COST:NGS-Costco Wholesale Corporation (USD)

EQUITY | Discount Stores | Nasdaq Global Select

Last Closing

USD 771.31

Change

+14.86 (+1.96)%

Market Cap

USD 66.74B

Volume

1.90M

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: 2024-05-07 )

Largest Industry Peers for Discount Stores

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

-2.35 (-2.04%)

USD 25.18B
OLLI Ollie's Bargain Outlet Hldg

+0.54 (+0.69%)

USD 4.80B
PSMT PriceSmart Inc

-0.81 (-0.97%)

USD 2.57B

ETFs Containing COST

2B7D:XETRA iShares S&P 500 Consumer .. 13.12 % 0.00 %

-0.09 (0.26%)

USD 0.33B
IUCS:LSE iShares S&P 500 Consumer .. 13.02 % 0.00 %

-0.11 (0.26%)

USD 0.41B
2B7D:F iShares S&P 500 Consumer .. 12.95 % 0.00 %

-0.10 (0.26%)

N/A
ICSU:LSE iShares S&P 500 Consumer .. 12.89 % 0.00 %

-10.88 (0.26%)

USD 0.41B
XSCS:LSE Xtrackers MSCI USA Consum.. 12.82 % 0.00 %

-57.50 (0.26%)

USD 0.09B
XUCS:LSE Xtrackers MSCI USA Consum.. 12.82 % 0.00 %

-0.63 (0.26%)

USD 0.09B
ZPDS:F SPDR S&P U.S. Consumer St.. 12.29 % 0.00 %

-0.25 (0.26%)

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

-0.35 (0.26%)

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

-0.44 (0.26%)

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

-0.09 (0.26%)

USD 0.41B
XUCS:F Xtrackers (IE) Public Lim.. 12.04 % 0.00 %

-0.52 (0.26%)

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

-0.48 (0.26%)

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

N/A

USD 0.09B
FSTA Fidelity® MSCI Consumer .. 10.77 % 0.08 %

-0.42 (0.26%)

USD 1.10B
VDC Vanguard Consumer Staples.. 10.06 % 0.10 %

-1.80 (0.26%)

USD 6.67B
UGE ProShares Ultra Consumer .. 9.90 % 0.95 %

-0.29 (0.26%)

USD 7.04M
RTH VanEck Retail ETF 9.45 % 0.35 %

-0.89 (0.26%)

USD 0.20B
KXI iShares Global Consumer S.. 8.35 % 0.46 %

-0.58 (0.26%)

USD 0.87B
XDWS:LSE Xtrackers MSCI World Cons.. 7.68 % 0.00 %

-0.57 (0.26%)

USD 0.92B
XDWS:F Xtrackers MSCI World Cons.. 7.68 % 0.00 %

-0.49 (0.26%)

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

-0.46 (0.26%)

USD 0.73B
XWCS:LSE Xtrackers MSCI World Cons.. 7.68 % 0.00 %

-0.50 (0.26%)

USD 0.92B
XDWS:SW Xtrackers MSCI World Cons.. 7.66 % 0.00 %

-0.45 (0.26%)

USD 0.92B
WCOS:LSE SPDR® MSCI World Consume.. 7.64 % 0.00 %

-0.53 (0.26%)

USD 0.10B
WCOS:SW SPDR® MSCI World Consume.. 7.64 % 0.00 %

-0.20 (0.26%)

USD 0.10B
COSW:PA Amundi S&P Global Consume.. 5.61 % 0.00 %

-0.13 (0.26%)

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

-0.14 (0.26%)

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

-0.15 (0.26%)

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

-0.76 (0.26%)

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

N/A

CAD 2.75M
GIQU-B:CA Guardian i3 US Quality Gr.. 5.50 % 0.00 %

N/A

CAD 8.42M
GIQG:CA Guardian i3 Global Qualit.. 5.33 % 0.00 %

N/A

CAD 6.08M
GIQG-B:CA Guardian i3 Global Qualit.. 5.33 % 0.00 %

N/A

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

+0.19 (+0.26%)

CAD 4.93M
QQQA ProShares Nasdaq-100 Dors.. 5.05 % 0.00 %

+0.35 (+0.26%)

USD 0.01B
FFOG 4.97 % 0.00 %

N/A

N/A
IYC iShares US Consumer Discr.. 4.91 % 0.42 %

-0.22 (0.26%)

USD 0.93B
HAZ:CA Global X Active Global Di.. 4.68 % 0.94 %

-0.10 (0.26%)

CAD 0.38B
MDIV:CA Middlefield Sustainable G.. 4.55 % 0.00 %

N/A

CAD 0.06B
YALL God Bless America ETF 4.50 % 0.00 %

-0.05 (0.26%)

USD 0.07B
3SUE:XETRA iShares MSCI World Consum.. 4.41 % 0.00 %

-0.06 (0.26%)

