Stock Analysis on Net
Stock Analysis on Net

Costco Wholesale Corp. (NASDAQ:COST)

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DuPont Analysis: Disaggregation of ROE, ROA, and Net Profit Margin
Quarterly Data

Beginner level


Two-Component Disaggregation of ROE

Costco Wholesale Corp., decomposition of ROE (quarterly data)

Microsoft Excel LibreOffice Calc
ROE = ROA × Financial Leverage
May 10, 2020 = ×
Feb 16, 2020 = ×
Nov 24, 2019 = ×
Sep 1, 2019 = ×
May 12, 2019 = ×
Feb 17, 2019 = ×
Nov 25, 2018 = ×
Sep 2, 2018 = ×
May 13, 2018 = ×
Feb 18, 2018 = ×
Nov 26, 2017 = ×
Sep 3, 2017 = ×
May 7, 2017 = ×
Feb 12, 2017 = ×
Nov 20, 2016 = ×
Aug 28, 2016 = ×
May 8, 2016 = ×
Feb 14, 2016 = ×
Nov 22, 2015 = ×
Aug 30, 2015 = ×
May 10, 2015 = ×
Feb 15, 2015 = ×
Nov 23, 2014 = ×
Aug 31, 2014 = ×
May 11, 2014 = ×
Feb 16, 2014 = ×
Nov 24, 2013 = ×

Based on: 10-Q (filing date: 2020-06-04), 10-Q (filing date: 2020-03-12), 10-Q (filing date: 2019-12-23), 10-K (filing date: 2019-10-11), 10-Q (filing date: 2019-06-06), 10-Q (filing date: 2019-03-13), 10-Q (filing date: 2018-12-20), 10-K (filing date: 2018-10-26), 10-Q (filing date: 2018-06-07), 10-Q (filing date: 2018-03-15), 10-Q (filing date: 2017-12-21), 10-K (filing date: 2017-10-18), 10-Q (filing date: 2017-06-01), 10-Q (filing date: 2017-03-09), 10-Q (filing date: 2016-12-16), 10-K (filing date: 2016-10-12), 10-Q (filing date: 2016-06-01), 10-Q (filing date: 2016-03-09), 10-Q (filing date: 2015-12-18), 10-K (filing date: 2015-10-14), 10-Q (filing date: 2015-06-04), 10-Q (filing date: 2015-03-11), 10-Q (filing date: 2014-12-18), 10-K (filing date: 2014-10-15), 10-Q (filing date: 2014-06-05), 10-Q (filing date: 2014-03-14), 10-Q (filing date: 2013-12-20).

The primary reason for the decrease in return on equity ratio (ROE) over Q3 2020 is the decrease in profitability measured by return on assets ratio (ROA).


Three-Component Disaggregation of ROE

Costco Wholesale Corp., decomposition of ROE (quarterly data)

Microsoft Excel LibreOffice Calc
ROE = Net Profit Margin × Asset Turnover × Financial Leverage
May 10, 2020 = × ×
Feb 16, 2020 = × ×
Nov 24, 2019 = × ×
Sep 1, 2019 = × ×
May 12, 2019 = × ×
Feb 17, 2019 = × ×
Nov 25, 2018 = × ×
Sep 2, 2018 = × ×
May 13, 2018 = × ×
Feb 18, 2018 = × ×
Nov 26, 2017 = × ×
Sep 3, 2017 = × ×
May 7, 2017 = × ×
Feb 12, 2017 = × ×
Nov 20, 2016 = × ×
Aug 28, 2016 = × ×
May 8, 2016 = × ×
Feb 14, 2016 = × ×
Nov 22, 2015 = × ×
Aug 30, 2015 = × ×
May 10, 2015 = × ×
Feb 15, 2015 = × ×
Nov 23, 2014 = × ×
Aug 31, 2014 = × ×
May 11, 2014 = × ×
Feb 16, 2014 = × ×
Nov 24, 2013 = × ×

