COST vs VRT: Which Is the Better Buy?
Side-by-side comparison of Costco Wholesale Corporation and Vertiv Holdings Co β fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Costco Wholesale Corporation Β· Consumer Defensive
$896.48
+24.7% upside to fair value
Med Conviction
Grade B
High Quality
VS
Vertiv Holdings Co Β· Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
COST has more upside to fair value
(+24.7%).
These are model outputs β not personalized investment advice.
See all research β
Valuation & Fundamentals
| Metric |
COST |
VRT |
| Current Price |
$896.48 |
$253.28 |
| Fair Value Estimate |
$1,117.50 |
$274.15 |
| Upside to Fair Value |
+24.7%
|
+8.2%
|
| Market Cap |
$397.6B |
$97.5B |
| Forward P/E |
β
|
β
|
| EV / EBITDA |
32.7x
|
38.8x
|
| Price / Sales |
1.3x
|
8.5x
|
| Price / FCF |
42.4x
|
33.3x
|
| Revenue Growth YoY |
+11.1%
|
+24.1%
|
| Gross Margin |
17.5%
|
37.5%
|
| Operating Margin |
3.9%
|
19.1%
|
| Return on Equity |
28.0%
|
42.1%
|
| Dividend Yield |
0.62% |
0.1% |
| FCF Yield |
2.36%
|
3.0%
|
| 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-comβ¦
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, anβ¦
Accumulation Zones
| Metric |
COST |
VRT |
| Zone Low |
$838.12 |
$205.61 |
| Zone High |
$949.88 |
$233.03 |
| In Buy Zone? |
Yes
|
No
|