Return on Equity (ROE)
since 2005
Calculation
Costco Wholesale Corp., ROE, long-term trends, calculation
| ROE | = | 100 | × | Net income attributable to Costco1 | ÷ | Total Costco stockholders’ equity1 | |
|---|---|---|---|---|---|---|---|
| Sep 1, 2024 | 31.19% | = | 100 | × | 7,367) | ÷ | 23,622) |
| Sep 3, 2023 | 25.11% | = | 100 | × | 6,292) | ÷ | 25,058) |
| Aug 28, 2022 | 28.31% | = | 100 | × | 5,844) | ÷ | 20,642) |
| Aug 29, 2021 | 28.51% | = | 100 | × | 5,007) | ÷ | 17,564) |
| Aug 30, 2020 | 21.89% | = | 100 | × | 4,002) | ÷ | 18,284) |
| 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 (reporting date: 2024-09-01), 10-K (reporting date: 2023-09-03), 10-K (reporting date: 2022-08-28), 10-K (reporting date: 2021-08-29), 10-K (reporting date: 2020-08-30), 10-K (reporting date: 2019-09-01), 10-K (reporting date: 2018-09-02), 10-K (reporting date: 2017-09-03), 10-K (reporting date: 2016-08-28), 10-K (reporting date: 2015-08-30), 10-K (reporting date: 2014-08-31), 10-K (reporting date: 2013-09-01), 10-K (reporting date: 2012-09-02), 10-K (reporting date: 2011-08-28), 10-K (reporting date: 2010-08-29), 10-K (reporting date: 2009-08-30), 10-K (reporting date: 2008-08-31), 10-K (reporting date: 2007-09-02), 10-K (reporting date: 2006-09-03), 10-K (reporting date: 2005-08-28).
1 US$ in millions
Comparison to Competitors
Costco Wholesale Corp., ROE, long-term trends, comparison to competitors
| Costco Wholesale Corp. | Dollar General Corp. | Target Corp. | Walmart Inc. | |
|---|---|---|---|---|
| Sep 1, 2024 | 31.19% | 24.61% | 30.81% | 18.50% |
| Sep 3, 2023 | 25.11% | 43.60% | 24.75% | 15.23% |
| Aug 28, 2022 | 28.31% | 38.31% | 54.15% | 16.42% |
| Aug 29, 2021 | 28.51% | 39.86% | 30.25% | 16.69% |
| Aug 30, 2020 | 21.89% | 25.55% | 27.73% | 19.93% |
| Sep 1, 2019 | 24.00% | 24.77% | 26.00% | 9.20% |
| Sep 2, 2018 | 24.49% | 25.12% | 25.06% | 12.66% |
| Sep 3, 2017 | 24.86% | 23.14% | 24.99% | 17.54% |
| Aug 28, 2016 | 19.46% | 21.66% | 25.96% | 18.24% |
| Aug 30, 2015 | 22.39% | 18.66% | -11.69% | 20.10% |
| Aug 31, 2014 | 16.73% | 18.98% | 12.14% | 21.01% |
| Sep 1, 2013 | 18.82% | 19.11% | 18.11% | 22.27% |
| Sep 2, 2012 | 13.83% | 16.42% | 18.51% | 22.01% |
| Aug 28, 2011 | 12.18% | 15.49% | 18.85% | 23.91% |
| Aug 29, 2010 | 12.03% | 10.01% | 16.21% | 20.26% |
| Aug 30, 2009 | 10.83% | — | 16.15% | 20.53% |
| Aug 31, 2008 | 13.95% | — | 18.61% | 19.70% |
| Sep 2, 2007 | 12.56% | — | 17.83% | 18.33% |
| Sep 3, 2006 | 12.07% | — | 16.95% | 21.12% |
| Aug 28, 2005 | 11.97% | — | 24.55% | 20.79% |
Based on: 10-K (reporting date: 2024-09-01), 10-K (reporting date: 2023-09-03), 10-K (reporting date: 2022-08-28), 10-K (reporting date: 2021-08-29), 10-K (reporting date: 2020-08-30), 10-K (reporting date: 2019-09-01), 10-K (reporting date: 2018-09-02), 10-K (reporting date: 2017-09-03), 10-K (reporting date: 2016-08-28), 10-K (reporting date: 2015-08-30), 10-K (reporting date: 2014-08-31), 10-K (reporting date: 2013-09-01), 10-K (reporting date: 2012-09-02), 10-K (reporting date: 2011-08-28), 10-K (reporting date: 2010-08-29), 10-K (reporting date: 2009-08-30), 10-K (reporting date: 2008-08-31), 10-K (reporting date: 2007-09-02), 10-K (reporting date: 2006-09-03), 10-K (reporting date: 2005-08-28).
