Costco Wholesale Corp (COST) — Strategic Asset Allocation Index
Costco Wholesale Corp (COST) has a Strategic Asset Allocation Index of 116.6% as of November 2025. Strategic assets (PP&E of $35.35 Billion plus long-term investments of $-) total $35.35 Billion, measured against net assets of $30.30 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
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 November 2025, the index stands at 116.6%, representing strategic assets of $35.35 Billion against net assets of $30.30 Billion USD. Explore COST cash generation efficiency to assess how effectively this company generates cash.
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 Costco Wholesale Corp (COST) total market value.
| 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 | — |