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Industry · 8 scored · 9 listed

Discount Stores Stocks in the US

The 8 Discount Stores companies we score in the US are Walmart Inc. ($995.6B, the largest), Costco Wholesale Corporation, Target Corporation and 5 more. 7 of the 8 companies we score beat S&P 500 on share price over recent months. Prices are as of 6 Nov 2026.

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

8Companies scored on this page, of 9 listed
$1.6TCombined market value all of them together
8/8Revenue growing revenue over the last 12 months up on a year earlier
7/8Beating S&P 500 share price doing better than the index (relative strength)
7 of 8 beat the S&P 500 on share price over recent months

The main question: the biggest companies are not always the ones changing the most.

Start with size. Then the direction of earnings. Then the quality of the business. A share price that leads means more once those three agree.

Which are the biggest Discount Stores stocks in the US?

The largest Discount Stores stocks in the US by market value are Walmart Inc. ($995.6B), Costco Wholesale Corporation ($466.9B) and Target Corporation ($72.0B), at prices of 6 Nov 2026.

Share price | market value | P/E, biggest first. Prices and market values as of 6 Nov 2026; ratios as in the score list below.

Which are the Discount Stores stocks, ranked?

Ranked by the 4-Factor Sector Score (growth & earnings 35, capital efficiency 25, valuation 20, relative strength 20). Prices as of 6 Nov 2026.

  1. 1Dollar Tree, Inc.DLTR · $24.6B58.2of 100mixed, leaning good · strongest on PEG and ROCE improvement
  2. 2Dollar General CorporationDG · $29.5B55.6of 100mixed, leaning good · strongest on PEG and profit growth
  3. 3Ollie's Bargain Outlet Holdings, Inc.OLLI · $5.4B55.6of 100mixed, leaning good · strongest on PEG and profit growth
  4. 4Target CorporationTGT · $72.0B54.2of 100mixed, leaning good · strongest on relative strength versus sector and relative strength versus the benchmark
  5. 5BJ's Wholesale Club Holdings, Inc.BJ · $13.8B52.8of 100mixed, leaning good · strongest on ROCE and 13-week relative-strength change
  6. 6Costco Wholesale CorporationCOST · $466.9B49.6of 100mixed, leaning weak · strongest on ROCE and 13-week relative-strength change
  7. 7PriceSmart, Inc.PSMT · $4.9B37.9of 100mixed, leaning weak · strongest on revenue growth and profitable quarters
  8. 8Walmart Inc.WMT · $995.6B34.7of 100weak · strongest on 13-week relative-strength change

How many Discount Stores companies are listed in the US?

9 Discount Stores companies in the Discount Stores industry group (every listed company) have a page on Sector Alpha, by market value as of 6 November 2026, and all 9 are listed below, largest first. The largest is Walmart Inc. ($995.6 billion) and the smallest with a market value is PriceSmart, Inc.

Every Discount Stores company with a page, largest first
CompanyMarket value
1. Walmart Inc. WMT$995.6 billion
2. Costco Wholesale Corporation COST$466.9 billion
3. Target Corporation TGT$72 billion
4. Dollar General Corporation DG$29.5 billion
5. Dollar Tree, Inc. DLTR$24.6 billion
6. BJ's Wholesale Club Holdings, Inc. BJ$13.8 billion
7. BBB Foods Inc. TBBB$8.3 billion
8. Ollie's Bargain Outlet Holdings, Inc. OLLI$5.4 billion
9. PriceSmart, Inc. PSMT$4.9 billion

Download all 9 Discount Stores companies (CSV)

How has Discount Stores moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the last two years (104 weeks) this industry is 31% ahead of S&P 500. Earnings across its companies grew 11% on average over the last four reported quarters. It has been ahead of S&P 500 on a rolling three-month view for 6 weeks running.

Breaking out · ahead 6w

Price and the fundamentals both up. 8 of 9 companies ahead of S&P 500 by 5% or more over three months. 1 is 20% or more behind over a year while earnings grew 20% or more.

Ahead of S&P 500 on the three-month view for 6 weeks running; 8 of the 9 companies in the industry index above their 200-day average (2 more than four weeks earlier); 8 of those 9 ahead of S&P 500 by 5% or more over three months (4 more than four weeks earlier); earnings rising at 8 of the 9 that report earnings.

Ahead of S&P 500 for 6 weeks running, participation still rising at 4 → 8 of 9. Earnings confirming, 8 of 9 members have higher trailing twelve-month earnings than a year ago.

1Y

Discount Stores against S&P 500

Both lines start at 200 in the first week shown

  • Discount Stores 271
  • S&P 500 219
Discount Stores against S&P 500
Week endingDiscount StoresS&P 500
14 Nov 2025200200
21 Nov 2025201196
28 Nov 2025208203
5 Dec 2025217204
12 Dec 2025219203
19 Dec 2025218203
26 Dec 2025219205
2 Jan 2026218203
9 Jan 2026226207
16 Jan 2026233206
23 Jan 2026232205
30 Jan 2026226206
6 Feb 2026243206
13 Feb 2026246203
20 Feb 2026241205
27 Feb 2026241204
6 Mar 2026233200
13 Mar 2026230197
20 Mar 2026220193
27 Mar 2026223189
3 Apr 2026228195
10 Apr 2026225202
17 Apr 2026232211
24 Apr 2026230213
1 May 2026224215
8 May 2026223220
15 May 2026219220
22 May 2026219222
29 May 2026224225
5 Jun 2026222220
12 Jun 2026235221
19 Jun 2026228222
26 Jun 2026235217
3 Jul 2026233222
10 Jul 2026230225
17 Jul 2026234221
24 Jul 2026228220
31 Jul 2026240222
7 Aug 2026242230
14 Aug 2026245231
21 Aug 2026246228
28 Aug 2026240229
4 Sep 2026247229
11 Sep 2026239227
18 Sep 2026238227
25 Sep 2026246230
2 Oct 2026243229
9 Oct 2026250232
16 Oct 2026261227
23 Oct 2026261226
30 Oct 2026264225
6 Nov 2026271219

3Y

Discount Stores against S&P 500

Both lines start at 200 in the first week shown, every 2nd week shown

  • Discount Stores 379
  • S&P 500 326
Discount Stores against S&P 500
Week endingDiscount StoresS&P 500
17 Nov 2023200200
24 Nov 2023203202
8 Dec 2023205204
22 Dec 2023215210
5 Jan 2024213208
19 Jan 2024217214
2 Feb 2024222219
16 Feb 2024230222
1 Mar 2024239228
15 Mar 2024236226
29 Mar 2024246232
12 Apr 2024233227
26 Apr 2024237225
10 May 2024244231
24 May 2024250235
7 Jun 2024243237
21 Jun 2024248242
5 Jul 2024250246
19 Jul 2024254244
2 Aug 2024246236
16 Aug 2024254246
30 Aug 2024245250
13 Sep 2024244249
27 Sep 2024246254
11 Oct 2024247257
25 Oct 2024244257
8 Nov 2024246265
22 Nov 2024247264
6 Dec 2024255270
20 Dec 2024255262
3 Jan 2025249263
17 Jan 2025248265
31 Jan 2025258267
14 Feb 2025259271
28 Feb 2025253264
14 Mar 2025238250
28 Mar 2025250247
11 Apr 2025256237
25 Apr 2025266244
9 May 2025268250
23 May 2025275257
6 Jun 2025282266
20 Jun 2025278264
4 Jul 2025289277
18 Jul 2025286278
1 Aug 2025289276
15 Aug 2025290285
29 Aug 2025281286
12 Sep 2025279292
26 Sep 2025276294
10 Oct 2025267290
24 Oct 2025280300
7 Nov 2025278298
21 Nov 2025282292
5 Dec 2025304304
19 Dec 2025305302
2 Jan 2026305303
16 Jan 2026326307
30 Jan 2026317307
13 Feb 2026344302
27 Feb 2026338304
13 Mar 2026322294
27 Mar 2026312281
10 Apr 2026314301
24 Apr 2026322317
8 May 2026312327
22 May 2026306331
5 Jun 2026311327
19 Jun 2026319331
3 Jul 2026326330
17 Jul 2026327330
31 Jul 2026336331
14 Aug 2026343344
28 Aug 2026336341
11 Sep 2026334339
25 Sep 2026344342
9 Oct 2026350345
23 Oct 2026366337
6 Nov 2026379326

