Retail stocks: 18 companies analyzed
The 18 retail companies Fintols covers, such as Amazon, Costco and Home Depot: P/E, growth, margin and dividend with dated figures.
Retail covers supermarkets, department stores, home improvement chains, discount stores, warehouse clubs and e-commerce. The basic business is buying goods from manufacturers and reselling them at a markup, usually a thin one, in exchange for selection, low prices and convenience. Some retailers add income from membership fees, advertising on their websites, logistics services for other companies or commissions from third-party sellers who use their marketplace. Size brings bargaining power with suppliers, which is a big advantage.
With margins that tight, efficiency is everything. Look at same-store sales, meaning stores open for at least a year, to separate genuine demand from growth that simply comes from opening new locations. Inventory turnover shows whether merchandise sells quickly or piles up, and operating margin reveals what is left after wages, rent and logistics. In e-commerce, shipping and return costs matter. Many retailers collect cash before paying suppliers, and that negative working capital quietly funds their expansion.
Risks include fierce price competition, the shift from physical stores to online shopping, rising wages and rents, and how sensitive discretionary chains are to consumers’ wallets. If you’re new to this, ask whether the company has a cost or scale advantage that rivals can’t easily match. In retail, customers can switch stores with a single click, so a durable edge matters more than one strong holiday season. It also helps to track how online sales are growing compared with physical stores, and whether that shift is lifting or hurting margins.
With data as of November 4, 2026, of the 18 retail companies Fintols covers, the largest by market value is Amazon ($2.88 trillion) among those quoted in dollars and Ahold Delhaize (€29.9 billion) among those quoted in euros, the fastest-growing in its latest quarter is MercadoLibre (+49.8% in sales) and the highest dividend yield belongs to Ahold Delhaize (3.86%). The typical company in the group trades on a P/E of 26.2x and keeps a net margin of 7.2% (medians). Figures come from Yahoo Finance, the same source the Fintols analysis uses; N/A means the figure is not available.
Retail companies on Fintols
| Company | Market cap | P/E | Revenue growth | Net margin | Dividend yield |
|---|---|---|---|---|---|
| Amazon (AMZN) | $2.88 trillion | 21.5x | +12.1% | 16.9% | 0.00% |
| Walmart (WMT) | $1.03 trillion | 46.8x | +5.9% | 3.0% | 0.79% |
| Costco (COST) | $463.7 billion | 50.4x | +11.1% | 3.0% | 0.58% |
| Home Depot (HD) | $354.6 billion | 25.4x | +5.7% | 8.4% | 2.79% |
| Alibaba (BABA) | $261.9 billion | 25.5x | +8.6% | 7.0% | 1.05% |
| Shopify (SHOP) | $196.9 billion | 93.9x | +31.6% | 15.0% | 0.00% |
| TJX (TJX) | $159.2 billion | 26.8x | +5.4% | 9.7% | 1.40% |
| Lowe's (LOW) | $128.7 billion | 19.4x | +8.3% | 7.3% | 2.34% |
| MercadoLibre (MELI) | $88.2 billion | 47.3x | +49.8% | 5.3% | 0.00% |
| Ross Stores (ROST) | $78.8 billion | 29.7x | +13.3% | 10.8% | 0.77% |
| O'Reilly Automotive (ORLY) | $74.3 billion | 28.3x | +8.8% | 14.3% | 0.00% |
| Target (TGT) | $74.1 billion | 16.9x | +5.3% | 4.1% | 3.01% |
| AutoZone (AZO) | $53.5 billion | 21.8x | +5.6% | 12.7% | 0.00% |
| Sea Limited (SE) | $49.1 billion | 31.0x | +48.1% | 5.9% | 0.00% |
| Kroger (KR) | $40.7 billion | 38.3x | +2.0% | 0.7% | 2.34% |
| Dollar General (DG) | $31.2 billion | 18.4x | +5.2% | 3.9% | 1.81% |
| Ahold Delhaize (AD.AS) | €29.9 billion | 13.6x | +0.3% | 2.4% | 3.86% |
| GameStop (GME) | $12.7 billion | 16.5x | -18.7% | 25.2% | 0.00% |
Retail comparisons
- Amazon vs Walmart
- Amazon vs Shopify
- Costco vs Walmart
- Amazon vs Costco
- Amazon vs Home Depot
- Costco vs Home Depot
- Home Depot vs Walmart
- Lowe's vs TJX
Other sectors
- Software and cloud
- Hardware and devices
- Semiconductor
- Internet and media
- Telecom
- Banking
- Financial services
- Insurance
- Healthcare
- Consumer staples
- Luxury and apparel
- Restaurant
- Automotive
- Energy
- Utility
- Industrial
- Aerospace and defense
- Travel and leisure
- Construction and infrastructure
- Materials
- Real estate (REIT)
See all stocks by sector or by index: S&P 500, S&P 100, IBEX 35 and Euro Stoxx 50. Educational content, not investment advice.