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Microsoft Excel LibreOffice Calc

Costco Wholesale Corp. (COST)

Market Value Added (MVA)

Advanced level

Market value added (MVA) is the difference between a firms’s fair value and its invested capital. MVA is a measure of the value a company has created in excess of the resources already committed to the enterprise.

MVA

Costco Wholesale Corp., MVA calculation

US$ in millions

Microsoft Excel LibreOffice Calc
Sep 1, 2019 Sep 2, 2018 Sep 3, 2017 Aug 28, 2016 Aug 30, 2015 Aug 31, 2014
Fair value of long-term debt, including current portion1
Operating lease liability
Market value of common equity
Preferred stock $.01 par value; no shares issued and outstanding
Noncontrolling interests
Less: Short-term investments
Market (fair) value of Costco
Less: Invested capital2
MVA

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).

1 Fair value of debt. See details »

2 Invested capital. See details »

Item Description The company
MVA Costco Wholesale Corp.’s market (fair) value less invested capital. Costco Wholesale Corp.’s MVA increased from 2017 to 2018 and from 2018 to 2019.

MVA Spread Ratio

Costco Wholesale Corp., MVA spread ratio calculation

Microsoft Excel LibreOffice Calc
Sep 1, 2019 Sep 2, 2018 Sep 3, 2017 Aug 28, 2016 Aug 30, 2015 Aug 31, 2014
Selected Financial Data (US$ in millions)
Market value added (MVA)1
Invested capital2
Performance Ratio
MVA spread ratio3

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).

1 MVA. See details »

2 Invested capital. See details »

3 2019 Calculation
MVA spread ratio = 100 × MVA ÷ Invested capital
= 100 × ÷ =

Performance ratio Description The company
MVA spread ratio The ratio of MVA to invested capital. It measures the efficiency with which investors’ capital investment has translated into a franchise value and into an aggregate net present value premium. Costco Wholesale Corp.’s MVA spread ratio improved from 2017 to 2018 and from 2018 to 2019.

MVA Margin

Costco Wholesale Corp., MVA margin calculation

Microsoft Excel LibreOffice Calc
Sep 1, 2019 Sep 2, 2018 Sep 3, 2017 Aug 28, 2016 Aug 30, 2015 Aug 31, 2014
Selected Financial Data (US$ in millions)
Market value added (MVA)1
Net sales
Performance Ratio
MVA margin2

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).

1 MVA. See details »

2 2019 Calculation
MVA margin = 100 × MVA ÷ Net sales
= 100 × ÷ =

Performance ratio Description The company
MVA margin The ratio of MVA to sales. It measures how efficiently and prodigiously sales translate into franchise value. Costco Wholesale Corp.’s MVA margin ratio improved from 2017 to 2018 and from 2018 to 2019.