PSMT vs. TGT
PSMT (PriceSmart, Inc.) and TGT (Target Corporation) are both stocks. Both operate in the Discount Stores industry within the Consumer Defensive sector. Over the past 10 years, PSMT returned 10.19%/yr vs 9.86%/yr for TGT. At a 0.28 correlation, their price movements are largely independent.
Performance
PSMT vs. TGT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PSMT achieves a 54.81% return, which is significantly higher than TGT's 46.27% return. Both investments have delivered pretty close results over the past 10 years, with PSMT having a 10.19% annualized return and TGT not far behind at 9.86%.
PSMT
- 1D
- 0.25%
- 1M
- 5.23%
- 6M
- 34.87%
- YTD
- 54.81%
- 1Y
- 76.24%
- 3Y*
- 36.48%
- 5Y*
- 18.20%
- 10Y*
- 10.19%
TGT
- 1D
- 1.39%
- 1M
- 5.10%
- 6M
- 28.65%
- YTD
- 46.27%
- 1Y
- 44.41%
- 3Y*
- 6.41%
- 5Y*
- -8.27%
- 10Y*
- 9.86%
PSMT vs. TGT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSMT PriceSmart, Inc. | 54.81% | 34.77% | 24.97% | 26.22% | -15.86% | -19.06% | 29.67% | 21.59% | -30.76% | 3.96% |
TGT Target Corporation | 46.27% | -24.50% | -2.27% | -1.35% | -34.24% | 32.91% | 40.47% | 100.17% | 4.67% | -5.84% |
Correlation
The correlation between PSMT and TGT is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Sep 2, 1997 | 0.28 |
The correlation between PSMT and TGT shifts across timeframes, from 0.26 (1 year) to 0.39 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
PSMT:
$5.83B
TGT:
$63.68B
PSMT:
$5.25
TGT:
$7.93
PSMT:
36.04
TGT:
17.68
PSMT:
1.00
TGT:
0.61
PSMT:
4.11
TGT:
3.90
PSMT:
$5.69B
TGT:
$105.47B
PSMT:
$741.37M
TGT:
$27.05B
PSMT:
$317.29M
TGT:
$8.20B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PSMT vs. TGT — Risk / Return Rank
PSMT
TGT
PSMT vs. TGT - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PSMT | TGT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.29 | ||
| Sortino ratioReturn per unit of downside risk | +1.47 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.24 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 7.22 | 2.20 | +5.01 |
| Martin ratioReturn relative to average drawdown | 22.86 | 5.11 | +17.75 |
Loading charts...
Drawdowns
PSMT vs. TGT - Drawdown Comparison
The maximum PSMT drawdown since its inception was -89.28%, which is greater than TGT's maximum drawdown of -64.40%. Use the drawdown chart below to compare losses from any high point for PSMT and TGT.
Loading charts...
Drawdown Indicators
| PSMT | TGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.28% | -64.40% | -24.88% |
Max Drawdown (1Y)Largest decline over 1 year | -10.62% | -20.27% | +9.65% |
Max Drawdown (3Y)Largest decline over 3 years | -24.03% | -49.78% | +25.75% |
Max Drawdown (5Y)Largest decline over 5 years | -34.82% | -64.40% | +29.58% |
Max Drawdown (10Y)Largest decline over 10 years | -53.24% | -64.40% | +11.16% |
Current DrawdownCurrent decline from peak | -4.47% | -39.17% | +34.70% |
Average DrawdownAverage peak-to-trough decline | -35.84% | -17.15% | -18.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 8.72% | -5.37% |
Volatility
PSMT vs. TGT - Volatility Comparison
The current volatility for PriceSmart, Inc. (PSMT) is 8.59%, while Target Corporation (TGT) has a volatility of 11.82%. This indicates that PSMT experiences smaller price fluctuations and is considered to be less risky than TGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| PSMT | TGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.59% | 11.82% | -3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 20.17% | 23.21% | -3.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.07% | 30.95% | -2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.10% | 35.86% | -7.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.09% | 33.46% | -3.37% |
Dividends
PSMT vs. TGT - Dividend Comparison
PSMT's dividend yield for the trailing twelve months is around 0.70%, less than TGT's 3.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSMT PriceSmart, Inc. | 0.70% | 1.03% | 2.34% | 1.21% | 1.41% | 0.96% | 0.77% | 0.99% | 1.18% | 0.81% | 0.84% | 0.84% |
TGT Target Corporation | 3.25% | 4.62% | 3.28% | 3.06% | 2.66% | 1.37% | 1.52% | 2.03% | 3.81% | 3.74% | 3.21% | 2.97% |
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
PSMT vs. TGT - Profitability Comparison
PSMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, PriceSmart, Inc. reported a gross profit of 0.00 and revenue of 1.48B. Therefore, the gross margin over that period was 0.0%.
TGT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Target Corporation reported a gross profit of 6.46B and revenue of 24.53B. Therefore, the gross margin over that period was 26.4%.
PSMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, PriceSmart, Inc. reported an operating income of 65.64M and revenue of 1.48B, resulting in an operating margin of 4.4%.
TGT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Target Corporation reported an operating income of 1.30B and revenue of 24.53B, resulting in an operating margin of 5.3%.
PSMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, PriceSmart, Inc. reported a net income of 39.69M and revenue of 1.48B, resulting in a net margin of 2.7%.
TGT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Target Corporation reported a net income of 942.00M and revenue of 24.53B, resulting in a net margin of 3.8%.
Frequently Asked Questions
PSMT and TGT have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TGT has higher volatility (11.82%) compared to PSMT (8.59%). In terms of maximum drawdown, PSMT dropped -89.28% vs TGT's -64.40%.
PSMT currently has the higher Sharpe Ratio (2.73 vs 1.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for PSMT and TGT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer