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BJ vs. DLTR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BJ and DLTR is -1.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


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.

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Key characteristics

Daily Std Dev

BJ:

30.90%

DLTR:

47.85%

Max Drawdown

BJ:

-4.34%

DLTR:

-67.06%

Current Drawdown

BJ:

-4.34%

DLTR:

-50.90%

Fundamentals

Market Cap

BJ:

$15.14B

DLTR:

$17.96B

EPS

BJ:

$4.00

DLTR:

$4.83

PE Ratio

BJ:

28.66

DLTR:

17.70

PEG Ratio

BJ:

3.02

DLTR:

1.12

PS Ratio

BJ:

0.74

DLTR:

1.02

PB Ratio

BJ:

8.19

DLTR:

4.52

Total Revenue (TTM)

BJ:

$15.58B

DLTR:

$9.95B

Gross Profit (TTM)

BJ:

$2.88B

DLTR:

$3.94B

EBITDA (TTM)

BJ:

$808.29M

DLTR:

$1.57B

Returns By Period


BJ

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

DLTR

YTD

14.05%

1M

18.53%

6M

39.18%

1Y

-29.39%

5Y*

2.30%

10Y*

1.06%

*Annualized

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Risk-Adjusted Performance

BJ vs. DLTR — Risk-Adjusted Performance Rank

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

BJ
The Risk-Adjusted Performance Rank of BJ is 9292
Overall Rank
The Sharpe Ratio Rank of BJ is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BJ is 9191
Sortino Ratio Rank
The Omega Ratio Rank of BJ is 8888
Omega Ratio Rank
The Calmar Ratio Rank of BJ is 9797
Calmar Ratio Rank
The Martin Ratio Rank of BJ is 9393
Martin Ratio Rank

DLTR
The Risk-Adjusted Performance Rank of DLTR is 2121
Overall Rank
The Sharpe Ratio Rank of DLTR is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of DLTR is 2020
Sortino Ratio Rank
The Omega Ratio Rank of DLTR is 2020
Omega Ratio Rank
The Calmar Ratio Rank of DLTR is 1818
Calmar Ratio Rank
The Martin Ratio Rank of DLTR is 2929
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.



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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 -4.34%, 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.


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Volatility

BJ vs. DLTR - Volatility Comparison


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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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-5.00B0.005.00B10.00BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
5.28B
-5.00B
(BJ) Total Revenue
(DLTR) Total Revenue
Values in USD except per share items

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.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

15.0%20.0%25.0%30.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
18.0%
12.5%
(BJ) Gross Margin
(DLTR) Gross Margin
BJ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, BJ's Wholesale Club Holdings, Inc. reported a gross profit of 948.98M and revenue of 5.28B. Therefore, the gross margin over that period was 18.0%.

DLTR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Dollar Tree, Inc. reported a gross profit of -624.20M and revenue of -5.00B. Therefore, the gross margin over that period was 12.5%.

BJ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, BJ's Wholesale Club Holdings, Inc. reported an operating income of 178.39M and revenue of 5.28B, resulting in an operating margin of 3.4%.

DLTR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Dollar Tree, Inc. reported an operating income of 504.90M and revenue of -5.00B, resulting in an operating margin of -10.1%.

BJ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, BJ's Wholesale Club Holdings, Inc. reported a net income of 122.66M and revenue of 5.28B, 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 May 2025, Dollar Tree, Inc. reported a net income of -3.70B and revenue of -5.00B, resulting in a net margin of 73.9%.