Diversified Trust Co. Increases Stake in Costco Wholesale Co. by 6.5% in Q1
June 24, 2023
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Costco Wholesale ($NASDAQ:COST) Co., the second largest retailer in the United States, is a membership-only warehouse club that provides a wide array of merchandise and services to its members at low prices. This increase in ownership indicates a strong belief from Diversified Trust in the potential of Costco Wholesale as an investment opportunity. Costco Wholesale Co. has seen steady growth over the past decade due to its focus on providing quality products and services at competitive prices.
In addition, Costco has made significant investments in technology, e-commerce, and digital marketing to increase its reach among customers. These investments have paid off, allowing Costco to generate more revenue and expand its market share globally. The recent filing with the Securities and Exchange Commission shows that Diversified Trust Co. is confident that Costco Wholesale Co.’s stock will continue to increase in value in the future.
Analysis
GoodWhale is the perfect tool to analyze the fundamentals of COSTCO WHOLESALE and make informed investment decisions. We assess the financial and business aspects of companies based on our Risk Rating system. COSTCO WHOLESALE has been rated as a low risk investment, meaning that there is a lower than average risk associated with investing in this company. We provide potential investors with detailed information about the company’s potential risks in order to help you make the most informed decision. To access this information, simply become a registered user of GoodWhale and check out the business and financial areas with potential risks. More…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Costco Wholesale. More…
| Total Revenues | Net Income | Net Margin |
| 235.44k | 6k | 2.5% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Costco Wholesale. More…
| Operations | Investing | Financing |
| 9.85k | -4.63k | -3.89k |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Costco Wholesale. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 66.75k | 43.18k | 53.18 |
Key Ratios Snapshot
Some of the financial key ratios for Costco Wholesale are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| 13.5% | 16.4% | 3.5% |
| FCF Margin | ROE | ROA |
| 2.5% | 22.1% | 7.7% |
Peers
The retail industry is highly competitive, with companies constantly vying for market share. Costco Wholesale Corp is no exception, and it competes directly with the likes of Target Corp, Takayoshi Inc, and Walmart Inc. All four companies are leaders in the retail space, and each has its own strengths and weaknesses.
– Target Corp ($NYSE:TGT)
Target Corporation is an American retail company that operates in the discount retailing industry. The company was founded in 1902 and is headquartered in Minneapolis, Minnesota. Target Corporation operates 1,851 stores in the United States and Canada, and has a market cap of 71.52B as of 2022. The company’s return on equity is 34.09%. Target Corporation’s main competitors are Walmart and Amazon.
– Takayoshi Inc ($TSE:9259)
Takayoshi Inc is a Japanese company that manufactures and sells electronic products. It has a market cap of 8.99B as of 2022 and a ROE of -45.41%. The company’s products include computers, mobile phones, digital cameras, and other electronic devices. Takayoshi Inc has been in business for over 50 years and is a well-known brand in Japan.
– Walmart Inc ($NYSE:WMT)
With a market cap of 363.06B as of 2022, Walmart Inc. is a retail giant with a 16.44% return on equity. The company operates a chain of hypermarkets, discount department stores, and grocery stores. Walmart is the world’s largest company by revenue, with US$514.405 billion in 2020.
Summary
Investing analysis of Costco Wholesale has been positive, with Diversified Trust Co increasing its stake in the company by 6.5% in the first quarter. Analysts have cited the company’s strong potential in the global market, owing to its wide range of products and services and its commitment to customer service. Investors have also noted the company’s robust financial position and attractive returns, which makes it an attractive long-term investment option. The company’s share price has been steadily increasing as well, with positive long-term outlook for Costco Wholesale.
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