Costco Wholesale (COST) Invested Capital (2009 - 2024)

Costco Wholesale (COST) posted Invested Capital of $103.0 million for Q3 2024, down 90.44% on a QoQ basis from $1.1 billion in Q2 2024, and down 90.47% year-over-year from $1.1 billion in Q3 2023.

Costco Wholesale (COST) Invested Capital (2009 - 2024) Analysis & Trends

Costco Wholesale's Invested Capital history runs 15 years deep, the most recent figure standing at $103.0 million for Q3 2024.

  • Quarterly Invested Capital fell 90.47% year-over-year to $103.0 million in Q3 2024, while the trailing twelve-month figure through May 2025 was $103.0 million (down 97.61% YoY) and the FY2024 annual result came in at $103.0 million, down 90.47% from the prior year.
  • Invested Capital was $103.0 million for Q3 2024 at Costco Wholesale, down from $1.1 billion in the prior quarter.
  • Across five years, Invested Capital topped out at $1.5 billion in Q2 2020 and bottomed at $71.0 million in Q4 2022.
  • A 5-year average of $511.2 million and a median of $103.0 million in 2024 frame the typical range for Invested Capital.
  • Annual changes were most pronounced in 2020 — Invested Capital sank 94.41% — and 2023, when it soared 1421.13%.
  • Costco Wholesale's Invested Capital stood at $96.0 million in 2020, then jumped by 732.29% to $799.0 million in 2021, then plunged by 91.11% to $71.0 million in 2022, then surged by 1421.13% to $1.1 billion in 2023, then slumped by 90.46% to $103.0 million in 2024.
  • Business Quant data shows COST's Invested Capital at $103.0 million in Q3 2024, $1.1 billion in Q2 2024, and $1.1 billion in Q1 2024.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Walmart 862.66 Bn 858.28 Bn 42.63 Bn 10.67 Bn
2 Costco Wholesale 410.89 Bn 392.65 Bn 8.88 Bn -
3 Target 61.06 Bn 57.53 Bn 7.38 Bn 1.13 Bn
4 Dollar General 25.36 Bn 24.22 Bn 3.32 Bn 14.40 Mn
5 Dollar Tree 22.75 Bn 21.75 Bn 1.83 Bn -
6 BJ's Wholesale Club Holdings 11.75 Bn 11.72 Bn 1.03 Bn 375.00 Mn
7 Pricesmart 5.65 Bn 5.52 Bn 262.22 Mn 3.45 Mn
8 Bbb Foods 4.68 Bn 4.08 Bn 210.92 Mn 7.50 Mn
9 Ollie's Bargain Outlet Holdings 4.00 Bn 3.70 Bn 310.92 Mn 569,000.00

Historic Data

Download Data
DateValue
Sep 1, 2024 103.00 Mn
May 12, 2024 1.08 Bn
Feb 18, 2024 1.08 Bn
Nov 26, 2023 1.08 Bn
Sep 3, 2023 1.08 Bn
Feb 12, 2023 76.00 Mn
Nov 20, 2022 71.00 Mn
Aug 28, 2022 73.00 Mn
May 8, 2022 77.00 Mn
Nov 21, 2021 799.00 Mn
Aug 29, 2021 799.00 Mn
May 9, 2021 92.00 Mn
Feb 14, 2021 95.00 Mn
Nov 22, 2020 96.00 Mn
Aug 30, 2020 95.00 Mn
May 10, 2020 1.50 Bn
Feb 16, 2020 500.00 Mn
Nov 24, 2019 1.70 Bn
Sep 1, 2019 1.70 Bn
May 12, 2019 1.70 Bn