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 2026-04-11.
Costco Wholesale Corporation · Consumer Defensive
$1,002.88
-35.4% upside to fair value
Grade C
High Quality
VS
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
High Quality
QuantHub Verdict
COST has more upside to fair value
(-35.4%).
GE trades at a lower forward P/E
(37.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
COST |
GE |
| Current Price |
$1,002.88 |
$308.35 |
| Fair Value Estimate |
$648.03 |
$171.94 |
| Upside to Fair Value |
-35.4%
|
-44.2%
|
| Market Cap |
$444.9B |
$325.2B |
| Forward P/E |
52.1x
|
37.8x
|
| EV / EBITDA |
31.0x
|
27.9x
|
| Price / Sales |
1.6x
|
7.2x
|
| Price / FCF |
49.0x
|
45.2x
|
| Revenue Growth YoY |
+3.4%
|
+18.5%
|
| Gross Margin |
12.9%
|
36.8%
|
| Operating Margin |
3.8%
|
19.1%
|
| Return on Equity |
28.8%
|
46.6%
|
| Dividend Yield |
0% |
0.44% |
| FCF Yield |
2.04%
|
2.21%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Costco Wholesale Corporation operates a global membership-based warehouse club model with over 900 warehouses across 14 countries, generating $254 billion in fiscal 2024 revenue. The company benefits from a durable competitive moat driven by scale advantages, a loyal membership base with high renewal rates, and superior employee retention through better wages and benefits. Despite steady revenue …
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
Accumulation Zones
| Metric |
COST |
GE |
| Zone Low |
$486.02 |
$128.96 |
| Zone High |
$550.83 |
$146.15 |
| In Buy Zone? |
No
|
No
|