COST vs TGT

Costco and Target Corporation, both Consumer Defensive

Costco is the larger company at $422B against $59B. On trailing earnings TGT is the cheaper of the two at a P/E of 21.7 against 52.3, a gap that is only a bargain if the two are growing at similar rates. Over the past year TGT returned +62% against -0.9% for COST. Ryufin's sector-relative Smart Score puts TGT ahead, 7/10 against 6/10.

Costco and Target Corporationcompared on valuation, return and Ryufin’s Smart Score
FigureCOSTTGT
Last close$956$164
Market cap$422B$59B
Trailing P/Elower is cheaper for the same earnings, not automatically better52.321.7
Dividend yield0.5%2.8%
1-year return-0.9%+62%
5-year return+134%-27%
Ryufin Smart Scoresector-relative, 1–106/107/10

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

Costco

Revenue of $71B in Q3 2026, net income $2.2B. Its largest reported line is Foods And Sundries, 38% of the disclosed total.

Target Corporation

Revenue of $25B in Q1 2026, net income $781M. Its largest reported line is Food And Beverage, 25% of the disclosed total.

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