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TGT$123.71-2.64%
Fair $123.71+0.0%

TGT

Target Corporation

Consumer Defensive / Discount StoresNYSE

$123.71

-3.36 (-2.64%)

Fairly Valued+0.0%Fair Value $123.71Fund rank 26/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
Declining Revenue

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.8B · quality 43.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

34/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 1unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 3 consecutive years
Thesis & Journal · TGTLocal privado en este navegador · Target Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$56.2B

P/E

16.3x

↑

EV/EBITDA

8.5x

↓

ROE

22.9%

↑

Gross Margin

27.9%

↑

Debt/Equity

1.26

↑
52-Week Range$124
$83$133

TradingView lightweight chart

TGT price, volumen y niveles de valoración

Último $123.71Periodo +243.3%
Fair value: $123.71

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2026 · 18 años de histórico normalizado

Revenue CAGR

+3.0%

FCF CAGR

—

FCF margin

2.7%

FCF / Net income

0.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $104.78B · net income $3.71B · FCF $2.83B

2008-FY → 2026-FY

Gross margin

27.9%— pts

Operating margin

4.9%— pts

Net margin

3.5%-1.1% pts

FCF margin

2.7%+3.1% pts
MetricTTM
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$104.78B$104.78B$106.57B$107.41B$109.12B$106.00B$93.56B$78.11B$75.36B$72.71B$70.27B$73.78B$72.62B$71.28B$71.96B$68.47B$65.79B$63.44B$62.88B$61.47B
Net Income$3.71B$3.71B$4.09B$4.14B$2.78B$6.95B$4.37B$3.28B$2.94B$2.91B$2.73B$3.36B$-1.64B$1.97B$3.00B$2.93B$2.92B$2.49B$2.21B$2.85B
EBITDA$8.35B$8.35B$8.65B$8.60B$6.60B$11.59B$9.02B$7.26B$6.58B$6.70B$7.18B———$7.25B$7.38B$7.25B$6.60B——
EPS8.138.138.868.945.9814.108.646.365.515.294.695.31-2.563.074.524.284.003.302.863.33
Gross Margin27.9%27.9%28.2%27.5%24.6%————28.5%29.0%29.2%29.4%29.8%——————
Operating Margin4.9%4.9%5.2%5.3%3.5%8.4%7.0%6.0%5.5%5.8%6.9%———7.2%7.7%7.9%7.2%——
Net Margin3.5%3.5%3.8%3.9%2.5%6.6%4.7%4.2%3.9%4.0%3.9%4.6%-2.3%2.8%4.2%4.3%4.4%3.9%3.5%4.6%
Balance Sheet
Debt/Equity1.261.261.361.461.700.900.740.840.910.901.070.910.850.720.890.871.01———
Current Ratio0.930.93——————————————————
Cash Flow
Free Cash Flow$2.83B$2.83B$4.48B$3.81B$-1.51B$5.08B$7.88B$4.09B$2.46B$4.40B$3.90B$4.52B$2.68B$4.63B$2.98B—$3.14B$4.15B$883.0M$-244.0M
Returns
ROE22.9%22.9%27.9%30.8%24.8%54.2%30.2%27.7%26.0%25.0%25.0%25.9%-11.7%12.1%18.1%18.5%18.9%16.2%16.1%—
Valuation
P/E16.3416.3414.8316.3929.56———————————————
EV/EBITDA8.538.538.769.7315.01———————————————
P/B3.493.494.145.057.31———————————————
Growth & Yield
Revenue Growth-1.7%-1.7%-0.8%-1.6%—13.3%19.8%3.7%3.6%3.5%-4.8%1.6%1.9%-0.9%5.1%4.1%3.7%0.9%2.3%—
EPS Growth-8.2%-8.2%-0.9%49.5%—63.2%35.8%15.4%4.2%12.8%-11.7%307.4%-183.4%-32.1%5.6%7.0%21.2%15.4%-14.1%—
Dividend Yield3.6%3.6%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

10.5%

razonable

EPS terminal req.

$10.98

Spread vs growth

-18.8%

5Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$13.28

Spread vs growth

-18.6%

10Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$21.39

Spread vs growth

-18.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +35.2%

Total return

+35.2%

Start / end P/E

10.6x → 15.2x

EPS bridge

8.86 → 8.13

Residual

-3.6%

EPS growth-8.2%
Multiple rerating+43.4%
Dividend+3.6%
Residual / FX / buybacks / cross-term-3.6%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.