5Y

Discount Stores against S&P 500

Both lines start at 200 in the first week shown, every 4th week shown

  • Discount Stores 342
  • S&P 500 314
Discount Stores against S&P 500
Week endingDiscount StoresS&P 500
19 Nov 2021200200
10 Dec 2021192201
7 Jan 2022192199
4 Feb 2022178191
4 Mar 2022184184
1 Apr 2022194193
29 Apr 2022199176
27 May 2022183177
24 Jun 2022188166
22 Jul 2022196169
19 Aug 2022201180
16 Sep 2022190164
14 Oct 2022178153
11 Nov 2022202170
9 Dec 2022187168
6 Jan 2023188166
3 Feb 2023197176
3 Mar 2023192172
31 Mar 2023194175
28 Apr 2023201177
26 May 2023185179
23 Jun 2023185185
21 Jul 2023195193
18 Aug 2023194186
15 Sep 2023182189
13 Oct 2023176184
10 Nov 2023178188
8 Dec 2023185196
5 Jan 2024192200
2 Feb 2024200211
1 Mar 2024215219
29 Mar 2024222223
26 Apr 2024214217
24 May 2024225226
21 Jun 2024224232
19 Jul 2024229234
16 Aug 2024229236
13 Sep 2024220240
11 Oct 2024223247
8 Nov 2024222255
6 Dec 2024230259
3 Jan 2025225253
31 Jan 2025233257
28 Feb 2025228253
28 Mar 2025226237
25 Apr 2025239235
23 May 2025248247
20 Jun 2025251253
18 Jul 2025258268
15 Aug 2025261274
12 Sep 2025252280
10 Oct 2025241279
7 Nov 2025251286
5 Dec 2025274292
2 Jan 2026275291
30 Jan 2026286295
27 Feb 2026305293
27 Mar 2026281270
24 Apr 2026291305
22 May 2026276318
19 Jun 2026288319
17 Jul 2026295317
14 Aug 2026310331
11 Sep 2026302326
9 Oct 2026316332
6 Nov 2026342314

Earnings, each company rebased to 100, the sector takes the median

Latest quarter July to September 2026: 137.4, from 9 companies

Earnings, each company rebased to 100, the sector takes the median
QuarterMedian earnings index
Apr 2022100.0 (8 companies)
Jul 2022103.6 (8 companies)
Oct 2022104.9 (8 companies)
Jan 2023106.4 (8 companies)
Apr 2023108.6 (7 companies)
Jul 2023111.3 (7 companies)
Oct 2023113.0 (8 companies)
Jan 2024120.4 (7 companies)
Apr 2024126.5 (7 companies)
Jul 2024123.6 (7 companies)
Oct 2024134.1 (7 companies)
Jan 2025120.5 (9 companies)
Apr 2025129.5 (9 companies)
Jul 2025131.3 (9 companies)
Oct 2025130.7 (9 companies)
Jan 2026131.7 (9 companies)
Apr 2026130.8 (9 companies)
Jul 2026137.4 (9 companies)

Both lines start at 200 in the same week, so the gap between them tells the 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 set to 100 at the start and the industry taking the middle value, so a price line pulling away from flat bars means the market is paying more for the same earnings. A bar turns grey when that figure is lower than the quarter before. The rules are fixed and the same 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 or tap any point to read both values and the gap.

Is Discount Stores outperforming S&P 500?

Discount Stores has done better than the S&P 500 by 24.3% over the last 52 weeks. Over 13 weeks the gap is a lead of 17.8%. Target Corporation is the strongest against the sector itself at +6.7%.

+17.8%Sector vs S&P 500 · 13 weeks
+24.3%Sector vs S&P 500 · 52 weeks
7 of 8Stocks leading S&P 500
1 of 8Stocks leading the sector

What is the bottom line on Discount Stores?

Discount Stores has done better than the S&P 500 by 24.3% over 52 weeks and by 17.8% over 13 weeks. 7 of 8 companies we track are beating the S&P 500 on relative strength (how a share price has done against the index over recent months), and 1 of 8 is ahead of the industry itself.

How does each Discount Stores stock score?

A score that ranks each company against the others in its industry. The four parts shown always add up to the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or old evidence affects only its own part, never 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 76.7% evidence confidence.

Target Corporation scores well on valuation against its peers or its own history, but its earnings have not yet improved enough to back that up.

