Costco Wholesale (COST) Equity Ratio (2009 - 2026)
Costco Wholesale (COST) reported Equity Ratio of 0.38 for Q1 2026, up 9.83% on a YoY basis from 0.35 in Q1 2025, and up 4.81% quarter-over-quarter from 0.37 in Q4 2025.
Costco Wholesale (COST) Equity Ratio (2009 - 2026) Analysis & Trends
Costco Wholesale has reported Equity Ratio for 18 years, with the latest figure at 0.38 in Q1 2026.
- For the quarter ending Q1 2026, Equity Ratio rose 9.83% year-over-year to 0.38; the trailing twelve-month figure through Feb 2026 stood at 0.38 (up 9.83% YoY), and the FY2025 full-year result was 0.38, up 11.82% from the prior year.
- Equity Ratio for Q1 2026 stood at 0.38, up from 0.37 in the prior quarter.
- The five-year high for Equity Ratio was 0.38 in Q1 2026, with the low at 0.31 in Q1 2024.
- Historically, Equity Ratio has averaged 0.34 across 5 years, with a median of 0.34 in 2023.
- Annual changes were most pronounced in 2023 — Equity Ratio grew 12.87% — and 2024, when it slipped 9.22%.
- Costco Wholesale's Equity Ratio stood at 0.33 in 2022, then increased by 9.04% to 0.35 in 2023, then decreased by 6.06% to 0.33 in 2024, then grew by 9.86% to 0.37 in 2025, then gained by 4.81% to 0.38 in 2026.
- The last three Equity Ratio figures came in at 0.38 (Q1 2026), 0.37 (Q4 2025), and 0.38 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | Walmart | 948.87 Bn | 944.49 Bn | 42.63 Bn | 0.35 |
| 2 | Costco Wholesale | 430.50 Bn | 412.26 Bn | 8.88 Bn | 0.38 |
| 3 | Target | 57.41 Bn | 53.87 Bn | 7.38 Bn | 0.28 |
| 4 | Dollar General | 24.07 Bn | 22.93 Bn | 3.32 Bn | 0.27 |
| 5 | Dollar Tree | 22.05 Bn | 21.05 Bn | 1.83 Bn | 0.25 |
| 6 | BJ's Wholesale Club Holdings | 11.52 Bn | 11.49 Bn | 1.03 Bn | 0.27 |
| 7 | Pricesmart | 5.32 Bn | 5.02 Bn | 265.07 Mn | 0.55 |
| 8 | Ollie's Bargain Outlet Holdings | 4.78 Bn | 4.48 Bn | 310.92 Mn | 0.64 |
| 9 | Bbb Foods | 22.39 Mn | -214.25 Mn | 210.92 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Feb 15, 2026 | 0.38 |
| Nov 23, 2025 | 0.37 |
| Aug 31, 2025 | 0.38 |
| May 11, 2025 | 0.36 |
| Feb 16, 2025 | 0.35 |
| Nov 24, 2024 | 0.33 |
| Sep 1, 2024 | 0.34 |
| May 12, 2024 | 0.32 |
| Feb 18, 2024 | 0.31 |
| Nov 26, 2023 | 0.35 |
| Sep 3, 2023 | 0.36 |
| May 7, 2023 | 0.35 |
| Feb 12, 2023 | 0.34 |
| Nov 20, 2022 | 0.33 |
| Aug 28, 2022 | 0.32 |
| May 8, 2022 | 0.32 |
| Feb 13, 2022 | 0.32 |
| Nov 21, 2021 | 0.30 |
| Aug 29, 2021 | 0.31 |
| May 9, 2021 | 0.30 |