Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. 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 5-year average of 28.04%, near the low end of its 5-year range (24.92%–32.95%).
As of the fiscal period ended Sunday, May 10, 2026. 3.81% below its 12-month average of 27.42%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation.
RETURN ON EQUITY (ROE)
26.38%
RETURN ON EQUITY (ROE) AVG TTM
27.42%
RETURN ON EQUITY (ROE) AVG 3Y
28.73%
RETURN ON EQUITY (ROE) AVG 5Y
28.04%
RETURN ON EQUITY (ROE) AVG 10Y
26.58%
RETURN ON EQUITY (ROE) AVG 15Y
23.32%
RETURN ON EQUITY (ROE) AVG 20Y
20.57%
CURRENT VS TTM AVG
-3.81%
CURRENT VS 3Y AVG
-8.20%
CURRENT VS 5Y AVG
-5.93%
CURRENT VS 10Y AVG
-0.78%
CURRENT VS 15Y AVG
+13.09%
CURRENT VS 20Y AVG
+28.20%
SECTOR MEDIAN · CONSUMER DEFENSIVE
15.89%
median of 49 covered companies
CURRENT VS SECTOR MEDIAN
+65.98%
vs the sector median at left
Costco Wholesale Corporation
Market Cap
$401.15B
Return on Equity (ROE)
26.38%
TTM Avg
27.42%
3Y Avg
28.73%
5Y Avg
28.04%
Market Cap
$378.60B
Return on Equity (ROE)
39.60%
TTM Avg
41.76%
3Y Avg
41.10%
5Y Avg
41.17%
Market Cap
$340.54B
Return on Equity (ROE)
29.54%
TTM Avg
30.13%
3Y Avg
30.29%
5Y Avg
30.61%
Market Cap
$286.99B
Return on Equity (ROE)
N/A
TTM Avg
-86.70%
3Y Avg
-85.96%
5Y Avg
-83.01%
Market Cap
$249.76B
Return on Equity (ROE)
26.26%
TTM Avg
28.28%
3Y Avg
27.50%
5Y Avg
28.10%
Market Cap
$186.77B
Return on Equity (ROE)
47.45%
TTM Avg
46.73%
3Y Avg
48.62%
5Y Avg
49.15%
Market Cap
$153.62B
Return on Equity (ROE)
7.83%
TTM Avg
7.66%
3Y Avg
7.49%
5Y Avg
6.47%
Market Cap
$117.92B
Return on Equity (ROE)
6.94%
TTM Avg
11.19%
3Y Avg
0.97%
5Y Avg
4.04%
Market Cap
$112.92B
Return on Equity (ROE)
N/A
TTM Avg
-350.84%
3Y Avg
-269.11%
5Y Avg
-178.87%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Costco Wholesale Corporation (COST) | $401.15B | 26.38% | 27.42% | 28.73% | 28.04% |
| The Coca-Cola Company (KO)vs › | $378.60B | 39.60% | 41.76% | 41.10% | 41.17% |
| The Procter & Gamble Company (PG)vs › | $340.54B | 29.54% | 30.13% | 30.29% | 30.61% |
| Philip Morris International Inc. (PM)vs › | $286.99B | N/A | -86.70% | -85.96% | -83.01% |
| Nestlé S.A. (NSRGY)vs › | $249.76B | 26.26% | 28.28% | 27.50% | 28.10% |
| PepsiCo, Inc. (PEP)vs › | $186.77B | 47.45% | 46.73% | 48.62% | 49.15% |
| Anheuser-Busch InBev SA/NV (BUD)vs › | $153.62B | 7.83% | 7.66% | 7.49% | 6.47% |
| British American Tobacco p.l.c. (BTI)vs › | $117.92B | 6.94% | 11.19% | 0.97% | 4.04% |
