DILLARD’S, INC. vs TARGET CORPORATION, two Discount Stores stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Dillard's is the tightly run department store, a 9.95% net margin and a 32.43% return on equity, priced at just 13.7 times earnings and 4.44 times book. Target is the sprawling general big-box, thinner at 3.24% and 21.05% on equity, priced at 18.54 times earnings but only 3.90 times book. Both reward holders in cash: Dillard's yields 8.38% in free cash and pays 5.4%, Target yields 4.74% and pays 3.24%. Dillard's carries no debt against equity while Target runs 0.87. The niche operator squeezes more from each dollar of sales and equity; the giant offers scale and a slightly cheaper book at a slightly higher earnings multiple.
Comparison updated 2026-07-11.
| Metric | DDS | TGT |
|---|---|---|
| Price | $524.25 | $135.10 |
| Market cap | $8.2B | $61.6B |
| Sector | Discount Stores | Discount Stores |
| Stage | Mature | Mature |
| Implied growth (priced in) | +4.0% | +3.5% |
| P/E | 12.5 | 17.9 |
| P/B | 4.04 | 3.76 |
| P/S | 1.24 | 0.58 |
| EV/EBITDA | 39.5 | 9.1 |
| Revenue growth | +0.9% | +0.7% |
| Gross margin | 43.9% | — |
| Operating margin | — | 4.5% |
| Net margin | 9.9% | 3.2% |
| Return on equity | 32.4% | 21.1% |
| Return on assets | 15.9% | 6.0% |
| Return on invested capital | — | 11.8% |
| FCF yield | 9.2% | 4.9% |
| Dividend yield | 5.9% | 3.4% |
| Debt / equity | 0.00 | 0.87 |
| Current ratio | 2.37 | 0.93 |
| Altman Z (solvency) | 10.00 | 8.10 |
| Piotroski F (quality) | 7 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.