Creator sentiment
3 creators · 3 views · past 7 days
Updated October 20, 2026
The bull case
- +Stands the test of time with a wholesale pricing model that delivers value to consumers.
- +Hard to compete with and provides discounted pricing on core products.
- +Could deliver 10-11% annualized returns over the next 5 years.
- +One of the best-operated retailers globally, with sales per store and inventory turnover far exceeding rivals like Walmart and Target.
- +Deliberately thin operating margins (~3.85%) pass value to customers, driving ~90% membership renewal and strong loyalty.
- +Returns on invested capital of 22% are more than double its weighted average cost of capital, thanks to rapid inventory turnover.
- +Forward P/E of 38 is below its typical 40-50 range, leaving some margin of safety despite the recent price increase.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 Motley Fool CEO Tom Gardner Reveals 8 Stocks He'd Buy Now
Stands the test of time with a wholesale pricing model that delivers value to consumers. · Hard to compete with and provides discounted pricing on core products. · Could deliver 10-11% annualized returns over the next 5 years.
📹 Costco is One of the Best Retailers on the Planet | COST Stock Analysis
One of the best-operated retailers globally, with sales per store and inventory turnover far exceeding rivals like Walmart and Target. · Deliberately thin operating margins (~3.85%) pass value to customers, driving ~90% membership renewal and strong loyalty. · Returns on invested capital of 22% are more than double its weighted average cost of capital, thanks to rapid inventory turnover. · Forward P/E of 38 is below its typical 40-50 range, leaving some margin of safety despite the recent price increase.
📹 Is Costco Stock (COST) Cheap or Expensive at $959?
Costco is in the capital return phase, with 10% revenue growth, $11.7B operating profit, buybacks, and dividends. · It trades at 46.2x earnings versus a 10-year average of 40.5x, putting it on the expensive side. · Its highly predictable and recession-proof revenue justifies a premium multiple, but it wouldn't be cheap until below $676 per share.