The valuation warning for Costco and other higher-rated stocks

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When companies approach extreme price levels, gravity looms

The writer is founder and chief executive of Trivariate Research Equity investors who are used to buying low and selling high have struggled for a long time in the US. Many stocks that appear to be attractively valued based on low multiples of their forecast earnings do not subsequently outperform. Hence, buying “medium-to-high” has worked better than buying “low” for many years.

8 per cent over the past few years, and this is certainly meritorious of a higher multiple, the question is how likely is it for a stock to maintain a valuation as high as the company’s current premium rating? We evaluated the precedents of businesses that trade at 50 times price-to-forecast earnings or higher for the first time in a rolling three year period going back to 1999. The recovery periods of 2009 and 2020 saw multiple expansion of this magnitude for many stocks.

 

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