Based on: 10-Q (filing date: 2020-06-04), 10-Q (filing date: 2020-03-12), 10-Q (filing date: 2019-12-23), 10-K (filing date: 2019-10-11), 10-Q (filing date: 2019-06-06), 10-Q (filing date: 2019-03-13), 10-Q (filing date: 2018-12-20), 10-K (filing date: 2018-10-26), 10-Q (filing date: 2018-06-07), 10-Q (filing date: 2018-03-15), 10-Q (filing date: 2017-12-21), 10-K (filing date: 2017-10-18), 10-Q (filing date: 2017-06-01), 10-Q (filing date: 2017-03-09), 10-Q (filing date: 2016-12-16), 10-K (filing date: 2016-10-12), 10-Q (filing date: 2016-06-01), 10-Q (filing date: 2016-03-09), 10-Q (filing date: 2015-12-18), 10-K (filing date: 2015-10-14), 10-Q (filing date: 2015-06-04), 10-Q (filing date: 2015-03-11), 10-Q (filing date: 2014-12-18), 10-K (filing date: 2014-10-15), 10-Q (filing date: 2014-06-05), 10-Q (filing date: 2014-03-14), 10-Q (filing date: 2013-12-20).

The primary reason for the decrease in return on equity ratio (ROE) over Q3 2020 is the decrease in efficiency measured by asset turnover ratio.


Five-Component Disaggregation of ROE

Costco Wholesale Corp., decomposition of ROE (quarterly data)

Microsoft Excel LibreOffice Calc
ROE = Tax Burden × Interest Burden × EBIT Margin × Asset Turnover × Financial Leverage
May 10, 2020 = × × × ×
Feb 16, 2020 = × × × ×
Nov 24, 2019 = × × × ×
Sep 1, 2019 = × × × ×
May 12, 2019 = × × × ×
Feb 17, 2019 = × × × ×
Nov 25, 2018 = × × × ×
Sep 2, 2018 = × × × ×
May 13, 2018 = × × × ×
Feb 18, 2018 = × × × ×
Nov 26, 2017 = × × × ×
Sep 3, 2017 = × × × ×
May 7, 2017 = × × × ×
Feb 12, 2017 = × × × ×
Nov 20, 2016 = × × × ×
Aug 28, 2016 = × × × ×
May 8, 2016 = × × × ×
Feb 14, 2016 = × × × ×
Nov 22, 2015 = × × × ×
Aug 30, 2015 = × × × ×
May 10, 2015 = × × × ×
Feb 15, 2015 = × × × ×
Nov 23, 2014 = × × × ×
Aug 31, 2014 = × × × ×
May 11, 2014 = × × × ×
Feb 16, 2014 = × × × ×
Nov 24, 2013 = × × × ×

Based on: 10-Q (filing date: 2020-06-04), 10-Q (filing date: 2020-03-12), 10-Q (filing date: 2019-12-23), 10-K (filing date: 2019-10-11), 10-Q (filing date: 2019-06-06), 10-Q (filing date: 2019-03-13), 10-Q (filing date: 2018-12-20), 10-K (filing date: 2018-10-26), 10-Q (filing date: 2018-06-07), 10-Q (filing date: 2018-03-15), 10-Q (filing date: 2017-12-21), 10-K (filing date: 2017-10-18), 10-Q (filing date: 2017-06-01), 10-Q (filing date: 2017-03-09), 10-Q (filing date: 2016-12-16), 10-K (filing date: 2016-10-12), 10-Q (filing date: 2016-06-01), 10-Q (filing date: 2016-03-09), 10-Q (filing date: 2015-12-18), 10-K (filing date: 2015-10-14), 10-Q (filing date: 2015-06-04), 10-Q (filing date: 2015-03-11), 10-Q (filing date: 2014-12-18), 10-K (filing date: 2014-10-15), 10-Q (filing date: 2014-06-05), 10-Q (filing date: 2014-03-14), 10-Q (filing date: 2013-12-20).

