Company / Return on Assets (ROA)
Costco Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
10.5%
FY2025
5-year range
6.6% / 10.5%
FY2021-FY2025
Trend
-0.5%
vs FY2024
Sector context
#20 of 81
Consumer Staples
What the data says
Costco's return on assets (roa) of 10.5% is higher than 75% of companies in the Consumer Staples sector (FY2025). Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 6.2% in FY2016 to 10.5% in FY2024.
Based on SEC 10-K filings.
10.5% in FY2025 with a 5-year CAGR of +3.6%. Top quartile in the Consumer Staples sector.
Improved from 7.8% to 10.5% over the past 2 years.
Consumer Staples sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +3.7pp
- 5-Year Change
- +3.6pp
- 10-Year Change
- -
Sector benchmark
+74.5% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 0.5% year-over-year.
- Currently 4.5pp above the Consumer Staples sector average.
- Peak return on assets (roa) was recorded in FY2024.
- Lowest return on assets (roa) in the period was in FY2016.
Company context
Key Data Points
- Altman Z-Score 4.50 (safe zone, above 2.9 threshold)
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 10.5% | -0.5% |
| FY2024 | 10.5% | +35.3% |
| FY2023 | 7.8% | +15.6% |
| FY2022 | 6.8% | +2.4% |
| FY2021 | 6.6% | -4.5% |
| FY2020 | 6.9% | -14.4% |
| FY2019 | 8.1% | +24.6% |
| FY2018 | 6.5% | -9.8% |
| FY2017 | 7.2% | +15.1% |
| FY2016 | 6.2% | +1.0% |
As of FY2025 · SEC 10-K · Updated Jun 24, 2026