Sector Alpha Week of 2026-07-28
20-quarter listed-company comparison

Discount Stores Stocks

Discount Stores: Walmart Inc. owns the largest revenue base; Ollie's Bargain Outlet Holdings, Inc. has the fastest current growth.

The industry itself · before any single company

How has Discount Stores moved against S&P 500?

The line below covers 5.2 years. Over the most recent two of them this industry is 6% behind S&P 500. Earnings across its companies grew 9% on average over the last four reported quarters.

TURNING · ahead 1wMoving with the index5 of 9 companies ahead of S&P 500 by 5% or more over three months1 is 20% or more behind over a year while earnings grew 20% or more

RS ↑1w · 5/9 >200d (+1) · 5/9 lead (+4) · EPS 6/9↑

200300202620252024202320222021 327348 TRAILING 12-MONTH EPS · 100 AT THE START0100144Jun 22Dec 22Jun 23Dec 23Jun 24Dec 24Jun 25Dec 25Jun 26Jun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 8 reportingSep 2022 · trailing 12-month earnings per share at 104, against 100 at the start · no comparable year yet · 8 reportingDec 2022 · trailing 12-month earnings per share at 105, against 100 at the start · no comparable year yet · 8 reportingMar 2023 · trailing 12-month earnings per share at 106, against 100 at the start · no comparable year yet · 8 reportingJun 2023 · trailing 12-month earnings per share at 107, against 100 at the start · up 7.3% on a year ago · 8 reportingSep 2023 · trailing 12-month earnings per share at 109, against 100 at the start · up 3.7% on a year ago · 8 reportingDec 2023 · trailing 12-month earnings per share at 113, against 100 at the start · up 7.3% on a year ago · 8 reportingMar 2024 · trailing 12-month earnings per share at 119, against 100 at the start · up 14.0% on a year ago · 8 reportingJun 2024 · trailing 12-month earnings per share at 121, against 100 at the start · up 14.6% on a year ago · 8 reportingSep 2024 · trailing 12-month earnings per share at 122, against 100 at the start · up 14.2% on a year ago · 8 reportingDec 2024 · trailing 12-month earnings per share at 130, against 100 at the start · up 18.1% on a year ago · 8 reportingMar 2025 · trailing 12-month earnings per share at 128, against 100 at the start · up 10.6% on a year ago · 8 reportingJun 2025 · trailing 12-month earnings per share at 134, against 100 at the start · up 2.5% on a year ago · 8 reportingSep 2025 · trailing 12-month earnings per share at 137, against 100 at the start · up 5.5% on a year ago · 8 reportingDec 2025 · trailing 12-month earnings per share at 139, against 100 at the start · up 6.1% on a year ago · 8 reportingMar 2026 · trailing 12-month earnings per share at 142, against 100 at the start · up 10.9% on a year ago · 8 reportingJun 2026 · trailing 12-month earnings per share at 144, against 100 at the start · up 12.8% on a year ago · 8 reportingNot reported yet — earnings trail price by a quarter or two144No earnings on file this far back — the price series reaches further than the filings doNO EARNINGS ON FILE
200300202620252024202320222021 327348 TRAILING 12-MONTH EPS · 100 AT THE START0100144Jun 22Jun 23Jun 24Jun 25Jun 26Jun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 8 reportingSep 2022 · trailing 12-month earnings per share at 104, against 100 at the start · no comparable year yet · 8 reportingDec 2022 · trailing 12-month earnings per share at 105, against 100 at the start · no comparable year yet · 8 reportingMar 2023 · trailing 12-month earnings per share at 106, against 100 at the start · no comparable year yet · 8 reportingJun 2023 · trailing 12-month earnings per share at 107, against 100 at the start · up 7.3% on a year ago · 8 reportingSep 2023 · trailing 12-month earnings per share at 109, against 100 at the start · up 3.7% on a year ago · 8 reportingDec 2023 · trailing 12-month earnings per share at 113, against 100 at the start · up 7.3% on a year ago · 8 reportingMar 2024 · trailing 12-month earnings per share at 119, against 100 at the start · up 14.0% on a year ago · 8 reportingJun 2024 · trailing 12-month earnings per share at 121, against 100 at the start · up 14.6% on a year ago · 8 reportingSep 2024 · trailing 12-month earnings per share at 122, against 100 at the start · up 14.2% on a year ago · 8 reportingDec 2024 · trailing 12-month earnings per share at 130, against 100 at the start · up 18.1% on a year ago · 8 reportingMar 2025 · trailing 12-month earnings per share at 128, against 100 at the start · up 10.6% on a year ago · 8 reportingJun 2025 · trailing 12-month earnings per share at 134, against 100 at the start · up 2.5% on a year ago · 8 reportingSep 2025 · trailing 12-month earnings per share at 137, against 100 at the start · up 5.5% on a year ago · 8 reportingDec 2025 · trailing 12-month earnings per share at 139, against 100 at the start · up 6.1% on a year ago · 8 reportingMar 2026 · trailing 12-month earnings per share at 142, against 100 at the start · up 10.9% on a year ago · 8 reportingJun 2026 · trailing 12-month earnings per share at 144, against 100 at the start · up 12.8% on a year ago · 8 reportingNot reported yet — earnings trail price by a quarter or twoNo earnings on file this far back — the price series reaches further than the filings do
Discount Stores, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling
Strength anatomy Broad, early and backedHow much of the industry is participating, how recently, and whether the movers score well.
Together5 of 9 stocks moving
Fresh4 crossed in the last 4 weeks
Backed by scoresmovers score +7 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large 0/20
Mid 3/3+3
Small 2/4+1

Participation is spreading downward — the mid and small companies added more this month than the large ones did.

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 9 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

Sector relative strength · before individual stocks

Is Discount Stores outperforming S&P 500?

Discount Stores has underperformed S&P 500 by 3.5% over the last 52 weeks. Over 13 weeks the gap is a lead of 2.9%. 3 of 8 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. PriceSmart, Inc. is the strongest against the sector itself at +23.1%.

+2.9%Sector vs S&P 500 · 13 weeks
-3.5%Sector vs S&P 500 · 52 weeks
3/8Stocks leading S&P 500
3/8Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Discount Stores has underperformed S&P 500 by 3.5% over 52 weeks and 2.9% over 13 weeks. 3 of 8 covered companies beat the S&P 500 on Mansfield relative strength, while 3 of 8 beat the sector itself. Walmart Inc. leads with revenue of $725,305 million, based on 8 of 8 comparable companies through Jun 2026.

Is the Discount Stores sector outperforming S&P 500?

Discount Stores has underperformed S&P 500 by 3.5% over 52 weeks and 2.9% over 13 weeks. 3 of 8 covered companies beat the S&P 500 on Mansfield relative strength, while 3 of 8 beat the sector itself.

Which Discount Stores company is largest by revenue?

Walmart Inc. leads with revenue of $725,305 million, based on 8 of 8 comparable companies through Jun 2026.

Which Discount Stores company is growing fastest?

Ollie's Bargain Outlet Holdings, Inc. has the fastest current revenue growth at 16.8%, across 8 of 8 comparable companies.

Which Discount Stores company has the strongest 4-Factor Sector Score?

Dollar Tree, Inc. ranks first at 63.3/100 with 76.2% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Discount Stores company reports the most CAPEX?

Walmart Inc. reports the largest latest CAPEX at $6,684 million, with 8 of 8 companies comparable.

Which Discount Stores company has the least gross debt?

PriceSmart, Inc. has the lowest comparable gross debt at $325 million. Walmart Inc. has the highest at $74,179 million.

Which Discount Stores company has the lowest comparable PEG?

Dollar General Corporation has the lowest comparable Guarded PEG at 0.46, among 7 of 8 companies that pass the metric’s comparability rules.

How much history does this Discount Stores comparison include?

The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Companies
8
complete canonical membership
Combined market value
$1.5T
Walmart Inc.
Revenue growing
8/8
positive TTM year-on-year growth
Beating S&P 500
3/8
positive Mansfield relative strength
Global company selection
00 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Dollar Tree, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 76.2% evidence confidence.
Target Corporation looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
Target Corporation has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.

