Added to YB: 2025-06-06
Pitch date: 2025-06-05
COST [neutral]
Costco Wholesale Corporation
-13.1%
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
$388.2B
Pitch Price
$1.0K
Price Target
N/A
Dividend
0.59%
EV/EBITDA
28.87
P/E
48.02
EV/Sales
1.39
Sector
Consumer Staples Distribution and Retail
Category
growth
Costco Wholesale Corporation - $COST
COST (overvalued): Remarkably consistent retailer with 9% sales CAGR (6.1% comps + 2.6% stores), 12/9/3 margin model, 13.2% net income growth in Q3. Mitigating tariff impacts via local sourcing. 92.7% US/Canada renewal rate, membership fees = 65% of net profit. At 52.8x forward P/E, too expensive for 4-6% expected CAGR.
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