PSMT vs. TGT
Compare and contrast key facts about PriceSmart, Inc. (PSMT) and Target Corporation (TGT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSMT or TGT.
Key characteristics
| PSMT | TGT | |
|---|---|---|
| YTD Return | 22.27% | 7.51% |
| 1Y Return | 41.20% | 44.87% |
| 3Y Return (Ann) | 7.48% | -14.09% |
| 5Y Return (Ann) | 5.23% | 8.81% |
| 10Y Return (Ann) | 0.70% | 11.72% |
| Sharpe Ratio | 1.48 | 1.18 |
| Sortino Ratio | 2.14 | 2.20 |
| Omega Ratio | 1.27 | 1.27 |
| Calmar Ratio | 0.88 | 0.70 |
| Martin Ratio | 9.27 | 3.65 |
| Ulcer Index | 4.04% | 11.19% |
| Daily Std Dev | 25.21% | 34.56% |
| Max Drawdown | -89.11% | -62.96% |
| Current Drawdown | -18.69% | -39.41% |
Fundamentals
| PSMT | TGT | |
|---|---|---|
| Market Cap | $2.77B | $69.00B |
| EPS | $4.57 | $9.60 |
| PE Ratio | 19.74 | 15.60 |
| PEG Ratio | 1.94 | 1.77 |
| Total Revenue (TTM) | $4.91B | $81.90B |
| Gross Profit (TTM) | $846.92M | $21.39B |
| EBITDA (TTM) | $301.52M | $6.87B |
Correlation
The correlation between PSMT and TGT is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PSMT vs. TGT - Performance Comparison
In the year-to-date period, PSMT achieves a 22.27% return, which is significantly higher than TGT's 7.51% return. Over the past 10 years, PSMT has underperformed TGT with an annualized return of 0.70%, while TGT has yielded a comparatively higher 11.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PSMT vs. TGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PriceSmart, Inc. (PSMT) and Target Corporation (TGT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
PSMT vs. TGT - Dividend Comparison
PSMT's dividend yield for the trailing twelve months is around 2.39%, less than TGT's 2.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSMT PriceSmart, Inc. | 2.39% | 1.21% | 1.41% | 0.96% | 0.77% | 0.99% | 1.18% | 0.81% | 0.84% | 0.84% | 0.77% | 0.26% |
TGT Target Corporation | 2.95% | 3.06% | 2.66% | 1.37% | 1.52% | 2.03% | 3.81% | 3.74% | 3.21% | 2.97% | 2.50% | 2.50% |
Drawdowns
PSMT vs. TGT - Drawdown Comparison
The maximum PSMT drawdown since its inception was -89.11%, which is greater than TGT's maximum drawdown of -62.96%. Use the drawdown chart below to compare losses from any high point for PSMT and TGT. For additional features, visit the drawdowns tool.
Volatility
PSMT vs. TGT - Volatility Comparison
PriceSmart, Inc. (PSMT) has a higher volatility of 10.81% compared to Target Corporation (TGT) at 6.98%. This indicates that PSMT's price experiences larger fluctuations and is considered to be riskier than TGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PSMT vs. TGT - Financials Comparison
This section allows you to compare key financial metrics between PriceSmart, Inc. and Target Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities