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Costco Wholesale Corp. (COST)


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

Difficulty: Beginner


Two-Component Disaggregation of ROE

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

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

Based on: 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 Q4 2019 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
Sep 1, 2019 hidden = hidden × hidden × hidden
May 12, 2019 hidden = hidden × hidden × hidden
Feb 17, 2019 hidden = hidden × hidden × hidden
Nov 25, 2018 hidden = hidden × hidden × hidden
Sep 2, 2018 hidden = hidden × hidden × hidden
May 13, 2018 hidden = hidden × hidden × hidden
Feb 18, 2018 hidden = hidden × hidden × hidden
Nov 26, 2017 hidden = hidden × hidden × hidden
Sep 3, 2017 hidden = hidden × hidden × hidden
May 7, 2017 hidden = hidden × hidden × hidden
Feb 12, 2017 hidden = hidden × hidden × hidden
Nov 20, 2016 hidden = hidden × hidden × hidden
Aug 28, 2016 hidden = hidden × hidden × hidden
May 8, 2016 hidden = hidden × hidden × hidden
Feb 14, 2016 hidden = hidden × hidden × hidden
Nov 22, 2015 hidden = hidden × hidden × hidden
Aug 30, 2015 hidden = hidden × hidden × hidden
May 10, 2015 hidden = hidden × hidden × hidden
Feb 15, 2015 hidden = hidden × hidden × hidden
Nov 23, 2014 hidden = hidden × hidden × hidden
Aug 31, 2014 hidden = hidden × hidden × hidden
May 11, 2014 hidden = hidden × hidden × hidden
Feb 16, 2014 hidden = hidden × hidden × hidden
Nov 24, 2013 hidden = hidden × hidden × hidden

Based on: 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 Q4 2019 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
Sep 1, 2019 hidden = hidden × hidden × hidden × hidden × hidden
May 12, 2019 hidden = hidden × hidden × hidden × hidden × hidden
Feb 17, 2019 hidden = hidden × hidden × hidden × hidden × hidden
Nov 25, 2018 hidden = hidden × hidden × hidden × hidden × hidden
Sep 2, 2018 hidden = hidden × hidden × hidden × hidden × hidden
May 13, 2018 hidden = hidden × hidden × hidden × hidden × hidden
Feb 18, 2018 hidden = hidden × hidden × hidden × hidden × hidden
Nov 26, 2017 hidden = hidden × hidden × hidden × hidden × hidden
Sep 3, 2017 hidden = hidden × hidden × hidden × hidden × hidden
May 7, 2017 hidden = hidden × hidden × hidden × hidden × hidden
Feb 12, 2017 hidden = hidden × hidden × hidden × hidden × hidden
Nov 20, 2016 hidden = hidden × hidden × hidden × hidden × hidden
Aug 28, 2016 hidden = hidden × hidden × hidden × hidden × hidden
May 8, 2016 hidden = hidden × hidden × hidden × hidden × hidden
Feb 14, 2016 hidden = hidden × hidden × hidden × hidden × hidden
Nov 22, 2015 hidden = hidden × hidden × hidden × hidden × hidden
Aug 30, 2015 hidden = hidden × hidden × hidden × hidden × hidden
May 10, 2015 hidden = hidden × hidden × hidden × hidden × hidden
Feb 15, 2015 hidden = hidden × hidden × hidden × hidden × hidden
Nov 23, 2014 hidden = hidden × hidden × hidden × hidden × hidden
Aug 31, 2014 hidden = hidden × hidden × hidden × hidden × hidden
May 11, 2014 hidden = hidden × hidden × hidden × hidden × hidden
Feb 16, 2014 hidden = hidden × hidden × hidden × hidden × hidden
Nov 24, 2013 hidden = hidden × hidden × hidden × hidden × hidden

