COST vs SNDK: Which Is the Better Buy?
Side-by-side comparison of Costco Wholesale Corporation and Sandisk Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Costco Wholesale Corporation · Consumer Defensive
$896.48
+24.7% upside to fair value
Med Conviction
Grade B
High Quality
VS
Sandisk Corporation · Technology
$1,614.39
-25.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
COST has more upside to fair value
(+24.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
COST |
SNDK |
| Current Price |
$896.48 |
$1,614.39 |
| Fair Value Estimate |
$1,117.50 |
$1,206.72 |
| Upside to Fair Value |
+24.7%
|
-25.3%
|
| Market Cap |
$397.6B |
$239.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
32.7x
|
17.9x
|
| Price / Sales |
1.3x
|
11.8x
|
| Price / FCF |
42.4x
|
20.6x
|
| Revenue Growth YoY |
+11.1%
|
+371.6%
|
| Gross Margin |
17.5%
|
71.5%
|
| Operating Margin |
3.9%
|
61.2%
|
| Return on Equity |
28.0%
|
93.1%
|
| Dividend Yield |
0.62% |
0% |
| FCF Yield |
2.36%
|
4.84%
|
| 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-com…
Sandisk designs and manufactures NAND flash storage solutions, including SSDs, embedded memory, removable cards, USB devices, and wafers, employing roughly 11,100 people from its Milpitas, California headquarters. The business is currently generating extraordinary profitability, with TTM gross margin of 71.5%, operating margin of 61.2%, net margin of 56.5%, and ROE of 93.1%, while revenue grew 37…
Accumulation Zones
| Metric |
COST |
SNDK |
| Zone Low |
$838.12 |
$905.04 |
| Zone High |
$949.88 |
$1,025.71 |
| In Buy Zone? |
Yes
|
No
|