Parkev Tatevosian, CFA 对 $COST 的判断变化

2026-09-26看涨
《Should Investors Buy Costco Stock Instead of Walmart Stock? | COST Stock Analysis WMT Stock Analysis》
在当前价格下,Costco 是比 Walmart 更受青睐的选股标的。

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.

2026-09-23看涨
《Massive Update for Costco Stock Investors》
Costco 被上调至买入评级;在抛售后估值已接近合理水平(843 美元,对比市场价 897 美元)。

Costco 计划于 2026 年 9 月 24 日公布其季度财务业绩。此时正值 Costco 股价持续下跌之际。

Costco is scheduled to announce its quarterly financial results on September 24, 2026. This comes at a time when Costco's stock is suffering a decline.

很长一段时间以来,Costco 股价首次较其最高水平下跌了约 20%。几个月前,Costco 股价还在 1,100 美元附近交易,如今已跌破 900 美元。

For the first time in a long time, Costco shares have fallen by about 20% from their highest levels. Costco's stock was trading near $1,100 a few months ago, and is now trading below $900.