Lubin Investment · Screener · Methodology

Costco Wholesale (COST) vs Walmart (WMT): the numbers side by side

By Lubin Danilo, founder of Lubin Investment

On our 10 quality criteria, Costco Wholesale comes out ahead. On price, Costco Wholesale trades cheapest relative to its free cash flow. In other words, comparing Costco Wholesale and Walmart means answering two separate questions, and they do not necessarily have the same answer.

Both stocks side by side

MetricCostco Wholesale (COST)Walmart (WMT)
Quality score7/104/10
P/FCF52.9×74.1×
SectorDiscount StoresDiscount Stores
Price940.87 USD118.90 USD
Market cap418.2B951.1B

Quality: which one passes more criteria

Costco Wholesale passes 7/10 of our quality criteria, against 4/10 for Walmart. The criteria are identical for both: profitability, revenue and free cash flow per share growth, share count control, free cash flow margin, margin expansion, return on capital, debt, conversion of earnings into cash, and cash conversion cycle. No weighting, no opinion: it is a count.

Price: which one is cheaper

Costco Wholesale trades at 52.9× its free cash flow, against 74.1× for Walmart. A lower multiple means you pay fewer years of cash for the same slice of the business. Mind the reflex though: a low multiple is only a bargain if the quality holds up. That is why we judge the two separately, and never one through the other.

Costco Wholesale's accounts are public: 10-K filings with the SEC (EDGAR).

Walmart's accounts are public: 10-K filings with the SEC (EDGAR).

How to decide

There is no "better stock" in the abstract, there is a better stock for a given goal. If you want the most solid financial quality, follow the score. If you want to pay the least for the cash produced, follow the P/FCF. If both point to the same name, the case is simple. If they diverge, you are trading off paying more for a better business against paying less for a more questionable one. The two detailed pages below give the criterion-by-criterion breakdown for Costco Wholesale and for Walmart.

Frequently asked questions

Should you buy Costco Wholesale or Walmart?

Costco Wholesale passes 7/10 of our quality criteria, against 4/10 for Walmart. The criteria are identical for both: profitability, revenue and free cash flow per share growth, share count control, free cash flow margin, margin expansion, return on capital, debt, conversion of earnings into cash, and cash conversion cycle. No weighting, no opinion: it is a count. Costco Wholesale trades at 52.9× its free cash flow, against 74.1× for Walmart. A lower multiple means you pay fewer years of cash for the same slice of the business. Mind the reflex though: a low multiple is only a bargain if the quality holds up. That is why we judge the two separately, and never one through the other.

Costco Wholesale or Walmart: which one is cheaper?

Costco Wholesale : 52.9× against 74.1×.

Can you hold both?

Nothing prevents it, and it is common when both pass our quality criteria. Keep in mind that two companies in the same sector often react to the same shocks, so holding both diversifies less than it looks. This page is a numbers comparison, not a recommendation.

Go further