CO
Costco Wholesale Corporation
COST · Consumer Staples
Company brief
CO
COSTConsumer Staples$350B

Costco Wholesale Corporation

Membership-only warehouse club providing merchandise and services to members worldwide

Moat score
9.2/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$1,047
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
+3.8%

Positive price performance shows recent market sentiment, not a full investment thesis.

Forward P/E
46.3x

Forward P/E around 46.3x means investors pay about $46.3 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.

P/E
54.4x

A P/E around 54.4x means investors pay about $54.4 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.

EPS
$19.23
Market Cap
$465.4B
Forward P/E is the cleanest beginner valuation anchor here; compare it with growth and recent performance.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

Warehouse operations remain the main engine and membership fees keep supporting recurring cash flow, while the market continues to judge the stock against a forward P/E of 46.3x.

Watch signal

Forward P/E around 46.3x remains reasonable versus growth.

What you own

Costco Wholesale Corporation is exposure to consumer staples operating model with high switching costs and 92% net revenue retention.

Base thesis

Membership model creates 90%+ renewal rates and predictable recurring revenue

Main risk

The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.

How to inspect it

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Simulator coverage pending

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Investor Snapshot
9.2Moat Score
Net Revenue Retention92%
Retention RiskLow
AI Disruption RiskLow
Switching CostsHigh
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • Membership model creates 90%+ renewal rates and predictable recurring revenue
  • Scale advantages in procurement enable 20-30% cost savings vs competitors
  • Limited SKU strategy (4,000 vs 40,000+ at competitors) reduces complexity and increases supplier leverage
  • Private label Kirkland Signature represents 25% of sales with higher margins
  • Treasure hunt shopping experience and bulk purchasing create unique member value proposition
  • Physical warehouse model with limited e-commerce reduces Amazon competition risk