1. Dollar Tree, Inc. · DLTR

63.3/100 · Mixed-positive evidence · 76% evidence

Exact sum: 24.3 + 10.2 + 11.5 + 17.3 = 63.3

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

24.3/35Growth & earnings

Revenue 9.4% · PAT 15.8% · OPM change 1.2 pp

95% evidence

10.2/25Capital efficiency

ROCE 4.6% · debt/equity 2.17×

80% evidence

11.5/20Valuation

P/E 14.8× · PEG —

15% evidence

17.3/20Relative strength

RS sector 4.6% · RS bench 5.4% · 1Y 10.5%

100% evidence

2. Dollar General Corporation · DG

56.7/100 · Mixed-positive evidence · 86% evidence

Exact sum: 22.7 + 6.8 + 16.1 + 11.1 = 56.7

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

22.7/35Growth & earnings

Revenue 4.7% · PAT 35.5% · OPM change 0.4 pp

95% evidence

6.8/25Capital efficiency

ROCE 2.6% · debt/equity 1.79×

80% evidence

16.1/20Valuation

P/E 16.2× · PEG 0.46

65% evidence

11.1/20Relative strength

RS sector -3.1% · RS bench -2.7% · 1Y 16.1%

100% evidence

3. PriceSmart, Inc. · PSMT

54.9/100 · Mixed-positive evidence · 86% evidence

Exact sum: 18.6 + 13.3 + 5 + 18 = 54.9

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

18.6/35Growth & earnings

Revenue 10.2% · PAT 11% · OPM change 0.1 pp

95% evidence

13.3/25Capital efficiency

ROCE 4.2% · debt/equity 0.23×

80% evidence

5.0/20Valuation

P/E 32.6× · PEG 3.29

65% evidence

18.0/20Relative strength

RS sector 23.1% · RS bench 24.3% · 1Y 75.2%

100% evidence

4. Ollie's Bargain Outlet Holdings, Inc. · OLLI

53.3/100 · Mixed-positive evidence · 86% evidence

Exact sum: 27.2 + 12 + 13.5 + 0.6 = 53.3

Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -40.4% and the one-year return is -50%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.

27.2/35Growth & earnings

Revenue 16.8% · PAT 23.3% · OPM change 0.9 pp

95% evidence

12.0/25Capital efficiency

ROCE 2.8% · debt/equity 0.38×

80% evidence

13.5/20Valuation

P/E 21.1× · PEG 0.86

65% evidence

0.6/20Relative strength

RS sector -40.4% · RS bench -39.6% · 1Y -50%

100% evidence

5. Target Corporation · TGT

44.5/100 · Mixed-negative evidence · 86% evidence

Exact sum: 4.1 + 9.8 + 14.8 + 15.8 = 44.5

Decision use: Price leads the evidence: RS versus the benchmark is 21.6%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

4.1/35Growth & earnings

Revenue 0.5% · PAT -17.6% · OPM change -1.7 pp

95% evidence

9.8/25Capital efficiency

ROCE 3% · debt/equity 1.15×

80% evidence

14.8/20Valuation

P/E 17× · PEG 0.8

65% evidence

15.8/20Relative strength

RS sector 20.5% · RS bench 21.6% · 1Y 44.5%

100% evidence

6. Costco Wholesale Corporation · COST

37.6/100 · Mixed-negative evidence · 86% evidence

Exact sum: 14.9 + 15.5 + 3.5 + 3.7 = 37.6

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

14.9/35Growth & earnings

Revenue 9.2% · PAT 12.7% · OPM change 0 pp

95% evidence

15.5/25Capital efficiency

ROCE 6.8% · debt/equity 0.24×

80% evidence

3.5/20Valuation

P/E 50.7× · PEG 3.98

65% evidence

3.7/20Relative strength

RS sector -7% · RS bench -6% · 1Y 1.5%

100% evidence

7. BJ's Wholesale Club Holdings, Inc. · BJ

37.5/100 · Mixed-negative evidence · 86% evidence

Exact sum: 10.6 + 9.6 + 7.8 + 9.5 = 37.5

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

10.6/35Growth & earnings

Revenue 5.9% · PAT -0.3% · OPM change -0.3 pp

95% evidence

9.6/25Capital efficiency

ROCE 4.4% · debt/equity 1.35×

80% evidence

7.8/20Valuation

P/E 21.5× · PEG 2.22

65% evidence

9.5/20Relative strength

RS sector -5% · RS bench -4% · 1Y -11.7%

100% evidence

8. Walmart Inc. · WMT

35.9/100 · Mixed-negative evidence · 86% evidence

Exact sum: 15.4 + 11.4 + 7.8 + 1.3 = 35.9

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

15.4/35Growth & earnings

Revenue 5.9% · PAT 18.6% · OPM change -0.1 pp

95% evidence

11.4/25Capital efficiency

ROCE 4.5% · debt/equity 0.73×

80% evidence

7.8/20Valuation

P/E 46.3× · PEG 2.12

65% evidence

1.3/20Relative strength

RS sector -9% · RS bench -8.2% · 1Y 14.8%

100% evidence

01 · compare level, then change

Revenue Scale & Growth Durability

Walmart Inc. has the highest Revenue among the 8 Discount Stores companies compared here, at $725,305 million. Costco Wholesale Corporation is next at $293,587 million. Ollie's Bargain Outlet Holdings, Inc. has the highest Revenue growth at 16.8%, so level and change sit with different companies. 8 of 8 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Walmart Inc. is the scale leader at $725,305 million, 147% ahead of Costco Wholesale Corporation. Ollie's Bargain Outlet Holdings, Inc.'s growth is 16.8% from a $2,732 million base, with 20 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderWalmart Inc. · $725,305 million
Gap147% versus #2 · Costco Wholesale Corporation
Persistence8/8 recent comparable periods
Coverage8/8 companies · 160 observations

Investor read: Walmart Inc. is the scale benchmark; Ollie's Bargain Outlet Holdings, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Walmart Inc.'s growth falls below Ollie's Bargain Outlet Holdings, Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1Walmart Inc. WMT$725.3B
2Costco Wholesale Corporation COST$293.6B
3Target Corporation TGT$106.4B
4Dollar General Corporation DG$43.1B
5BJ's Wholesale Club Holdings, Inc. BJ$22.0B
Revenue growthfastest growers
1Ollie's Bargain Outlet Holdings, Inc. OLLI17%
2PriceSmart, Inc. PSMT10%
3Dollar Tree, Inc. DLTR9.4%
4Costco Wholesale Corporation COST9.2%
5BJ's Wholesale Club Holdings, Inc. BJ5.9%
Revenue · company comparison
8/8 level · 8/8 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Walmart Inc. WMT$177.8B7.3%Jun 2026
Costco Wholesale Corporation COST$70.5B12%Jun 2026
Target Corporation TGT$25.4B6.7%Jun 2026
Dollar General Corporation DG$10.8B3.4%Jun 2026
BJ's Wholesale Club Holdings, Inc. BJ$5.7B9.9%Jun 2026
Dollar Tree, Inc. DLTR$5.0B7.2%Jun 2026
PriceSmart, Inc. PSMT$1.5B13%Jun 2026
Ollie's Bargain Outlet Holdings, Inc. OLLI$659M14%Jun 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

$4.2B
$4.3B
$4.4B
$4.5B
$5.1B
$4.8B
$4.9B
$4.7B
$5.0B
$4.9B
$5.4B
$4.9B
$5.2B
$5.1B
$5.3B
$5.2B
$5.4B
$5.3B
$5.6B
$5.7B

Costco Wholesale Corporation · COST

$62.7B
$50.4B
$51.9B
$52.6B
$72.1B
$54.4B
$55.3B
$53.6B
$78.9B
$57.8B
$58.4B
$58.5B
$79.7B
$62.2B
$63.7B
$63.2B
$86.2B
$67.3B
$69.6B
$70.5B

Dollar General Corporation · DG

$8.7B
$8.5B
$8.7B
$8.8B
$9.4B
$9.5B
$10.2B
$9.3B
$9.8B
$9.7B
$9.9B
$9.9B
$10.2B
$10.2B
$10.3B
$10.4B
$10.7B
$10.7B
$10.9B
$10.8B

Dollar Tree, Inc. · DLTR

$6.3B
$6.4B
$7.1B
$6.9B
$6.8B
$6.9B
$7.7B
$7.3B
$7.3B
$7.3B
$8.6B
$4.2B
$4.1B
$4.3B
$5.0B
$4.6B
$4.6B
$4.8B
$5.5B
$5.0B

Ollie's Bargain Outlet Holdings, Inc. · OLLI

$416M
$383M
$501M
$407M
$452M
$418M
$550M
$459M
$515M
$480M
$649M
$509M
$578M
$517M
$667M
$577M
$680M
$614M
$779M
$659M

PriceSmart, Inc. · PSMT

$910M
$975M
$1.0B
$1.0B
$1.0B
$1.1B
$1.1B
$1.1B
$1.1B
$1.2B
$1.3B
$1.2B
$1.2B
$1.3B
$1.4B
$1.3B
$1.3B
$1.4B
$1.5B
$1.5B

Target Corporation · TGT

$25.2B
$25.7B
$31.0B
$25.2B
$26.0B
$26.5B
$32.5B
$25.3B
$24.8B
$25.4B
$33.1B
$24.5B
$25.5B
$25.7B
$30.9B
$23.8B
$25.2B
$25.3B
$30.5B
$25.4B

