COST vs INTU: Which Is the Better Buy?
Side-by-side comparison of Costco Wholesale Corporation and Intuit Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-20.
Costco Wholesale Corporation · Consumer Defensive
$999.89
-20.7% upside to fair value
Grade D
High Quality
VS
Intuit Inc. · Technology
$396.57
+45.0% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
INTU has more upside to fair value
(+45.0%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
COST |
INTU |
| Current Price |
$999.89 |
$396.57 |
| Fair Value Estimate |
$793.02 |
$575.03 |
| Upside to Fair Value |
-20.7%
|
+45.0%
|
| Market Cap |
$443.6B |
$110.4B |
| Forward P/E |
51.9x
|
19.5x
|
| EV / EBITDA |
30.9x
|
19.0x
|
| Price / Sales |
1.6x
|
5.9x
|
| Price / FCF |
48.8x
|
18.1x
|
| Revenue Growth YoY |
+9.2%
|
+15.6%
|
| Gross Margin |
12.9%
|
80.8%
|
| Operating Margin |
3.8%
|
26.1%
|
| Return on Equity |
28.8%
|
19.6%
|
| Dividend Yield |
0% |
1.17% |
| FCF Yield |
2.05%
|
5.51%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
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…
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
Accumulation Zones
| Metric |
COST |
INTU |
| Zone Low |
$594.76 |
$431.27 |
| Zone High |
$674.07 |
$488.78 |
| In Buy Zone? |
No
|
Yes
|