Marketplace & Seller Ecosystem
Walmart

Target Trades at a Fraction of Walmart's Valuation. Is the Discount Deserved? | The Motley Fool

Walmart (WMT+0.14%)and Target (TGT+5.48%)sell overlapping goods to overlapping shoppers, but investors price their stocks very differently. The retail giant from Arkansas has a $992 billion market cap, 13...
theascent.com
November 9, 2026
3
Anders Bylund
Target Trades at a Fraction of Walmart's Valuation. Is the Discount Deserved? | The Motley Fool
WHAT HAPPENED
s also a bit of a gimme, and the analysis deserves another footnote. Last year s traffic rose 3.6% in Q2 2026, and traffic from AI platforms like Alphabet s ChatGPT is growing at 3.5 times the industry rate (from a tiny base, to be fair). Target s not a smooth success, though. Home and apparel, in thewords of the chief merchandising officer, are Lapping 19% EPS growth next year will be a challenge.
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