Walmart Inc. · WMT

$141.0B
$140.5B
$152.9B
$141.6B
$152.9B
$152.8B
$164.0B
$152.3B
$161.6B
$160.8B
$173.4B
$161.5B
$169.3B
$169.6B
$180.6B
$165.6B
$177.4B
$179.5B
$190.7B
$177.8B

Revenue growth · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

22%
12%
13%
5.1%
-2.7%
2.9%
8.7%
4.2%
4.9%
3.5%
-1.5%
4.8%
3.4%
4.9%
5.6%
9.9%

Costco Wholesale Corporation · COST

15%
8.1%
6.5%
2.0%
9.5%
6.2%
5.8%
9.1%
1.0%
7.5%
9.0%
8.0%
8.1%
8.3%
9.2%
12%

Dollar General Corporation · DG

9.0%
11%
18%
6.8%
3.9%
2.4%
-3.4%
6.1%
4.2%
5.0%
4.5%
5.3%
5.1%
4.6%
5.9%
3.4%

Dollar Tree, Inc. · DLTR

6.7%
8.1%
9.0%
6.1%
8.2%
5.4%
12%
-43%
-44%
-41%
-42%
11%
12%
9.4%
9.0%
7.2%

Ollie's Bargain Outlet Holdings, Inc. · OLLI

8.7%
9.1%
9.8%
13%
14%
15%
18%
11%
12%
7.7%
2.8%
13%
18%
19%
17%
14%

PriceSmart, Inc. · PSMT

12%
8.2%
9.9%
6.4%
9.5%
11%
13%
12%
9.7%
7.9%
5.6%
7.2%
8.6%
9.9%
9.7%
13%

Target Corporation · TGT

3.5%
3.4%
4.9%
0.6%
-4.9%
-4.2%
1.7%
-3.1%
2.7%
1.1%
-6.5%
-2.8%
-1.0%
-1.6%
-1.5%
6.7%

Walmart Inc. · WMT

8.4%
8.7%
7.3%
7.6%
5.7%
5.2%
5.7%
6.1%
4.8%
5.5%
4.1%
2.5%
4.8%
5.8%
5.6%
7.3%
02 · compare level, then change

Operating Economics & Margin Trend

Ollie's Bargain Outlet Holdings, Inc. has the highest OPM among the 8 Discount Stores companies compared here, at 10.6%. Dollar Tree, Inc. is next at 9.5%. Dollar Tree, Inc. has the highest Margin change at +1.2 percentage points, so level and change sit with different companies. 8 of 8 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Ollie's Bargain Outlet Holdings, Inc. leads opm at 10.6%; Dollar Tree, Inc. leads margin change at +1.2 percentage points.

LeaderOllie's Bargain Outlet Holdings, Inc. · 10.6%
Gap11.6% versus #2 · Dollar Tree, Inc.
Persistence6/8 recent comparable periods
Coverage8/8 companies · 160 observations

Investor read: Ollie's Bargain Outlet Holdings, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1Ollie's Bargain Outlet Holdings, Inc. OLLI11%
2Dollar Tree, Inc. DLTR9.5%
3Dollar General Corporation DG5.9%
4Target Corporation TGT4.5%
5PriceSmart, Inc. PSMT4.4%
Margin changefastest expanders
1Dollar Tree, Inc. DLTR+1.2 pp
2Ollie's Bargain Outlet Holdings, Inc. OLLI+0.9 pp
3Dollar General Corporation DG+0.4 pp
4PriceSmart, Inc. PSMT+0.1 pp
5Costco Wholesale Corporation COST0.0 pp
Operating margin · company comparison
8/8 level · 8/8 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyOPMMargin changeReported
Ollie's Bargain Outlet Holdings, Inc. OLLI11%+0.9 ppJun 2026
Dollar Tree, Inc. DLTR9.5%+1.2 ppJun 2026
Dollar General Corporation DG5.9%+0.4 ppJun 2026
Target Corporation TGT4.5%−1.7 ppJun 2026
PriceSmart, Inc. PSMT4.4%+0.1 ppJun 2026
Walmart Inc. WMT4.2%−0.1 ppJun 2026
Costco Wholesale Corporation COST4.0%0.0 ppJun 2026
BJ's Wholesale Club Holdings, Inc. BJ3.7%−0.3 ppJun 2026
Full 20-quarter history · every available company

OPM · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

3.9%
4.0%
3.6%
3.3%
4.0%
4.0%
3.9%
4.0%
4.0%
4.0%
4.0%
3.3%
3.9%
4.5%
3.4%
4.0%
4.0%
4.1%
3.2%
3.7%

Costco Wholesale Corporation · COST

3.6%
3.4%
3.5%
3.4%
3.5%
3.2%
3.4%
3.1%
3.5%
3.4%
3.5%
3.8%
3.8%
3.5%
3.6%
4.0%
3.9%
3.7%
3.7%
4.0%

Dollar General Corporation · DG

9.8%
7.8%
9.2%
8.5%
9.7%
7.8%
9.1%
7.9%
7.1%
4.5%
5.9%
5.5%
5.4%
3.2%
2.9%
5.5%
5.6%
4.0%
5.6%
5.9%

Dollar Tree, Inc. · DLTR

6.3%
4.8%
8.2%
11%
7.5%
5.5%
8.0%
5.7%
3.9%
4.1%
-22%
9.2%
5.3%
7.6%
11%
8.3%
5.1%
7.2%
13%
9.5%

Ollie's Bargain Outlet Holdings, Inc. · OLLI

11%
7.9%
12%
4.2%
3.7%
7.1%
12%
8.4%
10%
8.1%
15%
11%
11%
8.6%
13%
9.7%
11%
9.0%
14%
11%

PriceSmart, Inc. · PSMT

3.6%
4.7%
4.7%
3.3%
3.8%
5.3%
4.7%
3.9%
2.9%
5.0%
4.9%
4.1%
4.0%
4.6%
4.8%
4.3%
4.0%
4.6%
5.0%
4.4%

Target Corporation · TGT

9.8%
7.8%
6.8%
5.3%
1.2%
3.9%
3.6%
5.2%
4.8%
5.2%
5.6%
5.3%
6.4%
4.6%
4.7%
6.2%
5.2%
3.8%
4.5%
4.5%

Walmart Inc. · WMT

5.2%
4.1%
3.9%
3.8%
4.5%
1.8%
3.4%
4.1%
4.5%
3.9%
4.2%
4.2%
4.7%
4.0%
4.4%
4.3%
4.1%
3.7%
4.6%
4.2%

Margin change · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

+0.1 pp
0.0 pp
+0.3 pp
+0.7 pp
0.0 pp
0.0 pp
+0.1 pp
−0.7 pp
−0.1 pp
+0.5 pp
−0.6 pp
+0.7 pp
+0.1 pp
−0.4 pp
−0.2 pp
−0.3 pp

Costco Wholesale Corporation · COST

−0.1 pp
−0.2 pp
−0.1 pp
−0.3 pp
0.0 pp
+0.2 pp
+0.1 pp
+0.7 pp
+0.3 pp
+0.1 pp
+0.1 pp
+0.2 pp
+0.1 pp
+0.2 pp
+0.1 pp
0.0 pp

Dollar General Corporation · DG

−0.1 pp
0.0 pp
−0.1 pp
−0.6 pp
−2.6 pp
−3.3 pp
−3.2 pp
−2.4 pp
−1.7 pp
−1.3 pp
−3.0 pp
0.0 pp
+0.2 pp
+0.8 pp
+2.7 pp
+0.4 pp

Dollar Tree, Inc. · DLTR

+1.2 pp
+0.7 pp
−0.2 pp
−4.9 pp
−3.6 pp
−1.4 pp
−29.9 pp
+3.5 pp
+1.4 pp
+3.5 pp
+32.6 pp
−0.9 pp
−0.2 pp
−0.4 pp
+2.0 pp
+1.2 pp

Ollie's Bargain Outlet Holdings, Inc. · OLLI

−7.3 pp
−0.8 pp
+0.8 pp
+4.2 pp
+6.5 pp
+1.0 pp
+2.7 pp
+2.7 pp
+0.3 pp
+0.5 pp
−1.8 pp
−1.4 pp
+0.8 pp
+0.4 pp
+0.8 pp
+0.9 pp

PriceSmart, Inc. · PSMT

+0.2 pp
+0.6 pp
0.0 pp
+0.6 pp
−0.9 pp
−0.3 pp
+0.2 pp
+0.2 pp
+1.1 pp
−0.4 pp
−0.1 pp
+0.2 pp
0.0 pp
0.0 pp
+0.2 pp
+0.1 pp