  1. 1Dollar Tree, Inc.DLTR · turning · mixed, leaning good · 77% evidence58.2out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 21.1/35 · Revenue 8.2% · PAT — · OPM change 1.3 pp · 71% evidenceCapital efficiency 13.9/25 · ROCE 16.9% · OPM 6.2% · 76% evidenceValuation 13.8/20 · P/E 15.2× · PEG 1.07 · 65% evidenceRelative strength 9.4/20 · RS sector −4.8% · RS bench 8.3% · 1Y 23.9% · 100% evidence · 4 of 12 weeks aheadExact sum: 21.1 + 13.9 + 13.8 + 9.4 = 58.2 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  2. 2Dollar General CorporationDG · breaking out · mixed, leaning good · 85% evidence55.6out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 25.9/35 · Revenue 4.8% · PAT 43% · OPM change 1.3 pp · 95% evidenceCapital efficiency 8.8/25 · ROCE 10% · OPM 6.8% · 76% evidenceValuation 15.2/20 · P/E 16.5× · PEG 0.39 · 65% evidenceRelative strength 5.7/20 · RS sector −9.1% · RS bench 3.1% · 1Y 34.8% · 100% evidence · 7 of 12 weeks aheadExact sum: 25.9 + 8.8 + 15.2 + 5.7 = 55.6 · What this means: Earnings are strong; relative strength in its sector is −9.1% and the one-year return is 34.8%.
  3. 3Ollie's Bargain Outlet Holdings, Inc.OLLI · breaking out · mixed, leaning good · 85% evidence55.6out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 23.4/35 · Revenue 14.4% · PAT 27.6% · OPM change −0.5 pp · 95% evidenceCapital efficiency 11.1/25 · ROCE 12% · OPM 10.8% · 76% evidenceValuation 15.1/20 · P/E 16.2× · PEG 0.54 · 65% evidenceRelative strength 6.0/20 · RS sector −17.1% · RS bench −5.8% · 1Y −26.8% · 100% evidence · 7 of 12 weeks aheadExact sum: 23.4 + 11.1 + 15.1 + 6 = 55.6 · What this means: Earnings are strong; relative strength in its sector is −17.1% and the one-year return is −26.8%.
  4. 4Target CorporationTGT · leader · mixed, leaning good · 85% evidence54.2out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 15.3/35 · Revenue 1.9% · PAT 11.8% · OPM change 0.6 pp · 95% evidenceCapital efficiency 11.1/25 · ROCE 13.5% · OPM 6% · 76% evidenceValuation 13.2/20 · P/E 14.9× · PEG 1.23 · 65% evidenceRelative strength 14.6/20 · RS sector 6.7% · RS bench 21.6% · 1Y 73.6% · 100% evidence · 12 of 12 weeks aheadExact sum: 15.3 + 11.1 + 13.2 + 14.6 = 54.2 · What this means: Relative strength against the index is 21.6%, and revenue and profit growth are weak.
  5. 5BJ's Wholesale Club Holdings, Inc.BJ · breaking out · mixed, leaning good · 85% evidence52.8out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 13.1/35 · Revenue 9.1% · PAT 2.6% · OPM change 0.1 pp · 95% evidenceCapital efficiency 15.9/25 · ROCE 17.1% · OPM 4.1% · 76% evidenceValuation 7.5/20 · P/E 21× · PEG 2.26 · 65% evidenceRelative strength 16.3/20 · RS sector −0.8% · RS bench 12.9% · 1Y 19.7% · 100% evidence · 7 of 12 weeks aheadExact sum: 13.1 + 15.9 + 7.5 + 16.3 = 52.8 · What this means: Relative strength against the index is 12.9%, and revenue and profit growth are weak.
  6. 6Costco Wholesale CorporationCOST · breaking out · mixed, leaning weak · 85% evidence49.6out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 16.7/35 · Revenue 10.1% · PAT 13.9% · OPM change −0.1 pp · 95% evidenceCapital efficiency 17.7/25 · ROCE 25.5% · OPM 3.8% · 76% evidenceValuation 3.5/20 · P/E 45.4× · PEG 3.25 · 65% evidenceRelative strength 11.7/20 · RS sector −5.9% · RS bench 7.2% · 1Y 14.2% · 100% evidence · 2 of 12 weeks aheadExact sum: 16.7 + 17.7 + 3.5 + 11.7 = 49.6 · What this means: A strong business with a high valuation: it would need rising earnings, or a lower multiple, to score better on value.
  7. 7PriceSmart, Inc.PSMT · quiet · mixed, leaning weak · 85% evidence37.9out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 18.2/35 · Revenue 11.5% · PAT 13.1% · OPM change −0.1 pp · 95% evidenceCapital efficiency 11.8/25 · ROCE 15.1% · OPM 3.9% · 76% evidenceValuation 5.7/20 · P/E 31.4× · PEG 2.61 · 65% evidenceRelative strength 2.2/20 · RS sector −12.3% · RS bench 0.1% · 1Y 39.2% · 100% evidence · 0 of 12 weeks aheadExact sum: 18.2 + 11.8 + 5.7 + 2.2 = 37.9 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  8. 8Walmart Inc.WMT · turning · weak · 85% evidence34.7out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 6.6/35 · Revenue 6.2% · PAT 3.4% · OPM change −0.8 pp · 95% evidenceCapital efficiency 11.2/25 · ROCE 16.5% · OPM 3.5% · 76% evidenceValuation 7.5/20 · P/E 40.1× · PEG 2.12 · 65% evidenceRelative strength 9.4/20 · RS sector −8.5% · RS bench 4.1% · 1Y 22.3% · 100% evidence · 3 of 12 weeks aheadExact sum: 6.6 + 11.2 + 7.5 + 9.4 = 34.7 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
How this score is built, and what the marks mean

Missing figures are not scored as bad. They lower the confidence and pull the final score toward the middle. Relative strength counts only when the company has a reading for this week; with no reading, that factor is left out and its 20 points are shared across the other three in proportion. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step path the industry is placed on (basing, turning, breaking out, leader, fading, asleep), read from how many weeks running it has led S&P 500 and whether that lead is growing or shrinking. It describes where the share price stands, not the direction of earnings, and it is not a recommendation; it is left blank for a company whose weekly history is too short or too stale to read.

How have Discount Stores share prices moved?

Target Corporation has the strongest one-year price move in Discount Stores at +73.6%. It also leads on relative strength against the S&P 500, at +21.6%. 7 of 8 companies we track are ahead of the index on that measure. Every line covers 313 weekly closes through 6 November 2026.

Price and relative strength

Price · same starting point: Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts: the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

RS vs S&P 500: How far ahead of or behind S&P 500 each company has been running, measured against its own recent average of that comparison, so the flat line at zero IS S&P 500: above it the company is beating the market, below it the market is beating the company. It opens on one year.

RS vs sector: The same measure taken against Discount Stores itself instead of the whole market, so the flat line at zero is the sector: above it the company is beating its own peers, which is the sharper test of the two. It opens on one year.

1Y

Price of the 5 strongest one-year movers, each started at 100

52 weekly closes

  • Target Corporation 176
  • PriceSmart, Inc. 139
  • Dollar General 128
  • Dollar Tree, Inc. 125
  • Walmart Inc. 123
  • S&P 500 109
Price of the 5 strongest one-year movers, each started at 100
Week endingTarget CorporationPriceSmart, Inc.Dollar GeneralDollar Tree, Inc.Walmart Inc.S&P 500
14 Nov 2025100100100100100100
21 Nov 202598102989710398
28 Nov 2025101106105106108102
5 Dec 2025103110127117112102
12 Dec 2025108110128124114102
19 Dec 2025109107132122112101
26 Dec 2025111107132118109103
2 Jan 2026112106131122110102
9 Jan 2026117115137126112103
16 Jan 2026124121143134117103
23 Jan 2026120121141123115103
30 Jan 2026117122138112116103
6 Feb 2026129134141118128103
13 Feb 2026129133148120131102
20 Feb 2026130132144128120103
27 Feb 2026127133150121125102
6 Mar 2026134124140111121100
13 Mar 202613112812610312499
20 Mar 202612612111910111697
27 Mar 202613312611210212094
3 Apr 202613413111510412398
10 Apr 202613613511195124101
17 Apr 2026142139122101124106
24 Apr 202614413811699127106
1 May 202614313611090128107
8 May 202613913610990127110
15 May 20261351379886128110
22 May 202614014110191117111
29 May 2026141146106111113113
5 Jun 202613614999104116110
12 Jun 2026150156110109118110
19 Jun 2026145156109107114111
26 Jun 2026156168115118113109
3 Jul 2026145170113118109111
10 Jul 2026150168114119111112
17 Jul 2026155159121120112111
24 Jul 2026152160112115107110
31 Jul 2026161166122121109111
7 Aug 2026167152121125109115
14 Aug 2026172154118124113116
21 Aug 2026184148118126101114
28 Aug 2026182145118122101115
4 Sep 2026183149128126105115
11 Sep 2026173146119113105114
18 Sep 2026176145117107104113
25 Sep 2026175150120109105115
2 Oct 2026174146114107102115
9 Oct 2026171145122113109116
16 Oct 2026172146129119116114
23 Oct 2026170147127120117113
30 Oct 2026172142127128121113
6 Nov 2026176139128125123109