The primary reason for the decrease in return on equity ratio (ROE) over Q3 2020 is the decrease in efficiency measured by asset turnover ratio.


Two-Component Disaggregation of ROA

Costco Wholesale Corp., decomposition of ROA (quarterly data)

Microsoft Excel LibreOffice Calc
ROA = Net Profit Margin × Asset Turnover
May 10, 2020 = ×
Feb 16, 2020 = ×
Nov 24, 2019 = ×
Sep 1, 2019 = ×
May 12, 2019 = ×
Feb 17, 2019 = ×
Nov 25, 2018 = ×
Sep 2, 2018 = ×
May 13, 2018 = ×
Feb 18, 2018 = ×
Nov 26, 2017 = ×
Sep 3, 2017 = ×
May 7, 2017 = ×
Feb 12, 2017 = ×
Nov 20, 2016 = ×
Aug 28, 2016 = ×
May 8, 2016 = ×
Feb 14, 2016 = ×
Nov 22, 2015 = ×
Aug 30, 2015 = ×
May 10, 2015 = ×
Feb 15, 2015 = ×
Nov 23, 2014 = ×
Aug 31, 2014 = ×
May 11, 2014 = ×
Feb 16, 2014 = ×
Nov 24, 2013 = ×

Based on: 10-Q (filing date: 2020-06-04), 10-Q (filing date: 2020-03-12), 10-Q (filing date: 2019-12-23), 10-K (filing date: 2019-10-11), 10-Q (filing date: 2019-06-06), 10-Q (filing date: 2019-03-13), 10-Q (filing date: 2018-12-20), 10-K (filing date: 2018-10-26), 10-Q (filing date: 2018-06-07), 10-Q (filing date: 2018-03-15), 10-Q (filing date: 2017-12-21), 10-K (filing date: 2017-10-18), 10-Q (filing date: 2017-06-01), 10-Q (filing date: 2017-03-09), 10-Q (filing date: 2016-12-16), 10-K (filing date: 2016-10-12), 10-Q (filing date: 2016-06-01), 10-Q (filing date: 2016-03-09), 10-Q (filing date: 2015-12-18), 10-K (filing date: 2015-10-14), 10-Q (filing date: 2015-06-04), 10-Q (filing date: 2015-03-11), 10-Q (filing date: 2014-12-18), 10-K (filing date: 2014-10-15), 10-Q (filing date: 2014-06-05), 10-Q (filing date: 2014-03-14), 10-Q (filing date: 2013-12-20).

The primary reason for the decrease in return on assets ratio (ROA) over Q3 2020 is the decrease in asset turnover ratio.


Four-Component Disaggregation of ROA

Costco Wholesale Corp., decomposition of ROA (quarterly data)

Microsoft Excel LibreOffice Calc
ROA = Tax Burden × Interest Burden × EBIT Margin × Asset Turnover
May 10, 2020 = × × ×
Feb 16, 2020 = × × ×
Nov 24, 2019 = × × ×
Sep 1, 2019 = × × ×
May 12, 2019 = × × ×
Feb 17, 2019 = × × ×
Nov 25, 2018 = × × ×
Sep 2, 2018 = × × ×
May 13, 2018 = × × ×
Feb 18, 2018 = × × ×
Nov 26, 2017 = × × ×
Sep 3, 2017 = × × ×
May 7, 2017 = × × ×
Feb 12, 2017 = × × ×
Nov 20, 2016 = × × ×
Aug 28, 2016 = × × ×
May 8, 2016 = × × ×
Feb 14, 2016 = × × ×
Nov 22, 2015 = × × ×
Aug 30, 2015 = × × ×
May 10, 2015 = × × ×
Feb 15, 2015 = × × ×
Nov 23, 2014 = × × ×
Aug 31, 2014 = × × ×
May 11, 2014 = × × ×
Feb 16, 2014 = × × ×
Nov 24, 2013 = × × ×

