COST:NGS-Costco Wholesale Corporation (USD)

EQUITY | Discount Stores | Nasdaq Global Select

Last Closing

USD 793.07

Change

+6.03 (+0.77)%

Market Cap

USD 66.74B

Volume

2.00M

Analyst Target

USD 340.58
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Costco Wholesale Corp and its subsidiaries operates membership warehouses. The Company offers its members low prices on a limited selection of nationally branded and select private-label products in merchandise categories.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-16 )

Largest Industry Peers for Discount Stores

Symbol Name Price(Change) Market Cap
DLTR Dollar Tree Inc

-0.77 (-0.70%)

USD 23.92B
OLLI Ollie's Bargain Outlet Hldg

-0.35 (-0.41%)

USD 5.18B
PSMT PriceSmart Inc

+0.78 (+0.95%)

USD 2.52B

ETFs Containing COST

ICSU:LSE iShares S&P 500 Consumer .. 13.73 % 0.00 %

-8.38 (1.02%)

USD 0.44B
2B7D:F iShares S&P 500 Consumer .. 13.71 % 0.00 %

-0.12 (1.02%)

N/A
IUCS:LSE iShares S&P 500 Consumer .. 13.59 % 0.00 %

-0.05 (1.02%)

USD 0.38B
SXLP:LSE SPDR S&P U.S. Consumer St.. 13.50 % 0.00 %

-0.18 (1.02%)

USD 0.22B
2B7D:XETRA iShares S&P 500 Consumer .. 13.42 % 0.00 %

-0.13 (1.02%)

USD 0.33B
XSCS:LSE Xtrackers MSCI USA Consum.. 13.34 % 0.00 %

-43.00 (1.02%)

USD 0.08B
XUCS:LSE Xtrackers MSCI USA Consum.. 13.34 % 0.00 %

-0.15 (1.02%)

USD 0.08B
ZPDS:F SPDR S&P U.S. Consumer St.. 12.29 % 0.00 %

N/A

USD 0.20B
ZPDS:XETRA SPDR S&P U.S. Consumer St.. 12.29 % 0.00 %

-0.57 (1.02%)

USD 0.20B
SXLP:SW SPDR S&P U.S. Consumer St.. 12.29 % 0.00 %

+0.12 (+1.02%)

N/A
IUCS:SW iShares S&P 500 Consumer .. 12.26 % 0.00 %

N/A

USD 0.40B
XUCS:F Xtrackers (IE) Public Lim.. 12.04 % 0.00 %

-0.56 (1.02%)

USD 0.09B
XUCS:XETRA Xtrackers MSCI USA Consum.. 12.04 % 0.00 %

-0.65 (1.02%)

USD 0.09B
XUCS:SW Xtrackers MSCI USA Consum.. 12.04 % 0.00 %

-0.13 (1.02%)

USD 0.08B
FSTA Fidelity® MSCI Consumer .. 10.86 % 0.08 %

-0.42 (1.02%)

USD 1.09B
3SUE:XETRA iShares MSCI World Consum.. 9.27 % 0.00 %

-0.03 (1.02%)

USD 0.09B
KXI iShares Global Consumer S.. 8.58 % 0.46 %

-0.25 (1.02%)

USD 0.88B
WCOS:LSE SPDR® MSCI World Consume.. 8.39 % 0.00 %

+0.14 (+1.02%)

USD 0.10B
XDWS:LSE Xtrackers MSCI World Cons.. 8.37 % 0.00 %

+0.07 (+1.02%)

USD 0.90B
XDWS:F Xtrackers MSCI World Cons.. 7.68 % 0.00 %

N/A

USD 0.73B
XDWS:XETRA Xtrackers MSCI World Cons.. 7.68 % 0.00 %

-0.41 (1.02%)

USD 0.73B
XDWS:SW Xtrackers MSCI World Cons.. 7.68 % 0.00 %

-0.26 (1.02%)

USD 0.89B
XWCS:LSE Xtrackers MSCI World Cons.. 7.68 % 0.00 %

-0.22 (1.02%)

USD 0.88B
WCOS:SW SPDR® MSCI World Consume.. 7.64 % 0.00 %

-0.52 (1.02%)

