Costco Wholesale Corporation vs Rockwell Automation — how do they compare? Costco Wholesale Corporation trades at $921.12 (market cap $408.78B), while Rockwell Automation trades at $459.08 (market cap $52.27B). The key difference: Costco Wholesale Corporation is far larger — about 7.8× Rockwell Automation's market cap, and Rockwell Automation pays the higher dividend (1.18%). Which is the better fit depends on your goals.
| COST | ROK | |
|---|---|---|
Market Cap | $408.78B | $52.27B |
Sector | Consumer Staples | Industrials |
52-Week High | $1.09K | $495.08 |
52-Week Low | $849.63 | $328.67 |
Enterprise Value | $396.92B | $55.90B |
Dividend Yield | 0.64% | 1.18% |
Signals from Pluang's Aura AI — not financial advice
Costco (COST) trades at $921.73, down 0.51% on the day, with a bearish technical signal but strong fundamental growth. Revenue reached $275.24B in 2025 with net income of $8.10B, and March 2026 sales grew 11.3% year-over-year. The stock carries premium valuations (P/E 46.37, P/S 1.4) while maintaining steady margin expansion. Analyst consensus remains strongly bullish with a $1,120 price target, though recent earnings miss in Q1 2026 highlights execution risks amid high expectations.
Outlook: Costco's membership fee increase and warehouse expansion support long-term growth, but elevated valuation requires flawless execution. Risks include competitive pressures and macroeconomic sensitivity. Institutional accumulation continues, with 65% analyst buy ratings signaling confidence in the company's resilient business model and cash flow generation.
Rockwell Automation (ROK) trades at $460.45, down 2.47% today, with a neutral technical signal and bullish moving averages. The company shows strong profitability with 48.92% gross margins and has beaten earnings estimates for three consecutive quarters. Recent news highlights leadership in industrial automation and AI integration, including new FactoryTalk software launches and WEF recognition for its Singapore facility.
ROK presents a mixed outlook with solid fundamentals but premium valuation (P/E 47.81). Analyst consensus is cautious with 64% hold ratings, though price targets suggest modest upside to $471.71. Key risks include execution challenges in scaling MES integration and industrial sector volatility. The stock offers growth exposure to industrial automation trends with dividend income support.
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 →Rockwell Automation is a pure-play automation competitor that is the successor entity to Rockwell International, which spun off its former Rockwell Collins avionics segment in 2001. As of fiscal 2021, the firm operates through three segments--intelligent devices, software and control, and lifecycle services. Intelligent devices contains its drives, sensors, and industrial components, software and control contains its information and network and security software, while lifecycle services contains its consulting and maintenance services as well as its Sensia JV with Schlumberger.
Read more on ROK →