3Y

Price of the 5 strongest one-year movers, each started at 100

156 weekly closes, every 2nd shown

  • Target Corporation 122
  • PriceSmart, Inc. 242
  • Dollar General 110
  • Dollar Tree, Inc. 114
  • Walmart Inc. 242
  • S&P 500 163
Price of the 5 strongest one-year movers, each started at 100
Week endingTarget CorporationPriceSmart, Inc.Dollar GeneralDollar Tree, Inc.Walmart Inc.S&P 500
17 Nov 2023100100100100100100
24 Nov 2023101101104102101101
8 Dec 202310410410510897102
22 Dec 2023108113109119101105
5 Jan 2024108108112119101104
19 Jan 2024106115109114105107
2 Feb 2024112114112121109110
16 Feb 2024115119117125110111
1 Mar 2024120125123129114114
15 Mar 2024126120126111117113
29 Mar 2024136125129116116116
12 Apr 2024128118122109116113
26 Apr 2024127121117106116113
10 May 2024126126116105117116
24 May 2024112125120100126117
7 Jun 202411212210597127119
21 Jun 202411312010693131121
5 Jul 202411211810693135123
19 Jul 202411512910193137122
2 Aug 202410712810087132118
16 Aug 202411112710286142123
30 Aug 20241181336974149125
13 Sep 20241171347061156125
27 Sep 20241201367264154127
11 Oct 20241221366860155129
25 Oct 20241161366658159129
8 Nov 20241151346453164133
22 Nov 2024961346258175132
6 Dec 20241021366763185135
20 Dec 20241011406363178131
3 Jan 20251051376264175131
17 Jan 20251031305763178133
31 Jan 20251061355964190134
14 Feb 2025991366062201135
28 Feb 2025961336163190132
14 Mar 2025811246556165125
28 Mar 2025801287163164123
11 Apr 2025711367463179118
25 Apr 2025741497770184122
9 May 2025741557674187125
23 May 2025731558477186129
6 Jun 2025751619482188133
20 Jun 2025741519286186132
4 Jul 2025801599489190139
18 Jul 2025801639196184139
1 Aug 20257716290100190138
15 Aug 2025791629399193143
29 Aug 2025741609095187143
12 Sep 2025691708685200146
26 Sep 2025681808483199147
10 Oct 2025661768276197145
24 Oct 2025731838486205150
7 Nov 2025701748292198149
21 Nov 2025681768489203146
5 Dec 202571190109107222152
19 Dec 202576185113111221151
2 Jan 202677183113111218152
16 Jan 202686209123122231153
30 Jan 202681211118102230154
13 Feb 202689232127110259151
27 Feb 202688230129110247152
13 Mar 20269022110993244147
27 Mar 2026922199793237141
10 Apr 2026942349687245151
24 Apr 202610024010090251158
8 May 2026962359482252164
22 May 2026972458783232165
5 Jun 2026942598695230164
19 Jun 20261012719497226166
3 Jul 202610029498108216165
17 Jul 2026108277104110221165
31 Jul 2026111288105111215166
14 Aug 2026119268102113223172
28 Aug 2026126252102112199171
11 Sep 2026120254103103207170
25 Sep 202612126010399209171
9 Oct 2026118251105103215173
23 Oct 2026118254110109232169
6 Nov 2026122242110114242163

5Y

Price of the 5 strongest one-year movers, each started at 100

260 weekly closes, every 4th shown

  • Target Corporation 63
  • PriceSmart, Inc. 206
  • Dollar General 60
  • Dollar Tree, Inc. 97
  • Walmart Inc. 264
  • S&P 500 157
Price of the 5 strongest one-year movers, each started at 100
Week endingTarget CorporationPriceSmart, Inc.Dollar GeneralDollar Tree, Inc.Walmart Inc.S&P 500
19 Nov 2021100100100100100100
10 Dec 202195929910599100
7 Jan 2022929410610410299
4 Feb 2022858790999896
4 Mar 202289999410610092
1 Apr 20228410010111810697
29 Apr 20229110110612010888
27 May 2022671001021229089
24 Jun 202260921101178783
22 Jul 202263831101289384
19 Aug 202267841131249690
16 Sep 202266791091059482
14 Oct 202258741051019276
11 Nov 2022699111112310085
9 Dec 2022618310810510284
6 Jan 2023647911110810383
3 Feb 2023719510211110088
3 Mar 20236690971119986
31 Mar 202366919410610487
28 Apr 202363939911410689
26 May 202355949110610390
23 Jun 202353947610710992
21 Jul 2023541007411211196
18 Aug 202352997310611193
15 Sep 20234998528311695
13 Oct 20234592508011292
10 Nov 20234383538511794
8 Dec 20235489579210698
5 Jan 2024569261101110100
2 Feb 2024589761103119105
1 Mar 20246210667110124109
29 Mar 2024711067099127112
26 Apr 2024661036390127108
24 May 2024581066586138113
21 Jun 2024581025779143116
19 Jul 2024601105579149117
16 Aug 2024581085573155118
13 Sep 2024601143852170120
11 Oct 2024631153751169124
8 Nov 2024601143446179128
6 Dec 2024531163653202130
3 Jan 2025541173354191126
31 Jan 2025551153254207128
28 Feb 2025501133354208127
28 Mar 2025411093854179119
25 Apr 2025391274260200117
23 May 2025381324565203124
20 Jun 2025381295073203127
18 Jul 2025411394982200134
15 Aug 2025411385084211137
12 Sep 2025361454772218140
10 Oct 2025341504465215139
7 Nov 2025361484478216143
5 Dec 2025371625991243146
2 Jan 2026401566195238146
30 Jan 2026421806487251148
27 Feb 2026451967094270146
27 Mar 2026481875279259135
24 Apr 2026522045477274152
22 May 2026502094770253159
19 Jun 2026522315183247159
17 Jul 2026562365693241159
14 Aug 2026622285596243166
11 Sep 2026622165688226163
9 Oct 2026612145788235166
6 Nov 2026632066097264157

The companies with the strongest one-year price moves are drawn. The S&P 500 line is dashed.

Biggest one-year moves

  1. 1Target CorporationTGT · $72.0B+73.6%1 year
  2. 2PriceSmart, Inc.PSMT · $4.9B+39.2%1 year
  3. 3Dollar General CorporationDG · $29.5B+34.8%1 year
  4. 4Dollar Tree, Inc.DLTR · $24.6B+23.9%1 year
  5. 5Walmart Inc.WMT · $995.6B+22.3%1 year

Strongest against S&P 500

  1. 1Target CorporationTGT · $72.0B+21.6%vs S&P 500
  2. 2BJ's Wholesale Club Holdings, Inc.BJ · $13.8B+12.9%vs S&P 500
  3. 3Dollar Tree, Inc.DLTR · $24.6B+8.3%vs S&P 500
  4. 4Costco Wholesale CorporationCOST · $466.9B+7.2%vs S&P 500
  5. 5Walmart Inc.WMT · $995.6B+4.1%vs S&P 500

Strongest against the sector itself

  1. 1Target CorporationTGT · $72.0B+6.7%vs sector
  2. 2BJ's Wholesale Club Holdings, Inc.BJ · $13.8B−0.8%vs sector
  3. 3Dollar Tree, Inc.DLTR · $24.6B−4.8%vs sector
  4. 4Costco Wholesale CorporationCOST · $466.9B−5.9%vs sector
  5. 5Walmart Inc.WMT · $995.6B−8.5%vs sector

Which Discount Stores companies have the most revenue, and which grow fastest?

Walmart Inc. has the highest Revenue among the 8 Discount Stores companies compared here, at $735,840 million. Costco Wholesale Corporation is next at $303,154 million. Ollie's Bargain Outlet Holdings, Inc. has the highest Revenue growth at 14.4%, so level and change sit with different companies. 8 of 8 companies report a comparable reading, the latest through Sep 2026.

What the numbers say: Walmart Inc. is the largest at $735,840 million, 142.7% ahead of Costco Wholesale Corporation. Ollie's Bargain Outlet Holdings, Inc.'s growth is 14.4% from a $2,793 million base, with 20 reported quarters out of the last 20. Fast growth from a smaller base is not yet the same as proven size.

Walmart Inc. · $735,840 millionLeader
142.7% versus #2 · Costco Wholesale CorporationGap
8/8 recent comparable periodsPersistence
8/8 companies · 159 observationsCoverage

What this means: Walmart Inc. is the size to compare against; Ollie's Bargain Outlet Holdings, Inc. is the one growing fastest. The faster grower has to keep that growth and turn it into margin and returns before it counts as more than a fast start.

