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My Honest Take on Costco's Latest Earnings Report
Yahoo Finance· 2025-10-01 10:20
Key Points Costco delivered steady revenue and net income growth in fiscal 2025. The company's P/E ratio is well above those of its nearest peers. It's not clear that Costco can or should try to accelerate its expansion. 10 stocks we like better than Costco Wholesale › Costco Wholesale (NASDAQ: COST) just released its earnings for the fourth quarter of fiscal 2025 (ended Aug. 31). For the fiscal year, the company reported impressive net sales growth, particularly given the uncertain economy and co ...
Could the Nasdaq Sell-Off Make This Growth Stock a Buy Again?
The Motley Fool· 2025-03-12 07:09
文章核心观点 - 纳斯达克综合指数下跌超10%进入回调阶段,可能引发全面熊市,聪明投资者或可趁机捡漏,长期投资者应备好愿望清单,好市多(Costco)值得关注,虽当前股价贵,但下跌或带来买入机会 [2] 市场情况 - 华尔街是情绪化的地方,投资者常跟风,牛市和熊市都会出现这种情况 [1] - 纳斯达克综合指数较近期高点下跌超10%进入回调,可能演变成全面熊市 [2] 好市多股价估值 - 好市多股价贵,即便近期回调,市销率、市盈率和市净率仍高于五年均值,接近长期历史区间高端 [3] - 好市多股价随纳斯达克回调下跌,此前受投资者追捧,如今投资者谨慎抛售 [4] - 若回调持续,好市多股价或回到合理水平,值得成长型投资者买入 [5] 好市多业务特点 - 好市多是会员制零售商,会员费收入成本低,几乎全计入毛收入,占比超一半,改变零售格局 [6] - 好市多通过低价策略让会员满意,会员续约率超90%,业务执行良好 [7] 好市多财务表现 - 2025财年第二季度销售额增长9.1%,同店销售额类似增长,客流量增加5.1%,同店平均客单价上涨3.2% [8] - 华尔街对好市多季度盈利预期略高于实际,投资者失望,但业务表现仍强劲 [8] 投资建议 - 好市多商业模式独特,股息连续二十年增长,虽当前股价贵,但回调加深或成低价股 [9] - 投资者应将好市多列入愿望清单,了解业务,在他人抛售时逆向买入 [10] - 当平均市盈率回落至五年均值(约40)时,投资者可增加对好市多股票的兴趣 [11]