COST vs WMT
Costco vs Walmart Inc. — AI-powered side-by-side comparison
VS
WMT
Walmart Inc.
54
Watch
| Metric | COST | WMT |
|---|
| AI Score |
57
|
54
|
| Price |
$915.68
|
$107.14
|
| P/E Ratio |
45.99×
|
38.68×
|
| ROE |
27.8%
|
22.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
12.9%
|
25.2%
|
| Debt / Equity |
0.25×
|
0.75×
|
| Dividend Yield |
0.6%
|
0.9%
|
| RSI (14) |
30.0
|
49.9
|
| Beta |
0.855
|
0.595
|
| Expected Upside |
+0.8%
|
+2.3%
|
AI Committee View
Current Innellis committee reasoning for COST versus WMT.
COST leads by 3 points.
COST scores 57/100 (Buy) versus WMT at 54/100 (Watch).
COST Committee View
50% agreement
6 analysts
The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.25) -- balance sheet can absorb a shock. Technical Analyst remains cautious — price structure making lower highs and lower lows. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 28.3% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Low leverage (debt-to-equity 0.25) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 46.0 is expensive by classic value standards — Value
- Price-to-book of 14.3x prices in significant intangible value — Value
- 2 consecutive earnings misses -- execution concerns — Growth
WMT Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — current ratio of 0.79 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 22.7% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 38.6 is moderate-to-rich — Value
- Price-to-book of 9.9x prices in significant intangible value — Value
- Price structure making lower highs and lower lows — Technical