USD 0.09B
COSW:PA Amundi S&P Global Consume.. 5.61 % 0.00 %

-0.01 (1.02%)

USD 0.22B
WELM:XETRA Amundi S&P Global Consume.. 5.61 % 0.00 %

-0.07 (1.02%)

USD 0.23B
WELW:XETRA Amundi S&P Global Consume.. 5.61 % 0.00 %

-0.07 (1.02%)

USD 0.23B
BQGE:F Ossiam Lux Barclays Quant.. 5.55 % 0.00 %

+0.16 (+1.02%)

N/A
GIQU:CA Guardian i3 US Quality Gr.. 5.50 % 0.00 %

N/A

CAD 2.80M
GIQU-B:CA Guardian i3 US Quality Gr.. 5.50 % 0.00 %

N/A

CAD 8.42M
FFOG 5.45 % 0.00 %

N/A

N/A
GIQG:CA Guardian i3 Global Qualit.. 5.33 % 0.00 %

+0.78 (+1.02%)

CAD 6.16M
GIQG-B:CA Guardian i3 Global Qualit.. 5.33 % 0.00 %

+1.19 (+1.02%)

CAD 9.35M
UDA:CA Caldwell U.S. Dividend Ad.. 5.30 % 0.00 %

N/A

CAD 4.80M
QQQA ProShares Nasdaq-100 Dors.. 5.22 % 0.00 %

+0.86 (+1.02%)

USD 0.01B
IYC iShares US Consumer Discr.. 4.68 % 0.42 %

+0.75 (+1.02%)

USD 0.90B
PSL Invesco DWA Consumer Stap.. 4.67 % 0.60 %

+0.42 (+1.02%)

USD 0.08B
3SUE:F iShares MSCI World Consum.. 4.60 % 0.00 %

-0.02 (1.02%)

USD 0.09B
SXQG 6 Meridian Quality Growth.. 4.56 % 0.00 %

+0.38 (+1.02%)

USD 0.04B
MDIV:CA Middlefield Sustainable G.. 4.55 % 0.00 %

+0.18 (+1.02%)

CAD 0.06B
SAMT The Advisorsa€™ Inner C.. 4.55 % 0.00 %

+0.21 (+1.02%)

USD 0.07B
AHOY Tidal ETF Trust 4.54 % 0.00 %

+0.28 (+1.02%)

USD 3.00M
YALL God Bless America ETF 4.50 % 0.00 %

+0.30 (+1.02%)

USD 0.07B
CFLO:AU BETASHARES GLOBAL CASH FL.. 4.38 % 0.00 %

-0.05 (1.02%)

N/A
BWTG 4.35 % 0.00 %

N/A

N/A
SMAX:CA Hamilton U.S. Equity Yiel.. 4.24 % 0.00 %

+0.02 (+1.02%)

CAD 0.39B
TGN 4.11 % 0.00 %

N/A

N/A
USMC Principal U.S. Mega-Cap E.. 4.05 % 0.12 %

+0.26 (+1.02%)

USD 2.38B
DISC:CA BMO Global Consumer Discr.. 4.01 % 0.41 %

+0.34 (+1.02%)

CAD 0.03B
PWB Invesco Dynamic Large Cap.. 3.59 % 0.55 %

+1.35 (+1.02%)

USD 0.86B
QFLR Innovator Technology Mana.. 3.51 % 0.00 %

+0.20 (+1.02%)

USD 0.07B
MILN Global X Millennials Cons.. 3.44 % 0.50 %

+0.38 (+1.02%)

USD 0.12B
CAML Professionally Managed Po.. 3.16 % 0.00 %

+0.32 (+1.02%)

USD 0.13B
TUED:CA TD Active U.S. Enhanced D.. 3.15 % 0.00 %

+0.21 (+1.02%)

CAD 0.31B
DSAE:CA Desjardins SocieTerra Ame.. 3.10 % 0.00 %

N/A

CAD 1.19M
BKUS 3.09 % 0.00 %

N/A

N/A
CAPE Barclays ETN+ Shiller Cap.. 3.09 % 0.00 %

-0.04 (1.02%)

