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v0.1
COST$943.23-0.30%
Fair $943.23+0.0%

COST

Costco Wholesale Corporation

Consumer Defensive / Discount StoresNasdaqGS

$943.23

-2.89 (-0.30%)

Fairly Valued+0.0%Fair Value $943.23Fund rank 37/100 · Data gapFallback financials|
SA 47/C
F-Score: 6/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.7B · quality 80.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

47/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 0unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · COSTLocal privado en este navegador · Costco Wholesale Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$418.3B

P/E

47.5x

↑

EV/EBITDA

30.9x

↑

ROE

27.8%

↑

Gross Margin

12.8%

↓

Debt/Equity

0.28

↓
52-Week Range$943
$844$1097

TradingView lightweight chart

COST price, volumen y niveles de valoración

Último $943.22Periodo +2019.6%
Fair value: $943.23

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

+8.3%

FCF CAGR

+16.2%

FCF margin

2.8%

FCF / Net income

0.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $275.24B · net income $8.10B · FCF $7.84B

2008-FY → 2025-FY

Gross margin

12.8%— pts

Operating margin

3.8%+1.0% pts

Net margin

2.9%+1.1% pts

FCF margin

2.8%+2.0% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$275.24B$275.24B$254.45B$242.29B$226.95B$195.93B$166.76B$152.70B$141.58B$129.03B$118.72B$113.67B$110.21B$102.87B$97.06B$87.05B$76.25B$69.89B$70.98B
Net Income$8.10B$8.10B$7.37B$6.29B$5.84B$5.01B$4.00B$3.66B$3.13B$2.68B$2.35B$2.38B$2.06B$2.04B$1.71B$1.46B$1.30B$1.09B$1.28B
EBITDA$13.40B$13.40B$12.15B$10.72B$9.90B$8.49B$7.08B$6.23B$5.92B$5.48B$4.93B$4.75B$4.25B$4.00B$3.67B$3.29B$2.87B$2.50B$2.62B
EPS18.2118.2116.5614.1613.1411.279.028.267.096.085.335.374.654.633.893.302.922.47—
Gross Margin12.8%12.8%12.6%12.3%12.1%——————————————
Operating Margin3.8%3.8%3.6%3.3%3.4%3.4%3.3%3.1%3.2%3.2%3.1%3.2%2.9%3.0%2.8%2.8%2.7%2.5%2.8%
Net Margin2.9%2.9%2.9%2.6%2.6%2.6%2.4%2.4%2.2%2.1%2.0%2.1%1.9%2.0%1.8%1.7%1.7%1.6%1.8%
Balance Sheet
Debt/Equity0.280.280.350.350.440.380.410.340.510.610.340.460.410.460.110.100.200.21—
Current Ratio1.071.07—————————————————
Cash Flow
Free Cash Flow$7.84B$7.84B$6.63B$6.75B$3.50B$5.37B$6.05B$3.36B$2.81B———$1.99B$1.35B$1.58B$1.91B$1.73B$842.0M$607.0M
Returns
ROE27.8%27.8%31.2%25.1%28.3%28.5%21.9%24.0%24.5%24.9%19.5%22.4%16.7%18.8%13.8%12.2%12.0%10.8%—
Valuation
P/E47.4747.4752.9438.9340.84——————————————
EV/EBITDA30.8730.8731.9622.3923.99——————————————
P/B14.3914.3916.519.7811.56——————————————
Growth & Yield
Revenue Growth8.2%8.2%5.0%6.8%—17.5%9.2%7.9%9.7%8.7%4.4%3.1%7.1%6.0%11.5%14.2%9.1%-1.5%—
EPS Growth10.0%10.0%16.9%7.8%—24.9%9.2%16.5%16.6%14.1%-0.7%15.5%0.4%19.0%17.9%13.0%18.2%——
Dividend Yield0.6%0.6%—————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

66.3%

muy exigente

EPS terminal req.

$83.70

Spread vs growth

-56.3%

5Y implied EPS CAGR

40.9%

muy exigente

EPS terminal req.

$101.27

Spread vs growth

-31.0%

10Y implied EPS CAGR

24.5%

exigente

EPS terminal req.

$163.10

Spread vs growth

-14.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -10.1%

Total return

-10.1%

Start / end P/E

63.8x → 51.8x

EPS bridge

16.56 → 18.21

Residual

-1.9%

EPS growth+10.0%
Multiple rerating-18.8%
Dividend+0.6%
Residual / FX / buybacks / cross-term-1.9%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.