COST vs DLTR

Costco and Dollar Tree, both Consumer Defensive

Costco is the larger company at $445B against $24B. On trailing earnings DLTR is the cheaper of the two at a P/E of 15.4 against 48.3, a gap that is only a bargain if the two are growing at similar rates. Over the past year DLTR returned +33% against +8.8% for COST. The RyuScore puts COST ahead, 67 against 65 out of 100.

Costco and Dollar Tree compared on valuation, return and the RyuScore
FigureCOSTDLTR
Last close$1003$125
Market cap$445B$24B
Trailing P/Elower is cheaper for the same earnings, not automatically better48.315.4
Dividend yield0.5%n/a
1-year return+8.8%+33%
5-year return+135%+27%
RyuScoresector-relative, 1–1067/10065/100

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 $96B in Q4 2026, net income $3.0B. Its largest reported line is Foods And Sundries, 38% of the disclosed total.

Dollar Tree

Revenue of $4.9B in Q2 2026, net income $515M. Its largest reported line is Consumable, 52% of the disclosed total.

Open these two in the interactive comparison to add more names, change the period or see the correlation.