COST vs ETN: Which Is the Better Buy?
Side-by-side comparison of Costco Wholesale Corporation and Eaton Corporation plc — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Costco Wholesale Corporation · Consumer Defensive
$947.50
-1.4% upside to fair value
Grade C
High Quality
VS
Eaton Corporation plc · Industrials
$447.28
-9.5% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
COST has more upside to fair value
(-1.4%).
ETN trades at a lower forward P/E
(33.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
COST |
ETN |
| Current Price |
$947.50 |
$447.28 |
| Fair Value Estimate |
$933.84 |
$405.00 |
| Upside to Fair Value |
-1.4%
|
-9.5%
|
| Market Cap |
$420.2B |
$173.7B |
| Forward P/E |
47.6x
|
33.2x
|
| EV / EBITDA |
28.3x
|
30.0x
|
| Price / Sales |
1.4x
|
5.8x
|
| Price / FCF |
47.7x
|
38.6x
|
| Revenue Growth YoY |
+11.6%
|
+21.0%
|
| Gross Margin |
12.9%
|
35.9%
|
| Operating Margin |
3.8%
|
17.7%
|
| Return on Equity |
28.3%
|
18.9%
|
| Dividend Yield |
0% |
0.98% |
| FCF Yield |
2.1%
|
2.59%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Costco Wholesale Corporation operates as a membership-only warehouse club offering a wide range of merchandise at low prices. The company exhibits high business quality with a durable competitive moat driven by cost advantages, strong brand loyalty, and efficient operations, reflected in a robust ROE of 28.3% and solid revenue growth of 11.6% in the most recent quarter. Despite these strengths, t…
Eaton is a 115-year-old power management company whose Electrical Americas, Electrical Global and Aerospace segments have become a core beneficiary of the same AI data-center, grid modernization and reshoring supercycle driving GE Vernova and Vertiv. Q2 2026 results were record-setting: revenue of $8.5 billion (up 21% year over year, 14% organic), adjusted EPS of $3.15, and segment margins of 23.…
Accumulation Zones
| Metric |
COST |
ETN |
| Zone Low |
$700.38 |
$305.00 |
| Zone High |
$793.76 |
$345.00 |
| In Buy Zone? |
No
|
No
|