COST vs GEV: Which Is the Better Buy?

Side-by-side comparison of Costco Wholesale Corporation and GE Vernova Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Costco Wholesale Corporation ยท Consumer Defensive
$896.48
+24.7% upside to fair value
Med Conviction Grade B High Quality
VS
GE Vernova Inc. ยท Industrials
$951.82
+35.4% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
GEV has more upside to fair value (+35.4%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric COST GEV
Current Price $896.48 $951.82
Fair Value Estimate $1,117.50 $1,288.67
Upside to Fair Value +24.7% +35.4%
Market Cap $397.6B $253.5B
Forward P/E โ€” โ€”
EV / EBITDA 32.7x 28.2x
Price / Sales 1.3x 6.1x
Price / FCF 42.4x 20.5x
Revenue Growth YoY +11.1% +21.9%
Gross Margin 17.5% 20.2%
Operating Margin 3.9% 4.4%
Return on Equity 28.0% 83.4%
Dividend Yield 0.62% 0.18%
FCF Yield 2.36% 4.88%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
COST โ€” Costco Wholesale Corporation
Costco Wholesale Corporation operates a global network of membership-based warehouse clubs, selling branded and private-label merchandise across the United States, Canada, Mexico, Japan, the United Kingdom, South Korea, Taiwan, Australia, Spain, France, Iceland, and China, supplemented by pharmacies, optical centers, food courts, hearing aid centers, tire installation, 636 gas stations, and e-comโ€ฆ
GEV โ€” GE Vernova Inc.
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,โ€ฆ
Accumulation Zones
Metric COST GEV
Zone Low $838.12 $966.50
Zone High $949.88 $1,095.37
In Buy Zone? Yes Yes
โ† COST Research    GEV Research โ†’    All Research