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.

Revenue · company comparison

Revenue, by reported quarter

  • Walmart Inc. $187.9B
  • Costco Wholesale Corporation $95.7B
  • Target Corporation $26.5B
  • Dollar General Corporation $11.3B
  • BJ's Wholesale Club Holdings, Inc. $6.2B
Revenue, by reported quarter
QuarterWalmart Inc.Costco Wholesale CorporationTarget CorporationDollar General CorporationBJ's Wholesale Club Holdings, Inc.
Dec 2021$140.5B$50.4B$25.7B$8.5B$4.3B
Mar 2022$152.9B$51.9B$31.0B$8.7B$4.4B
Jun 2022$141.6B$52.6B$25.2B$8.8B$4.5B
Sep 2022$152.9B$72.1B$26.0B$9.4B$5.1B
Dec 2022$152.8B$54.4B$26.5B$9.5B$4.8B
Mar 2023$164.0B$55.3B$31.4B$10.2B$4.9B
Jun 2023$152.3B$53.6B$25.3B$9.3B$4.7B
Sep 2023$161.6B$78.9B$24.8B$9.8B$5.0B
Dec 2023$160.8B$57.8B$25.4B$9.7B$4.9B
Mar 2024$173.4B$58.4B$31.9B$9.9B$5.4B
Jun 2024$161.5B$58.5B$24.5B$9.9B$4.9B
Sep 2024$169.3B$79.7B$25.5B$10.2B$5.2B
Dec 2024$169.6B$62.2B$25.7B$10.2B$5.1B
Mar 2025$180.6B$63.7B$30.9B$10.3B$5.3B
Jun 2025$165.6B$63.2B$23.8B$10.4B$5.2B
Sep 2025$177.4B$86.2B$25.2B$10.7B$5.4B
Dec 2025$179.5B$67.3B$25.3B$10.6B$5.3B
Mar 2026$190.7B$69.6B$30.5B$10.9B$5.6B
Jun 2026$177.8B$70.5B$25.4B$10.8B$5.7B
Sep 2026$187.9B$95.7B$26.5B$11.3B$6.2B

Revenue growth, by reported quarter

  • Walmart Inc. 5.9%
  • Costco Wholesale Corporation 11%
  • Target Corporation 5.3%
  • Dollar General Corporation 5.2%
  • BJ's Wholesale Club Holdings, Inc. 16%
Revenue growth, by reported quarter
QuarterWalmart Inc.Costco Wholesale CorporationTarget CorporationDollar General CorporationBJ's Wholesale Club Holdings, Inc.
Dec 2021—————
Mar 2022—————
Jun 2022—————
Sep 20228.4%15%3.5%9.0%22%
Dec 20228.7%8.1%3.4%11%12%
Mar 20237.3%6.5%1.3%18%13%
Jun 20237.6%2.0%0.6%6.8%5.1%
Sep 20235.7%9.5%−4.9%3.9%−2.7%
Dec 20235.2%6.2%−4.2%2.4%2.9%
Mar 20245.7%5.8%1.7%−3.4%8.7%
Jun 20246.1%9.1%−3.1%6.1%4.2%
Sep 20244.8%1.0%2.7%4.2%4.9%
Dec 20245.5%7.5%1.1%5.0%3.5%
Mar 20254.1%9.0%−3.2%4.5%−1.5%
Jun 20252.5%8.0%−2.8%5.3%4.8%
Sep 20254.8%8.1%−1.0%5.1%3.4%
Dec 20255.8%8.3%−1.6%4.6%4.9%
Mar 20265.6%9.2%−1.5%5.9%5.6%
Jun 20267.3%12%6.7%3.4%9.9%
Sep 20265.9%11%5.3%5.2%16%

8 of 8 companies report revenue, 8 of 8 revenue growth. On every company-comparison chart on this page the five leaders are drawn, level and change on separate charts, and a missing report breaks the line rather than being invented.

Revenue · largest

Revenue growth · fastest growers

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Revenue, every company
CompanyRevenueRevenue growthReported
Walmart Inc. WMT$187.9B5.9%Sep 2026
Costco Wholesale Corporation COST$95.7B11%Sep 2026
Target Corporation TGT$26.5B5.3%Sep 2026
Dollar General Corporation DG$11.3B5.2%Sep 2026
BJ's Wholesale Club Holdings, Inc. BJ$6.2B16%Sep 2026
Dollar Tree, Inc. DLTR$4.9B7.0%Sep 2026
PriceSmart, Inc. PSMT$1.5B14%Sep 2026
Ollie's Bargain Outlet Holdings, Inc. OLLI$741M9.0%Sep 2026

Revenue shows both size and speed. A large company can absorb shocks and pay for wide distribution; faster growth can mean market-share gains, new capacity or stronger demand. The best sign is usually growth that lasts without hurting margins and returns.

What to watch

Watch the next two reported quarters for growth persistence, margin conversion and whether the leader is gaining share without stretching working capital.

Which Discount Stores companies keep the most from each $100 of sales?

Ollie's Bargain Outlet Holdings, Inc. has the highest OPM among the 8 Discount Stores companies compared here, at 10.8%. Dollar General Corporation is next at 6.8%. Dollar General Corporation has the highest Margin change at +1.3 percentage points, so level and change sit with different companies. 8 of 8 companies report a comparable reading, the latest through Sep 2026.

What the numbers say: Ollie's Bargain Outlet Holdings, Inc. leads opm at 10.8%; Dollar General Corporation leads margin change at +1.3 percentage points.

Ollie's Bargain Outlet Holdings, Inc. · 10.8%Leader
58.8% versus #2 · Dollar General CorporationGap
4/8 recent comparable periodsPersistence
8/8 companies · 159 observationsCoverage

What this means: Ollie's Bargain Outlet Holdings, Inc. sets the level to compare against; the company improving fastest needs another report to confirm the change.

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.

Operating margin · company comparison

OPM, by reported quarter

  • Ollie's Bargain Outlet Holdings, Inc. 11%
  • Dollar General Corporation 6.8%
  • Dollar Tree, Inc. 6.2%
  • Target Corporation 6.0%
  • BJ's Wholesale Club Holdings, Inc. 4.1%
OPM, by reported quarter
QuarterOllie's Bargain Outlet Holdings, Inc.Dollar General CorporationDollar Tree, Inc.Target CorporationBJ's Wholesale Club Holdings, Inc.
Dec 20217.9%7.8%4.8%7.9%4.0%
Mar 202211%9.2%8.2%6.8%3.7%
Jun 20224.2%8.5%11%5.4%3.5%
Sep 20223.7%9.7%7.5%1.3%4.0%
Dec 20227.1%7.8%5.5%3.9%4.0%
Mar 202312%9.2%8.5%3.8%3.9%
Jun 20238.4%7.9%6.1%5.3%4.0%
Sep 202310%7.1%3.9%5.0%4.1%
Dec 20238.1%4.5%4.1%5.5%4.2%
Mar 202415%5.9%—5.9%4.1%
Jun 202411%5.5%9.2%5.4%3.3%
Sep 202411%5.4%5.3%6.6%3.9%
Dec 20248.6%3.2%7.6%4.7%4.5%
Mar 202514%5.2%12%4.9%3.4%
Jun 20259.7%5.5%8.3%3.8%4.0%
Sep 202511%5.5%4.9%5.4%4.0%
Dec 20259.0%4.0%6.7%4.6%4.1%
Mar 202614%6.1%14%4.9%3.2%
Jun 202611%5.9%9.1%4.5%3.7%
Sep 202611%6.8%6.2%6.0%4.1%

