Verified peer comparison
PM vs COST
Philip Morris International Inc. compared with Costco Wholesale Corporation. This page compares both source-verified company profiles and does not introduce an unverified price target.
PM
Philip Morris International Inc.
$189.43
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COST
Costco Wholesale Corporation
$189.43
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Company-specific comparison
Business exposure
PM: Tobacco
COST: Consumer Staples Merchandise Retail
Upside lens
PM: The international smoke-free business delivered double-digit volume and financial growth led by IQOS, with additional contributions from ZYN and VEEV. Smoke-free products represented a larger share of group revenue, supporting mix-led gross-margin expansion as the portfolio scales across more markets. Robust pricing and resilient combustible performance provide cash and earnings support while PMI continues investing in smoke-free growth.
COST: renewal rates, traffic, and private-label value
Risk lens
PM: U.S. segment performance was challenged by an uneven competitive environment, making ZYN growth, pricing, and market-share execution important swing factors. Marketing restrictions, product authorization requirements, excise-tax changes, and potential product bans can limit commercialization of both smoke-free and combustible products. PMI's international footprint exposes reported results and cash repatriation to currency movements, trade restrictions, tariffs, conflicts, and country-specific political developments.
COST: premium valuation and margin sensitivity
Verified sources
Philip Morris International Reports 2026 First-Quarter ResultsPhilip Morris International Inc. · earningsVerified
Philip Morris International Reports and FilingsPhilip Morris International Inc. · companyVerified
Fetched: 7/12/2026, 12:00:00 AM UTC
Open original sourcePhilip Morris International Form 10-Q for the Quarter Ended March 31, 2026U.S. Securities and Exchange Commission · filingVerified
Costco Reports Third Quarter and Year-to-Date Operating Results for Fiscal 2026Costco Wholesale Corporation · earningsVerified
Costco Wholesale Investor RelationsCostco Wholesale Corporation · companyVerified
Fetched: 7/11/2026, 12:00:00 AM UTC
Open original sourceCostco Wholesale SEC FilingsCostco Wholesale Corporation · filingVerified
Fetched: 7/11/2026, 12:00:00 AM UTC
Open original sourceCOST editorial research profileAlphaVue Research · editorialVerified
Fetched: 7/11/2026, 12:00:00 AM UTC