Costco Wholesale (COST), a $436 billion retailer, barely tracked the S&P 500 over the past year. Over the year to October 14, 2026, every $10,000 held in Costco added about $3.68 on the index's average down day and only $1.84 on its average up day, with a beta of -0.14. Its volatility over the past year was 19.9%, versus 12.7% for the S&P 500, while revenue grew 10.1% in the twelve months to August 2026. Over the five years to October 14, 2026, Costco returned 18.0% a year with dividends versus 13.1% for the S&P 500, but with higher volatility (23.0% vs 17.0%), so return per unit of volatility was about equal (0.78 vs 0.77).
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