BJ vs. DLTR

Last updated Apr 2, 2026

Compare and contrast key facts about BJ's Wholesale Club Holdings, Inc. (BJ) and Dollar Tree, Inc. (DLTR).

Performance

BJ vs. DLTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BJ's Wholesale Club Holdings, Inc. (BJ) and Dollar Tree, Inc. (DLTR). The values are adjusted to include any dividend payments, if applicable.

BJ vs. DLTR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
BJ BJ's Wholesale Club Holdings, Inc.	5.09%	0.76%	34.04%	0.76%	-1.21%	79.64%	63.94%	2.62%	0.73%
DLTR Dollar Tree, Inc.	-11.63%	64.14%	-47.24%	0.43%	0.65%	30.06%	14.88%	4.13%	6.25%

Fundamentals

Market Cap BJ : $12.40B DLTR : $21.72B
EPS BJ : $4.38 DLTR : $6.24
PE Ratio BJ : 21.60 DLTR : 17.41
PEG Ratio BJ : 2.99 DLTR : 0.92
PS Ratio BJ : 0.58 DLTR : 1.16
PB Ratio BJ : 4.97 DLTR : 5.78
Total Revenue (TTM) BJ : $21.46B DLTR : $19.41B
Gross Profit (TTM) BJ : $4.00B DLTR : $7.07B
EBITDA (TTM) BJ : $1.03B DLTR : $2.19B

Returns By Period

In the year-to-date period, BJ achieves a 5.09% return, which is significantly higher than DLTR's -11.63% return.

BJ

• 1D: -3.87%
• 1M: -5.13%
• YTD: 5.09%
• 6M: 4.24%
• 1Y: -17.64%
• 3Y*: 7.54%
• 5Y*: 16.31%
• 10Y*: —

DLTR

• 1D: -0.74%
• 1M: -9.33%
• YTD: -11.63%
• 6M: 20.35%
• 1Y: 44.28%
• 3Y*: -8.85%
• 5Y*: -1.28%
• 10Y*: 2.70%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BJ vs. DLTR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BJ

BJ Risk / Return Rank: 18
BJ Sharpe Ratio Rank: 14
BJ Sortino Ratio Rank: 15
BJ Omega Ratio Rank: 16
BJ Calmar Ratio Rank: 19
BJ Martin Ratio Rank: 24

DLTR

DLTR Risk / Return Rank: 72
DLTR Sharpe Ratio Rank: 76
DLTR Sortino Ratio Rank: 70
DLTR Omega Ratio Rank: 70
DLTR Calmar Ratio Rank: 72
DLTR Martin Ratio Rank: 71

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BJ vs. DLTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BJ's Wholesale Club Holdings, Inc. (BJ) and Dollar Tree, Inc. (DLTR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BJ	DLTR	Difference
Sharpe ratio Return per unit of total volatility	-0.61	1.10	-1.71
Sortino ratio Return per unit of downside risk	-0.71	1.65	-2.36
Omega ratio Gain probability vs. loss probability	0.92	1.22	-0.30
Calmar ratio Return relative to maximum drawdown	-0.64	1.63	-2.27
Martin ratio Return relative to average drawdown	-0.98	3.89	-4.87
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BJ vs. DLTR - Sharpe Ratio Comparison

The current BJ Sharpe Ratio is -0.61, which is lower than the DLTR Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of BJ and DLTR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BJ	DLTR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.61	1.10	-1.71
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.51	-0.03	+0.54
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.07	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.56	0.38	+0.18

Correlation

The correlation between BJ and DLTR is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

BJ vs. DLTR - Dividend Comparison

Neither BJ nor DLTR has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

BJ vs. DLTR - Drawdown Comparison

The maximum BJ drawdown since its inception was -38.76%, smaller than the maximum DLTR drawdown of -67.06%. Use the drawdown chart below to compare losses from any high point for BJ and DLTR.

Drawdown Indicators

	BJ	DLTR	Difference
Max Drawdown Largest peak-to-trough decline	-38.76%	-67.06%	+28.30%
Max Drawdown (1Y) Largest decline over 1 year	-26.65%	-27.42%	+0.77%
Max Drawdown (5Y) Largest decline over 5 years	-27.30%	-64.84%	+37.54%
Max Drawdown (10Y) Largest decline over 10 years	—	-64.84%	—
Current Drawdown Current decline from peak	-21.12%	-37.56%	+16.44%
Average Drawdown Average peak-to-trough decline	-12.23%	-21.02%	+8.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	17.45%	11.50%	+5.95%

Volatility

BJ vs. DLTR - Volatility Comparison

The current volatility for BJ's Wholesale Club Holdings, Inc. (BJ) is 9.67%, while Dollar Tree, Inc. (DLTR) has a volatility of 10.87%. This indicates that BJ experiences smaller price fluctuations and is considered to be less risky than DLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BJ	DLTR	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.67%	10.87%	-1.20%
Volatility (6M) Calculated over the trailing 6-month period	20.72%	26.81%	-6.09%
Volatility (1Y) Calculated over the trailing 1-year period	29.17%	40.31%	-11.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.34%	39.14%	-6.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	37.24%	36.40%	+0.84%

Financials

BJ vs. DLTR - Profitability Comparison

The chart below illustrates the profitability comparison between BJ's Wholesale Club Holdings, Inc. and Dollar Tree, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BJ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BJ's Wholesale Club Holdings, Inc. reported a gross profit of 1.01B and revenue of 5.58B. Therefore, the gross margin over that period was 18.1%.

DLTR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Dollar Tree, Inc. reported a gross profit of 2.14B and revenue of 5.45B. Therefore, the gross margin over that period was 39.2%.

BJ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BJ's Wholesale Club Holdings, Inc. reported an operating income of 178.08M and revenue of 5.58B, resulting in an operating margin of 3.2%.

DLTR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Dollar Tree, Inc. reported an operating income of 726.50M and revenue of 5.45B, resulting in an operating margin of 13.3%.

BJ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BJ's Wholesale Club Holdings, Inc. reported a net income of 125.85M and revenue of 5.58B, resulting in a net margin of 2.3%.

DLTR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Dollar Tree, Inc. reported a net income of 511.70M and revenue of 5.45B, resulting in a net margin of 9.4%.