- ISIN
- US2567461080
- CUSIP
- 256746108
- Sector
- Consumer Defensive
- Industry
- Discount Stores
- IPO Date
- Mar 6, 1995
Highlights
- Market Cap
- $22.49B
- Enterprise Value
- $27.15B
- EPS (TTM)
- $6.36
- PE Ratio
- 17.91
- PEG Ratio
- 0.95
- Total Revenue (TTM)
- $19.75B
- Gross Profit (TTM)
- $7.25B
- EBITDA (TTM)
- $2.05B
- Year Range
- $84.71 - $142.40
- Target Price
- $122.47
- ROA (TTM)
- 9.31%
- ROE (TTM)
- 9.31%
Share Price Chart
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Performance
DLTR Performance Chart
Dollar Tree, Inc. (DLTR) is down 7.4% since the beginning of the year. At $114 per share, DLTR is trading 20.0% below its 52-week high of $142. Investors who bought $1,000 worth of DLTR shares 5 years ago would now be looking at an investment worth $1,123.
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Returns By Period
Dollar Tree, Inc. (DLTR) has returned -7.38% so far this year and 15.42% over the past 12 months. Over the last ten years, DLTR has returned 2.17% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Dollar Tree, Inc.
- 1D
- 2.04%
- 1M
- 19.95%
- YTD
- -7.38%
- 6M
- -6.99%
- 1Y
- 15.42%
- 3Y*
- -7.44%
- 5Y*
- 2.34%
- 10Y*
- 2.17%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
DLTR Monthly Returns History
Based on dividend-adjusted daily data since Mar 9, 1995, DLTR's average daily return is +0.09%, while the average monthly return is +1.81%. At this rate, an investment would double in approximately 3.2 years.
Historically, 58% of months were positive and 42% were negative. The best month was Jan 1996 with a return of +42.4%, while the worst month was Aug 1998 at -36.1%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 8 months.
On a daily basis, DLTR closed higher 50% of trading days. The best single day was May 26, 2022 with a return of +21.9%, while the worst single day was Dec 19, 2000 at -43.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.41% | 7.56% | -13.42% | -11.32% | 19.91% | -2.16% | -7.38% | ||||||
| 2025 | -2.12% | -0.67% | 3.03% | 8.93% | 10.38% | 9.73% | 14.65% | -3.86% | -13.56% | 5.03% | 11.79% | 11.01% | 64.14% |
| 2024 | -8.05% | 12.30% | -9.22% | -11.19% | -0.25% | -9.48% | -2.28% | -19.02% | -16.77% | -8.08% | 10.26% | 5.15% | -47.24% |
| 2023 | 6.18% | -3.26% | -1.19% | 7.08% | -12.25% | 6.39% | 7.55% | -20.72% | -13.00% | 4.36% | 11.25% | 14.94% | 0.43% |
| 2022 | -6.62% | 8.28% | 12.72% | 1.44% | -1.31% | -2.79% | 6.10% | -17.95% | 0.31% | 16.46% | -5.18% | -5.89% | 0.65% |
| 2021 | -5.91% | -3.40% | 16.56% | 0.38% | -15.14% | 2.05% | 0.29% | -9.27% | 5.72% | 12.58% | 24.19% | 5.00% | 30.06% |
Benchmark Metrics
Dollar Tree, Inc. has an annualized alpha of 16.28%, beta of 0.82, and R2 of 0.14 versus S&P 500 Index. Calculated based on daily prices since March 09, 1995.
- This stock captured 114.53% of S&P 500 Index gains but only 84.40% of its losses - a favorable profile for investors.
- R2 of 0.14 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 16.28%
- Beta
- 0.82
- R²
- 0.14
- Upside Capture
- 114.53%
- Downside Capture
- 84.40%
Return for Risk
Risk / Return Rank
DLTR ranks 53 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Dollar Tree, Inc. (DLTR) and compare them to S&P 500 Index.
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.
| DLTR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.65 | ||
| Sortino ratioReturn per unit of downside risk | -1.86 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.37 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.40 | 2.78 | -2.38 |
| Martin ratioReturn relative to average drawdown | 0.89 | 12.44 | -11.55 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Dollar Tree, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Dollar Tree, Inc. was 67.06%, occurring on Mar 21, 2001. Recovery took 2120 trading sessions.
The current Dollar Tree, Inc. drawdown is 34.55%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -67.06%Mar 2001 | 8mo 11d | 8y 5mo | 9y 1moJul 2000 - Aug 2009 |
2024 bear market2024 | -64.84%Nov 2024 | 2y 6mo | — | 4y 2moApr 2022 - now |
COVID crash2020 | -44.64%Mar 2020 | 4mo 27d | 1y 18d | 1y 5moOct 2019 - Apr 2021 |
1998 bear market1998 | -43.55%Oct 1998 | 2mo 14d | 1y 2mo | 1y 4moJul 1998 - Dec 1999 |
1996 bear market1996 | -41.18%Jul 1996 | 1mo 11d | 4mo 1d | 5mo 12dJun 1996 - Nov 1996 |
Drawdown Indicators
| DLTR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.06% | -56.78% | -10.28% |
Max Drawdown (1Y)Largest decline over 1 year | -38.53% | -9.10% | -29.43% |
Max Drawdown (3Y)Largest decline over 3 years | -60.34% | -18.90% | -41.44% |
Max Drawdown (5Y)Largest decline over 5 years | -64.84% | -25.43% | -39.41% |
Max Drawdown (10Y)Largest decline over 10 years | -64.84% | -33.92% | -30.92% |
Current DrawdownCurrent decline from peak | -34.55% | -1.80% | -32.75% |
Average DrawdownAverage peak-to-trough decline | -21.16% | -10.71% | -10.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.40% | 2.03% | +15.37% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Dollar Tree, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Dollar Tree, Inc. is priced in the market compared to other companies in the Discount Stores industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for DLTR, comparing it with other companies in the Discount Stores industry. Currently, DLTR has a P/E ratio of 17.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for DLTR compared to other companies in the Discount Stores industry. DLTR currently has a PEG ratio of 0.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for DLTR relative to other companies in the Discount Stores industry. Currently, DLTR has a P/S ratio of 1.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for DLTR in comparison with other companies in the Discount Stores industry. Currently, DLTR has a P/B value of 1.6. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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