USD 0.18B
BTHM BlackRock ETF Trust - Bla.. 2.88 % 0.00 %

+0.43 (+1.02%)

USD 7.27M
RJMG First Trust Exchange-Trad.. 2.85 % 0.00 %

+0.29 (+1.02%)

USD 6.56M
DVOL First Trust Dorsey Wright.. 2.80 % 0.60 %

+0.16 (+1.02%)

USD 0.05B
AQGX 2.73 % 0.00 %

N/A

N/A
XWEQ:LSE Xtrackers MSCI World Qual.. 2.71 % 0.00 %

+0.84 (+1.02%)

USD 0.32B
SIXA 6 Meridian Mega Cap Equit.. 2.71 % 0.00 %

-0.01 (1.02%)

USD 0.24B
SIXH ETC 6 Meridian Hedged Equ.. 2.70 % 0.00 %

-0.36 (1.02%)

USD 0.40B
QYLD Global X NASDAQ 100 Cover.. 2.64 % 0.68 %

+0.03 (+1.02%)

USD 8.20B
QRMI Global X NASDAQ 100® Ris.. 2.63 % 0.00 %

+0.03 (+1.02%)

USD 0.01B
QYLG Global X Nasdaq 100® Cov.. 2.61 % 0.00 %

+0.29 (+1.02%)

USD 0.11B
QQQM Invesco NASDAQ 100 ETF 2.60 % 0.00 %

+2.49 (+1.02%)

USD 27.30B
QTR Global X NASDAQ 100® Tai.. 2.58 % 0.00 %

+0.45 (+1.02%)

USD 2.63M
EQGB:LSE Invesco EQQQ NASDAQ-100 U.. 2.57 % 0.00 %

+769.00 (+1.02%)

USD 0.22B
EQQQ:LSE Invesco EQQQ NASDAQ-100 U.. 2.57 % 0.00 %

+435.00 (+1.02%)

USD 6.92B
EQQU:LSE Invesco EQQQ NASDAQ-100 U.. 2.57 % 0.00 %

+9.70 (+1.02%)

USD 6.92B
CNX1:LSE iShares NASDAQ 100 UCITS .. 2.57 % 0.00 %

+1,014.00 (+1.02%)

USD 13.63B
TUG STF Tactical Growth ETF 2.57 % 0.00 %

+0.45 (+1.02%)

USD 0.19B
FTQI First Trust Nasdaq BuyWri.. 2.57 % 0.00 %

+0.13 (+1.02%)

USD 0.33B
QQQ Invesco QQQ Trust 2.56 % 0.20 %

+6.13 (+1.02%)

USD 275.01B
NQSE:F iShares NASDAQ 100 UCITS .. 2.55 % 0.00 %

+0.23 (+1.02%)

USD 0.63B
SXRV:F iShares NASDAQ 100 UCITS .. 2.55 % 0.00 %

+10.60 (+1.02%)

USD 13.63B
NQSE:XETRA iShares NASDAQ 100 UCITS .. 2.55 % 0.00 %

+0.25 (+1.02%)

USD 0.35B
SXRV:XETRA iShares NASDAQ 100 UCITS .. 2.55 % 0.00 %

+11.00 (+1.02%)

USD 6.45B
CSNDX:SW iShares NASDAQ 100 UCITS .. 2.55 % 0.00 %

+23.60 (+1.02%)

USD 13.63B
NUSI Nationwide Nasdaq-100® R.. 2.55 % 0.00 %

+0.38 (+1.02%)

USD 0.38B
QCLR Global X NASDAQ 100® Col.. 2.55 % 0.00 %

+0.35 (+1.02%)

USD 1.77M
PGRO Putnam Focused Large Cap .. 2.53 % 0.00 %

+0.62 (+1.02%)

USD 0.06B
XWEQ:XETRA Xtrackers MSCI World Qual.. 2.52 % 0.00 %

+0.28 (+1.02%)

USD 0.32B
XNAQ:LSE Xtrackers NASDAQ 100 UCIT.. 2.52 % 0.00 %

+0.43 (+1.02%)

USD 0.73B
XNAS:LSE Xtrackers NASDAQ 100 UCIT.. 2.52 % 0.00 %

+0.95 (+1.02%)

