COST vs GE: Which Is the Better Buy?

Side-by-side comparison of Costco Wholesale Corporation and GE Aerospace — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-25.
Costco Wholesale Corporation · Consumer Defensive
$999.89
-20.7% upside to fair value
Grade D High Quality
VS
GE Aerospace · Industrials
$284.60
-24.0% upside to fair value
Grade B High Quality
QuantHub Verdict
COST has more upside to fair value (-20.7%). GE trades at a lower forward P/E (34.1x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric COST GE
Current Price $999.89 $284.60
Fair Value Estimate $793.02 $216.30
Upside to Fair Value -20.7% -24.0%
Market Cap $443.6B $297.4B
Forward P/E 51.9x 34.1x
EV / EBITDA 30.9x 27.9x
Price / Sales 1.6x 6.2x
Price / FCF 48.8x 39.8x
Revenue Growth YoY +9.2% +24.7%
Gross Margin 12.9% 34.8%
Operating Margin 3.8% 18.5%
Return on Equity 28.8% 46.4%
Dividend Yield 0% 0%
FCF Yield 2.05% 2.51%
Analyst Consensus Buy Strong Buy
Investment Thesis
COST — Costco Wholesale Corporation
Costco Wholesale Corporation operates a global membership-based warehouse club model that leverages scale, low costs, and superior employee retention to deliver consistent revenue and earnings growth. The company reported $269.9 billion in net sales for fiscal 2025 with an 8% year-over-year increase, driven by strong segments in Foods and Sundries and membership fees exceeding $5.65 billion in th…
GE — GE Aerospace
GE Aerospace is a leading player in the aerospace and defense industry, specializing in jet engines and propulsion technologies with a strong presence in commercial engines and defense propulsion segments. The company benefits from a high-quality management team led by CEO H. Lawrence Culp, Jr., who has extensive experience in operational transformation and aerospace leadership. Despite a premium…
Accumulation Zones
Metric COST GE
Zone Low $594.76 $162.23
Zone High $674.07 $183.86
In Buy Zone? No No
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