TGT vs WMT
Target Corporation and Walmart, both Consumer Defensive
Walmart is the larger company at $933B against $59B. On trailing earnings TGT is the cheaper of the two at a P/E of 21.7 against 36.6, a gap that is only a bargain if the two are growing at similar rates. Over the past year TGT returned +62% against +1.9% for WMT. Ryufin's sector-relative Smart Score puts TGT ahead, 7/10 against 6/10.
| Figure | TGT | WMT |
|---|---|---|
| Last close | $164 | $104 |
| Market cap | $59B | $933B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 21.7 | 36.6 |
| Dividend yield | 2.8% | 0.9% |
| 1-year return | +62% | +1.9% |
| 5-year return | -27% | +134% |
| Ryufin Smart Scoresector-relative, 1–10 | 7/10 | 6/10 |
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.
Target Corporation
Revenue of $25B in Q1 2026, net income $781M. Its largest reported line is Food And Beverage, 25% of the disclosed total.
Walmart
Revenue of $178B in Q1 2027, net income $5.3B. Its largest reported line is Grocery, 59% of the disclosed total.
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