Target Corporation · TGT

−8.6 pp
−3.9 pp
−3.2 pp
−0.1 pp
+3.6 pp
+1.3 pp
+2.0 pp
+0.1 pp
+1.6 pp
−0.6 pp
−0.9 pp
+0.9 pp
−1.2 pp
−0.8 pp
−0.2 pp
−1.7 pp

Walmart Inc. · WMT

−0.7 pp
−2.3 pp
−0.5 pp
+0.3 pp
0.0 pp
+2.1 pp
+0.8 pp
+0.1 pp
+0.2 pp
+0.1 pp
+0.2 pp
+0.1 pp
−0.6 pp
−0.3 pp
+0.2 pp
−0.1 pp
03 · compare level, then change

Profit Scale & Acceleration

Walmart Inc. has the highest Net profit among the 8 Discount Stores companies compared here, at $23,121 million. Costco Wholesale Corporation is next at $8,838 million. Dollar General Corporation has the highest Profit growth at 35.5%, so level and change sit with different companies. 8 of 8 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Walmart Inc. leads with $23,121 million of TTM profit, 161.6% above Costco Wholesale Corporation. Dollar General Corporation shows 35.5% growth from a $1,564 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderWalmart Inc. · $23,121 million
Gap161.6% versus #2 · Costco Wholesale Corporation
Persistence4/8 recent comparable periods
Coverage8/8 companies · 160 observations

Investor read: Walmart Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1Walmart Inc. WMT$23.1B
2Costco Wholesale Corporation COST$8.8B
3Target Corporation TGT$3.5B
4Dollar General Corporation DG$1.6B
5Dollar Tree, Inc. DLTR$1.3B
Profit growthfastest growers
1Dollar General Corporation DG36%
2Ollie's Bargain Outlet Holdings, Inc. OLLI23%
3Walmart Inc. WMT19%
4Dollar Tree, Inc. DLTR16%
5Costco Wholesale Corporation COST13%
Net profit · company comparison
8/8 level · 8/8 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyNet profitProfit growthReported
Walmart Inc. WMT$5.5B18%Jun 2026
Costco Wholesale Corporation COST$2.2B15%Jun 2026
Target Corporation TGT$781M-25%Jun 2026
Dollar General Corporation DG$444M13%Jun 2026
Dollar Tree, Inc. DLTR$347M11%Jun 2026
BJ's Wholesale Club Holdings, Inc. BJ$143M-4.7%Jun 2026
Ollie's Bargain Outlet Holdings, Inc. OLLI$56M17%Jun 2026
PriceSmart, Inc. PSMT$40M14%Jun 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

$111M
$127M
$108M
$112M
$141M
$131M
$129M
$116M
$131M
$130M
$146M
$111M
$145M
$156M
$123M
$150M
$151M
$152M
$126M
$143M

Costco Wholesale Corporation · COST

$1.7B
$1.3B
$1.3B
$1.4B
$1.9B
$1.4B
$1.5B
$1.3B
$2.2B
$1.6B
$1.7B
$1.7B
$2.4B
$1.8B
$1.8B
$1.9B
$2.6B
$2.0B
$2.0B
$2.2B

Dollar General Corporation · DG

$637M
$487M
$597M
$553M
$678M
$526M
$659M
$514M
$469M
$276M
$402M
$363M
$374M
$197M
$191M
$392M
$411M
$283M
$426M
$444M

Dollar Tree, Inc. · DLTR

$282M
$217M
$454M
$536M
$360M
$267M
$450M
$299M
$200M
$212M
$-1.7B
$268M
$142M
$232M
$400M
$314M
$156M
$245M
$512M
$347M

Ollie's Bargain Outlet Holdings, Inc. · OLLI

$34M
$23M
$45M
$13M
$14M
$23M
$53M
$31M
$42M
$32M
$76M
$46M
$49M
$36M
$69M
$48M
$61M
$46M
$86M
$56M

PriceSmart, Inc. · PSMT

$19M
$31M
$31M
$19M
$23M
$33M
$31M
$30M
$15M
$38M
$39M
$32M
$29M
$37M
$44M
$35M
$32M
$40M
$49M
$40M

Target Corporation · TGT

$1.8B
$1.5B
$1.5B
$1.0B
$183M
$712M
$876M
$950M
$835M
$971M
$1.4B
$942M
$1.2B
$854M
$1.1B
$1.0B
$935M
$689M
$1.0B
$781M

Walmart Inc. · WMT

$4.4B
$3.1B
$3.6B
$2.1B
$5.1B
$-1.8B
$5.8B
$1.9B
$8.1B
$643M
$5.7B
$5.3B
$4.7B
$4.7B
$5.4B
$4.6B
$7.2B
$6.1B
$4.4B
$5.5B

Profit growth · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

27%
3.2%
19%
3.6%
-7.1%
-0.8%
13%
-4.3%
11%
20%
-16%
35%
4.1%
-2.6%
2.4%
-4.7%

Costco Wholesale Corporation · COST

11%
1.4%
11%
-5.1%
15%
17%
19%
29%
9.0%
13%
2.6%
13%
11%
11%
14%
15%

Dollar General Corporation · DG

6.4%
8.0%
10%
-7.1%
-31%
-48%
-39%
-29%
-20%
-29%
-52%
8.0%
9.9%
44%
123%
13%

Dollar Tree, Inc. · DLTR

28%
23%
-0.9%
-44%
-44%
-21%
-480%
-10%
-29%
9.4%
17%
9.9%
5.6%
28%
11%

Ollie's Bargain Outlet Holdings, Inc. · OLLI

-59%
0.0%
18%
138%
200%
39%
43%
48%
17%
13%
-9.2%
4.4%
24%
28%
25%
17%

PriceSmart, Inc. · PSMT

21%
6.5%
0.0%
58%
-35%
15%
26%
6.7%
93%
-2.6%
13%
9.4%
10%
8.1%
11%
14%

Target Corporation · TGT

-90%
-52%
-43%
-5.9%
356%
36%
58%
-0.8%
43%
-12%
-20%
10.0%
-22%
-19%
-5.3%
-25%

Walmart Inc. · WMT

18%
-156%
60%
-9.8%
56%
-2.3%
180%
-42%
633%
-4.5%
-13%
52%
29%
-19%
18%
04 · compare level, then change

Capacity Spending & Returns On It

Walmart Inc. has the highest CAPEX among the 8 Discount Stores companies compared here, at $6,684 million. Costco Wholesale Corporation is next at $1,413 million. Dollar Tree, Inc. has the highest CAPEX intensity at 5.1%, so level and change sit with different companies. 8 of 8 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Walmart Inc. reports $6,684 million of CAPEX; Dollar Tree, Inc. has the highest covered intensity at 5.1%. Coverage is only 8 of 8 companies and 160 reported observations, so this is partial evidence—not a complete sector rank.

LeaderWalmart Inc. · $6,684 million
Gap373% versus #2 · Costco Wholesale Corporation
Persistence8/8 recent comparable periods
Coverage8/8 companies · 160 observations

Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.

This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.

CAPEX is cash spent on property, plant, equipment and other reported capital assets. CAPEX intensity divides that spend by revenue; high intensity is a reinvestment signal, not proof that the reinvestment will earn attractive returns.
CAPEXlargest spenders
1Walmart Inc. WMT$6.7B
2Costco Wholesale Corporation COST$1.4B
3Target Corporation TGT$1.0B
4Dollar General Corporation DG$352M
5Dollar Tree, Inc. DLTR$253M
CAPEX intensityhighest reinvestment intensity
1Dollar Tree, Inc. DLTR5.1%
2Target Corporation TGT4.1%
3Ollie's Bargain Outlet Holdings, Inc. OLLI3.8%
4PriceSmart, Inc. PSMT3.8%
5Walmart Inc. WMT3.8%
Capital expenditure · company comparison
8/8 level · 8/8 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyCAPEXCAPEX intensityReported
Walmart Inc. WMT$6.7B3.8%Jun 2026
Costco Wholesale Corporation COST$1.4B2.0%Jun 2026
Target Corporation TGT$1.0B4.1%Jun 2026
Dollar General Corporation DG$352M3.3%Jun 2026
Dollar Tree, Inc. DLTR$253M5.1%Jun 2026
BJ's Wholesale Club Holdings, Inc. BJ$182M3.2%Jun 2026
PriceSmart, Inc. PSMT$56M3.8%Jun 2026
Ollie's Bargain Outlet Holdings, Inc. OLLI$25M3.8%Jun 2026
Full 20-quarter history · every available company

