Quick Read – Costco (COST) delivered 45.5% earnings growth on 21.5% revenue growth in its most recent quarter with a 0.908 beta and 29.6% return on equity, while Walmart (WMT) returned 35.86% over the past year with a 0.652 beta and 21.8% return on equity.
GameStop (GME) missed Q3 revenue estimates by 16.84%, carries $4.16 billion in long-term debt, and trades at $22.37 with a volatile 1.833 beta unsuitable for retirement portfolios. – Costco’s subscription membership model generates recurring revenue before merchandise sales, creating predictable cash flows and capital efficiency that support consistent dividend growth, while Walmart scales its advertising business toward $6 billion in high-margin revenue and authorized a $30 billion buyback. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Costco wasn’t one of them
Get them here FREE. Wall Street’s chat rooms can’t stop talking about GameStop (NYSE:GME) after Ryan Cohen’s $56 billion offer for eBay (NASDAQ:EBAY) sent the meme crowd into another frenzy. But here’s what you should actually be watching.
The eBay bid is theater dressed up as strategy. Polymarket traders price the odds of GameStop actually closing the deal at 15.5%, and the underlying business gives them every reason to doubt. Q3 revenue landed at $821.0 million, missing estimates by 16.84% and falling 4.57% year over year.