Costco Wholesale Corporation vs Super Micro Computer Inc — how do they compare? Costco Wholesale Corporation trades at $915.84 (market cap $408.78B), while Super Micro Computer Inc trades at $26.85 (market cap $17.89B). The key difference: Costco Wholesale Corporation is far larger — about 22.8× Super Micro Computer Inc's market cap, and Costco Wholesale Corporation pays a 0.64% dividend while Super Micro Computer Inc pays none. Which is the better fit depends on your goals.
| COST | SMCI | |
|---|---|---|
Market Cap | $408.78B | $17.89B |
Sector | Consumer Staples | Technology |
52-Week High | $1.09K | $60.71 |
52-Week Low | $849.63 | $20.53 |
Enterprise Value | $396.92B | $25.40B |
Dividend Yield | 0.64% | — |
Signals from Pluang's Aura AI — not financial advice
Costco (COST) trades at $916.46, down 1.08% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported strong revenue growth to $275.24 billion in 2025 and net income of $8.10 billion, though it missed Q1 2026 EPS estimates. Recent news highlights March sales growth of 11.3% year-over-year and institutional buying activity, while membership fee increases support profitability.
The stock's high P/E of 46.37 suggests premium valuation, but analyst consensus remains strongly bullish with a $1,120 price target. Key risks include valuation sensitivity and competitive pressures, while opportunities lie in consistent membership revenue and expansion. Cash flow trends show improvement, with net cash flow turning positive in 2025 after a dip in 2024.
Super Micro Computer (SMCI) trades at $27.66, down 2.3% for the day, reflecting recent bearish pressure amid a 56% decline from its 52-week high. The stock shows mixed technical signals with a bearish moving average trend but neutral oscillators. Fundamentally, the company reported strong revenue growth to $22.0B in 2025 and beat earnings expectations in recent quarters, though net margins compressed to 3.7% in 2026. Recent news highlights challenges including a Taiwan probe into AI server exports and cash flow strain from inventory buildup.
The outlook for SMCI is cautious near-term due to operational and regulatory headwinds, but long-term potential remains tied to AI infrastructure demand. Investment opportunity exists if the company can improve cash conversion and navigate competitive pressures, while risks include execution missteps and further margin erosion. Analyst consensus suggests upside to a $36.71 price target, but investor sentiment is tempered by recent 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 →Super Micro Computer, Inc., commonly known as Supermicro, is a leading provider of high-performance and high-efficiency server technology and innovation. The company specializes in designing, manufacturing, and selling advanced server, storage, and networking solutions, primarily for data centers, cloud computing, artificial intelligence, and 5G/Edge computing markets. SMCI's modular architecture allows for the rapid delivery of customized and purpose-built solutions, making it a key player in the enterprise computing and specialized AI infrastructure space.
Read more on SMCI →