Industry deep-dive
Discount Stores
Every super-investor and insider move tracked across 8 tickers in this industry.
Tickers
8
Combined value
$41.35B
Insider net (30d)
−$1.4M
Congress trades (30d)
0
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest discount stores books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Norges Bank Norway SWF | $12.87B |
| 2 | Ken Fisher Fisher Asset Mgmt | $7.29B |
| 3 | T. Rowe Price | $5.96B |
| 4 | Izzy Englander Millennium Mgmt | $5.08B |
| 5 | AQR Capital Management | $2.56B |
| 6 | Wellington Management | $1.68B |
| 7 | Ken Griffin Citadel Advisors | $1.37B |
| 8 | D.E. Shaw & Co. | $1.24B |
| 9 | Renaissance Technologies | $908M |
| 10 | First Eagle Investment Management | $587M |
| 11 | Baillie Gifford & Co | $440M |
| 12 | Two Sigma Investments | $428M |
Discount Stores valuation
Per-ticker scatter · medians from 2 covered tickers
P/E TTM
2 tickers
49.2×
median multiple
46.4×Discount Stores cohort51.9×
P/S TTM
2 tickers
1.5×
median multiple
1.4×Discount Stores cohort1.5×
P/B TTM
2 tickers
12.0×
median multiple
10.2×Discount Stores cohort13.8×
Gross margin
2 tickers
18.9%
median TTM
12.9%Discount Stores cohort24.9%
Operating margin
2 tickers
4.0%
median TTM
3.8%Discount Stores cohort4.2%
ROE
2 tickers
26.3%
median TTM
23.7%Discount Stores cohort28.8%
ROIC
2 tickers
15.5%
median TTM
11.9%Discount Stores cohort19.1%