Company Analysis Costco Wholesale
1. Summary
Advantages
- The stock's return over the last year (27.07%) is higher than the sector average (11.72%).
- Current debt level 11.85% is below 100% and has decreased over 5 years from 15.02%.
- The company's current efficiency (ROE=30.27%) is higher than the sector average (ROE=12.14%)
Disadvantages
- Price (930.26 $) is higher than fair price (215.99 $)
- Dividends (0.5184%) are below the sector average (2.42%).
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Costco Wholesale | Consumer Staples | Index | |
|---|---|---|---|
| 7 days | 2.9% | -3% | -2% |
| 90 days | -3% | -4.9% | -12.1% |
| 1 year | 27.1% | 11.7% | 6.4% |
COST vs Sector: Costco Wholesale has outperformed the "Consumer Staples" sector by 15.35% over the past year.
COST vs Market: Costco Wholesale has outperformed the market by 20.7% over the past year.
Stable price: COST is not significantly more volatile than the rest of the market on "NASDAQ" over the last 3 months, with typical variations of +/- 5% per week.
Long period: COST with weekly volatility of 0.5206% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (930.26 $) is higher than the fair price (215.99 $).
Price is higher than fair: The current price (930.26 $) is 76.8% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (53.88) is higher than that of the sector as a whole (25.14).
P/E vs Market: The company's P/E (53.88) is higher than that of the market as a whole (48.45).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (16.8) is higher than that of the sector as a whole (5.69).
P/BV vs Market: The company's P/BV (16.8) is higher than that of the market as a whole (3.38).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (1.56) is lower than that of the sector as a whole (2.99).
P/S vs Market: The company's P/S indicator (1.56) is lower than that of the market as a whole (10.23).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (32.55) is higher than that of the sector as a whole (-59.86).
EV/Ebitda vs Market: The company's EV/Ebitda (32.55) is higher than that of the market as a whole (15.44).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 16.84% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (16.84%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (106.88%).
5.4. ROE
ROE vs Sector: The company's ROE (30.27%) is higher than that of the sector as a whole (12.14%).
ROE vs Market: The company's ROE (30.27%) is higher than that of the market as a whole (8.97%).
5.5. ROA
ROA vs Sector: The company's ROA (10.61%) is higher than that of the sector as a whole (6.11%).
ROA vs Market: The company's ROA (10.61%) is higher than that of the market as a whole (6.3%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (20.6%) is higher than that of the sector as a whole (11.73%).
ROIC vs Market: The company's ROIC (20.6%) is higher than that of the market as a whole (10.96%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 0.5184% is below the average for the sector '2.42%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 0.5184% has been steadily paid over the past 7 years, DSI=0.86.
Weak dividend growth: The company's dividend yield 0.5184% has been growing weakly or stagnant over the past 5 years. Growth over only 2 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (122.72%) are at an uncomfortable level.
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