Parkev Tatevosian, CFA发布 2026-09-26
《Should Investors Buy Costco Stock Instead of Walmart Stock? | COST Stock Analysis WMT Stock Analysis》
$WMT看跌
Walmart 估值偏高，合理价格为 70 美元，而当前价格为 110 美元。
Costco 和 Walmart 无疑属于全球最优秀的零售商之列。两者的商业模式非常相似，都是以尽可能低的价格向消费者提供商品。
Costco and Walmart are undoubtedly among the best retailers in the world. Both operate on a very similar business model, which is to offer goods at the lowest possible prices to consumers.
但在当前市场价格下，哪一只是更值得买入的股票？这正是我想在本视频中回答的问题。从过去十二个月的营收来看，Walmart 的营收是 Costco 的两倍多。过去十二个月，Walmart 实现营收 7360 亿美元，而 Costco 为 2940 亿美元。
But which of them is the better stock to buy at current market prices? This is the question I want to answer in this video. Based on revenues over the past twelve months, Walmart's revenues are more than double those of Costco.
Walmart generated $736 billion in revenue over the past twelve months, while Costco generated $294 billion.