USD 0.73B
CNDX:LSE iShares NASDAQ 100 UCITS .. 2.52 % 0.00 %

+23.42 (+1.02%)

USD 13.63B
TGGR:CA TD Active Global Equity G.. 2.45 % 0.00 %

+0.27 (+1.02%)

CAD 0.03B
3034:HK CSOP Metaverse Concept ET.. 2.43 % 0.00 %

+0.06 (+1.02%)

N/A
XQQU:CA iShares NASDAQ 100 Index .. 2.43 % 0.00 %

+1.01 (+1.02%)

CAD 0.02B
EQEU:XETRA Invesco EQQQ NASDAQ-100 U.. 2.43 % 0.00 %

+7.25 (+1.02%)

USD 0.17B
EQQQ:XETRA Invesco EQQQ NASDAQ-100 U.. 2.43 % 0.00 %

+4.60 (+1.02%)

USD 3.97B
EQQQ:SW Invesco EQQQ NASDAQ-100 U.. 2.43 % 0.00 %

+9.65 (+1.02%)

N/A
EQQQ:PA Invesco EQQQ NASDAQ-100 U.. 2.43 % 0.00 %

+4.50 (+1.02%)

USD 6.92B
EQAC:SW Invesco EQQQ NASDAQ-100 U.. 2.43 % 0.00 %

+6.90 (+1.02%)

USD 2.13B
EQQB:XETRA Invesco EQQQ NASDAQ-100 U.. 2.43 % 0.00 %

+3.25 (+1.02%)

USD 0.64B
EQCH:SW Invesco EQQQ NASDAQ-100 U.. 2.43 % 0.00 %

+6.55 (+1.02%)

USD 0.25B
EQEU:SW Invesco EQQQ NASDAQ-100 U.. 2.43 % 0.00 %

N/A

USD 0.24B
EQGB:SW Invesco EQQQ NASDAQ-100 U.. 2.43 % 0.00 %

N/A

USD 0.22B
HNDQ:AU BetaShares NASDAQ 100 ETF.. 2.43 % 0.00 %

+0.32 (+1.02%)

USD 4.86B
NDQ:AU Betashares Nasdaq 100 2.43 % 0.00 %

+0.29 (+1.02%)

USD 4.58B
XNAS:XETRA Xtrackers NASDAQ 100 UCIT.. 2.43 % 0.00 %

+0.44 (+1.02%)

USD 0.67B
XNAS:F Xtrackers NASDAQ 100 UCIT.. 2.43 % 0.00 %

+0.20 (+1.02%)

USD 0.67B
XNAS:SW Xtrackers NASDAQ 100 UCIT.. 2.43 % 0.00 %

+0.76 (+1.02%)

USD 0.73B
2834:HK iShares NASDAQ 100 HKD 2.42 % 0.00 %

+3.10 (+1.02%)

USD 0.06B
9834:HK iShares NASDAQ 100 USD 2.42 % 0.00 %

+0.38 (+1.02%)

USD 0.06B
EXXT:F iShares NASDAQ-100 UCITS .. 2.42 % 0.00 %

+1.44 (+1.02%)

USD 4.23B
EXXT:XETRA iShares NASDAQ-100® UCIT.. 2.42 % 0.00 %

+1.90 (+1.02%)

USD 4.15B
TUGN STF Tactical Growth & Inc.. 2.41 % 0.00 %

+0.25 (+1.02%)

USD 0.05B
AVLV American Century ETF Trus.. 2.41 % 0.00 %

+0.33 (+1.02%)

USD 3.60B
ANAU:SW AXA IM NASDAQ 100 UCITS E.. 2.40 % 0.00 %

+0.37 (+1.02%)

USD 0.93B
NUGO Nuveen Growth Opportuniti.. 2.34 % 0.00 %

+0.50 (+1.02%)

USD 3.03B
XWMS:LSE Xtrackers MSCI World Mome.. 2.32 % 0.00 %

+0.41 (+1.02%)

USD 0.05B
FTCS First Trust Capital Stren.. 2.31 % 0.60 %

-0.02 (1.02%)

