Dollar General vs Target (DG vs TGT)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Target is the larger company by revenue ($104.8B vs $42.7B) and market value ($70.1B vs $27.2B). Dollar General has grown revenue faster over the last 4 fiscal years (+24.9% cumulative vs -1.2%). Dollar General trades at the lower trailing P/E (15.5x vs 15.9x).
About Dollar General
Dollar General Corp operates a chain of variety stores in the United States. It offers a range of products including consumables, apparel, home products, and seasonal items. The company serves customers seeking convenient and affordable shopping options.
About Target
Target Corporation operates retail stores and digital channels offering a wide range of general merchandise and groceries. It serves customers across the United States, providing products through physical stores and online platforms, including owned brands and national brands. The company also generates revenue from advertising services, credit card profit-sharing, and third-party marketplace sales.
Head to head (DG FY2025 vs TGT FY2025)
| Metric | DGFY2025 | TGTFY2025 |
|---|---|---|
| Revenue | $42.72B | $104.78B |
| Revenue growth (YoY) | 5.2% | -1.7% |
| Gross margin | 30.7% | 27.9% |
| Operating margin | 5.2% | 4.9% |
| Net margin | 3.5% | 3.5% |
| Net income | $1.51B | $3.71B |
| Diluted EPS | $6.85 | $8.13 |
| FCF margin | 5.6% | 2.7% |
| ROE | 17.8% | 22.9% |
| Long-term debt / equity | 0.54× | 0.89× |
| Market cap | $27.20B | $70.11B |
| P/E | 15.5× | 15.9× |
Fundamentals are from each company’s SEC filings (DG FY2025, TGT FY2025). ROE is net income over fiscal-year-end equity; long-term debt / equity counts non-current term debt only. P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.
Five-year trend (as reported)
| Revenue | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| DG | $34.22B | $37.84B | $38.69B | $40.61B | $42.72B |
| TGT | $106.00B | $109.12B | $107.41B | $106.57B | $104.78B |
Peer standing
Where each company ranks among the 113 Consumer Staples companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | DG | TGT |
|---|---|---|
| Gross margin | 30.7%51st percentile of 97 | 27.9%42nd percentile of 97 |
| Operating margin | 5.2%55th percentile of 100 | 4.9%53rd percentile of 100 |
| Net margin | 3.5%56th percentile of 105 | 3.5%55th percentile of 105 |
| FCF margin | 5.6%56th percentile of 99 | 2.7%44th percentile of 99 |
| Revenue growth (YoY) | +5.2%64th percentile of 110 | -1.7%33rd percentile of 110 |
| ROE | 17.8%74th percentile of 98 | 22.9%86th percentile of 98 |
| P/E | 15.5×30th percentile of 72 | 15.9×34th percentile of 72 |
| Long-term debt / equity | 0.54×53rd percentile of 74 | 0.89×68th percentile of 74 |
| Short interest (days to cover) | 2.41d24th percentile of 110 | 5.51d68th percentile of 110 |
Short interest
| FINRA settlement data | DG | TGT |
|---|---|---|
| Shares sold short | 6.0M | 16.8M |
| Change vs prior settlement | +2.4% | +6.0% |
| Days to cover | 2.41 | 5.51 |
| As of settlement | 2026-09-15 | 2026-09-15 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 activity (codes P/S) | DG | TGT |
|---|---|---|
| Buys | 0 | 0 |
| Sells | 1 ($732,555) | 3 ($11.0M) |
Non-derivative purchases (code P) and sales (code S) reported on SEC Form 4, which may be open-market or private (grants, exercises and tax withholding excluded). For context, about 15% of covered companies saw any reported insider purchase (code P) in a 90-day window.
Held by the same investors
8 tracked 13F managers hold both Dollar General and Target as of their latest quarterly filings: AQR Capital Management, Bridgewater Associates, Citadel Advisors, D. E. Shaw, Gotham Asset Management, Millennium Management, Renaissance Technologies, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.
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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.