Costco Wholesale (COST) Invested Capital (2009 - 2026)
Costco Wholesale's Invested Capital was $41.97 billion in fiscal Q4 2026 (quarter ended Aug 30, 2026), up 20.1% from $34.95 billion a year earlier.
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Analysis
Costco Wholesale (COST) Invested Capital (2009 - 2026) Analysis & Trends
From fiscal Q4 2009 onward, Costco Wholesale has reported Invested Capital for 69 quarters.
- Invested Capital shows a five-year compound annual growth rate of 10.4% (FY2021 to FY2026).
- In earlier fiscal years, Invested Capital was $34.95 billion in FY2025 (+18.4%), $29.52 billion in FY2024 (-6.3%), $31.52 billion in FY2023 (+15.9%) and $27.2 billion in FY2022 (+6.4%).
- The fiscal Q4 2026 figure marks the highest quarterly Invested Capital in data going back to fiscal Q4 2009.
- Compared with a year earlier, Invested Capital has increased for seven straight quarters, with growth averaging 14.5% over the last eight quarters.
- The best year-over-year quarter for Invested Capital over five years was fiscal Q2 2026 (growth of 20.6%); the worst was fiscal Q1 2025 (a decline of 8.8%).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Walmart | 960.94 Bn | 923.64 Bn | 49.13 Bn | 154.92 Bn |
| 2 | Costco Wholesale | 451.34 Bn | 374.62 Bn | 12.19 Bn | 41.97 Bn |
| 3 | Sysco | 40.22 Bn | 34.47 Bn | 4.13 Bn | 16.18 Bn |
| 4 | Kroger | 40.09 Bn | 26.25 Bn | 7.86 Bn | 22.84 Bn |
| 5 | Dollar General | 30.69 Bn | 25.37 Bn | 3.68 Bn | 13.86 Bn |
| 6 | Caseys General Stores | 26.38 Bn | 24.37 Bn | 1.24 Bn | 6.52 Bn |
| 7 | Dollar Tree | 24.59 Bn | 21.21 Bn | 2.10 Bn | 6.36 Bn |
| 8 | US Foods Holding | 22.53 Bn | 22.33 Bn | 1.92 Bn | 9.68 Bn |
| 9 | Tractor Supply | 18.12 Bn | 17.29 Bn | 1.68 Bn | 4.79 Bn |
| 10 | Performance Food | 15.28 Bn | 15.06 Bn | 2.17 Bn | 9.91 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 30, 2026 | 41.97 Bn |
| May 10, 2026 | 39.18 Bn |
| Feb 15, 2026 | 37.78 Bn |
| Nov 23, 2025 | 35.97 Bn |
| Aug 31, 2025 | 34.95 Bn |
| May 11, 2025 | 32.84 Bn |
| Feb 16, 2025 | 31.33 Bn |
| Nov 24, 2024 | 30.20 Bn |
| Sep 1, 2024 | 29.52 Bn |
| May 12, 2024 | 28.68 Bn |
| Feb 18, 2024 | 27.71 Bn |
| Nov 26, 2023 | 33.09 Bn |
| Sep 3, 2023 | 31.52 Bn |
| May 7, 2023 | 30.07 Bn |
| Feb 12, 2023 | 29.38 Bn |
| Nov 20, 2022 | 28.02 Bn |
| Aug 28, 2022 | 27.20 Bn |
| May 8, 2022 | 27.10 Bn |
| Feb 13, 2022 | 26.63 Bn |
| Nov 21, 2021 | 26.47 Bn |
API Access
Costco Wholesale Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=COST&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "COST", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=COST&period=max&api_key=YOUR_API_KEY");
const data = await res.json();