BJ vs. DLTR
Compare and contrast key facts about BJ's Wholesale Club Holdings, Inc. (BJ) and Dollar Tree, Inc. (DLTR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BJ or DLTR.
Key characteristics
| BJ | DLTR | |
|---|---|---|
| YTD Return | 10.98% | -15.01% |
| 1Y Return | 0.71% | -20.40% |
| 3Y Return (Ann) | 18.20% | 1.69% |
| 5Y Return (Ann) | 21.08% | 2.10% |
| Sharpe Ratio | 0.05 | -0.62 |
| Daily Std Dev | 25.78% | 33.22% |
| Max Drawdown | -38.76% | -67.06% |
| Current Drawdown | -7.54% | -30.65% |
Fundamentals
| BJ | DLTR | |
|---|---|---|
| Market Cap | $10.00B | $26.32B |
| EPS | $3.88 | -$4.55 |
| PE Ratio | 19.07 | 24.37 |
| PEG Ratio | 2.48 | 2.14 |
| Revenue (TTM) | $19.97B | $30.60B |
| Gross Profit (TTM) | $3.43B | $8.94B |
| EBITDA (TTM) | $1.04B | $2.64B |
Correlation
The correlation between BJ and DLTR is 0.22, 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.
Performance
BJ vs. DLTR - Performance Comparison
In the year-to-date period, BJ achieves a 10.98% return, which is significantly higher than DLTR's -15.01% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BJ vs. DLTR - Risk-Adjusted Performance 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.
Dividends
BJ vs. DLTR - Dividend Comparison
Neither BJ nor DLTR has paid dividends to shareholders.
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. For additional features, visit the drawdowns tool.
Volatility
BJ vs. DLTR - Volatility Comparison
BJ's Wholesale Club Holdings, Inc. (BJ) has a higher volatility of 6.75% compared to Dollar Tree, Inc. (DLTR) at 5.81%. This indicates that BJ's price experiences larger fluctuations and is considered to be riskier than DLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BJ vs. DLTR - Financials Comparison
This section allows you to compare key financial metrics between BJ's Wholesale Club Holdings, Inc. and Dollar Tree, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities