- Entry
- $984.75
- Now
- $918.43 -6.7%
- Target
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- Score
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TL;DR: Everyone looks at the 47x P/E and runs away screaming "overvalued." But you're missing the forest for the trees. Costco isn't a retailer; it's a subscription annuity with a free call option on China. With e-commerce finally exploding (+21.7%), international comps outpacing the US (+11.9%), and $10B in net cash to weather a recession, the earnings growth is going to outrun the multiple compression. This is the ultimate "sleep well at night" compounder hiding in plain sight. \--- 1. …
— ORIGINAL POST ·
$COST Deep Dive: Why Costco’s “Expensive” Valuation Is Actually The Best Safety Play Right Now (a quantitative analysis)
· r/wallstreetbets
· Apr 16, 2026