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 15.2 against 16.9, a gap that is only a bargain if the two are growing at similar rates. Over the past year TGT returned +63% against +9.3% for DLTR. Ryufin's sector-relative Smart Score puts DLTR ahead, 8/10 against 6/10.
| Figure | DLTR | TGT |
|---|---|---|
| Last close | $124 | $163 |
| Market cap | $21B | $59B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 15.2 | 16.9 |
| Dividend yield | n/a | 2.8% |
| 1-year return | +9.3% | +63% |
| 5-year return | +22% | -28% |
| Ryufin Smart Scoresector-relative, 1–10 | 8/10 | 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.
Dollar Tree
Revenue of $4.9B in Q2 2026, net income $515M. Its largest reported line is Consumable, 52% 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.