USD 8.71B
FTCS:LSE First Trust Capital Stren.. 2.28 % 0.00 %

+0.17 (+1.02%)

USD 0.02B
CAPS:LSE First Trust Capital Stren.. 2.28 % 0.00 %

-7.75 (1.02%)

USD 0.02B
IUQA:LSE iShares Edge MSCI USA Qua.. 2.22 % 0.00 %

+0.21 (+1.02%)

USD 2.88B
IUQD:LSE iShares Edge MSCI USA Qua.. 2.22 % 0.00 %

+30.50 (+1.02%)

USD 2.72B
IUQF:LSE iShares Edge MSCI USA Qua.. 2.22 % 0.00 %

+6.75 (+1.02%)

USD 1.93B
N100:AU Global X US 100 ETF 2.09 % 0.00 %

+0.09 (+1.02%)

N/A
IQQQ ProShares Nasdaq-100 High.. 2.09 % 0.00 %

+0.47 (+1.02%)

USD 0.01B
GQI Natixis ETF Trust - Natix.. 2.00 % 0.00 %

+0.26 (+1.02%)

USD 0.08B
RAYD Rayliant Quantitative Dev.. 2.00 % 0.00 %

+0.33 (+1.02%)

USD 0.06B
QQXT First Trust NASDAQ-100 Ex.. 1.93 % 0.60 %

+0.05 (+1.02%)

USD 0.13B
ZLSU:CA BMO Long Short US Equity .. 1.87 % 0.00 %

N/A

CAD 0.04B
UBCB 1.81 % 0.00 %

N/A

N/A
ZPW.U:CA 1.78 % 0.71 %

N/A

N/A
ACVF ETF Opportunities Trust -.. 1.73 % 0.00 %

+0.45 (+1.02%)

USD 0.09B
JQUA JPMorgan U.S. Quality Fac.. 1.65 % 0.12 %

+0.29 (+1.02%)

USD 4.26B
CDEI Morgan Stanley ETF Trust .. 1.63 % 0.00 %

+0.70 (+1.02%)

USD 0.04B
JMOM JPMorgan U.S. Momentum Fa.. 1.62 % 0.12 %

+0.50 (+1.02%)

USD 0.94B
SZNE Pacer CFRA-Stovall Equal .. 1.49 % 0.60 %

-0.14 (1.02%)

USD 0.04B
PTNQ Pacer Trendpilot 100 ETF 1.41 % 0.00 %

+0.52 (+1.02%)

USD 1.22B
ONEQ Fidelity® Nasdaq Composi.. 1.33 % 0.21 %

+1.05 (+1.02%)

USD 6.49B
ULVM VictoryShares US Value Mo.. 1.28 % 0.20 %

+0.20 (+1.02%)

USD 0.15B
EQWL Invesco S&P 100 Equal Wei.. 1.13 % 0.25 %

+0.20 (+1.02%)

USD 0.65B
IVE iShares S&P 500 Value ETF 1.08 % 0.18 %

-0.24 (1.02%)

USD 32.82B
CATH:LSE Lyxor Index Fund - Lyxor .. 1.04 % 0.00 %

+0.70 (+1.02%)

USD 0.18B
TQQQ ProShares UltraPro QQQ 1.01 % 0.95 %

+2.73 (+1.02%)

USD 22.71B
BSCJ 1.01 % 0.10 %

N/A

N/A
SSPY Syntax Stratified LargeCa.. 0.89 % 0.00 %

+0.31 (+1.02%)

USD 0.09B
VCIT Vanguard Intermediate-Ter.. 0.07 % 0.07 %

+0.43 (+1.02%)

USD 45.31B
FTLB 0.00 % 0.85 %

N/A

N/A
HAZ:CA Global X Active Global Di.. 0.00 % 0.94 %

+0.31 (+1.02%)

CAD 0.39B
MTUM 0.00 % 0.15 %

N/A

N/A
PMR 0.00 % 0.63 %

N/A

N/A
QLD ProShares Ultra QQQ 0.00 % 0.95 %

+2.51 (+1.02%)

USD 6.32B
QUAL 0.00 % 0.15 %

N/A

N/A
JMIN 0.00 % 0.12 %

N/A

N/A
QARP DBX ETF Trust - Xtrackers.. 0.00 % 0.19 %

+0.30 (+1.02%)

