Costco — 回报率指标
RETURN METRICS
TICKER: [US.COST - Costco]
PERIOD: [2010-ANNUAL ~ 2025-ANNUAL]
Parameter Value
----------------
ROIIC LAG 3Y
Tax Rate 21.0%
[+] ROE Quality: Median 23.2%
↳ Median > 15% = high quality
[~] ROE Stability: CoV 27.2%
↳ CoV < 10% = highly stable
[+] ROIC Quality: Median 29.8%
↳ Median > 15% = high quality
[~] ROIC Stability: CoV 16.2%
↳ CoV < 10% = highly stable
[+] ROIIC Efficiency: 39.1%
↳ > 10% = value creating
[+] ROIC Trend: 1.05%/yr
↳ Slope > 0.5%/yr = strengthening moat
[+] ROIC Trend Reliability: R² 92%
↳ R² > 70% = strong trend, 40-70% = moderate, < 40% = noisy
Metric ROE ROTE ROA ROIC ROIIC-3Y
--------------------------------------------------------
Mean 22.0% 22.0% 7.8% 30.1% 118.5%
Median 23.2% 23.2% 7.4% 29.8% 43.6%
Max 31.2% 31.2% 10.5% 38.3% 942.3%
Min 12.0% 12.1% 5.6% 23.5% 25.1%
StdDev 6.0% 6.0% 1.5% 4.9% 259.7%
CoV 27.2% 27.1% 19.5% 16.2% 219.1%
Slope 1.16%/yr 1.15%/yr 0.30%/yr 1.05%/yr -
R² 85% 85% 91% 92% -
[DATA]
Period ROE ROTE ROA NOPAT IC ROIC ROIIC-3Y
----------------------------------------------------------------
2010 ANNUAL 12.0% 12.1% 5.6% 1.64B 7.89B - -
2011 ANNUAL 12.2% 12.2% 5.8% 1.93B 8.54B 23.5% -
2012 ANNUAL 13.8% 13.9% 6.5% 2.18B 8.89B 25.0% -
2013 ANNUAL 18.8% 18.8% 6.8% 2.41B 9.71B 25.9% -
2014 ANNUAL 16.7% 16.7% 6.3% 2.54B 10.08B 25.7% 34.0%
2015 ANNUAL 22.4% 22.4% 7.3% 2.86B 10.33B 28.0% 44.4%
2016 ANNUAL 19.5% 19.5% 7.2% 2.90B 12.51B 25.4% 33.8%
2017 ANNUAL 24.9% 24.9% 7.5% 3.25B 11.66B 26.9% 25.1%
2018 ANNUAL 24.5% 24.5% 7.8% 3.54B 12.12B 29.8% 42.9%
2019 ANNUAL 24.0% 24.0% 8.2% 3.74B 12.62B 30.3% 47.2%
2020 ANNUAL 21.9% 21.9% 7.3% 4.29B 15.15B 30.9% 942.3%
2021 ANNUAL 28.5% 28.5% 8.6% 5.30B 15.52B 34.6% 50.5%
2022 ANNUAL 28.3% 28.3% 9.2% 6.16B 18.63B 36.1% 70.9%
2023 ANNUAL 25.1% 25.1% 9.1% 6.41B 18.71B 34.3% 35.2%
2024 ANNUAL 31.2% 31.2% 10.5% 7.34B 20.75B 37.2% 57.2%
2025 ANNUAL 27.8% 27.8% 10.5% 8.20B 22.05B 38.3% 39.1%audit returns
RETURN METRICS
TICKER: [US.COST - Costco]
PERIOD: [2010-ANNUAL ~ 2025-ANNUAL]
Parameter Value----------------ROIIC LAG 3YTax Rate 21.0%
[+] ROE Quality: Median 23.2%
↳ Median > 15% = high quality[~] ROE Stability: CoV 27.2%
↳ CoV < 10% = highly stable[+] ROIC Quality: Median 29.8%
↳ Median > 15% = high quality[~] ROIC Stability: CoV 16.2%
↳ CoV < 10% = highly stable[+] ROIIC Efficiency: 39.1%
↳ > 10% = value creating[+] ROIC Trend: 1.05%/yr
↳ Slope > 0.5%/yr = strengthening moat[+] ROIC Trend Reliability: R² 92%
↳ R² > 70% = strong trend, 40-70% = moderate, < 40% = noisy
Metric ROE ROTE ROA ROIC ROIIC-3Y--------------------------------------------------------Mean 22.0% 22.0% 7.8% 30.1% 118.5%Median 23.2% 23.2% 7.4% 29.8% 43.6%Max 31.2% 31.2% 10.5% 38.3% 942.3%Min 12.0% 12.1% 5.6% 23.5% 25.1%StdDev 6.0% 6.0% 1.5% 4.9% 259.7%CoV 27.2% 27.1% 19.5% 16.2% 219.1%Slope 1.16%/yr 1.15%/yr 0.30%/yr 1.05%/yr -R² 85% 85% 91% 92% -
[DATA]
Period ROE ROTE ROA NOPAT IC ROIC ROIIC-3Y----------------------------------------------------------------2010 ANNUAL 12.0% 12.1% 5.6% 1.64B 7.89B - -2011 ANNUAL 12.2% 12.2% 5.8% 1.93B 8.54B 23.5% -2012 ANNUAL 13.8% 13.9% 6.5% 2.18B 8.89B 25.0% -2013 ANNUAL 18.8% 18.8% 6.8% 2.41B 9.71B 25.9% -2014 ANNUAL 16.7% 16.7% 6.3% 2.54B 10.08B 25.7% 34.0%2015 ANNUAL 22.4% 22.4% 7.3% 2.86B 10.33B 28.0% 44.4%2016 ANNUAL 19.5% 19.5% 7.2% 2.90B 12.51B 25.4% 33.8%2017 ANNUAL 24.9% 24.9% 7.5% 3.25B 11.66B 26.9% 25.1%2018 ANNUAL 24.5% 24.5% 7.8% 3.54B 12.12B 29.8% 42.9%2019 ANNUAL 24.0% 24.0% 8.2% 3.74B 12.62B 30.3% 47.2%2020 ANNUAL 21.9% 21.9% 7.3% 4.29B 15.15B 30.9% 942.3%2021 ANNUAL 28.5% 28.5% 8.6% 5.30B 15.52B 34.6% 50.5%2022 ANNUAL 28.3% 28.3% 9.2% 6.16B 18.63B 36.1% 70.9%2023 ANNUAL 25.1% 25.1% 9.1% 6.41B 18.71B 34.3% 35.2%2024 ANNUAL 31.2% 31.2% 10.5% 7.34B 20.75B 37.2% 57.2%2025 ANNUAL 27.8% 27.8% 10.5% 8.20B 22.05B 38.3% 39.1%