Costco Wholesale (COST) ROE % Adjusted to Book Value: 2.11% (As of May. 2026)


COST Costco Wholesale Corp COST
97 GF Score
Price $960.97
GF Value $1,014.93
Valuation Fairly Valued
! 1 Warning Sign
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What is Costco Wholesale ROE % Adjusted to Book Value?

Costco Wholesale COST +0.34% 97 ROE % Adjusted to Book Value is 2.11% as of May. 2026. GuruFocus rates COST with a GF Score™ of 97/100 and a GF Value™ of $1,014.93 (Fairly Valued). The stock has 1 warning sign investors should review.

Costco Wholesale's ROE % for the quarter that ended in May. 2026 was 26.73%. Costco Wholesale's PB Ratio for the quarter that ended in May. 2026 was 12.66. Costco Wholesale's ROE % Adjusted to Book Value for the quarter that ended in May. 2026 was 2.11%.


Costco Wholesale ROE % Adjusted to Book Value Related Terms


Costco Wholesale ROE % Adjusted to Book Value Historical Data

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The historical data trend for Costco Wholesale's ROE % Adjusted to Book Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Costco Wholesale ROE % Adjusted to Book Value Chart

Costco Wholesale Annual Data
Trend Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23 Aug24 Aug25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.44 2.73 2.84 1.81 2.14

Costco Wholesale Quarterly Data
Aug21 Nov21 Feb22 May22 Aug22 Nov22 Feb23 May23 Aug23 Nov23 Feb24 May24 Aug24 Nov24 Feb25 May25 Aug25 Nov25 Feb26 May26
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.70 2.59 2.01 1.87 2.11

COST vs TGT, DG, DLTR: ROE % Adjusted to Book Value Comparison

For the Discount Stores subindustry, Costco Wholesale's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Costco Wholesale ROE % Adjusted to Book Value vs Retail - Defensive Industry

For the Retail - Defensive industry and Consumer Defensive sector, Costco Wholesale's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Costco Wholesale's ROE % Adjusted to Book Value falls into.


COST
97GF Score
Costco Wholesale Corp COST
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Costco Wholesale ROE % Adjusted to Book Value Calculation

Costco Wholesale's ROE % Adjusted to Book Value for the fiscal year that ended in Aug. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=30.69% / 14.34
=2.14%

Costco Wholesale's ROE % Adjusted to Book Value for the quarter that ended in May. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=26.73% / 12.66
=2.11%

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROE % Adjusted to Book Value of 2.11% mean?
Costco Wholesale (COST) has a ROE % Adjusted to Book Value of 2.11% as of May. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Costco Wholesale and its competitors.
Is Costco Wholesale's ROE % Adjusted to Book Value too high?
Costco Wholesale's current ROE % Adjusted to Book Value is 2.11%. Overall, Costco Wholesale has a GF Score™ of 97/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Costco Wholesale's ROE % Adjusted to Book Value compare to TGT and DG?
Costco Wholesale's ROE % Adjusted to Book Value of 2.11% can be compared against companies in the Retail - Defensive industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for a Retail - Defensive company?
A good ROE % Adjusted to Book Value depends on the Retail - Defensive industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Costco Wholesale and its competitors. Costco Wholesale's current ROE % Adjusted to Book Value is 2.11%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Costco Wholesale stock overvalued right now?
Based on GuruFocus' analysis, Costco Wholesale (COST) is currently considered Fairly Valued. The stock's GF Value™ is $1,014.93, compared to a current price of $960.97 — trading 5.3% below its estimated fair value. The current ROE % Adjusted to Book Value is 2.11%. Costco Wholesale's overall GF Score™ is 97/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Costco Wholesale (COST), the current ROE % Adjusted to Book Value is 2.11% as of May. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Costco Wholesale (COST) Overvalued in 2026?

Based on GuruFocus' analysis, Costco Wholesale stock appears to be undervalued. The current stock price of $960.97 is trading 5.3% below its estimated GF Value™ of $1,014.93. GuruFocus considers Costco Wholesale to be Fairly Valued.

Key valuation signals for COST:

  • ROE % Adjusted to Book Value: 2.11%
  • GF Value™: $1,014.93 vs. price of $960.97 (5.3% below fair value)
  • GF Score™: 97/100 with 1 warning sign

No single metric tells the full story. See the COST stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Costco Wholesale Business Description

Address 999 Lake Drive, Issaquah, WA, USA, 98027
Founded in 1983, Costco Wholesale now operates a global chain of membership-based warehouse clubs, delivering high-quality goods and services at consistently low prices. As of its most recent fiscal year, Costco operated approximately 910 warehouses, serving more than 80 million members across its three geographic segments: Costco US (approximately 73% of total revenue), Costco Canada (13%), and Costco International (14%).Costco's core value proposition—quality products at unbeatable prices—has yielded consistently strong member renewal rates (93% in the US and Canada and nearly 90% internationally). About 55% of Costco's fiscal 2025 revenue came from its grocery offerings, and another 25% from general merchandise.
97GF Score

Get the complete analysis for COST

ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$960.97
Price
$1,014.93
GF Value