USD 0.09B
SXQG 6 Meridian Quality Growth.. 4.40 % 0.00 %

-0.04 (0.26%)

USD 0.04B
CFLO:AU BETASHARES GLOBAL CASH FL.. 4.38 % 0.00 %

-0.06 (0.26%)

N/A
PSL Invesco DWA Consumer Stap.. 4.35 % 0.60 %

-1.33 (0.26%)

USD 0.09B
3SUE:F iShares MSCI World Consum.. 4.33 % 0.00 %

-0.06 (0.26%)

USD 0.09B
AHOY Tidal ETF Trust 4.29 % 0.00 %

-0.22 (0.26%)

USD 3.07M
SMAX:CA Hamilton U.S. Equity Yiel.. 4.24 % 0.00 %

-0.09 (0.26%)

CAD 0.39B
SAMT The Advisorsa€™ Inner C.. 4.21 % 0.00 %

+0.04 (+0.26%)

USD 0.07B
BWTG 4.11 % 0.00 %

N/A

N/A
TGN 4.11 % 0.00 %

N/A

N/A
DEMZ Democratic Large Cap Core.. 4.00 % 0.00 %

-0.03 (0.26%)

USD 0.03B
USMC Principal U.S. Mega-Cap E.. 3.93 % 0.12 %

+0.10 (+0.26%)

USD 2.35B
AIEQ AI Powered Equity ETF 3.82 % 0.75 %

-0.24 (0.26%)

USD 0.11B
DISC:CA BMO Global Consumer Discr.. 3.81 % 0.41 %

-0.28 (0.26%)

CAD 0.03B
PWB Invesco Dynamic Large Cap.. 3.48 % 0.55 %

-0.20 (0.26%)

USD 0.86B
MILN Global X Millennials Cons.. 3.32 % 0.50 %

-0.10 (0.26%)

USD 0.12B
QFLR Innovator Technology Mana.. 3.27 % 0.00 %

+0.09 (+0.26%)

USD 0.07B
TUED:CA TD Active U.S. Enhanced D.. 3.15 % 0.00 %

-0.16 (0.26%)

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 %

-0.17 (0.26%)

USD 0.18B
DCPE DoubleLine Shiller CAPE U.. 3.09 % 0.00 %

N/A

USD 0.38B
CAML Professionally Managed Po.. 2.95 % 0.00 %

+0.08 (+0.26%)

USD 0.13B
RHS Invesco S&P 500® Equal W.. 2.89 % 0.40 %

N/A

USD 0.42B
SIXA 6 Meridian Mega Cap Equit.. 2.85 % 0.00 %

-0.13 (0.26%)

USD 0.24B
SIXH ETC 6 Meridian Hedged Equ.. 2.82 % 0.00 %

-0.12 (0.26%)

USD 0.40B
BTHM BlackRock ETF Trust - Bla.. 2.80 % 0.00 %

+0.10 (+0.26%)

USD 7.21M
AQGX 2.73 % 0.00 %

N/A

N/A
QARP DBX ETF Trust - Xtrackers.. 2.68 % 0.19 %

-0.05 (0.26%)

USD 0.06B
XWEQ:LSE Xtrackers MSCI World Qual.. 2.64 % 0.00 %

+0.01 (+0.26%)

USD 0.31B
AMOM QRAFT AI-Enhanced U.S. La.. 2.63 % 0.00 %

+0.14 (+0.26%)

USD 0.02B
QYLD Global X NASDAQ 100 Cover.. 2.54 % 0.68 %

+0.02 (+0.26%)

USD 8.23B
QRMI Global X NASDAQ 100® Ris.. 2.54 % 0.00 %

+0.02 (+0.26%)

USD 0.01B
PGRO Putnam Focused Large Cap .. 2.53 % 0.00 %

+0.21 (+0.26%)

USD 0.06B
QTR Global X NASDAQ 100® Tai.. 2.53 % 0.00 %

+0.08 (+0.26%)

USD 2.59M
XWEQ:XETRA Xtrackers MSCI World Qual.. 2.52 % 0.00 %

-0.16 (0.26%)

USD 0.31B
XNAS:LSE Xtrackers NASDAQ 100 UCIT.. 2.51 % 0.00 %

+0.04 (+0.26%)

USD 0.72B
CNX1:LSE iShares NASDAQ 100 UCITS .. 2.51 % 0.00 %

-126.00 (0.26%)

USD 13.69B
NQSE:F iShares NASDAQ 100 UCITS .. 2.50 % 0.00 %

-0.01 (0.26%)

USD 0.64B
SXRV:F iShares NASDAQ 100 UCITS .. 2.50 % 0.00 %

-4.80 (0.26%)

