Tracker

ETF universe handoff

Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

Costco Wholesale Corporation

NASDAQ:COST

Specialty Stores · benchmarked against Retail Trade inside the XLP constituent company universe.

Active tabFinancial reports

Current readMixed

Last close922.54

1M return-2.63%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report Jun 5, 2:31 AM GMT+8.

Sample and caveat28 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest Jun 5, 2:31 AM GMT+8

Distinct report rows12

Sections4

Metrics28

Coverage100%

CompanyCostco Wholesale Corporation

Overview scoring

Fundamental overview

54/100 blended · 97/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 67/100; Cash flow 39/100; Balance sheet 73/100; Valuation 17/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 54/100; Specialty Stores 63/100; Retail Trade 58/100; XLP constituent company universe 50/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #6 of 13; Specialty Stores #2 of 4; Retail Trade #4 of 7; XLP constituent company universe #19 of 34.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 68/100; Cash flow 40/100; Balance sheet 73/100; Valuation 15/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration13/24

FCF yield has the largest second-order move at -33.34%. 13 metrics are accelerating favorably and 10 are decelerating.

Fundamental PM review

Growth and cash quality3/5

EPS TTM is 19.88 with +6.50% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review2 watch items

Debt / Equity is 0.25 with -8.90% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 275.2B; Revenue quarter 70.5B; Operating income TTM 11.2B; Operating margin +4.08%.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue -3.71%; Revenue quarter +26.66%; Operating income TTM +2.83%; Operating margin +6.69%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 59/100; Cash 42/100; Quality 52/100; Balance 65/100; Valuation 35/100.

Earnings

Metric trend table

10 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	275.2B	-1.84%-5.2B	-3.71%-10.3B	decelerating	12
Revenue quarterRevenue	70.5B	+4.78%+3.2B	+26.66%+22.1B	accelerating	12
Revenue next quarterRevenue	94.3B	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Operating income TTMEarnings	11.2B	+5.40%+575M	+2.83%+308M	accelerating	12
Operating marginProfitability	+4.08%	+7.37%+0.28 pts	+6.69%+0.25 pts	accelerating	12
EPS TTMEarnings	19.88	+6.50%+1.21	+3.97%+0.75	accelerating	9
EPS next quarterEarnings	6.56	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Gross marginQuality	+12.88%	FlatFlat	-0.26%-0.03 pts	stable	11
Net marginQuality	+3.01%	+1.67%+0.05 pts	+1.05%+0.03 pts	accelerating	12
Gross-to-net conversionQuality	+23.38%	+1.67%+0.39 pts	+1.31%+0.30 pts	accelerating	11

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Gross margin	Net margin	Gross-to-net conversion
May 7, 2023	235.4B	53.6B	—	7.8B	+3.33%	13.50	—	—	+2.55%	—
Sep 5, 2023	242.3B	78.9B	—	8.1B	+3.35%	—	—	+12.26%	+2.60%	+21.18%
Dec 4, 2023	245.7B	57.8B	—	8.3B	+3.40%	—	—	+12.37%	+2.65%	+21.45%
Mar 4, 2024	248.8B	58.4B	—	8.5B	+3.42%	—	—	+12.39%	+2.73%	+22.03%
Jun 3, 2024	253.7B	58.5B	—	9B	+3.56%	16.13	—	+12.50%	+2.83%	+22.62%
Sep 3, 2024	254.5B	79.7B	—	9.3B	+3.65%	16.56	—	+12.61%	+2.90%	+22.95%
Dec 2, 2024	258.8B	62.2B	—	9.5B	+3.67%	17.03	—	+12.67%	+2.93%	+23.10%
Mar 3, 2025	264.1B	63.7B	—	9.8B	+3.69%	17.13	—	+12.67%	+2.89%	+22.77%
Jun 2, 2025	268.8B	63.2B	—	10.1B	+3.75%	17.63	—	+12.78%	+2.92%	+22.84%
Sep 2, 2025	275.2B	86.2B	—	10.4B	+3.77%	18.21	—	+12.84%	+2.94%	+22.91%
Dec 1, 2025	280.4B	67.3B	—	10.7B	+3.80%	18.67	—	+12.88%	+2.96%	+22.99%
Jun 5, 2026	275.2B	70.5B	94.3B	11.2B	+4.08%	19.88	6.56	+12.88%	+3.01%	+23.38%