Based on: 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 Q4 2019 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
Sep 1, 2019 hidden = hidden × hidden
May 12, 2019 hidden = hidden × hidden
Feb 17, 2019 hidden = hidden × hidden
Nov 25, 2018 hidden = hidden × hidden
Sep 2, 2018 hidden = hidden × hidden
May 13, 2018 hidden = hidden × hidden
Feb 18, 2018 hidden = hidden × hidden
Nov 26, 2017 hidden = hidden × hidden
Sep 3, 2017 hidden = hidden × hidden
May 7, 2017 hidden = hidden × hidden
Feb 12, 2017 hidden = hidden × hidden
Nov 20, 2016 hidden = hidden × hidden
Aug 28, 2016 hidden = hidden × hidden
May 8, 2016 hidden = hidden × hidden
Feb 14, 2016 hidden = hidden × hidden
Nov 22, 2015 hidden = hidden × hidden
Aug 30, 2015 hidden = hidden × hidden
May 10, 2015 hidden = hidden × hidden
Feb 15, 2015 hidden = hidden × hidden
Nov 23, 2014 hidden = hidden × hidden
Aug 31, 2014 hidden = hidden × hidden
May 11, 2014 hidden = hidden × hidden
Feb 16, 2014 hidden = hidden × hidden
Nov 24, 2013 hidden = hidden × hidden

Based on: 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 Q4 2019 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
Sep 1, 2019 hidden = hidden × hidden × hidden × hidden
May 12, 2019 hidden = hidden × hidden × hidden × hidden
Feb 17, 2019 hidden = hidden × hidden × hidden × hidden
Nov 25, 2018 hidden = hidden × hidden × hidden × hidden
Sep 2, 2018 hidden = hidden × hidden × hidden × hidden
May 13, 2018 hidden = hidden × hidden × hidden × hidden
Feb 18, 2018 hidden = hidden × hidden × hidden × hidden
Nov 26, 2017 hidden = hidden × hidden × hidden × hidden
Sep 3, 2017 hidden = hidden × hidden × hidden × hidden
May 7, 2017 hidden = hidden × hidden × hidden × hidden
Feb 12, 2017 hidden = hidden × hidden × hidden × hidden
Nov 20, 2016 hidden = hidden × hidden × hidden × hidden
Aug 28, 2016 hidden = hidden × hidden × hidden × hidden
May 8, 2016 hidden = hidden × hidden × hidden × hidden
Feb 14, 2016 hidden = hidden × hidden × hidden × hidden
Nov 22, 2015 hidden = hidden × hidden × hidden × hidden
Aug 30, 2015 hidden = hidden × hidden × hidden × hidden
May 10, 2015 hidden = hidden × hidden × hidden × hidden
Feb 15, 2015 hidden = hidden × hidden × hidden × hidden
Nov 23, 2014 hidden = hidden × hidden × hidden × hidden
Aug 31, 2014 hidden = hidden × hidden × hidden × hidden
May 11, 2014 hidden = hidden × hidden × hidden × hidden
Feb 16, 2014 hidden = hidden × hidden × hidden × hidden
Nov 24, 2013 hidden = hidden × hidden × hidden × hidden

Based on: 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 Q4 2019 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
Sep 1, 2019 hidden = hidden × hidden × hidden
May 12, 2019 hidden = hidden × hidden × hidden
Feb 17, 2019 hidden = hidden × hidden × hidden
Nov 25, 2018 hidden = hidden × hidden × hidden
Sep 2, 2018 hidden = hidden × hidden × hidden
May 13, 2018 hidden = hidden × hidden × hidden
Feb 18, 2018 hidden = hidden × hidden × hidden
Nov 26, 2017 hidden = hidden × hidden × hidden
Sep 3, 2017 hidden = hidden × hidden × hidden
May 7, 2017 hidden = hidden × hidden × hidden
Feb 12, 2017 hidden = hidden × hidden × hidden
Nov 20, 2016 hidden = hidden × hidden × hidden
Aug 28, 2016 hidden = hidden × hidden × hidden
May 8, 2016 hidden = hidden × hidden × hidden
Feb 14, 2016 hidden = hidden × hidden × hidden
Nov 22, 2015 hidden = hidden × hidden × hidden
Aug 30, 2015 hidden = hidden × hidden × hidden
May 10, 2015 hidden = hidden × hidden × hidden
Feb 15, 2015 hidden = hidden × hidden × hidden
Nov 23, 2014 hidden = hidden × hidden × hidden
Aug 31, 2014 hidden = hidden × hidden × hidden
May 11, 2014 hidden = hidden × hidden × hidden
Feb 16, 2014 hidden = hidden × hidden × hidden
Nov 24, 2013 hidden = hidden × hidden × hidden

Based on: 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 Q4 2019 is the decrease in operating profitability measured by EBIT margin ratio.