Margin change, by reported quarter

  • Ollie's Bargain Outlet Holdings, Inc. −0.5 pp
  • Dollar General Corporation +1.3 pp
  • Dollar Tree, Inc. +1.3 pp
  • Target Corporation +0.6 pp
  • BJ's Wholesale Club Holdings, Inc. +0.1 pp
Margin change, by reported quarter
QuarterOllie's Bargain Outlet Holdings, Inc.Dollar General CorporationDollar Tree, Inc.Target CorporationBJ's Wholesale Club Holdings, Inc.
Dec 2021—————
Mar 2022—————
Jun 2022—————
Sep 2022−7.3 pp−0.1 pp+1.2 pp−8.5 pp+0.1 pp
Dec 2022−0.8 pp0.0 pp+0.7 pp−4.0 pp0.0 pp
Mar 2023+0.8 pp0.0 pp+0.3 pp−3.0 pp+0.2 pp
Jun 2023+4.2 pp−0.6 pp−4.5 pp−0.1 pp+0.5 pp
Sep 2023+6.5 pp−2.6 pp−3.6 pp+3.7 pp+0.1 pp
Dec 2023+1.0 pp−3.3 pp−1.4 pp+1.6 pp+0.2 pp
Mar 2024+2.8 pp−3.3 pp—+2.1 pp+0.2 pp
Jun 2024+2.7 pp−2.4 pp+3.1 pp+0.1 pp−0.7 pp
Sep 2024+0.3 pp−1.7 pp+1.4 pp+1.6 pp−0.2 pp
Dec 2024+0.5 pp−1.3 pp+3.5 pp−0.8 pp+0.3 pp
Mar 2025−1.0 pp−0.7 pp—−1.0 pp−0.7 pp
Jun 2025−1.4 pp0.0 pp−0.9 pp−1.6 pp+0.7 pp
Sep 2025+0.8 pp+0.1 pp−0.4 pp−1.2 pp+0.1 pp
Dec 2025+0.4 pp+0.8 pp−0.9 pp−0.1 pp−0.4 pp
Mar 20260.0 pp+0.9 pp+1.8 pp0.0 pp−0.2 pp
Jun 2026+0.9 pp+0.4 pp+0.8 pp+0.7 pp−0.3 pp
Sep 2026−0.5 pp+1.3 pp+1.3 pp+0.6 pp+0.1 pp

8 of 8 companies report OPM, 8 of 8 margin change.

OPM · highest

Margin change · fastest expanders

All-company data · latest reported quarter

Operating margin, every company
CompanyOPMMargin changeReported
Ollie's Bargain Outlet Holdings, Inc. OLLI11%−0.5 ppSep 2026
Dollar General Corporation DG6.8%+1.3 ppSep 2026
Dollar Tree, Inc. DLTR6.2%+1.3 ppSep 2026
Target Corporation TGT6.0%+0.6 ppSep 2026
BJ's Wholesale Club Holdings, Inc. BJ4.1%+0.1 ppSep 2026
PriceSmart, Inc. PSMT3.9%−0.1 ppSep 2026
Costco Wholesale Corporation COST3.8%−0.1 ppSep 2026
Walmart Inc. WMT3.5%−0.8 ppSep 2026

What to watch

Watch whether the next two comparable periods confirm the current margin change rather than reversing it.

Which Discount Stores companies earn the most profit?

Walmart Inc. has the highest Net profit among the 8 Discount Stores companies compared here, at $22,076 million. Costco Wholesale Corporation is next at $9,226 million. Dollar General Corporation has the highest Profit growth at 43%, so level and change sit with different companies. 8 of 8 companies report a comparable reading, the latest through Sep 2026.

What the numbers say: Walmart Inc. earns the most, $22,076 million of profit over the last 12 months, 139.3% above Costco Wholesale Corporation. Dollar General Corporation shows 43% growth from a profit base of $1,703 million. A fast rate from a small base matters less than a large profit that keeps coming.

Walmart Inc. · $22,076 millionLeader
139.3% versus #2 · Costco Wholesale CorporationGap
4/8 recent comparable periodsPersistence
8/8 companies · 159 observationsCoverage

What this means: Walmart Inc. sets the level to compare against; the company improving fastest needs another report to confirm the change.

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 profit · company comparison

Net profit, by reported quarter

  • Walmart Inc. $6.4B
  • Costco Wholesale Corporation $3.0B
  • Target Corporation $1.9B
  • Dollar General Corporation $550M
  • Dollar Tree, Inc. $515M
Net profit, by reported quarter
QuarterWalmart Inc.Costco Wholesale CorporationTarget CorporationDollar General CorporationDollar Tree, Inc.
Dec 2021$3.1B$1.3B$1.5B$487M$217M
Mar 2022$3.6B$1.3B$1.5B$597M$454M
Jun 2022$2.1B$1.4B$1.0B$553M$536M
Sep 2022$5.1B$1.9B$183M$678M$360M
Dec 2022−$1.8B$1.4B$712M$526M$267M
Mar 2023$6.3B$1.5B$876M$659M$452M
Jun 2023$1.7B$1.3B$950M$514M$299M
Sep 2023$7.9B$2.2B$835M$469M$200M
Dec 2023$453M$1.6B$971M$276M$212M
Mar 2024$5.5B$1.7B$1.4B$402M—
Jun 2024$5.1B$1.7B$942M$363M$300M
Sep 2024$4.5B$2.4B$1.2B$374M$132M
Dec 2024$4.6B$1.8B$854M$197M$233M
Mar 2025$5.3B$1.8B$1.1B$191M−$3.7B
Jun 2025$4.5B$1.9B$1.0B$392M$343M
Sep 2025$7.0B$2.6B$935M$411M$188M
Dec 2025$6.1B$2.0B$689M$283M$245M
Mar 2026$4.2B$2.0B$1.0B$426M$506M
Jun 2026$5.3B$2.2B$781M$444M$347M
Sep 2026$6.4B$3.0B$1.9B$550M$515M

Profit growth, by reported quarter

  • Walmart Inc. −9.4%
  • Costco Wholesale Corporation 15%
  • Target Corporation 101%
  • Dollar General Corporation 34%
  • Dollar Tree, Inc. 174%
Profit growth, by reported quarter
QuarterWalmart Inc.Costco Wholesale CorporationTarget CorporationDollar General CorporationDollar Tree, Inc.
Dec 2021—————
Mar 2022—————
Jun 2022—————
Sep 202220%12%−90%6.4%28%
Dec 2022−158%3.0%−52%8.0%23%
Mar 202376%13%−43%10%−0.4%
Jun 2023−19%−3.8%−5.9%−7.1%−44%
Sep 202353%16%356%−31%−44%
Dec 2023—17%36%−48%−21%
Mar 2024−12%19%58%−39%—
Jun 2024205%29%−0.8%−29%0.3%
Sep 2024−43%9.0%43%−20%−34%
Dec 2024910%13%−12%−29%9.9%
Mar 2025−4.4%2.6%−20%−52%—
Jun 2025−12%13%10.0%8.0%14%
Sep 202556%11%−22%9.9%42%
Dec 202534%11%−19%44%5.2%
Mar 2026−19%14%−5.3%123%—
Jun 202619%15%−25%13%1.2%
Sep 2026−9.4%15%101%34%174%

8 of 8 companies report net profit, 7 of 8 profit growth. The profit growth chart is drawn inside its usual range; a quarter far outside it (often a first quarter after listing or a near-zero base) is marked with an arrow at the edge, with its exact value in the hover card and the table.

