Costco Wholesale COST
NASDAQ COST
$919.53 +4.59 (+0.50%)
As of: Oct 2, 2026 · 3:42 PM EDT

Costco Wholesale (COST) Invested Capital (2009 - 2026)

Updated

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.

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 824.47 Bn 787.18 Bn 49.13 Bn 154.92 Bn
2 Costco Wholesale 403.75 Bn 333.05 Bn 9.01 Bn 39.18 Bn
3 Sysco 37.36 Bn 31.61 Bn 4.13 Bn 16.18 Bn
4 Kroger 34.63 Bn 20.79 Bn 7.86 Bn 22.84 Bn
5 Dollar General 26.38 Bn 21.06 Bn 3.68 Bn 13.86 Bn
6 Caseys General Stores 22.49 Bn 20.48 Bn 1.24 Bn 6.52 Bn
7 Dollar Tree 21.40 Bn 18.02 Bn 2.10 Bn 6.36 Bn
8 US Foods Holding 19.94 Bn 19.74 Bn 1.92 Bn 9.68 Bn
9 Tractor Supply 16.33 Bn 15.49 Bn 1.68 Bn 4.79 Bn
10 Performance Food 14.29 Bn 14.07 Bn 2.17 Bn 9.91 Bn
Historic Data

Historic Data

Download Data
DateValue
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_KEY