Added to YB: 2026-10-07
Pitch date: 2026-10-02
COST [neutral]
Costco Wholesale Corporation
+6.31%
current return
Author Info
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Company Info
Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, Mexico, Japan, the United Kingdom, Korea, Australia, Taiwan, China, Spain, France, Iceland, New Zealand, and Sweden.
Market Cap
$409.4B
Pitch Price
$920.00
Price Target
960.00 (-2%)
Dividend
0.64%
EV/EBITDA
26.78
P/E
44.49
EV/Sales
1.31
Sector
Consumer Staples Distribution and Retail
Category
N/A
Compounder Watchlist, Edition 1: Ten Names, One Below Its Range - Costco Wholesale Corporation
COST (monitor): Costco delivered 11.2% net-sales growth and 13.8% operating-income growth in fiscal Q4, but at $918.75 the shares trade at 40.8x normalized next-twelve-month earnings and sit above the $790-$960 fair-value midpoint. Quality is undisputed but largely priced in. Operating margin on total revenue is the dominant variable at 3.85% in fiscal 2026; management set fiscal 2027 capital expenditure at about $7.5 billion.
Read full article (1 min)