Net profit · largest

Profit growth · fastest growers

All-company data · latest reported quarter

Net profit, every company
CompanyNet profitProfit growthReported
Walmart Inc. WMT$6.4B−9.4%Sep 2026
Costco Wholesale Corporation COST$3.0B15%Sep 2026
Target Corporation TGT$1.9B101%Sep 2026
Dollar General Corporation DG$550M34%Sep 2026
Dollar Tree, Inc. DLTR$515M174%Sep 2026
BJ's Wholesale Club Holdings, Inc. BJ$174M15%Sep 2026
Ollie's Bargain Outlet Holdings, Inc. OLLI$85M39%Sep 2026
PriceSmart, Inc. PSMT$37M19%Sep 2026

What to watch

Watch whether the next two comparable periods confirm the current profit growth rather than reversing it.

Which Discount Stores companies earn the best return on capital?

Costco Wholesale Corporation has the highest ROCE among the 8 Discount Stores companies compared here, at 25.5%. BJ's Wholesale Club Holdings, Inc. is next at 17.1%. Dollar General Corporation 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 Sep 2026.

What the numbers say: Costco Wholesale Corporation leads ROCE at 25.5%, 8.4 percentage points above BJ's Wholesale Club Holdings, Inc. A high return reported once may be one good year; a high return reported year after year shows a lasting business.

Costco Wholesale Corporation · 25.5%Leader
49.1% versus #2 · BJ's Wholesale Club Holdings, Inc.Gap
1/8 recent comparable periodsPersistence
8/8 companies · 159 observationsCoverage

What this means: Costco Wholesale Corporation sets the level to compare against; the company improving fastest needs another report to confirm the change.

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.

Return on capital · company comparison

ROCE, by reported quarter

  • Costco Wholesale Corporation 26%
  • BJ's Wholesale Club Holdings, Inc. 17%
  • Dollar Tree, Inc. 17%
  • Walmart Inc. 17%
  • PriceSmart, Inc. 15%
ROCE, by reported quarter
QuarterCostco Wholesale CorporationBJ's Wholesale Club Holdings, Inc.Dollar Tree, Inc.Walmart Inc.PriceSmart, Inc.
Dec 202125%17%11%19%13%
Mar 202226%17%10%18%14%
Jun 202226%17%11%18%13%
Sep 202225%18%12%18%14%
Dec 202224%19%12%18%14%
Mar 202324%20%12%16%15%
Jun 202324%20%11%17%15%
Sep 202324%19%9.2%17%15%
Dec 202323%19%8.8%17%16%
Mar 202428%19%—17%16%
Jun 202428%18%5.6%18%16%
Sep 202427%18%5.4%18%17%
Dec 202427%18%5.5%18%16%
Mar 202527%17%15%18%16%
Jun 202527%18%15%19%16%
Sep 202526%17%15%18%15%
Dec 202526%17%16%17%15%
Mar 202626%17%16%17%15%
Jun 202625%17%16%18%15%
Sep 202626%17%17%17%15%

ROCE change, by reported quarter

  • Costco Wholesale Corporation −0.5 pp
  • BJ's Wholesale Club Holdings, Inc. −0.3 pp
  • Dollar Tree, Inc. +1.5 pp
  • Walmart Inc. −1.1 pp
  • PriceSmart, Inc. −0.1 pp
ROCE change, by reported quarter
QuarterCostco Wholesale CorporationBJ's Wholesale Club Holdings, Inc.Dollar Tree, Inc.Walmart Inc.PriceSmart, Inc.
Dec 2021—————
Mar 2022—————
Jun 2022—————
Sep 2022—————
Dec 2022−0.5 pp+1.7 pp+0.7 pp−0.6 pp+0.5 pp
Mar 2023−2.1 pp+2.7 pp+1.8 pp−1.9 pp+1.1 pp
Jun 2023−2.1 pp+2.9 pp−0.7 pp−0.9 pp+1.5 pp
Sep 2023−1.2 pp+1.5 pp−2.4 pp−1.3 pp+1.3 pp
Dec 2023−0.8 pp+0.7 pp−3.3 pp−1.3 pp+1.8 pp
Mar 2024+4.3 pp−0.4 pp—+0.7 pp+1.3 pp
Jun 2024+4.2 pp−1.7 pp−4.9 pp+0.5 pp+1.6 pp
Sep 2024+3.2 pp−1.3 pp−3.8 pp+1.1 pp+1.6 pp
Dec 2024+3.7 pp−0.9 pp−3.3 pp+1.0 pp+0.5 pp
Mar 2025−0.9 pp−2.1 pp—+1.0 pp+0.3 pp
Jun 2025−1.1 pp−0.7 pp+9.5 pp+1.1 pp−0.3 pp
Sep 2025−1.0 pp−0.6 pp+10.0 pp−0.1 pp−1.4 pp
Dec 2025−1.1 pp−1.3 pp+10.0 pp−0.9 pp−1.3 pp
Mar 2026−1.4 pp−0.2 pp+1.1 pp−0.8 pp−0.9 pp
Jun 2026−1.3 pp−0.8 pp+1.2 pp−1.1 pp−0.8 pp
Sep 2026−0.5 pp−0.3 pp+1.5 pp−1.1 pp−0.1 pp

8 of 8 companies report ROCE, 8 of 8 ROCE change.

ROCE · highest

ROCE change · fastest improvers

All-company data · latest reported quarter

Return on capital, every company
CompanyROCEROCE changeReported
Costco Wholesale Corporation COST26%−0.5 ppSep 2026
BJ's Wholesale Club Holdings, Inc. BJ17%−0.3 ppSep 2026
Dollar Tree, Inc. DLTR17%+1.5 ppSep 2026
Walmart Inc. WMT17%−1.1 ppSep 2026
PriceSmart, Inc. PSMT15%−0.1 ppSep 2026
Target Corporation TGT14%+0.6 ppSep 2026
Ollie's Bargain Outlet Holdings, Inc. OLLI12%+0.9 ppSep 2026
Dollar General Corporation DG10%+1.8 ppSep 2026

What to watch

Watch whether the next two comparable periods confirm the current roce change rather than reversing it.

How are Discount Stores stocks valued against growth and quality?

Dollar General Corporation has the lowest PEG among the 8 Discount Stores companies compared here, at 0.39×. Ollie's Bargain Outlet Holdings, Inc. is next at 0.54×. Target Corporation has the lowest P/E at 14.9×, so level and change sit with different companies. 8 of 8 companies report a comparable reading, the latest through Sep 2026.

What the numbers say: Dollar General Corporation has the lowest comparable PEG at 0.39×, 27.8% below Ollie's Bargain Outlet Holdings, Inc. That would need today's multiple, the company's own history and steady growth to agree.

Dollar General Corporation · 0.39×Leader
27.8% versus #2 · Ollie's Bargain Outlet Holdings, Inc.Gap
0/8 recent comparable periodsPersistence
8/8 companies · 59 observationsCoverage

What this means: A low valuation is a reason to look closer at the business, not a conclusion on its own.

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 worked out the same way every time, as the P/E on the last 12 months of reported earnings divided by that growth rate, never on expected earnings. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.

