Costco Wholesale (COST) Return on Assets [ROA] (2009 - 2026)
Costco Wholesale's Return on Assets [ROA] came in at 10.52% for fiscal Q4 2026 (quarter ended Aug 30, 2026), down 0.10 percentage points from 10.62% a year earlier.
Costco Wholesale (COST) Return on Assets [ROA] (2009 - 2026) Analysis & Trends
For FY2026 (ended Aug 30, 2026), Costco Wholesale's Return on Assets [ROA] was 11.11%, up 0.08 percentage points from FY2025.
- Return on Assets [ROA] has increased in each of the last three fiscal years, with a five-year change of +2.26 percentage points (FY2021 to FY2026).
- Going back by fiscal year, Return on Assets [ROA] was 11.02% in FY2025 (+0.41 pp), 10.61% in FY2024 (+1.16 pp), 9.45% in FY2023 (-0.13 pp) and 9.58% in FY2022 (+0.74 pp).
- The five-year range for quarterly Return on Assets [ROA] is 8.50% (fiscal Q1 2022) to 10.70% (fiscal Q4 2024).
- Year-over-year, Return on Assets [ROA] has declined for six consecutive quarters, with an average year-over-year change of +0.17 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Assets [ROA] over five years came in fiscal Q3 2024 (a gain of 1.69 percentage points), and the weakest in fiscal Q1 2026 (a drop of 0.20 percentage points).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Walmart | 996.08 Bn | 958.78 Bn | 49.13 Bn | 7.71% |
| 2 | Costco Wholesale | 472.58 Bn | 395.86 Bn | 12.19 Bn | 10.52% |
| 3 | Kroger | 40.51 Bn | 26.67 Bn | 7.86 Bn | 1.60% |
| 4 | Sysco | 38.21 Bn | 30.14 Bn | 4.05 Bn | 5.88% |
| 5 | Dollar General | 30.30 Bn | 24.97 Bn | 3.68 Bn | 5.33% |
| 6 | Dollar Tree | 26.43 Bn | 23.05 Bn | 2.10 Bn | 11.58% |
| 7 | Caseys General Stores | 25.82 Bn | 23.81 Bn | 1.24 Bn | 8.56% |
| 8 | US Foods Holding | 23.58 Bn | 23.38 Bn | 1.90 Bn | 5.56% |
| 9 | Tractor Supply | 19.47 Bn | 18.63 Bn | 1.42 Bn | 8.01% |
| 10 | Performance Food | 17.40 Bn | 17.18 Bn | 2.19 Bn | 1.73% |
Historic Data
| Date | Value |
|---|---|
| Aug 30, 2026 | 10.52% |
| May 10, 2026 | 10.92% |
| Feb 15, 2026 | 10.27% |
| Nov 23, 2025 | 10.38% |
| Aug 31, 2025 | 10.62% |
| May 11, 2025 | 10.89% |
| Feb 16, 2025 | 10.40% |
| Nov 24, 2024 | 10.58% |
| Sep 1, 2024 | 10.70% |
| May 12, 2024 | 15.65% |
| Feb 18, 2024 | 9.70% |
| Nov 26, 2023 | 9.13% |
| Sep 3, 2023 | 9.27% |
| May 7, 2023 | 9.00% |
| Feb 12, 2023 | 9.15% |
| Nov 20, 2022 | 9.12% |
| Aug 28, 2022 | 9.24% |
| May 8, 2022 | 9.03% |
| Feb 13, 2022 | 8.79% |
| Nov 21, 2021 | 8.50% |
Costco Wholesale Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=COST&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=COST&period=max&api_key=YOUR_API_KEY");
const data = await res.json();