COST vs GEV: Which Is the Better Buy?
Side-by-side comparison of Costco Wholesale Corporation and GE Vernova Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-25.
Costco Wholesale Corporation · Consumer Defensive
$947.50
-1.4% upside to fair value
Grade C
High Quality
VS
GE Vernova Inc. · Industrials
$1,014.75
-16.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
COST has more upside to fair value
(-1.4%).
GEV trades at a lower forward P/E
(34.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
COST |
GEV |
| Current Price |
$947.50 |
$1,014.75 |
| Fair Value Estimate |
$933.84 |
$850.00 |
| Upside to Fair Value |
-1.4%
|
-16.2%
|
| Market Cap |
$420.2B |
$270.3B |
| Forward P/E |
47.6x
|
34.3x
|
| EV / EBITDA |
28.3x
|
25.6x
|
| Price / Sales |
1.4x
|
6.6x
|
| Price / FCF |
47.7x
|
22.0x
|
| Revenue Growth YoY |
+11.6%
|
+15.0%
|
| Gross Margin |
12.9%
|
21.3%
|
| Operating Margin |
3.8%
|
5.9%
|
| Return on Equity |
28.3%
|
30.0%
|
| Dividend Yield |
0% |
0.17% |
| FCF Yield |
2.1%
|
4.5%
|
| 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…
GE Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
Accumulation Zones
| Metric |
COST |
GEV |
| Zone Low |
$700.38 |
$640.00 |
| Zone High |
$793.76 |
$723.00 |
| In Buy Zone? |
No
|
No
|