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Dollar Tree, Inc. (DLTR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS2567461080
CUSIP256746108
SectorConsumer Defensive
IndustryDiscount Stores

Highlights

Market Cap$27.40B
EPS-$4.55
PE Ratio24.37
PEG Ratio2.22
Revenue (TTM)$30.60B
Gross Profit (TTM)$8.94B
EBITDA (TTM)$1.03B
Year Range$102.77 - $161.10
Target Price$151.39
Short %3.70%
Short Ratio3.02

Share Price Chart


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Dollar Tree, Inc.

Popular comparisons: DLTR vs. DG, DLTR vs. TJX, DLTR vs. SCHD, DLTR vs. AAPL, DLTR vs. ABR, DLTR vs. SPY, DLTR vs. BJ, DLTR vs. VONG, DLTR vs. VOO, DLTR vs. AMGN

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Dollar Tree, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%OctoberNovemberDecember2024FebruaryMarch
11,224.79%
988.63%
DLTR (Dollar Tree, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Dollar Tree, Inc. had a return of -6.72% year-to-date (YTD) and -6.47% in the last 12 months. Over the past 10 years, Dollar Tree, Inc. had an annualized return of 9.79%, while the S&P 500 had an annualized return of 10.96%, indicating that Dollar Tree, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-6.72%10.04%
1 month-9.10%3.53%
6 months25.77%22.79%
1 year-6.47%32.16%
5 years (annualized)4.77%13.15%
10 years (annualized)9.79%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-8.05%12.30%
2023-20.72%-13.00%4.36%11.25%14.94%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Dollar Tree, Inc. (DLTR) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
DLTR
Dollar Tree, Inc.
-0.14
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Dollar Tree, Inc. Sharpe ratio is -0.14. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
-0.14
2.76
DLTR (Dollar Tree, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Dollar Tree, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-23.89%
0
DLTR (Dollar Tree, Inc.)
Benchmark (^GSPC)

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 23.89%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.06%Jul 13, 2000174Mar 21, 20012120Aug 26, 20092294
-44.64%Oct 23, 2019101Mar 18, 2020263Apr 5, 2021364
-43.6%Jul 31, 199852Oct 13, 1998298Dec 17, 1999350
-41.19%Jun 4, 199630Jul 16, 199685Nov 13, 1996115
-40.46%Apr 21, 2022365Oct 3, 2023

Volatility

Volatility Chart

The current Dollar Tree, Inc. volatility is 16.82%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%OctoberNovemberDecember2024FebruaryMarch
16.82%
2.82%
DLTR (Dollar Tree, Inc.)
Benchmark (^GSPC)

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.

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
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Income

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Operating Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items