Costco Wholesale Corporation vs TransMedics Group Inc — how do they compare? Costco Wholesale Corporation trades at $915.84 (market cap $408.78B), while TransMedics Group Inc trades at $75.01 (market cap $2.58B). The key difference: Costco Wholesale Corporation is far larger — about 158.4× TransMedics Group Inc's market cap, and Costco Wholesale Corporation pays a 0.64% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals.
| COST | TMDX | |
|---|---|---|
Market Cap | $408.78B | $2.58B |
Sector | Consumer Staples | Technology |
52-Week High | $1.09K | $150.42 |
52-Week Low | $849.63 | $61.99 |
Enterprise Value | $396.92B | $2.98B |
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.
TransMedics (TMDX) trades at $75.74, up 6.33% today, showing strong momentum despite a recent earnings miss. The stock maintains bullish technical signals with support at $75 and resistance at $77. Recent strategic investments in European organ logistics through PAD Aviation position the company for international expansion, though margin pressure from these investments remains a concern. Analyst consensus remains strongly positive with a $108.71 price target.
The outlook remains favorable with 75% analyst buy ratings and significant upside potential from current levels. Key risks include execution challenges in European expansion, ongoing margin pressure from NOP investments, and competitive threats in the transplant logistics space. Revenue growth continues at 21% year-over-year, but investors should monitor margin trends and European rollout execution closely.
Trailing returns across standard periods
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 →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →