NASDAQ · COST
Costco Wholesale Corporation
Consumer Defensive · Discount Stores
$954.63▼ 0.50% ($4.81)at close
After hours$953.20▼ 0.15%7:59 PM ET
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price above Base.
The price needs 19.5% revenue growth a year for 10 years. Our scenarios assume 4.1–7.1%.
That's 2.6× its past 4-year pace.
Value per share
Base case
$345.71
Price used $954.63 is 2.8× this
USD · TTM ending Aug 30, 2026 · Price Oct 13, 8:00 PM UTC
Revenue each value needs
Revenue today $303B. The price needs $1.8T by 2036. Base case: $528B. At its recent pace: $625B. Bear to Bull: $453B to $603B.
Revenue today $303B. The price needs $1.8T by 2036. Base case: $528B. At its recent pace: $625B. Bear to Bull: $453B to $603B.
Revenue in 2036
today $303B
+$1.3Tmore than the Base case · 3.4×
Value per share · Base case
$345.71
Price $954.63
2.8× this
- 10-yr revenue CAGR
- 5.7%
- Ending operating margin
- 3.9%
- Discount rate
- 8.8%
USD · TTM ending Aug 30, 2026 · Price Oct 13, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 2.04% over the last year. Revenue grew 10.14% in FY2026 versus FY2025. Operating margin moved from 3.77% to 3.85% (FY2026 versus FY2025). Free cash flow grew 19.82% in FY2026 versus FY2025.
What the market seems to be pricing
The stock has moved higher against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 3.85%. A decisive move in revenue — currently up 10.14% — would be the clearest signal to resolve the ambiguity.
Return analysis
Company profile
Costco Wholesale Corporation, alongside its group entities, operates membership-based retail warehouses across a broad international scope, spanning the United States, Puerto Rico, Canada, the United Kingdom, Mexico, Japan, South Korea, Australia, Spain, France, Iceland, China, and Taiwan.
Market multiples
Stock splits
Every 1 shares became 2
Every 1 shares became 2
Every 2 shares became 3
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Profitability & growth
Analyst consensus
39
Buy
19
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Dec 10, 2026
Q1 FY27 · EPS est $4.93 · Revenue est $74.2B
Same quarter, year over year
FY26 Full year +14.0%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q4 combined $20.76 vs $18.21 · all 4 quarters up
Q1
Q2
Q3
Q4
FY total
FY27
—
—
—
—
FY26
FY25
FY24
Fiscal year totals
- FY26
- $20.76
- +14.0%
- FY25
- $18.21
- +9.9%
- FY24
- $16.57
- —
Q4 FY26
Reported Sep 24, 2026 · Latest
HoverTap a cell to inspect
Actual
$6.75
Estimate
$6.54
Year over year
+15.0%
Vs prior quarter
+36.9%
Institutional Sentiment
Costco Wholesale Corporation · COST
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.