Company / Return on Equity (ROE)
Costco Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
27.8%
FY2025
5-year range
19.4% / 31.2%
FY2021-FY2025
Trend
-11.0%
vs FY2024
Sector context
#15 of 77
Consumer Staples
What the data says
Costco's return on equity (roe) of 27.8% is higher than 81% of companies in the Consumer Staples sector (FY2025). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 17.0% in FY2016 to 31.2% in FY2024.
Based on SEC 10-K filings.
27.8% in FY2025 with a 5-year CAGR of +10.6%. Top quartile in the Consumer Staples sector.
Improved from 20.0% to 27.8% over the past 2 years.
Consumer Staples sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +8.4pp
- 5-Year Change
- +10.6pp
- 10-Year Change
- -
Sector benchmark
-58.7% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 11.0% year-over-year.
- Currently 39.5pp below the Consumer Staples sector average.
- Peak return on equity (roe) was recorded in FY2024.
- Lowest return on equity (roe) 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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 27.8% | -11.0% |
| FY2024 | 31.2% | +56.1% |
| FY2023 | 20.0% | +3.0% |
| FY2022 | 19.4% | -6.9% |
| FY2021 | 20.8% | +21.5% |
| FY2020 | 17.1% | -27.0% |
| FY2019 | 23.5% | +27.9% |
| FY2018 | 18.4% | -16.7% |
| FY2017 | 22.1% | +29.4% |
| FY2016 | 17.0% | -11.3% |
As of FY2025 · SEC 10-K · Updated Jun 24, 2026