Valuation · company comparison

PEG, by reported quarter

  • Dollar General Corporation 0.4
  • Ollie's Bargain Outlet Holdings, Inc. 0.5
  • Target Corporation 1.2
  • Walmart Inc. 2.1
PEG, by reported quarter
QuarterDollar General CorporationOllie's Bargain Outlet Holdings, Inc.Target CorporationWalmart Inc.
Dec 2021————
Mar 2022————
Jun 2022————
Sep 2022————
Dec 2022————
Mar 2023————
Jun 20232.34.0——
Sep 2023————
Dec 2023——1.9—
Mar 2024——0.30.9
Jun 2024——0.3—
Sep 2024—0.80.43.1
Dec 2024—0.90.81.6
Mar 2025—3.3—1.5
Jun 2025————
Sep 2025———1.0
Dec 2025—4.3—2.0
Mar 20260.61.4—3.2
Jun 20260.50.8—2.1
Sep 20260.40.51.2—

P/E, by reported quarter

  • Dollar General Corporation 16.5×
  • Ollie's Bargain Outlet Holdings, Inc. 16.2×
  • Dollar Tree, Inc. 15.2×
  • Target Corporation 14.9×
  • Walmart Inc. 40.1×
P/E, by reported quarter
QuarterDollar General CorporationOllie's Bargain Outlet Holdings, Inc.Dollar Tree, Inc.Target CorporationWalmart Inc.
Dec 202121.1×24.8×17.6×18.7×52.0×
Mar 202219.7×18.0×21.8×15.0×28.4×
Jun 202223.9×26.3×24.6×18.1×32.4×
Sep 202224.4×39.0×23.7×17.9×26.1×
Dec 202225.0×38.6×22.0×22.4×—
Mar 202321.1×32.7×20.6×27.9×33.2×
Jun 202320.2×33.3×24.7×26.7×36.0×
Sep 202317.0×29.7×27.6×18.5×30.7×
Dec 202313.6×29.5×20.5×13.6×27.0×
Mar 202418.0×25.5×—16.2×28.7×
Jun 202420.0×23.9×36.9×17.7×25.3×
Sep 202418.9×29.0×33.2×14.4×35.5×
Dec 202413.5×27.5×21.5×15.9×33.5×
Mar 202513.9×34.2×—15.5×40.6×
Jun 202517.2×33.9×−6.1×10.6×41.4×
Sep 202520.1×39.7×−8.2×11.5×36.6×
Dec 202517.0×33.1×−6.9×11.2×35.2×
Mar 202620.9×28.1×18.2×12.9×43.4×
Jun 202616.1×20.8×14.3×17.0×46.3×
Sep 202616.5×16.2×15.2×14.9×40.1×

8 of 8 companies report PEG, 8 of 8 P/E.

PEG · lowest PEG

P/E · lowest P/E

All-company data · latest reported quarter

Valuation, every company
CompanyPEGP/EReported
Costco Wholesale Corporation COST3.345.5×Sep 2026
PriceSmart, Inc. PSMT2.631.4×Sep 2026
BJ's Wholesale Club Holdings, Inc. BJ2.321.0×Sep 2026
Walmart Inc. WMT2.140.1×Sep 2026
Target Corporation TGT1.214.9×Sep 2026
Ollie's Bargain Outlet Holdings, Inc. OLLI0.516.2×Sep 2026
Dollar General Corporation DG0.416.5×Sep 2026
Dollar Tree, Inc. DLTR—15.2×Sep 2026

What to watch

Watch whether the next two comparable periods confirm the current p/e rather than reversing it.

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 come from a very small starting figure.

Keep these limits visible

  • A high growth rate can come from a very small starting figure. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary, or look high because the capital base is small. It is best read beside margin, cash flow and how much is spent back on the business.
  • The 4-Factor Sector Score ranks published data only. Management quality, upcoming events and risks are not part of it.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.

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 Sep 2026 and market data through 6 November 2026.

FundamentalsThrough Sep 2026 · up to 20 quarters per company
Market dataThrough 6 November 2026 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and old evidence lowers confidence and pulls the 0 to 100 score toward the middle.

What else do people ask about Discount Stores stocks?

These 22 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 Sep 2026. Price and relative-strength answers run through 6 November 2026. Nothing here is estimated, and none of it is a recommendation.

Is the Discount Stores sector outperforming S&P 500?

Discount Stores has done better than the S&P 500 by 24.3% over 52 weeks and by 17.8% over 13 weeks.

7 of 8 companies we track are beating the S&P 500 on relative strength (how a share price has done against the index over recent months), and 1 of 8 is ahead of the industry itself.

Which Discount Stores company is largest by revenue?

Walmart Inc. leads with revenue of $735,840 million, based on 8 of 8 comparable companies through Sep 2026.

Which Discount Stores company is growing fastest?

Ollie's Bargain Outlet Holdings, Inc. has the fastest current revenue growth at 14.4%, across 8 of 8 comparable companies.

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

Dollar Tree, Inc. ranks first at 58.2 out of 100, with 76.7% of the evidence available. The score ranks published data; it is not a recommendation.

Which Discount Stores company has the lowest comparable PEG?

Dollar General Corporation has the lowest comparable PEG at 0.39, among 8 of 8 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Discount Stores comparison include?

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

How is the 4-Factor Sector Score calculated?

The four parts add up 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 old evidence moves only that part toward the middle.

Which Discount Stores company is the biggest?

Walmart Inc. is the largest, with revenue of $735,840 million over the last 12 months, ahead of Costco Wholesale Corporation at $303,154 million. That covers 8 of 8 companies with comparable reporting through Sep 2026.

Which Discount Stores company has the best profit margins?

Ollie's Bargain Outlet Holdings, Inc. has the highest operating margin at 10.8%, from 8 of 8 comparable companies. Dollar General Corporation shows the biggest recent improvement, at +1.3 percentage points. A high margin matters most when it is steady or rising, not when it is at a peak.

Which Discount Stores company makes the most profit?

Walmart Inc. earns the most, at $22,076 million of net profit over the last 12 months, from 8 of 8 comparable companies. Dollar General Corporation has the fastest profit growth at 43%, 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 25.5%, across 8 of 8 companies. A high return that repeats for years shows a lasting business, while a single high reading can come from a small capital base or one good year.

Which Discount Stores stock has the lowest PEG ratio?

On PEG (where a lower number means a lower price for what the company earns), Dollar General Corporation has the lowest at 0.39×. All 8 companies qualify for the ratio comparison. A low multiple is a reason to look closer at the business, not a conclusion on its own.

Is the Discount Stores sector beating the market?

Discount Stores has done better than the S&P 500 by 24.3% over the last 52 weeks and by 17.8% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 7 of the 8 companies we track 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?

Target Corporation has the strongest relative strength against the S&P 500, meaning its share price has done best against the index. A price can move well before the business results back it up, and sometimes without them.

Which Discount Stores company has the highest 4-Factor score?

Dollar Tree, Inc. scores 58.2 out of 100, with 76.7% of the evidence available, from 21.1 points on growth and earnings, 13.9 on capital efficiency, 13.8 on valuation and 9.4 on relative strength. It ranks published data only; management quality, upcoming events and risks are not part of the score.

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

This comparison covers 8 listed companies over up to 20 reported quarters of fundamentals, ending Sep 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 $1,612,603 million of combined market value. Walmart Inc. is the largest at $995,606 million, about 62% of the sector's total on its own. Market value moves with price, so this reading is dated 6 November 2026.

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×, 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 6 November 2026.

How is the Discount Stores sector performing?

7 of the 8 Discount Stores companies we track are doing better than the S&P 500 on relative strength (how a share price has done against the index over recent months).

The sector itself is 24.3% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 6 November 2026.

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 Sep 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 figures are never estimated, copied forward or swapped for a similar-looking line, and a company with missing evidence has its score pulled toward the middle rather than scored as bad.

Is this advice?

No, every figure here is worked out by code from company filings and market data, for research. It does not account for your situation and is not a substitute for advice from a registered adviser.

More lists

Every Sector Alpha list, grouped

Every US industry against its index · What changed this week · Plain-text data
Sector Alpha, written by code from the published numbers · Fundamentals through Sep 2026 · Prices through 6 November 2026. Every ranking is worked out by code from reported figures. Missing values stay missing.

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