CAPEX · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

$73M
$75M
$101M
$91M
$101M
$103M
$103M
$92M
$122M
$134M
$119M
$106M
$134M
$188M
$160M
$140M
$166M
$195M
$201M
$182M

Costco Wholesale Corporation · COST

$1.1B
$1.1B
$723M
$854M
$1.3B
$1.1B
$890M
$820M
$1.6B
$1.0B
$1.0B
$1.1B
$1.6B
$1.3B
$1.1B
$1.1B
$2.0B
$1.5B
$1.3B
$1.4B

Dollar General Corporation · DG

$241M
$261M
$291M
$282M
$377M
$419M
$482M
$363M
$405M
$473M
$460M
$342M
$354M
$341M
$273M
$291M
$403M
$314M
$234M
$352M

Dollar Tree, Inc. · DLTR

$229M
$296M
$272M
$253M
$276M
$391M
$328M
$350M
$425M
$541M
$784M
$317M
$348M
$341M
$295M
$249M
$245M
$376M
$264M
$253M

Ollie's Bargain Outlet Holdings, Inc. · OLLI

$8M
$12M
$5M
$10M
$14M
$15M
$13M
$19M
$26M
$36M
$43M
$27M
$38M
$31M
$24M
$27M
$26M
$31M
$18M
$25M

PriceSmart, Inc. · PSMT

$40M
$30M
$31M
$38M
$22M
$24M
$29M
$44M
$46M
$33M
$70M
$38M
$27M
$28M
$35M
$39M
$57M
$39M
$50M
$56M

Target Corporation · TGT

$798M
$1.1B
$1.1B
$952M
$1.6B
$1.8B
$1.2B
$1.6B
$1.2B
$1.1B
$854M
$674M
$639M
$655M
$923M
$790M
$1.1B
$978M
$885M
$1.0B

Walmart Inc. · WMT

$2.8B
$3.6B
$4.5B
$3.5B
$4.0B
$4.6B
$4.8B
$4.4B
$4.8B
$5.5B
$5.9B
$4.7B
$5.8B
$6.2B
$7.1B
$5.0B
$6.4B
$7.2B
$8.0B
$6.7B

CAPEX intensity · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

1.7%
1.8%
2.3%
2.0%
2.0%
2.2%
2.1%
1.9%
2.5%
2.7%
2.2%
2.2%
2.6%
3.7%
3.0%
2.7%
3.1%
3.6%
3.6%
3.2%

Costco Wholesale Corporation · COST

1.7%
2.1%
1.4%
1.6%
1.7%
1.9%
1.6%
1.5%
2.0%
1.8%
1.8%
1.8%
2.0%
2.0%
1.8%
1.8%
2.3%
2.3%
1.9%
2.0%

Dollar General Corporation · DG

2.8%
3.1%
3.4%
3.2%
4.0%
4.4%
4.7%
3.9%
4.1%
4.9%
4.7%
3.4%
3.5%
3.3%
2.6%
2.8%
3.8%
2.9%
2.1%
3.3%

Dollar Tree, Inc. · DLTR

3.6%
4.6%
3.8%
3.7%
4.1%
5.6%
4.2%
4.8%
5.8%
7.4%
9.1%
7.6%
8.6%
7.9%
5.9%
5.4%
5.4%
7.9%
4.8%
5.1%

Ollie's Bargain Outlet Holdings, Inc. · OLLI

1.9%
3.1%
1.0%
2.5%
3.1%
3.6%
2.4%
4.1%
5.0%
7.5%
6.6%
5.3%
6.6%
6.0%
3.6%
4.7%
3.8%
5.0%
2.3%
3.8%

PriceSmart, Inc. · PSMT

4.4%
3.1%
3.0%
3.7%
2.2%
2.3%
2.5%
4.0%
4.1%
2.8%
5.4%
3.1%
2.2%
2.2%
2.6%
3.0%
4.3%
2.8%
3.3%
3.8%

Target Corporation · TGT

3.2%
4.5%
3.4%
3.8%
6.0%
6.8%
3.7%
6.3%
4.9%
4.4%
2.6%
2.7%
2.5%
2.6%
3.0%
3.3%
4.3%
3.9%
2.9%
4.1%

Walmart Inc. · WMT

2.0%
2.5%
3.0%
2.5%
2.6%
3.0%
2.9%
2.9%
3.0%
3.4%
3.4%
2.9%
3.4%
3.6%
3.9%
3.0%
3.6%
4.0%
4.2%
3.8%
Annual capital allocation · 5-year view
8/8 capacity base · 8/8 OCF · 8/8 CAPEX · 8/8 FCF

Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.

Full annual capacity base, operating cash flow, CAPEX and free cash flow history

Capacity base · net fixed assets + CWIP · fiscal-year history

Dollar Tree, Inc. · DLTR

$10.9B
$11.4B
$7.5B
$8.6B
$9.4B

PriceSmart, Inc. · PSMT

$854M
$869M
$965M
$1.0B
$1.1B

Target Corporation · TGT

$30.7B
$34.2B
$36.5B
$36.8B
$37.5B

Walmart Inc. · WMT

$112.6B
$119.2B
$130.3B
$139.7B
$157.0B

Operating cash flow · fiscal-year history

Dollar Tree, Inc. · DLTR

$1.4B
$1.6B
$2.7B
$2.9B
$2.5B

PriceSmart, Inc. · PSMT

$127M
$122M
$257M
$208M
$261M

Target Corporation · TGT

$8.6B
$4.0B
$8.6B
$7.4B
$6.6B

Walmart Inc. · WMT

$24.2B
$28.8B
$35.7B
$36.4B
$41.6B

CAPEX · reported cash flow · fiscal-year history

Dollar Tree, Inc. · DLTR

$1.0B
$639M
$1.2B
$1.3B
$1.1B

PriceSmart, Inc. · PSMT

$113M
$121M
$143M
$169M
$158M

Target Corporation · TGT

$3.5B
$5.5B
$4.8B
$2.9B
$3.7B

Walmart Inc. · WMT

$13.1B
$16.9B
$20.6B
$23.8B
$26.6B

Free cash flow · fiscal-year history

Dollar Tree, Inc. · DLTR

$410M
$976M
$1.5B
$1.6B
$1.4B

PriceSmart, Inc. · PSMT

$14M
$1M
$115M
$39M
$103M

Target Corporation · TGT

$5.1B
$-1.5B
$3.8B
$4.5B
$2.8B

Walmart Inc. · WMT

$11.1B
$12.0B
$15.1B
$12.7B
$14.9B
05 · compare level, then change

Debt Load & Balance-Sheet Headroom

PriceSmart, Inc. has the lowest Gross debt among the 8 Discount Stores companies compared here, at $325 million. Ollie's Bargain Outlet Holdings, Inc. is next at $710 million. Costco Wholesale Corporation has the lowest Net debt at $11,860 million net cash, so level and change sit with different companies.

What the numbers say: Costco Wholesale Corporation has the clearest covered balance-sheet capacity with $11,860 million net cash and gross debt of $8,136 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.

LeaderPriceSmart, Inc. · $325 million
Gap54.2% versus #2 · Ollie's Bargain Outlet Holdings, Inc.
Persistence2/8 recent comparable periods
Coverage8/8 companies · 160 observations

Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.

This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.

Gross debt shows contractual borrowings. Net debt subtracts reported cash; a negative value means net cash. Lower debt can create capacity, but should be read against the scale and capital intensity of the business.
Gross debtlowest gross debt
1PriceSmart, Inc. PSMT$325M
2Ollie's Bargain Outlet Holdings, Inc. OLLI$710M
3BJ's Wholesale Club Holdings, Inc. BJ$2.9B
4Dollar Tree, Inc. DLTR$7.6B
5Costco Wholesale Corporation COST$8.1B
Net debtlowest net debt
1Costco Wholesale Corporation COST$-11.9B
2PriceSmart, Inc. PSMT$3M
3Ollie's Bargain Outlet Holdings, Inc. OLLI$460M
4BJ's Wholesale Club Holdings, Inc. BJ$2.8B
5Dollar Tree, Inc. DLTR$6.6B
Debt and balance-sheet capacity · company comparison
8/8 level · 8/8 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyGross debtNet debtReported
Walmart Inc. WMT$74.2B$63.5BJun 2026
Target Corporation TGT$18.8B$15.3BJun 2026
Dollar General Corporation DG$15.8B$14.4BJun 2026
Costco Wholesale Corporation COST$8.1B$-11.9BJun 2026
Dollar Tree, Inc. DLTR$7.6B$6.6BJun 2026
BJ's Wholesale Club Holdings, Inc. BJ$2.9B$2.8BJun 2026
Ollie's Bargain Outlet Holdings, Inc. OLLI$710M$460MJun 2026
PriceSmart, Inc. PSMT$325M$3MJun 2026
Full 20-quarter history · every available company

