Costco Wholesale Corporation vs Samsara Inc — how do they compare? Costco Wholesale Corporation trades at $918.6 (market cap $408.78B), while Samsara Inc trades at $36.6 (market cap $21.50B). The key difference: Costco Wholesale Corporation is far larger — about 19× Samsara Inc's market cap, and Costco Wholesale Corporation pays a 0.64% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| COST | IOT | |
|---|---|---|
Market Cap | $408.78B | $21.50B |
Sector | Consumer Staples | Technology |
52-Week High | $1.09K | $45.22 |
52-Week Low | $849.63 | $24.25 |
Enterprise Value | $396.92B | $20.77B |
Dividend Yield | 0.64% | — |
Signals from Pluang's Aura AI — not financial advice
Costco (COST) trades at $921.75, down 0.51% on the day, with a bearish technical signal from moving averages. The company reported strong revenue growth to $275.24B in 2025 and net income of $8.10B, though it missed Q1 2026 EPS estimates. Recent news highlights a March sales surge of 11.3% year-over-year and a membership fee increase, reinforcing its competitive moat. The stock's valuation remains elevated with a P/E of 46.37, while analyst consensus is strongly bullish with a $1,120 price target.
The outlook is supported by consistent revenue growth and high membership renewal rates, but high valuation multiples present a risk if growth slows. Near-term price action may test support near $917, with investor focus on Q2 2026 earnings. Risks include competitive pressures and macroeconomic sensitivity, though institutional accumulation and a solid balance sheet provide stability.
Samsara (IOT) trades at $36.83, up 0.3% with strong analyst support (78% buy ratings) and a $44.40 consensus price target. Recent quarterly earnings consistently beat expectations, with Q1 2026 EPS of $0.17 exceeding the $0.13 forecast. Technical indicators show bullish momentum with the stock trading near resistance at $37, while RSI levels suggest potential overbought conditions. The company continues to innovate with new product launches including the Samsara Tracking Label and 360 Camera.
Despite a negative net income of -$155M in 2025, Samsara shows promising revenue growth trajectory with 2026 projections of $1.7B revenue and positive $58M net income. High valuation ratios (P/E 369, P/S 12.33) reflect growth expectations, but execution risks and competitive pressures in the operations software space remain key considerations for investors.
Trailing returns across standard periods
Latest headlines on both assets
The leading warehouse club, Costco has 815 stores worldwide (at the end of fiscal 2021), with most sales derived in the United States (72%) and Canada (14%). It sells memberships that allow customers to shop in its warehouses, which feature low prices on a limited product assortment. Costco mainly caters to individual shoppers, but roughly 20% of paid members carry business memberships. Food and sundries accounted for 40% of fiscal 2021 sales, with non-food merchandise 29%, warehouse ancillary and other businesses (such as fuel and pharmacy) nearly 17%, and fresh food 14%. Costco's warehouses average around 146,000 square feet
Read more on COST →Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →