Verdict: Side-by-side breakdown using the Bull Rankings model. TGT scored 46.7, DLTR scored 73.9 — DLTR leads.
Compare another set
TGT
Target Corporation
Discount Stores · Quality-Growth
46.7
$153.64 · $69.8B
fundamentals as of
Score gap
27.2
DLTR leads
DLTR
Dollar Tree, Inc.
Discount Stores · Quality-Growth
73.9
$118.64 · $22.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestDLTR14.5x
Fastest growthDLTR+8.2%
Strongest balance sheetTGT1.08
Highest qualityDLTR81 / 100
Largest discount to fair valueDLTR-35%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
TGT
stronger →← stronger
DLTR
69
Qualityreturns · margins · balance sheet
81
47
Growthrevenue & earnings expansion
63
32
Valuevaluation vs sector peers
80
DLTR is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
TGT
DLTR
$4.5bB
FCF
$2.0bC+
+2.0%C
Rev
+8.2%B
1.08C+
D/E
2.24C
16.1xB+
P/E
14.5xA-
2.12C
PEG
1.20B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
TGT
DLTR
8% above
Price vs fair valuelower is cheaper
35% below
~5%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~-8%/yr
-6%
1-yr DCF upside
+63%
-8%
5-yr DCF upside
+55%
-11%
10-yr DCF upside
+43%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TGT
Why this score
Durable high returns
DLTR
Why this score
Buying back stock
Durable high returns
The companies
TGTTarget Corporation
Discount Stores · $153.64 · beta 0.98
Why now
Discount Stores · market cap $69.8b. 10% off the 52-week high of $170.75. 34 sell-side analysts rate this a Buy with a mean 1-yr target of $164.68 (implying +7% upside).
Moat
ROE 25% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 101% of net income — earnings translate cleanly into cash. $69.8b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Net margin 4.1% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
DLTRDollar Tree, Inc.
Discount Stores · $118.64 · beta 0.72
Why now
Discount Stores · market cap $22.3b. 17% off the 52-week high of $142.40. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $136.15 (implying +15% upside).
Moat
ROE 47% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 123% of net income — earnings translate cleanly into cash.
Risk
D/E 2.24 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where TGT and DLTR diverge
On the headline score the gap is 27.2 points in favor of DLTR. The widest single difference is Value, where DLTR leads by 48.2 points.
ValueTGT 31.6 · DLTR 79.8DLTR +48.2
GrowthTGT 46.5 · DLTR 62.6DLTR +16.1
QualityTGT 69.4 · DLTR 80.6DLTR +11.2
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is DLTR or TGT the better stock?
DLTR scores higher: DLTR 73.9, TGT 46.7 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do DLTR and TGT differ most?
The widest gap is value, where DLTR leads by 48 points on the 0–100 pillar scale. DLTR leads all three pillars, so the gap is broad rather than a single-measure difference.
How are DLTR and TGT scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.