DG vs TGT

Dollar General and Target Corporation, both Consumer Defensive

Target Corporation is the larger company at $59B against $25B. On trailing earnings DG is the cheaper of the two at a P/E of 17.4 against 21.7, a gap that is only a bargain if the two are growing at similar rates. Over the past year TGT returned +62% against +9.9% for DG. Ryufin's sector-relative Smart Score puts DG ahead, 9/10 against 7/10.

Dollar General and Target Corporationcompared on valuation, return and Ryufin’s Smart Score
FigureDGTGT
Last close$123$164
Market cap$25B$59B
Trailing P/Elower is cheaper for the same earnings, not automatically better17.421.7
Dividend yield1.9%2.8%
1-year return+9.9%+62%
5-year return-43%-27%
Ryufin Smart Scoresector-relative, 1–109/107/10

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.

Dollar General

Revenue of $11B in Q2 2026, net income $550M. Its largest reported line is Consumables, 82% 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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