Basis: Latest reported fiscal year. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 26.38% is in line with its 4-year average of 28.18%, near the low end of its 4-year range (25.11%–31.19%).
As of the fiscal period ended Sunday, August 31, 2025. 10.52% below its 12-month average of 29.48%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
26.38%
RETURN ON EQUITY (ROE) AVG TTM
29.48%
RETURN ON EQUITY (ROE) AVG 3Y
28.02%
RETURN ON EQUITY (ROE) AVG 5Y
28.18%
RETURN ON EQUITY (ROE) AVG 10Y
25.27%
RETURN ON EQUITY (ROE) AVG 15Y
21.97%
RETURN ON EQUITY (ROE) AVG 20Y
19.66%
CURRENT VS TTM AVG
-10.52%
CURRENT VS 3Y AVG
-5.86%
CURRENT VS 5Y AVG
-6.38%
CURRENT VS 10Y AVG
+4.39%
CURRENT VS 15Y AVG
+20.06%
CURRENT VS 20Y AVG
+34.15%
SECTOR MEDIAN · CONSUMER DEFENSIVE
15.59%
median of 48 covered companies
CURRENT VS SECTOR MEDIAN
+69.21%
vs the sector median at left
Costco Wholesale Corporation
Market Cap
$422.14B
Return on Equity (ROE)
26.38%
TTM Avg
29.48%
3Y Avg
28.02%
5Y Avg
28.18%
Market Cap
$376.85B
Return on Equity (ROE)
39.60%
TTM Avg
41.76%
3Y Avg
41.10%
5Y Avg
41.17%
Market Cap
$343.48B
Return on Equity (ROE)
29.54%
TTM Avg
15.36%
3Y Avg
22.91%
5Y Avg
25.69%
Market Cap
$297.41B
Return on Equity (ROE)
-113.55%
TTM Avg
-86.70%
3Y Avg
-85.96%
5Y Avg
-83.01%
Market Cap
$190.64B
Return on Equity (ROE)
47.45%
TTM Avg
46.73%
3Y Avg
48.62%
5Y Avg
49.15%
Market Cap
$170.32B
Return on Equity (ROE)
13.99%
TTM Avg
7.66%
3Y Avg
7.49%
5Y Avg
6.47%
Market Cap
$114.07B
Return on Equity (ROE)
-198.37%
TTM Avg
-350.84%
3Y Avg
-269.11%
5Y Avg
-178.87%
Market Cap
$94.26B
Return on Equity (ROE)
23.28%
TTM Avg
24.20%
3Y Avg
21.30%
5Y Avg
22.25%
Market Cap
$79.53B
Return on Equity (ROE)
13.20%
TTM Avg
13.30%
3Y Avg
13.56%
5Y Avg
13.72%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Costco Wholesale Corporation (COST) | $422.14B | 26.38% | 29.48% | 28.02% | 28.18% |
| The Coca-Cola Company (KO)vs › | $376.85B | 39.60% | 41.76% | 41.10% | 41.17% |
| The Procter & Gamble Company (PG)vs › | $343.48B | 29.54% | 15.36% | 22.91% | 25.69% |
| Philip Morris International Inc. (PM)vs › | $297.41B | -113.55% | -86.70% | -85.96% | -83.01% |
| PepsiCo, Inc. (PEP)vs › | $190.64B | 47.45% | 46.73% | 48.62% | 49.15% |
| Anheuser-Busch InBev SA/NV (BUD)vs › | $170.32B | 13.99% | 7.66% | 7.49% | 6.47% |
| Altria Group, Inc. (MO)vs › | $114.07B | -198.37% | -350.84% | -269.11% | -178.87% |
| Monster Beverage Corporation (MNST)vs › | $94.26B | 23.28% | 24.20% | 21.30% | 22.25% |
| Mondelez International, Inc. (MDLZ)vs › | $79.53B | 13.20% | 13.30% | 13.56% | 13.72% |
| Colgate-Palmolive Company (CL)vs › | $73.06B | 863.14% | 2655.45% | 1533.43% | 1142.02% |
ROE
26.4%
ROA
10.2%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2025-08-31 | 27.77% |
| 2024-09-01 | 31.19% |
| 2023-09-03 | 25.11% |
| 2022-08-28 | 28.31% |
| 2021-08-29 | 28.51% |
| 2020-08-30 | 21.89% |
| 2019-08-31 | 24.00% |
| 2018-08-31 | 24.49% |
| 2017-08-31 | 24.86% |
| 2016-08-31 | 19.46% |
| 2015-08-31 | 22.39% |
| 2014-08-31 | 16.73% |
| 2013-08-31 | 18.82% |
| 2012-08-31 | 13.83% |
| 2011-08-31 | 12.18% |
| 2010-08-31 | 12.03% |
| 2009-08-31 | 10.83% |
| 2008-08-31 | 13.96% |
| 2007-08-31 | 12.56% |
| 2006-08-31 | 12.07% |
| 2005-08-31 | 11.97% |
| 2004-08-31 | 11.57% |
| 2003-08-31 | 11.00% |
| 2002-08-31 | 12.29% |
| 2001-08-31 | 12.33% |
| 2000-08-31 | 14.89% |
| 1999-08-31 | 11.25% |
| 1998-08-31 | 15.50% |
| 1997-08-31 | 12.65% |
| 1996-08-31 | 13.99% |
