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 16.9 against 49.8, a gap that is only a bargain if the two are growing at similar rates. Over the past year TGT returned +63% against -6.0% for COST. Ryufin's sector-relative Smart Score puts TGT ahead, 6/10 against 5/10.

Costco and Target Corporationcompared on valuation, return and Ryufin’s Smart Score
FigureCOSTTGT
Last close$910$163
Market cap$422B$59B
Trailing P/Elower is cheaper for the same earnings, not automatically better49.816.9
Dividend yield0.5%2.8%
1-year return-6.0%+63%
5-year return+116%-28%
Ryufin Smart Scoresector-relative, 1–105/106/10

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 $27B in Q2 2026, net income $1.9B. Its largest reported line is Food And Beverage, 23% of the disclosed total.

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