | ÷ | 9,143 |
| Aug 28, 2005 | 11.97% | = | 100 | × | 1,063 | ÷ | 8,881 |
Based on: 10-K (filing date: 2019-10-11), 10-K (filing date: 2018-10-26), 10-K (filing date: 2017-10-18), 10-K (filing date: 2016-10-12), 10-K (filing date: 2015-10-14), 10-K (filing date: 2014-10-15), 10-K (filing date: 2013-10-16), 10-K (filing date: 2012-10-19), 10-K (filing date: 2011-10-14), 10-K (filing date: 2010-10-18), 10-K (filing date: 2009-10-16), 10-K (filing date: 2008-10-16), 10-K (filing date: 2007-10-25), 10-K (filing date: 2006-11-17), 10-K (filing date: 2005-11-10).
1 US$ in millions
Comparison to Competitors
Costco Wholesale Corp., ROE, 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. | |
|---|---|---|---|---|---|---|---|---|---|
| Sep 1, 2019 | 24.00% | — | — | — | 63.50% | — | 26.00% | 60.61% | 9.20% |
| Sep 2, 2018 | 24.49% | 23.13% | 40.28% | 593.54% | 58.69% | 23.12% | 25.06% | 50.66% | 12.66% |
| Sep 3, 2017 | 24.86% | 10.95% | -12.60% | 183.64% | 48.07% | 15.60% | 24.99% | 50.95% | 17.54% |
| Aug 28, 2016 | 19.46% | 12.29% | 68.94% | 110.97% | 33.26% | 6.97% | 25.96% | 52.88% | 18.24% |
| Aug 30, 2015 | 22.39% | 4.45% | 26.23% | 68.06% | 27.07% | 5.52% | -11.69% | 51.95% | 20.10% |
| Aug 31, 2014 | 16.73% | -2.24% | 0.23% | 43.00% | 19.29% | 14.36% | 12.14% | 50.53% | 21.01% |
| Sep 1, 2013 | 18.82% | 2.81% | 12.08% | 25.51% | 14.14% | 8.43% | 18.11% | 52.01% | 22.27% |
| Sep 2, 2012 | 13.83% | -0.48% | 12.50% | 21.70% | 11.12% | 2.30% | 18.51% | 46.62% | 22.01% |
| Aug 28, 2011 | 12.18% | 8.13% | 18.01% | 17.67% | 11.10% | 35.18% | 18.85% | 43.33% | 23.91% |
| Aug 29, 2010 | 12.03% | 16.78% | 11.77% | 13.72% | 9.35% | 55.44% | 16.21% | 42.00% | 20.26% |
| Aug 30, 2009 | 10.83% | 17.16% | 17.33% | 12.71% | 12.16% | 58.18% | 16.15% | 41.26% | 20.53% |
| Aug 31, 2008 | 13.95% | 24.14% | 16.05% | 24.81% | 17.45% | 23.92% | 18.61% | 36.21% | 19.70% |
| Sep 2, 2007 | 12.56% | 39.77% | 2.98% | 23.02% | 19.75% | 15.54% | 17.83% | 32.23% | 18.33% |
| Sep 3, 2006 | 12.07% | 44.08% | 10.32% | 21.70% | 19.32% | 11.85% | 16.95% | 36.48% | 21.12% |
| Aug 28, 2005 | 11.97% | 145.93% | 10.77% | 20.70% | 18.86% | 18.58% | 24.55% | 40.17% | 20.79% |
Based on: 10-K (filing date: 2019-10-11), 10-K (filing date: 2018-10-26), 10-K (filing date: 2017-10-18), 10-K (filing date: 2016-10-12), 10-K (filing date: 2015-10-14), 10-K (filing date: 2014-10-15), 10-K (filing date: 2013-10-16), 10-K (filing date: 2012-10-19), 10-K (filing date: 2011-10-14), 10-K (filing date: 2010-10-18), 10-K (filing date: 2009-10-16), 10-K (filing date: 2008-10-16), 10-K (filing date: 2007-10-25), 10-K (filing date: 2006-11-17), 10-K (filing date: 2005-11-10).
Comparison to Sector (General Retailers)
Costco Wholesale Corp., ROE, long-term trends, comparison to sector (general retailers)
| Costco Wholesale Corp. | General Retailers | |
|---|---|---|
| Sep 1, 2019 | 24.00% | — |
| Sep 2, 2018 | 24.49% | 26.15% |
| Sep 3, 2017 | 24.86% | 22.69% |
| Aug 28, 2016 | 19.46% | 26.90% |
| Aug 30, 2015 | 22.39% | 20.30% |
| Aug 31, 2014 | 16.73% | 18.04% |
| Sep 1, 2013 | 18.82% | 19.38% |
| Sep 2, 2012 | 13.83% | 18.06% |
| Aug 28, 2011 | 12.18% | 19.42% |
| Aug 29, 2010 | 12.03% | 16.73% |
| Aug 30, 2009 | 10.83% | 17.40% |
| Aug 31, 2008 | 13.95% | 19.65% |
| Sep 2, 2007 | 12.56% | 18.04% |
| Sep 3, 2006 | 12.07% | 19.33% |
| Aug 28, 2005 | 11.97% | 20.01% |
Based on: 10-K (filing date: 2019-10-11), 10-K (filing date: 2018-10-26), 10-K (filing date: 2017-10-18), 10-K (filing date: 2016-10-12), 10-K (filing date: 2015-10-14), 10-K (filing date: 2014-10-15), 10-K (filing date: 2013-10-16), 10-K (filing date: 2012-10-19), 10-K (filing date: 2011-10-14), 10-K (filing date: 2010-10-18), 10-K (filing date: 2009-10-16), 10-K (filing date: 2008-10-16), 10-K (filing date: 2007-10-25), 10-K (filing date: 2006-11-17), 10-K (filing date: 2005-11-10).
Comparison to Industry (Consumer Services)
Costco Wholesale Corp., ROE, long-term trends, comparison to industry (consumer services)
| Costco Wholesale Corp. | Consumer Services | |
|---|---|---|
| Sep 1, 2019 | 24.00% | — |
| Sep 2, 2018 | 24.49% | 22.00% |
| Sep 3, 2017 | 24.86% | 25.70% |
| Aug 28, 2016 | 19.46% | 22.46% |
| Aug 30, 2015 | 22.39% | 20.77% |
| Aug 31, 2014 | 16.73% | 17.69% |
| Sep 1, 2013 | 18.82% | 19.77% |
| Sep 2, 2012 | 13.83% | 17.29% |
| Aug 28, 2011 | 12.18% | 17.26% |
| Aug 29, 2010 | 12.03% | 14.82% |
| Aug 30, 2009 | 10.83% | 14.33% |
| Aug 31, 2008 | 13.95% | 12.92% |
| Sep 2, 2007 | 12.56% | 15.06% |
| Sep 3, 2006 | 12.07% | 16.00% |
| Aug 28, 2005 | 11.97% | 15.23% |
Based on: 10-K (filing date: 2019-10-11), 10-K (filing date: 2018-10-26), 10-K (filing date: 2017-10-18), 10-K (filing date: 2016-10-12), 10-K (filing date: 2015-10-14), 10-K (filing date: 2014-10-15), 10-K (filing date: 2013-10-16), 10-K (filing date: 2012-10-19), 10-K (filing date: 2011-10-14), 10-K (filing date: 2010-10-18), 10-K (filing date: 2009-10-16), 10-K (filing date: 2008-10-16), 10-K (filing date: 2007-10-25), 10-K (filing date: 2006-11-17), 10-K (filing date: 2005-11-10).