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| Date | Value |
|---|---|
| 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 |