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
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-comโฆ
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,โฆ
Accumulation Zones
| Metric |
COST |
GEV |
| Zone Low |
$838.12 |
$966.50 |
| Zone High |
$949.88 |
$1,095.37 |
| In Buy Zone? |
Yes
|
Yes
|