DLTR vs TGT
Dollar Tree and Target Corporation, both Consumer Defensive
Target Corporation is the larger company at $59B against $21B. On trailing earnings DLTR is the cheaper of the two at a P/E of 20.8 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 +14% for DLTR. Ryufin's sector-relative Smart Score puts DLTR ahead, 9/10 against 7/10.
| Figure | DLTR | TGT |
|---|---|---|
| Last close | $132 | $164 |
| Market cap | $21B | $59B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 20.8 | 21.7 |
| Dividend yield | n/a | 2.8% |
| 1-year return | +14% | +62% |
| 5-year return | +33% | -27% |
| Ryufin Smart Scoresector-relative, 1–10 | 9/10 | 7/10 |
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 Tree
Revenue of $4.9B in Q2 2026, net income $515M. Its largest reported line is Consumable, 50% 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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