Gross debt · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

$3.0B
$3.0B
$3.0B
$3.1B
$3.3B
$3.2B
$3.1B
$3.1B
$3.1B
$3.1B
$2.9B
$2.9B
$2.8B
$4.5B
$2.8B
$2.7B
$2.6B
$4.7B
$2.6B
$2.9B

Costco Wholesale Corporation · COST

$10.1B
$10.1B
$9.2B
$9.0B
$9.0B
$9.0B
$9.1B
$9.0B
$8.9B
$9.3B
$9.4B
$9.3B
$8.2B
$8.0B
$8.0B
$8.2B
$8.2B
$8.1B
$8.2B
$8.1B

Dollar General Corporation · DG

$13.9B
$14.1B
$14.2B
$15.0B
$15.5B
$16.4B
$17.7B
$18.0B
$18.0B
$18.1B
$18.1B
$18.1B
$18.2B
$17.6B
$17.5B
$17.0B
$17.1B
$16.5B
$15.7B
$15.8B

Dollar Tree, Inc. · DLTR

$9.7B
$9.8B
$10.0B
$9.9B
$10.0B
$10.4B
$10.1B
$10.1B
$10.4B
$10.7B
$7.4B
$7.4B
$7.9B
$7.7B
$7.8B
$7.9B
$7.3B
$7.7B
$7.1B
$7.6B

Ollie's Bargain Outlet Holdings, Inc. · OLLI

$404M
$419M
$431M
$442M
$447M
$456M
$441M
$448M
$461M
$489M
$489M
$487M
$501M
$558M
$565M
$649M
$666M
$671M
$686M
$710M

PriceSmart, Inc. · PSMT

$267M
$264M
$294M
$287M
$274M
$286M
$284M
$276M
$278M
$272M
$261M
$261M
$250M
$238M
$236M
$248M
$329M
$325M
$310M
$325M

Target Corporation · TGT

$15.2B
$15.3B
$16.2B
$17.0B
$17.6B
$19.0B
$18.8B
$18.8B
$18.8B
$19.0B
$19.3B
$19.5B
$18.7B
$19.4B
$19.5B
$19.0B
$20.0B
$20.0B
$19.9B
$18.8B

Walmart Inc. · WMT

$60.9B
$57.6B
$57.3B
$66.8B
$65.3B
$65.4B
$58.9B
$63.9B
$64.8B
$69.7B
$61.3B
$64.5B
$61.3B
$61.7B
$60.1B
$67.2B
$65.0B
$68.4B
$67.1B
$74.2B

Net debt · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

$2.9B
$2.9B
$2.9B
$3.1B
$3.2B
$3.1B
$3.1B
$3.0B
$3.1B
$3.1B
$2.9B
$2.9B
$2.8B
$4.5B
$2.8B
$2.7B
$2.6B
$4.7B
$2.6B
$2.8B

Costco Wholesale Corporation · COST

$-2.0B
$-3.4B
$-3.1B
$-2.8B
$-2.0B
$-2.6B
$-4.6B
$-4.7B
$-6.4B
$-8.5B
$-888M
$-2.2B
$-3.0B
$-3.8B
$-5.1B
$-6.7B
$-7.1B
$-9.1B
$-10.1B
$-11.9B

Dollar General Corporation · DG

$13.6B
$13.6B
$13.9B
$14.7B
$15.2B
$16.1B
$17.3B
$17.7B
$17.7B
$17.7B
$17.6B
$17.4B
$17.0B
$17.0B
$16.5B
$16.2B
$15.8B
$15.3B
$14.6B
$14.4B

Dollar Tree, Inc. · DLTR

$9.0B
$9.1B
$9.0B
$8.7B
$9.3B
$9.9B
$9.5B
$9.3B
$9.8B
$10.2B
$6.9B
$7.0B
$7.5B
$7.3B
$6.6B
$6.9B
$6.7B
$7.1B
$6.3B
$6.6B

Ollie's Bargain Outlet Holdings, Inc. · OLLI

$-40M
$189M
$184M
$237M
$229M
$274M
$170M
$173M
$151M
$225M
$136M
$145M
$148M
$254M
$136M
$279M
$349M
$485M
$390M
$460M

PriceSmart, Inc. · PSMT

$15M
$49M
$88M
$60M
$25M
$9M
$-31M
$-59M
$-53M
$10M
$-3M
$33M
$24M
$16M
$-11M
$-14M
$15M
$4M
$4M
$3M

Target Corporation · TGT

$7.9B
$9.5B
$10.3B
$15.9B
$16.5B
$18.1B
$16.5B
$17.5B
$17.2B
$17.1B
$15.5B
$15.9B
$15.2B
$16.0B
$14.8B
$16.2B
$15.6B
$16.2B
$14.4B
$15.3B

Walmart Inc. · WMT

$38.0B
$41.5B
$42.6B
$55.0B
$51.4B
$53.8B
$50.3B
$53.3B
$50.9B
$57.6B
$51.5B
$55.1B
$52.5B
$51.7B
$51.1B
$57.9B
$55.6B
$57.8B
$56.4B
$63.5B
06 · compare level, then change

Return On Capital Employed

Costco Wholesale Corporation has the highest ROCE among the 8 Discount Stores companies compared here, at 6.8%. Dollar Tree, Inc. is next at 4.6%. Dollar Tree, Inc. has the highest ROCE change at +1.8 percentage points, so level and change sit with different companies. 8 of 8 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Costco Wholesale Corporation leads ROCE at 6.8%, 2.2 percentage points above Dollar Tree, Inc.. Dollar Tree, Inc. has the strongest latest improvement at +1.8 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderCostco Wholesale Corporation · 6.8%
Gap47.8% versus #2 · Dollar Tree, Inc.
Persistence6/8 recent comparable periods
Coverage8/8 companies · 152 observations

Investor read: Costco Wholesale Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1Costco Wholesale Corporation COST6.8%
2Dollar Tree, Inc. DLTR4.6%
3Walmart Inc. WMT4.5%
4BJ's Wholesale Club Holdings, Inc. BJ4.4%
5PriceSmart, Inc. PSMT4.2%
ROCE changefastest improvers
1Dollar Tree, Inc. DLTR+1.8 pp
2Dollar General Corporation DG+0.2 pp
3Ollie's Bargain Outlet Holdings, Inc. OLLI+0.2 pp
4PriceSmart, Inc. PSMT+0.1 pp
5Walmart Inc. WMT0.0 pp
Return on capital · company comparison
8/8 level · 8/8 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyROCEROCE changeReported
Costco Wholesale Corporation COST6.8%−0.4 ppJun 2026
Dollar Tree, Inc. DLTR4.6%+1.8 ppJun 2026
Walmart Inc. WMT4.5%0.0 ppJun 2026
BJ's Wholesale Club Holdings, Inc. BJ4.4%−0.2 ppJun 2026
PriceSmart, Inc. PSMT4.2%+0.1 ppJun 2026
Target Corporation TGT3.0%−1.1 ppJun 2026
Ollie's Bargain Outlet Holdings, Inc. OLLI2.8%+0.2 ppJun 2026
Dollar General Corporation DG2.6%+0.2 ppJun 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

4.9%
4.5%
4.2%
5.5%
5.1%
5.2%
4.9%
5.1%
5.0%
5.3%
3.9%
4.8%
5.4%
4.1%
4.6%
4.7%
4.7%
3.8%
4.4%

Costco Wholesale Corporation · COST

5.8%
6.1%
5.8%
8.1%
5.5%
5.8%
5.0%
8.2%
5.7%
6.3%
6.5%
8.7%
6.1%
6.8%
7.2%
9.0%
6.5%
6.6%
6.8%

Dollar General Corporation · DG

3.3%
3.9%
3.7%
4.5%
3.4%
4.3%
3.4%
3.1%
1.9%
2.5%
2.3%
2.2%
1.3%
1.2%
2.4%
2.4%
1.7%
2.5%
2.6%

Dollar Tree, Inc. · DLTR

1.8%
3.4%
4.2%
2.9%
2.2%
3.4%
2.3%
1.5%
1.6%
-11%
2.1%
1.2%
1.8%
3.9%
2.8%
1.7%
2.6%
6.8%
4.6%

Ollie's Bargain Outlet Holdings, Inc. · OLLI

1.8%
3.3%
1.0%
0.9%
1.7%
3.9%
2.2%
2.9%
2.1%
5.2%
3.0%
3.1%
2.2%
4.1%
2.6%
3.4%
2.4%
4.5%
2.8%

PriceSmart, Inc. · PSMT

4.0%
4.1%
2.9%
3.2%
4.5%
4.3%
3.4%
2.5%
4.5%
4.8%
3.7%
3.6%
4.3%
4.8%
4.1%
3.7%
4.2%
5.0%
4.2%

Target Corporation · TGT

6.4%
6.6%
4.3%
1.0%
3.3%
3.5%
4.1%
3.7%
4.0%
5.3%
3.7%
4.7%
3.3%
4.0%
4.1%
3.5%
2.5%
3.7%
3.0%

