Costco Wholesale (COST) Invested Capital (2009 - 2026)
Costco Wholesale's Invested Capital was $39.18 billion in fiscal Q3 2026 (quarter ended May 10, 2026), up 19.3% from $32.84 billion a year earlier and up 3.7% from the prior quarter.
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Analysis
Costco Wholesale (COST) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025 (ended Aug 31, 2025), Invested Capital at Costco Wholesale came in at $34.88 billion, up 18.2% from FY2024.
- Invested Capital shows a five-year compound annual growth rate of 5.8% (FY2020 to FY2025).
- In earlier fiscal years, Invested Capital was $29.52 billion in FY2024 (-6.3%), $31.52 billion in FY2023 (+15.9%), $27.2 billion in FY2022 (+6.4%) and $25.57 billion in FY2021 (-2.8%).
- The fiscal Q3 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 six straight quarters, with growth averaging 11.2% 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%).
- Per Business Quant data, COST's Invested Capital in the three fiscal quarters before Q3 2026 was $37.78 billion (Q2 2026), $35.97 billion (Q1 2026) and $34.88 billion (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Walmart | 827.17 Bn | 789.87 Bn | 49.13 Bn | 154.92 Bn |
| 2 | Costco Wholesale | 405.79 Bn | 335.09 Bn | 9.01 Bn | 39.18 Bn |
| 3 | Sysco | 37.26 Bn | 31.51 Bn | 4.13 Bn | 16.18 Bn |
| 4 | Kroger | 35.13 Bn | 21.29 Bn | 7.86 Bn | 22.84 Bn |
| 5 | Dollar General | 26.23 Bn | 20.91 Bn | 3.68 Bn | 13.86 Bn |
| 6 | Caseys General Stores | 22.90 Bn | 20.89 Bn | 1.24 Bn | 6.52 Bn |
| 7 | Dollar Tree | 21.48 Bn | 18.10 Bn | 2.10 Bn | 6.36 Bn |
| 8 | US Foods Holding | 20.32 Bn | 20.12 Bn | 1.92 Bn | 9.68 Bn |
| 9 | Tractor Supply | 16.56 Bn | 15.72 Bn | 1.68 Bn | 4.79 Bn |
| 10 | Performance Food | 14.34 Bn | 14.12 Bn | 2.17 Bn | 9.91 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 10, 2026 | 39.18 Bn |
| Feb 15, 2026 | 37.78 Bn |
| Nov 23, 2025 | 35.97 Bn |
| Aug 31, 2025 | 34.88 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 |
| Aug 29, 2021 | 25.57 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();