Added to YB: 2026-06-25
Pitch date: 2026-04-19
TGT [bullish]
Target Corporation
+5.33%
current return
Author Info
No bio for this author
Company Info
Target Corporation operates as a general merchandise retailer in the United States. It offers apparel for women, men, young adults, kids, toddlers, and babies, as well as jewelry, accessories, and shoes; and beauty products, such as skin and bath care, cosmetics, hair care, oral care, deodorant, and shaving products.
Market Cap
$60.9B
Pitch Price
$126.65
Price Target
N/A
Dividend
3.40%
EV/EBITDA
8.50
P/E
17.72
EV/Sales
0.72
Sector
Consumer Staples Distribution and Retail
Category
value
Target Corporation - $TGT
TGT: Best comp is WMT—80% same goods, similar historical P/E, but spread now at all-time high (TGT 16x vs WMT 49x). TGT over-earned in Covid, hit by crime/DEI backlash. Higher margins, 5% FCF yield, 3% div, buybacks; DDM justifies price at 4.5% growth. Placer.ai shows 9.4% traffic jump (3x highest analyst est), signaling big Q beat vs decade-low sellside sentiment. Catalyst: earnings pop.
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