Target vs Copart

This page compares Target Corp. and Copart, Inc., detailing their business models, financial performance, and market context in a neutral, accessible way. It explains how each company creates value, manages risk, and competes within its sector, without guidance or endorsement. Educational content, not financial advice.

This page compares Target Corp. and Copart, Inc., detailing their business models, financial performance, and market context in a neutral, accessible way. It explains how each company creates value, m...

Comparison Snapshot

Key Financial Metrics

TGT

Metric

CPRT

$48.95B

Market Cap

$40.08B

-6.44%

Potential Profit

18.26%

Hold

Analyst Rating

Buy

Why It's Moving

Target Stock Gains Momentum Ahead of Leadership Shakeup with Fiddelke Set to Take CEO Helm.

Upcoming 'Fiddelke Transition' sparks optimism, with focus on the 'Enterprise Acceleration' plan to boost margins from current 4.4%-5.3% levels toward the 6% long-term goal.
Recent institutional buying, like LJI Wealth Management increasing its position, signals growing confidence despite unchanged earnings estimates showing Q1 EPS at $2.16.
Stock attracts attention with stable FY2026 EPS outlook around $7.73, up 6% year-over-year, highlighting resilience in private brands and innovation amid discretionary spending battles.

Sentiment:

🐃Bullish

Copart edges higher amid steady auto salvage demand and analyst optimism.

Stock gained 0.31% on January 23 after fluctuating between $41.12 and $41.78, signaling sustained trader confidence in Copart's land-based auction model.
Analysts project an average price target of $49.78, implying solid growth potential from robust vehicle sales data and expanding digital tools like copart 360.
Year-to-date stability contrasts with sector peers, bolstered by Copart's leadership in recycling and non-salvage remarketing amid rising demand for affordable parts.

Sentiment:

🐃Bullish

Target Stock Gains Momentum Ahead of Leadership Shakeup with Fiddelke Set to Take CEO Helm.

Upcoming 'Fiddelke Transition' sparks optimism, with focus on the 'Enterprise Acceleration' plan to boost margins from current 4.4%-5.3% levels toward the 6% long-term goal.
Recent institutional buying, like LJI Wealth Management increasing its position, signals growing confidence despite unchanged earnings estimates showing Q1 EPS at $2.16.
Stock attracts attention with stable FY2026 EPS outlook around $7.73, up 6% year-over-year, highlighting resilience in private brands and innovation amid discretionary spending battles.

Sentiment:

🐃Bullish

Copart edges higher amid steady auto salvage demand and analyst optimism.

Stock gained 0.31% on January 23 after fluctuating between $41.12 and $41.78, signaling sustained trader confidence in Copart's land-based auction model.
Analysts project an average price target of $49.78, implying solid growth potential from robust vehicle sales data and expanding digital tools like copart 360.
Year-to-date stability contrasts with sector peers, bolstered by Copart's leadership in recycling and non-salvage remarketing amid rising demand for affordable parts.

Sentiment:

🐃Bullish

Investment Analysis

Target

TGT

Pros

Target shows operational efficiency with a net margin of 3.72% and return on equity of 23.43%, indicating effective management.
The company has a manageable payout ratio of 53.15%, allowing for some dividend distribution alongside potential growth investments.
Fiscal year 2025 EPS guidance of 7.00-9.00 suggests potential profitability growth that could support investor returns.

Considerations

Target experienced a slight year-over-year revenue decline of 0.9%, raising concerns about its sales growth trajectory.
The retail sector challenges and intensifying competition may pressure Target’s market share and profitability going forward.
Analyst sentiment is mixed with some issuing underperform ratings and price targets below the current stock price, signaling near-term caution.

Copart

CPRT

Pros

Copart achieved revenue growth of 9.68% and earnings increase of 13.90% in 2025, reflecting strong financial momentum.
The company operates proprietary Virtual Bidding 3rd Generation technology enabling global online vehicle auctions, a competitive advantage.
Copart’s business model mainly generates fees without vehicle ownership risk, supported by a large insurance company supply base over 80%.

Considerations

Copart missed revenue expectations in Q2 2025, indicating potential challenges in sustaining above-consensus growth quarterly.
The stock’s 52-week price range shows significant volatility with a notable decline from highs, indicating market uncertainty.
Copart’s valuation at ~24x forward P/E is fair but higher than some business services peers, which could limit upside if growth slows.

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