Walmart Inc. · WMT

3.6%
3.7%
3.5%
4.5%
1.8%
3.6%
4.2%
4.8%
4.1%
4.7%
4.4%
5.0%
4.2%
4.8%
4.5%
4.5%
4.0%
5.1%
4.5%

ROCE change · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

+0.2 pp
+0.7 pp
+0.7 pp
−0.4 pp
−0.1 pp
+0.1 pp
−1.0 pp
−0.3 pp
+0.4 pp
−1.2 pp
+0.7 pp
−0.1 pp
−0.7 pp
−0.3 pp
−0.2 pp

Costco Wholesale Corporation · COST

−0.3 pp
−0.3 pp
−0.8 pp
+0.1 pp
+0.2 pp
+0.5 pp
+1.5 pp
+0.5 pp
+0.4 pp
+0.5 pp
+0.7 pp
+0.3 pp
+0.4 pp
−0.2 pp
−0.4 pp

Dollar General Corporation · DG

+0.1 pp
+0.4 pp
−0.3 pp
−1.4 pp
−1.5 pp
−1.8 pp
−1.1 pp
−0.9 pp
−0.6 pp
−1.3 pp
+0.1 pp
+0.2 pp
+0.4 pp
+1.3 pp
+0.2 pp

Dollar Tree, Inc. · DLTR

+0.4 pp
0.0 pp
−1.9 pp
−1.4 pp
−0.6 pp
−13.9 pp
−0.2 pp
−0.3 pp
+0.2 pp
+14.4 pp
+0.7 pp
+0.5 pp
+0.8 pp
+2.9 pp
+1.8 pp

Ollie's Bargain Outlet Holdings, Inc. · OLLI

−0.1 pp
+0.6 pp
+1.2 pp
+2.0 pp
+0.4 pp
+1.3 pp
+0.8 pp
+0.2 pp
+0.1 pp
−1.1 pp
−0.4 pp
+0.3 pp
+0.2 pp
+0.4 pp
+0.2 pp

PriceSmart, Inc. · PSMT

+0.5 pp
+0.2 pp
+0.5 pp
−0.7 pp
0.0 pp
+0.5 pp
+0.3 pp
+1.1 pp
−0.2 pp
0.0 pp
+0.4 pp
+0.1 pp
−0.1 pp
+0.2 pp
+0.1 pp

Target Corporation · TGT

−3.1 pp
−3.1 pp
−0.2 pp
+2.7 pp
+0.7 pp
+1.8 pp
−0.4 pp
+1.0 pp
−0.7 pp
−1.3 pp
+0.4 pp
−1.2 pp
−0.8 pp
−0.3 pp
−1.1 pp

Walmart Inc. · WMT

−1.8 pp
−0.1 pp
+0.7 pp
+0.3 pp
+2.3 pp
+1.1 pp
+0.2 pp
+0.2 pp
+0.1 pp
+0.1 pp
+0.1 pp
−0.5 pp
−0.2 pp
+0.3 pp
0.0 pp
07 · compare level, then change

Valuation Against Growth & Quality

Dollar General Corporation has the lowest Guarded PEG among the 8 Discount Stores companies compared here, at 0.46×. Target Corporation is next at 0.8×. Dollar Tree, Inc. has the lowest P/E at 14.8×, so level and change sit with different companies. 7 of 8 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Dollar General Corporation has the lowest comparable Guarded PEG at 0.46×, 42.5% below Target Corporation. Only 7 of 8 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderDollar General Corporation · 0.46×
Gap42.5% versus #2 · Target Corporation
Persistence0/8 recent comparable periods
Coverage7/8 companies · 55 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data sources reconciled. A missing PEG is more honest than a low-base fiction.
Guarded PEGlowest PEG
1Dollar General Corporation DG0.5
2Target Corporation TGT0.8
3Ollie's Bargain Outlet Holdings, Inc. OLLI0.9
4Walmart Inc. WMT2.1
5BJ's Wholesale Club Holdings, Inc. BJ2.2
P/Elowest P/E
1Dollar Tree, Inc. DLTR14.8
2Dollar General Corporation DG16.2
3Target Corporation TGT17.0
4Ollie's Bargain Outlet Holdings, Inc. OLLI21.1
5BJ's Wholesale Club Holdings, Inc. BJ21.5
Valuation · company comparison
7/8 level · 8/8 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyGuarded PEGP/EReported
Costco Wholesale Corporation COST4.050.7Jun 2026
PriceSmart, Inc. PSMT3.332.6Jun 2026
BJ's Wholesale Club Holdings, Inc. BJ2.221.5Jun 2026
Walmart Inc. WMT2.146.3Jun 2026
Ollie's Bargain Outlet Holdings, Inc. OLLI0.921.1Jun 2026
Target Corporation TGT0.817.0Jun 2026
Dollar General Corporation DG0.516.2Jun 2026
Dollar Tree, Inc. DLTR14.8Jun 2026
Full 20-quarter history · every available company

Guarded PEG · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

1.5
3.4
1.8
2.3
2.5
2.2

Costco Wholesale Corporation · COST

5.9
5.0
3.7
3.8
2.5
3.2
3.5
5.2
6.2
5.2
5.0
4.3
4.0

Dollar General Corporation · DG

2.3
0.6
0.5

Ollie's Bargain Outlet Holdings, Inc. · OLLI

4.0
0.8
0.9
3.3
7.7
4.1
1.4
0.9

PriceSmart, Inc. · PSMT

1.3
2.6
1.4
2.1
0.6
0.9
1.1
1.5
4.1
3.2
3.7
3.3

Target Corporation · TGT

1.8
0.3
0.3
0.4
0.8

Walmart Inc. · WMT

0.8
3.1
1.6
1.6
1.0
2.1
3.2
2.1

P/E · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

19.5
18.8
19.4
19.1
21.7
18.5
20.2
17.8
18.5
16.6
19.2
21.9
20.6
24.8
27.3
25.2
20.3
21.1
21.5

Costco Wholesale Corporation · COST

45.9
41.1
39.6
40.5
39.6
36.7
37.0
38.4
40.3
47.4
48.8
53.9
56.6
62.6
57.2
51.8
48.2
53.0
50.7

Dollar General Corporation · DG

21.7
20.1
24.4
24.7
25.3
21.4
20.6
17.2
13.7
18.0
20.0
18.9
13.5
13.9
17.2
20.1
17.0
20.9
16.2

Dollar Tree, Inc. · DLTR

18.2
22.2
24.7
23.8
22.1
22.4
24.8
27.7
20.5
18.9
14.8

Ollie's Bargain Outlet Holdings, Inc. · OLLI

25.1
18.5
26.8
39.6
38.8
32.9
33.6
29.9
29.7
25.7
24.2
29.4
27.8
34.5
34.1
40.0
33.4
28.4
21.1

PriceSmart, Inc. · PSMT

22.0
21.6
24.1
18.7
20.6
20.3
19.3
22.7
18.3
21.1
20.4
19.6
19.8
19.1
22.8
22.3
25.1
30.5
32.6

Target Corporation · TGT

19.1
15.4
19.0
18.6
23.0
29.5
26.8
18.5
13.6
16.3
17.7
14.4
16.0
15.6
10.7
11.6
11.3
13.0
17.0

Walmart Inc. · WMT

52.3
28.8
32.9
26.4
43.9
33.8
36.2
30.7
27.1
28.8
25.4
35.6
33.6
40.7
41.6
36.8
35.4
43.6
46.3
08 · compare level, then change

Enterprise Value & Book Value

Target Corporation has the lowest EV/EBITDA among the 8 Discount Stores companies compared here, at 9.3×. Dollar Tree, Inc. is next at 10.3×. Ollie's Bargain Outlet Holdings, Inc. has the lowest P/BV at 2.75×, so level and change sit with different companies. 8 of 8 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Target Corporation leads ev/ebitda at 9.3×; Ollie's Bargain Outlet Holdings, Inc. leads p/bv at 2.75×.

LeaderTarget Corporation · 9.3×
Gap9.7% versus #2 · Dollar Tree, Inc.
Persistence0/8 recent comparable periods
Coverage8/8 companies · 149 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.