| Altria Group, Inc. (MO)vs › | $112.92B | N/A | -350.84% | -269.11% | -178.87% |
| Monster Beverage Corporation (MNST)vs › | $82.77B | 22.72% | 24.20% | 21.30% | 22.25% |
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) |
|---|---|
| 2026-05-10 | 26.38% |
| 2026-02-15 | 26.64% |
| 2025-11-23 | 27.40% |
| 2025-08-31 | 27.77% |
| 2025-05-11 | 28.91% |
| 2025-02-16 | 29.80% |
| 2024-11-24 | 30.98% |
| 2024-09-01 | 31.19% |
| 2024-05-12 | 32.95% |
| 2024-02-18 | 32.73% |
| 2023-11-26 | 24.92% |
| 2023-08-31 | 25.11% |
| 2023-05-07 | 25.46% |
| 2023-02-12 | 26.55% |
| 2022-11-20 | 27.40% |
| 2022-08-31 | 28.31% |
| 2022-05-08 | 28.28% |
| 2022-02-13 | 28.39% |
| 2021-11-21 | 27.97% |
| 2021-08-31 | 28.51% |
| 2021-05-09 | 28.67% |
| 2021-02-14 | 27.75% |
| 2020-11-22 | 29.10% |
| 2020-08-31 | 21.89% |
| 2020-05-10 | 22.08% |
| 2020-02-16 | 22.74% |
| 2019-11-24 | 23.55% |
| 2019-08-31 | 24.00% |
| 2019-05-12 | 24.89% |
| 2019-02-17 | 24.89% |
| 2018-11-25 | 24.77% |
| 2018-08-31 | 24.49% |
| 2018-05-13 | 24.79% |
| 2018-02-18 | 25.18% |
| 2017-11-26 | 25.04% |
| 2017-08-31 | 24.86% |
| 2017-05-07 | 25.65% |
| 2017-02-12 | 19.16% |
| 2016-11-20 | 20.17% |
| 2016-08-31 | 19.46% |
| 2016-05-08 | 20.32% |
| 2016-02-14 | 20.99% |
| 2015-11-22 | 21.76% |
| 2015-08-31 | 22.39% |
| 2015-05-10 | 21.79% |
| 2015-02-15 | 22.18% |
| 2014-11-23 | 17.23% |
| 2014-08-31 | 16.73% |
| 2014-05-11 | 16.74% |
| 2014-02-16 | 17.06% |
| 2013-11-24 | 18.25% |
| 2013-08-31 | 18.82% |
| 2013-05-12 | 19.39% |
| 2013-02-17 | 19.36% |
| 2012-11-25 | 14.25% |
| 2012-08-31 | 13.83% |
| 2012-05-06 | 12.54% |
| 2012-02-12 | 12.39% |
| 2011-11-20 | 12.34% |
| 2011-08-31 | 12.18% |
| 2011-05-08 | 11.84% |
| 2011-02-13 | 12.07% |
| 2010-11-21 | 12.05% |
| 2010-08-31 | 12.03% |
| 2010-05-09 | 11.45% |
| 2010-02-14 | 10.79% |
| 2009-11-22 | 10.53% |
| 2009-08-31 | 10.83% |
| 2009-05-10 | 11.72% |
| 2009-02-15 | 13.10% |
| 2008-11-23 | 14.50% |
| 2008-08-31 | 13.95% |
| 2008-05-11 | 13.79% |
| 2008-02-17 | 13.26% |
| 2007-11-25 | 12.64% |
| 2007-08-31 | 12.56% |
| 2007-05-13 | 12.57% |
| 2007-02-18 | 12.26% |
| 2006-11-26 | 12.53% |
| 2006-08-31 | 12.07% |
| 2006-05-07 | 11.93% |
| 2006-02-12 | 11.87% |
| 2005-11-20 | 11.97% |
| 2005-08-31 | 11.97% |
| 2005-05-08 | 11.34% |
| 2005-02-13 | 11.54% |
| 2004-11-21 | 11.15% |
| 2004-08-31 | 11.57% |
| 2004-05-09 | 11.44% |
| 2004-02-15 | 10.97% |
| 2003-11-23 | 10.81% |
| 2003-08-31 | 11.00% |
| 2003-05-11 | 11.60% |
