Costco Wholesale Corp (COST) — Strategic Asset Allocation Index
Costco Wholesale Corp (COST) has a Strategic Asset Allocation Index of 108.6% as of February 2026. Strategic assets (PP&E of $36.40 Billion plus long-term investments of $-) total $36.40 Billion, measured against net assets of $33.51 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check how resilient are Costco Wholesale Corp's assets to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Costco Wholesale Corp Strategic Asset Allocation Index (2017–2025)
This chart shows how Costco Wholesale Corp's Strategic Asset Allocation Index has evolved across 9 annual periods from 2017 to 2025. As of February 2026, the index stands at 108.6%, representing strategic assets of $36.40 Billion against net assets of $33.51 Billion USD. See COST FCF to total liabilities ratio to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Costco Wholesale Corp (2017–2025)
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 the full company profile including market capitalisation, see COST company net worth.
| 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 | — |