EV/EBITDA includes debt in enterprise value and is useful across different capital structures. P/BV prices the company against its own book. Both are market multiples on reported figures, not intrinsic-value estimates and not forecasts.
EV/EBITDAlowest EV/EBITDA
1Target Corporation TGT9.3
2Dollar Tree, Inc. DLTR10.3
3Dollar General Corporation DG11.9
4BJ's Wholesale Club Holdings, Inc. BJ13.2
5PriceSmart, Inc. PSMT14.9
P/BVlowest P/BV
1Ollie's Bargain Outlet Holdings, Inc. OLLI2.8
2Dollar General Corporation DG2.9
3Target Corporation TGT3.6
4PriceSmart, Inc. PSMT3.8
5Dollar Tree, Inc. DLTR5.2
Enterprise and book valuation · company comparison
8/8 level · 8/8 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyEV/EBITDAP/BVReported
Costco Wholesale Corporation COST31.613.4Jun 2026
Walmart Inc. WMT25.011.2Jun 2026
Ollie's Bargain Outlet Holdings, Inc. OLLI15.32.8Jun 2026
PriceSmart, Inc. PSMT14.93.8Jun 2026
BJ's Wholesale Club Holdings, Inc. BJ13.25.6Jun 2026
Dollar General Corporation DG11.92.9Jun 2026
Dollar Tree, Inc. DLTR10.35.2Jun 2026
Target Corporation TGT9.33.6Jun 2026
Full 20-quarter history · every available company

EV/EBITDA · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

13.8
13.4
14.2
14.1
15.1
13.2
13.5
12.1
12.3
11.1
12.5
14.0
14.8
15.3
16.7
15.5
14.8
13.2
13.2

Costco Wholesale Corporation · COST

26.6
24.1
23.4
24.1
23.5
22.0
22.1
23.0
24.2
30.0
30.9
34.1
36.0
39.0
35.4
32.1
29.7
32.8
31.6

Dollar General Corporation · DG

16.6
15.8
18.5
18.7
19.1
16.6
16.1
14.0
12.1
14.4
15.2
14.5
11.9
12.0
13.2
14.2
12.7
14.2
11.9

Dollar Tree, Inc. · DLTR

12.7
15.0
16.5
16.1
15.2
17.4
16.0
17.4
13.9
17.1
11.2
12.2
14.5
12.7
12.9
10.3

Ollie's Bargain Outlet Holdings, Inc. · OLLI

17.4
13.1
18.5
26.5
26.3
22.0
23.1
20.8
21.1
18.1
17.2
20.8
19.8
23.8
23.9
27.9
24.0
20.2
15.3

PriceSmart, Inc. · PSMT

10.1
10.2
11.0
8.4
9.0
8.4
8.4
9.4
7.9
9.4
9.2
9.1
9.1
8.9
10.5
10.3
11.6
14.0
14.9

Target Corporation · TGT

11.9
9.7
11.5
10.9
12.7
15.0
13.9
10.7
8.6
9.7
10.4
8.8
9.6
9.1
6.9
7.2
7.0
7.5
9.3

Walmart Inc. · WMT

12.8
12.0
13.8
12.1
14.1
14.2
14.4
14.7
13.7
12.9
13.6
15.0
17.3
20.1
19.8
19.9
20.3
23.0
25.0

P/BV · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

14.0
12.1
12.1
10.7
11.1
8.9
9.1
7.2
6.8
5.9
6.4
7.0
6.4
7.1
7.9
6.9
5.3
5.5
5.6

Costco Wholesale Corporation · COST

12.8
11.6
11.2
11.4
10.8
9.7
9.4
9.6
10.0
15.5
16.0
16.7
17.5
18.6
16.5
14.3
13.2
14.1
13.4

Dollar General Corporation · DG

8.3
7.5
9.0
9.1
9.6
9.0
8.1
5.9
4.1
4.4
4.3
3.7
2.5
2.1
2.6
3.0
2.7
3.7
2.9

Dollar Tree, Inc. · DLTR

3.8
4.5
4.4
4.2
3.8
3.8
3.7
2.6
4.1
3.6
2.9
1.9
4.0
4.5
6.5
5.7
6.2
5.2

Ollie's Bargain Outlet Holdings, Inc. · OLLI

3.4
2.2
2.3
2.8
2.8
2.5
2.9
3.1
3.2
3.1
3.1
3.7
3.5
4.0
3.9
4.7
4.1
3.6
2.8

PriceSmart, Inc. · PSMT

2.4
2.4
2.5
2.0
2.2
2.1
2.1
2.2
1.9
2.4
2.4
2.4
2.4
2.3
2.7
2.6
2.9
3.6
3.8

Target Corporation · TGT

9.1
8.0
9.8
7.1
7.0
7.3
6.3
5.2
4.0
5.0
5.3
4.5
4.8
4.3
3.0
2.9
2.7
3.0
3.6

Walmart Inc. · WMT

5.1
4.6
5.5
4.6
5.3
5.1
5.6
5.4
5.5
5.3
5.9
6.5
7.5
8.7
9.3
8.7
8.4
9.5
11.2
09 · let price answer last

Market action

PriceSmart, Inc. has the strongest one-year price move in Discount Stores at +75.2%. It also leads on Mansfield relative strength against the S&P 500 at +24.3%. 3 of 8 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.

Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.
Price and relative strength

Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.

Before the conclusion · check the blind spots

What can make this comparison misleading?

This Discount Stores comparison names 4 specific ways its own evidence can mislead, all listed below. All 8 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
10 · the complete set

Which companies are included?

All 8 companies in the canonical Discount Stores membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.

AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.

CompanyMarket valuePricePriced toLatest fundamentals
Walmart Inc. WMT$900.1B$1132026-07-28Jun 2026
Costco Wholesale Corporation COST$428.7B$9672026-07-28Jun 2026
Target Corporation TGTAHEAD21/26 WEEKS$65.5B$1442026-07-28Jun 2026
Dollar General Corporation DGAHEAD$27.8B$1262026-07-28Jun 2026
Dollar Tree, Inc. DLTRAHEAD$24.4B$1272026-07-28Jun 2026
BJ's Wholesale Club Holdings, Inc. BJ$12.4B$97.22026-07-28Jun 2026
PriceSmart, Inc. PSMTAHEAD22/26 WEEKS$5.8B$1912026-07-28Jun 2026
Ollie's Bargain Outlet Holdings, Inc. OLLILAGGING, FUNDAMENTALS UP$4.2B$69.02026-07-28Jun 2026
Evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 8 Discount Stores companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-07-28 · weekly price and relative-strength history
Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
Questions investors ask · short, speakable answers

Discount Stores company comparison FAQs

These 18 answers restate the Discount Stores comparison above in question form. Every one is computed from the same 8 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.

Which Discount Stores company is the biggest?

Walmart Inc. is the largest, with trailing-twelve-month revenue of $725,305 million, ahead of Costco Wholesale Corporation at $293,587 million. That covers 8 of 8 companies with comparable reporting through Jun 2026.

Which Discount Stores company is growing fastest?

Ollie's Bargain Outlet Holdings, Inc. has the fastest revenue growth at 16.8% year on year, across 8 of 8 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.

Which Discount Stores company has the best profit margins?

Ollie's Bargain Outlet Holdings, Inc. has the highest operating margin at 10.6%, from 8 of 8 comparable companies. Dollar Tree, Inc. shows the biggest recent improvement, at +1.2 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Discount Stores company makes the most profit?

Walmart Inc. earns the most, at $23,121 million of trailing-twelve-month net profit, from 8 of 8 comparable companies. Dollar General Corporation has the fastest profit growth at 35.5%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Discount Stores company earns the highest return on capital?

Costco Wholesale Corporation leads on return on capital employed at 6.8%, across 8 of 8 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Discount Stores stock is the cheapest?

On guarded PEG — where a LOWER number is cheaper — Dollar General Corporation screens cheapest at 0.46×. Only 7 of 8 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Which Discount Stores company has the strongest balance sheet?

PriceSmart, Inc. carries the lowest comparable gross debt at $325 million, from 8 of 8 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.

Which Discount Stores company is investing most in new capacity?

Walmart Inc. reports the largest capital spending at $6,684 million, across 8 of 8 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.

Is the Discount Stores sector beating the market?

Discount Stores has underperformed S&P 500 by 3.5% over the last 52 weeks and 2.9% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 3 of 8 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Discount Stores stock has the strongest price momentum?

PriceSmart, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Discount Stores company scores highest for research priority?

Dollar Tree, Inc. scores 63.3 out of 100 with 76.2% evidence confidence, from 24.3 points on growth and earnings, 10.2 on capital efficiency, 11.5 on valuation and 17.3 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Discount Stores companies does this comparison cover, and over what period?

It compares 8 listed companies over up to 20 reported quarters of fundamentals and 5 fiscal years of capital allocation, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Discount Stores sector?

The 8 Discount Stores companies on this page carry $1,468,693 million of combined market value. Walmart Inc. is the largest at $900,059 million, about 61% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.

What is the Discount Stores sector's P/E ratio?

The median price-to-earnings ratio across the 8 Discount Stores companies on this page is 21.5×, measured on the 8 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-07-28.

How is the Discount Stores sector performing?

3 of the 8 covered Discount Stores companies are beating S&P 500 on Mansfield relative strength. The sector itself is 3.5% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.

How many Discount Stores stocks are listed in the US?

This comparison covers 8 listed Discount Stores companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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