USD 13.72B
NQSE:XETRA iShares NASDAQ 100 UCITS .. 2.50 % 0.00 %

N/A

USD 0.35B
SXRV:XETRA iShares NASDAQ 100 UCITS .. 2.50 % 0.00 %

-1.70 (0.26%)

USD 6.45B
CSNDX:SW iShares NASDAQ 100 UCITS .. 2.50 % 0.00 %

-2.00 (0.26%)

USD 13.72B
QQQ Invesco QQQ Trust 2.50 % 0.20 %

+1.73 (+0.26%)

USD 270.85B
EQGB:LSE Invesco EQQQ NASDAQ-100 U.. 2.50 % 0.00 %

+36.50 (+0.26%)

USD 0.23B
EQQQ:LSE Invesco EQQQ NASDAQ-100 U.. 2.50 % 0.00 %

-52.00 (0.26%)

USD 6.90B
EQQU:LSE Invesco EQQQ NASDAQ-100 U.. 2.50 % 0.00 %

+0.69 (+0.26%)

USD 6.90B
TUG STF Tactical Growth ETF 2.50 % 0.00 %

+0.20 (+0.26%)

USD 0.19B
QCLR Global X NASDAQ 100® Col.. 2.48 % 0.00 %

+0.14 (+0.26%)

USD 1.75M
XNAQ:LSE Xtrackers NASDAQ 100 UCIT.. 2.48 % 0.00 %

-0.07 (0.26%)

USD 0.72B
CNDX:LSE iShares NASDAQ 100 UCITS .. 2.48 % 0.00 %

+1.03 (+0.26%)

USD 13.57B
TGGR:CA TD Active Global Equity G.. 2.45 % 0.00 %

-0.28 (0.26%)

CAD 0.03B
FTQI First Trust Nasdaq BuyWri.. 2.45 % 0.00 %

+0.02 (+0.26%)

USD 0.32B
3034:HK CSOP Metaverse Concept ET.. 2.43 % 0.00 %

+0.04 (+0.26%)

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

-0.29 (0.26%)

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

+0.75 (+0.26%)

N/A
EQQQ:F PowerShares Global Funds .. 2.43 % 0.00 %

-1.45 (0.26%)

USD 6.91B
EQEU:XETRA Invesco EQQQ NASDAQ-100 U.. 2.43 % 0.00 %

-0.15 (0.26%)

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

-0.80 (0.26%)

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

-0.20 (0.26%)

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

-0.80 (0.26%)

USD 6.82B
EQAC:SW Invesco EQQQ NASDAQ-100 U.. 2.43 % 0.00 %

-0.30 (0.26%)

USD 2.05B
EQQB:XETRA Invesco EQQQ NASDAQ-100 U.. 2.43 % 0.00 %

-0.60 (0.26%)

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

+0.25 (+0.26%)

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

+0.50 (+0.26%)

USD 0.23B
EQGB:SW Invesco EQQQ NASDAQ-100 U.. 2.43 % 0.00 %

N/A

USD 0.23B
HNDQ:AU BetaShares NASDAQ 100 ETF.. 2.43 % 0.00 %

N/A

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

N/A

USD 4.37B
XNAS:XETRA Xtrackers NASDAQ 100 UCIT.. 2.43 % 0.00 %

-0.09 (0.26%)

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

-0.09 (0.26%)

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

+0.03 (+0.26%)

USD 0.73B
XQQ:CA iShares NASDAQ 100 (CAD H.. 2.43 % 0.39 %

-0.17 (0.26%)

CAD 2.87B
2834:HK iShares NASDAQ 100 HKD 2.42 % 0.00 %

+1.30 (+0.26%)

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

+0.24 (+0.26%)

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

-0.30 (0.26%)

USD 4.26B
EXXT:XETRA iShares NASDAQ-100® UCIT.. 2.42 % 0.00 %

-0.36 (0.26%)

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

+0.08 (+0.26%)

USD 0.05B
ZQQ:CA BMO NASDAQ 100 Equity (CA.. 2.35 % 0.39 %

-0.24 (0.26%)

CAD 1.97B
NUGO Nuveen Growth Opportuniti.. 2.34 % 0.00 %

+0.16 (+0.26%)

USD 3.03B
ANAU:SW AXA IM NASDAQ 100 UCITS E.. 2.32 % 0.00 %

-0.02 (0.26%)

USD 0.85B
XWMS:LSE Xtrackers MSCI World Mome.. 2.32 % 0.00 %

N/A

USD 0.05B
AVLV American Century ETF Trus.. 2.30 % 0.00 %

-0.20 (0.26%)

USD 3.57B
FTCS First Trust Capital Stren.. 2.20 % 0.60 %

-0.96 (0.26%)

USD 8.68B
SIZE iShares MSCI USA Size Fac.. 2.20 % 0.15 %

-1.04 (0.26%)