USD 0.06B
NEED 0.00 % 0.00 %

N/A

N/A
RWU-B:CA 0.00 % 0.00 %

N/A

N/A
HAU-U:CA 0.00 % 0.00 %

N/A

N/A
RTH VanEck Retail ETF 0.00 % 0.35 %

+0.03 (+1.02%)

USD 0.21B
RWL Invesco S&P 500 Revenue E.. 0.00 % 0.39 %

+0.14 (+1.02%)

USD 3.22B
RWU:CA 0.00 % 0.67 %

N/A

N/A
SCC ProShares UltraShort Cons.. 0.00 % 0.95 %

-0.35 (1.02%)

USD 1.98M
SCIU 0.00 % 0.19 %

N/A

N/A
SIZE iShares MSCI USA Size Fac.. 0.00 % 0.15 %

+0.94 (+1.02%)

USD 0.30B
SPMO Invesco S&P 500® Momentu.. 0.00 % 0.13 %

+1.11 (+1.02%)

USD 1.52B
USMR 0.00 % 0.30 %

N/A

N/A
XQQ:CA iShares NASDAQ 100 (CAD H.. 0.00 % 0.39 %

+2.09 (+1.02%)

CAD 2.84B
ZQQ:CA BMO NASDAQ 100 Equity (CA.. 0.00 % 0.39 %

+1.76 (+1.02%)

CAD 1.96B
CAPS:CA 0.00 % 0.96 %

N/A

N/A
XMWD:LSE Xtrackers MSCI World Swap.. 0.00 % 0.00 %

+1.83 (+1.02%)

USD 4.24B
WESG:LSE 0.00 % 0.00 %

N/A

N/A
MKTN:PA 0.00 % 0.00 %

N/A

N/A
EQEU:F Invesco EQQQ NASDAQ-100 U.. 0.00 % 0.00 %

+2.80 (+1.02%)

N/A
EQQQ:F PowerShares Global Funds .. 0.00 % 0.00 %

+4.40 (+1.02%)

USD 6.92B
SMRN:F 0.00 % 0.00 %

N/A

N/A
SMRN:XETRA 0.00 % 0.00 %

N/A

N/A
IXI:AU iShares Global Consumer S.. 0.00 % 0.00 %

-0.76 (1.02%)

USD 0.14B
ECOZ 0.00 % 0.00 %

N/A

N/A
DEMZ Democratic Large Cap Core.. 0.00 % 0.00 %

+0.36 (+1.02%)

USD 0.04B
OPPX 0.00 % 0.00 %

N/A

N/A
QYLD:AU Global X Nasdaq 100 Cover.. 0.00 % 0.00 %

+0.02 (+1.02%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Discount Stores) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 20.15% 100% F 81% B-
Dividend Return 0.33% 50% F 18% F
Total Return 20.48% 100% F 81% B-
Trailing 12 Months  
Capital Gain 59.22% 100% F 89% A-
Dividend Return 3.86% 100% F 57% F
Total Return 63.08% 100% F 90% A-
Trailing 5 Years  
Capital Gain 219.34% 100% F 91% A-
Dividend Return 16.48% 100% F 71% C-
Total Return 235.82% 100% F 92% A
Average Annual (5 Year Horizon)  
Capital Gain 21.65% 100% F 80% B-
Dividend Return 23.50% 100% F 81% B-
Total Return 1.85% 100% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 19.55% 100% F 76% C+
Risk Adjusted Return 120.19% 100% F 100% F
Market Capitalization 66.74B 100% F 100% F

Key Financial Ratios

  Ratio vs. Industry/Classification (Discount Stores) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 28.30 25% 19%
Price/Book Ratio 15.62 25% 7%
Price / Cash Flow Ratio 31.17 25% 9%
Price/Free Cash Flow Ratio 28.32 25% 8%
Management Effectiveness  
Return on Equity 31.19% 100% 94%
Return on Invested Capital 20.16% 100% 88%
Return on Assets 8.35% 100% 93%
Debt to Equity Ratio 21.46% 50% 58%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.