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Costco Wholesale
NasdaqGS:COST Community
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Costco Wholesale
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Costco Wholesale
JO
Jonh
Community Contributor
Warehouse Expansions and Gas Station Hours Will Drive Revenue Growth for Costco
Key Takeaways Expansion of warehouse locations and gas station hours aims to increase membership, store traffic, and revenue growth. E-commerce growth and international market investments could boost overall earnings and diversify sales.
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US$982.21
FV
8.0% undervalued
intrinsic discount
7.00%
Revenue growth p.a.
Set as Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
1 day ago
author updated this narrative
Costco Wholesale
GO
Goran_Damchevski
Equity Analyst
Success In Ecommerce, Emerging Markets And A Membership Price Increase Are Needed To Justify Current Multiple
Key Takeaways Costco may be overvalued, but its stable profitability indicates that it can catch-up in five years Growing the number of warehouses still makes sense, despite the lower returns Its own Kirkland brand, and eComm will contribute to margin expansion The special dividend is a working capital optimization tactic that also incentivizes investors to hold Membership fee increases may degrade loyalty, and act as a negative catalyst for the stock Catalysts Kirkland Signature's Growing Presence on Shelves Could Increase Margins Costco is a customer-centric company, with a $300B market cap and $246B in annual revenue. Its substantial purchasing power allows it to negotiate favorable deals with suppliers, enabling it to pass on savings to its members.
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US$489.26
FV
84.8% overvalued
intrinsic discount
4.20%
Revenue growth p.a.
Set as Fair Value
9
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 months ago
author updated this narrative
Costco Wholesale
WA
Analyst Price Target
Consensus Narrative from 33 Analysts
Warehouse, E-Commerce, And International Expansion Will Support Future Success
Key Takeaways Expansion of warehouse locations and gas station hours aims to increase membership, store traffic, and revenue growth. E-commerce growth and international market investments could boost overall earnings and diversify sales.
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US$1.06k
FV
14.9% undervalued
intrinsic discount
6.64%
Revenue growth p.a.
Set as Fair Value
3
users have liked this narrative
0
users have commented on this narrative
60
users have followed this narrative
7 days ago
author updated this narrative
Your Valuation for
COST
Costco Wholesale
Your Fair Value
US$
Current Price
US$903.92
0.03% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
358b
2015
2018
2021
2024
2025
2027
2030
Revenue US$357.6b
Earnings US$10.3b
Advanced
Set as Fair Value