USD 0.31B
IUQA:LSE iShares Edge MSCI USA Qua.. 2.19 % 0.00 %

+0.01 (+0.26%)

USD 2.88B
IUQD:LSE iShares Edge MSCI USA Qua.. 2.19 % 0.00 %

+1.60 (+0.26%)

USD 0.95B
IUQF:LSE iShares Edge MSCI USA Qua.. 2.19 % 0.00 %

-2.50 (0.26%)

USD 1.94B
SPMO Invesco S&P 500® Momentu.. 2.18 % 0.13 %

+0.42 (+0.26%)

USD 1.34B
CAPS:LSE First Trust Capital Stren.. 2.17 % 0.00 %

-31.75 (0.26%)

USD 0.02B
FTCS:LSE First Trust Capital Stren.. 2.17 % 0.00 %

-0.38 (0.26%)

USD 0.02B
N100:AU Global X US 100 ETF 2.09 % 0.00 %

-0.02 (0.26%)

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

+0.10 (+0.26%)

USD 0.01B
RAYD Rayliant Quantitative Dev.. 1.95 % 0.00 %

+0.02 (+0.26%)

USD 0.06B
ZLSU:CA BMO Long Short US Equity .. 1.86 % 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 -.. 1.68 % 0.00 %

N/A

USD 0.09B
JMOM JPMorgan U.S. Momentum Fa.. 1.55 % 0.12 %

-0.07 (0.26%)

USD 0.94B
JEPI JPMorgan Equity Premium I.. 1.45 % 0.00 %

-0.33 (0.26%)

USD 33.58B
SZNE Pacer CFRA-Stovall Equal .. 1.43 % 0.60 %

-0.47 (0.26%)

USD 0.04B
PTNQ Pacer Trendpilot 100 ETF 1.36 % 0.00 %

+0.17 (+0.26%)

USD 1.22B
ONEQ Fidelity® Nasdaq Composi.. 1.29 % 0.21 %

+0.37 (+0.26%)

USD 6.36B
ULVM VictoryShares US Value Mo.. 1.21 % 0.20 %

-0.51 (0.26%)

USD 0.15B
BSCJ 1.01 % 0.10 %

N/A

N/A
TQQQ ProShares UltraPro QQQ 0.96 % 0.95 %

+0.71 (+0.26%)

USD 22.74B
SSPY Syntax Stratified LargeCa.. 0.85 % 0.00 %

-0.47 (0.26%)

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

-0.33 (0.26%)

USD 44.83B
FTLB 0.00 % 0.85 %

N/A

N/A
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 %

+0.65 (+0.26%)

USD 6.41B
QUAL 0.00 % 0.15 %

N/A

N/A
JMIN 0.00 % 0.12 %

N/A

N/A
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
RWL Invesco S&P 500 Revenue E.. 0.00 % 0.39 %

-0.48 (0.26%)

USD 3.19B
RWU:CA 0.00 % 0.67 %

N/A

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

+0.12 (+0.26%)

USD 1.33M
SCIU 0.00 % 0.19 %

N/A

N/A
USMR 0.00 % 0.30 %

N/A

N/A
CAPS:CA 0.00 % 0.96 %

N/A

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

+0.05 (+0.26%)

USD 4.22B
WESG:LSE 0.00 % 0.00 %

N/A

N/A
MKTN:PA 0.00 % 0.00 %

N/A

N/A
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 %

N/A

USD 0.14B
ECOZ 0.00 % 0.00 %

N/A

N/A
NUSI Nationwide Nasdaq-100® R.. 0.00 % 0.00 %

+0.03 (+0.26%)

USD 0.38B
QQQM Invesco NASDAQ 100 ETF 0.00 % 0.00 %

+0.70 (+0.26%)

USD 25.89B
QYLG Global X Nasdaq 100® Cov.. 0.00 % 0.00 %

+0.07 (+0.26%)

USD 0.11B
OPPX 0.00 % 0.00 %

N/A

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

N/A

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 16.85% 100% F 81% B-
Dividend Return 0.33% 50% F 19% F
Total Return 17.18% 100% F 81% B-
Trailing 12 Months  
Capital Gain 54.02% 100% F 87% B+
Dividend Return 3.84% 100% F 56% F
Total Return 57.86% 100% F 88% B+
Trailing 5 Years  
Capital Gain 216.80% 100% F 92% A
Dividend Return 16.82% 100% F 73% C
Total Return 233.61% 100% F 92% A
Average Annual (5 Year Horizon)  
Capital Gain 21.52% 100% F 80% B-
Dividend Return 23.35% 100% F 81% B-
Total Return 1.84% 100% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 19.42% 100% F 76% C+
Risk Adjusted Return 120.28% 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% 21%
Price/Book Ratio 15.62 25% 7%
Price / Cash Flow Ratio 29.22 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% 59%

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.