WallStSmart

Costco Wholesale Corp (COST)vsMonster Beverage Corp (MNST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Costco Wholesale Corp generates 3351% more annual revenue ($286.27B vs $8.29B). MNST leads profitability with a 23.0% profit margin vs 3.0%. MNST appears more attractively valued with a PEG of 2.13. MNST earns a higher WallStSmart Score of 68/100 (B-).

COST

Buy

53

out of 100

Grade: C-

Growth: 6.0Profit: 6.5Value: 2.0Quality: 7.5
Piotroski: 4/9Altman Z: 4.84

MNST

Strong Buy

68

out of 100

Grade: B-

Growth: 8.0Profit: 9.5Value: 4.7Quality: 7.8
Piotroski: 5/9Altman Z: 5.91
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

COSTSignificantly Overvalued (-76.5%)

Margin of Safety

-76.5%

Fair Value

$557.28

Current Price

$983.86

$426.58 premium

UndervaluedFair: $557.28Overvalued
MNSTUndervalued (+11.0%)

Margin of Safety

+11.0%

Fair Value

$90.79

Current Price

$71.83

$18.96 discount

UndervaluedFair: $90.79Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COST5 strengths · Avg: 9.2/10
Market CapQuality
$436.71B10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
4.8410/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
29.6%9/10

Every $100 of equity generates 30 in profit

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Free Cash FlowQuality
$1.71B8/10

Generating 1.7B in free cash flow

MNST6 strengths · Avg: 9.5/10
Operating MarginProfitability
31.3%10/10

Strong operational efficiency at 31.3%

EPS GrowthGrowth
66.6%10/10

Earnings expanding 66.6% YoY

Altman Z-ScoreHealth
5.9110/10

Safe zone — low bankruptcy risk

Market CapQuality
$70.27B9/10

Large-cap with strong market position

Return on EquityProfitability
26.8%9/10

Every $100 of equity generates 27 in profit

Profit MarginProfitability
23.0%9/10

Keeps 23 of every $100 in revenue as profit

Areas to Watch

COST4 concerns · Avg: 3.0/10
Price/BookValuation
13.6x4/10

Trading at 13.6x book value

Profit MarginProfitability
3.0%3/10

3.0% margin — thin

Operating MarginProfitability
3.7%3/10

Operating margin of 3.7%

PEG RatioValuation
5.402/10

Expensive relative to growth rate

MNST3 concerns · Avg: 4.0/10
PEG RatioValuation
2.134/10

Expensive relative to growth rate

P/E RatioValuation
37.0x4/10

Premium valuation, high expectations priced in

Price/BookValuation
8.5x4/10

Trading at 8.5x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : COST

The strongest argument for COST centers on Market Cap, Altman Z-Score, Return on Equity.

Bull Case : MNST

The strongest argument for MNST centers on Operating Margin, EPS Growth, Altman Z-Score. Profitability is solid with margins at 23.0% and operating margin at 31.3%. Revenue growth of 17.6% demonstrates continued momentum.

Bear Case : COST

The primary concerns for COST are Price/Book, Profit Margin, Operating Margin. A P/E of 51.3x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.

Bear Case : MNST

The primary concerns for MNST are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

COST profiles as a value stock while MNST is a growth play — different risk/reward profiles.

COST carries more volatility with a beta of 0.99 — expect wider price swings.

MNST is growing revenue faster at 17.6% — sustainability is the question.

COST generates stronger free cash flow (1.7B), providing more financial flexibility.

Bottom Line

MNST scores higher overall (68/100 vs 53/100), backed by strong 23.0% margins and 17.6% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Costco Wholesale Corp

CONSUMER DEFENSIVE · DISCOUNT STORES · USA

Costco Wholesale Corporation (doing business as Costco Wholesale and also known simply as Costco) is an American multinational corporation which operates a chain of membership-only (needing a membership to shop there) big-box retail stores. As of 2020, Costco was the fifth largest retailer in the world, and the world's largest retailer of choice and prime beef, organic foods, rotisserie chicken, and wine as of 2016.

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Monster Beverage Corp

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

Monster Beverage Corporation is an American beverage company that manufactures energy drinks including Monster Energy, Relentless and Burn.

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