Costco Wholesale Corporation vs Prologis Inc — how do they compare? Costco Wholesale Corporation trades at $941.99 (market cap $422.52B), while Prologis Inc trades at $138.59 (market cap $133.20B). The key difference: Costco Wholesale Corporation is far larger — about 3.2× Prologis Inc's market cap, and Prologis Inc pays the higher dividend (3.05%). Which is the better fit depends on your goals.
| COST | PLD | |
|---|---|---|
Market Cap | $422.52B | $133.20B |
Sector | Consumer Staples | Real Estate |
52-Week High | $1.09K | $149.96 |
52-Week Low | $849.63 | $104.81 |
Enterprise Value | $410.66B | $167.94B |
Dividend Yield | 0.62% | 3.05% |
Signals from Pluang's Aura AI — not financial advice
Costco (COST) trades at $952.75, up 0.52% with neutral technical signals. The company shows steady revenue growth, reaching $275.24B in 2025, and maintains strong profitability with a 3.01% net margin. Recent earnings beat expectations in Q3 and Q4 2025 but missed in Q1 2026. Analyst sentiment remains bullish with 65.52% buy ratings and a $1,120 consensus price target, while institutional buying activity continues.
Costco's outlook is positive due to membership fee growth and expansion, though high valuation multiples (P/E 47.93) pose risks. Key opportunities include consistent cash flow generation and market share gains, while risks involve competitive pressures and economic sensitivity. The stock offers long-term growth potential but requires monitoring of valuation metrics.
Prologis (PLD) trades at $140.16, up 0.73% on the day, with a bearish technical signal but strong fundamentals including a 45.79% net income margin and consistent earnings beats. Recent news highlights the acquisition of SEGRO for up to $19.2 billion, expanding its European footprint, alongside a common stock offering to fund growth. Cash flow trends show variability, with 2025 net cash flow negative at -$172.94 million but projected to rebound in 2026.
The outlook is positive due to robust earnings growth, strategic acquisitions, and a 57% analyst buy rating with a $159.22 price target. Risks include high debt levels, with debt-to-asset ratio rising to 37.2 in 2025, and integration challenges from the SEGRO deal. Investors should weigh strong profitability against leverage and market volatility.
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 →Prologis was formed by the June 2011 merger of AMB Property and Prologis Trust. The company develops, acquires, and operates around 1 billion square feet of high-quality industrial and logistics facilities across the globe. The company also has a strategic capital business segment that has around $70 billion of third-party AUM. The company is organized into four global divisions (Americas, Europe, Asia, and other Americas) and operates as a real estate investment trust.
Read more on PLD →