Based on: 10-Q (filing date: 2020-06-04), 10-Q (filing date: 2020-03-12), 10-Q (filing date: 2019-12-23), 10-K (filing date: 2019-10-11), 10-Q (filing date: 2019-06-06), 10-Q (filing date: 2019-03-13), 10-Q (filing date: 2018-12-20), 10-K (filing date: 2018-10-26), 10-Q (filing date: 2018-06-07), 10-Q (filing date: 2018-03-15), 10-Q (filing date: 2017-12-21), 10-K (filing date: 2017-10-18), 10-Q (filing date: 2017-06-01), 10-Q (filing date: 2017-03-09), 10-Q (filing date: 2016-12-16), 10-K (filing date: 2016-10-12), 10-Q (filing date: 2016-06-01), 10-Q (filing date: 2016-03-09), 10-Q (filing date: 2015-12-18), 10-K (filing date: 2015-10-14), 10-Q (filing date: 2015-06-04), 10-Q (filing date: 2015-03-11), 10-Q (filing date: 2014-12-18), 10-K (filing date: 2014-10-15), 10-Q (filing date: 2014-06-05), 10-Q (filing date: 2014-03-14), 10-Q (filing date: 2013-12-20).

The primary reason for the decrease in return on assets ratio (ROA) over Q3 2020 is the decrease in efficiency measured by asset turnover ratio.


Disaggregation of Net Profit Margin

Costco Wholesale Corp., decomposition of net profit margin ratio (quarterly data)

Microsoft Excel LibreOffice Calc
Net Profit Margin = Tax Burden × Interest Burden × EBIT Margin
May 10, 2020 = × ×
Feb 16, 2020 = × ×
Nov 24, 2019 = × ×
Sep 1, 2019 = × ×
May 12, 2019 = × ×
Feb 17, 2019 = × ×
Nov 25, 2018 = × ×
Sep 2, 2018 = × ×
May 13, 2018 = × ×
Feb 18, 2018 = × ×
Nov 26, 2017 = × ×
Sep 3, 2017 = × ×
May 7, 2017 = × ×
Feb 12, 2017 = × ×
Nov 20, 2016 = × ×
Aug 28, 2016 = × ×
May 8, 2016 = × ×
Feb 14, 2016 = × ×
Nov 22, 2015 = × ×
Aug 30, 2015 = × ×
May 10, 2015 = × ×
Feb 15, 2015 = × ×
Nov 23, 2014 = × ×
Aug 31, 2014 = × ×
May 11, 2014 = × ×
Feb 16, 2014 = × ×
Nov 24, 2013 = × ×

Based on: 10-Q (filing date: 2020-06-04), 10-Q (filing date: 2020-03-12), 10-Q (filing date: 2019-12-23), 10-K (filing date: 2019-10-11), 10-Q (filing date: 2019-06-06), 10-Q (filing date: 2019-03-13), 10-Q (filing date: 2018-12-20), 10-K (filing date: 2018-10-26), 10-Q (filing date: 2018-06-07), 10-Q (filing date: 2018-03-15), 10-Q (filing date: 2017-12-21), 10-K (filing date: 2017-10-18), 10-Q (filing date: 2017-06-01), 10-Q (filing date: 2017-03-09), 10-Q (filing date: 2016-12-16), 10-K (filing date: 2016-10-12), 10-Q (filing date: 2016-06-01), 10-Q (filing date: 2016-03-09), 10-Q (filing date: 2015-12-18), 10-K (filing date: 2015-10-14), 10-Q (filing date: 2015-06-04), 10-Q (filing date: 2015-03-11), 10-Q (filing date: 2014-12-18), 10-K (filing date: 2014-10-15), 10-Q (filing date: 2014-06-05), 10-Q (filing date: 2014-03-14), 10-Q (filing date: 2013-12-20).

The primary reason for the decrease in net profit margin ratio over Q3 2020 is the decrease in effect of taxes measured by tax burden ratio.