Costco Wholesale Corp Strategic Asset Allocation Index
Costco Wholesale Corp strategic asset allocation index. Costco Wholesale Corp (COST) has a Strategic Asset Allocation Index of 118.8% as of August 2025. Strategic assets (PP&E of $34.63 Billion plus long-term investments of $-) total $34.63 Billion, measured against net assets of $29.16 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check COST intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Costco Wholesale Corp (2017–2025)
Strategic asset allocation index of Costco Wholesale Corp from 2017 to 2025. This chart shows how Costco Wholesale Corp's Strategic Asset Allocation Index has evolved across 9 annual periods from 2017 to 2025. As of August 2025, the index stands at 118.8%, representing strategic assets of $34.63 Billion against net assets of $29.16 Billion USD.
Costco Wholesale Corp Strategic Asset Allocation Index by Year (2017–2025)
Costco Wholesale Corp strategic asset allocation index by year from 2017 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Costco Wholesale Corp from 2017 to 2025, covering 9 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see COST market cap.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 123.9% | $36.12 Billion | $36.12 Billion | $- | $29.16 Billion | ▼ -16.2 pp |
| 2024 | 140.0% | $33.08 Billion | $33.08 Billion | $- | $23.62 Billion | ▲ +17.4 pp |
| 2023 | 122.6% | $30.72 Billion | $30.72 Billion | $- | $25.06 Billion | ▼ -10.2 pp |
| 2022 | 132.8% | $27.42 Billion | $27.42 Billion | $- | $20.65 Billion | ▼ -18.7 pp |
| 2021 | 151.5% | $27.38 Billion | $27.38 Billion | $- | $18.08 Billion | ▲ +16.8 pp |
| 2020 | 134.7% | $25.19 Billion | $25.19 Billion | $- | $18.70 Billion | ▲ +0.6 pp |
| 2019 | 134.0% | $20.89 Billion | $20.89 Billion | $- | $15.58 Billion | ▼ -16.2 pp |
| 2018 | 150.2% | $19.68 Billion | $19.68 Billion | $- | $13.10 Billion | ▼ -13.7 pp |
| 2017 | 163.9% | $18.16 Billion | $18.16 Billion | $- | $11.08 Billion | — |