Comparison to Sector (Consumer Staples Distribution & Retail)
Costco Wholesale Corp., ROE, long-term trends, comparison to sector (consumer staples distribution & retail)
| Costco Wholesale Corp. | Consumer Staples Distribution & Retail | |
|---|---|---|
| Sep 1, 2024 | 31.19% | — |
| Sep 3, 2023 | 25.11% | 19.55% |
| Aug 28, 2022 | 28.31% | 23.47% |
| Aug 29, 2021 | 28.51% | 21.36% |
| Aug 30, 2020 | 21.89% | 21.42% |
| Sep 1, 2019 | 24.00% | 14.09% |
| Sep 2, 2018 | 24.49% | 16.10% |
| Sep 3, 2017 | 24.86% | 19.35% |
| Aug 28, 2016 | 19.46% | 19.44% |
| Aug 30, 2015 | 22.39% | 16.26% |
| Aug 31, 2014 | 16.73% | 19.13% |
| Sep 1, 2013 | 18.82% | 21.15% |
| Sep 2, 2012 | 13.83% | 20.26% |
| Aug 28, 2011 | 12.18% | 21.38% |
| Aug 29, 2010 | 12.03% | 18.41% |
| Aug 30, 2009 | 10.83% | 18.76% |
| Aug 31, 2008 | 13.95% | 18.92% |
| Sep 2, 2007 | 12.56% | 17.66% |
| Sep 3, 2006 | 12.07% | 19.27% |
| Aug 28, 2005 | 11.97% | 20.37% |
Based on: 10-K (reporting date: 2024-09-01), 10-K (reporting date: 2023-09-03), 10-K (reporting date: 2022-08-28), 10-K (reporting date: 2021-08-29), 10-K (reporting date: 2020-08-30), 10-K (reporting date: 2019-09-01), 10-K (reporting date: 2018-09-02), 10-K (reporting date: 2017-09-03), 10-K (reporting date: 2016-08-28), 10-K (reporting date: 2015-08-30), 10-K (reporting date: 2014-08-31), 10-K (reporting date: 2013-09-01), 10-K (reporting date: 2012-09-02), 10-K (reporting date: 2011-08-28), 10-K (reporting date: 2010-08-29), 10-K (reporting date: 2009-08-30), 10-K (reporting date: 2008-08-31), 10-K (reporting date: 2007-09-02), 10-K (reporting date: 2006-09-03), 10-K (reporting date: 2005-08-28).
Comparison to Industry (Consumer Staples)
Costco Wholesale Corp., ROE, long-term trends, comparison to industry (consumer staples)
| Costco Wholesale Corp. | Consumer Staples | |
|---|---|---|
| Sep 1, 2024 | 31.19% | — |
| Sep 3, 2023 | 25.11% | 37.72% |
| Aug 28, 2022 | 28.31% | 38.84% |
| Aug 29, 2021 | 28.51% | 35.60% |
| Aug 30, 2020 | 21.89% | 35.51% |
| Sep 1, 2019 | 24.00% | 22.58% |
| Sep 2, 2018 | 24.49% | 31.36% |
| Sep 3, 2017 | 24.86% | 30.31% |
| Aug 28, 2016 | 19.46% | 32.66% |
| Aug 30, 2015 | 22.39% | 24.91% |
| Aug 31, 2014 | 16.73% | 27.07% |
| Sep 1, 2013 | 18.82% | 27.21% |
| Sep 2, 2012 | 13.83% | 27.00% |
| Aug 28, 2011 | 12.18% | 26.89% |
| Aug 29, 2010 | 12.03% | 27.21% |
| Aug 30, 2009 | 10.83% | 25.77% |
| Aug 31, 2008 | 13.95% | 25.66% |
| Sep 2, 2007 | 12.56% | 22.33% |
| Sep 3, 2006 | 12.07% | 21.85% |
| Aug 28, 2005 | 11.97% | 26.54% |
Based on: 10-K (reporting date: 2024-09-01), 10-K (reporting date: 2023-09-03), 10-K (reporting date: 2022-08-28), 10-K (reporting date: 2021-08-29), 10-K (reporting date: 2020-08-30), 10-K (reporting date: 2019-09-01), 10-K (reporting date: 2018-09-02), 10-K (reporting date: 2017-09-03), 10-K (reporting date: 2016-08-28), 10-K (reporting date: 2015-08-30), 10-K (reporting date: 2014-08-31), 10-K (reporting date: 2013-09-01), 10-K (reporting date: 2012-09-02), 10-K (reporting date: 2011-08-28), 10-K (reporting date: 2010-08-29), 10-K (reporting date: 2009-08-30), 10-K (reporting date: 2008-08-31), 10-K (reporting date: 2007-09-02), 10-K (reporting date: 2006-09-03), 10-K (reporting date: 2005-08-28).