DG vs. DLTR
Compare and contrast key facts about Dollar General Corporation (DG) and Dollar Tree, Inc. (DLTR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DG or DLTR.
Key characteristics
| DG | DLTR | |
|---|---|---|
| YTD Return | 1.95% | -15.01% |
| 1Y Return | -35.42% | -20.40% |
| 3Y Return (Ann) | -13.02% | 1.69% |
| 5Y Return (Ann) | 3.01% | 2.10% |
| 10Y Return (Ann) | 10.36% | 8.89% |
| Sharpe Ratio | -0.95 | -0.62 |
| Daily Std Dev | 37.35% | 33.22% |
| Max Drawdown | -60.35% | -67.06% |
| Current Drawdown | -46.03% | -30.65% |
Fundamentals
| DG | DLTR | |
|---|---|---|
| Market Cap | $30.20B | $26.32B |
| EPS | $7.55 | -$4.55 |
| PE Ratio | 18.21 | 24.37 |
| PEG Ratio | 2.52 | 2.14 |
| Revenue (TTM) | $38.69B | $30.60B |
| Gross Profit (TTM) | $11.82B | $8.94B |
| EBITDA (TTM) | $3.30B | $2.64B |
Correlation
The correlation between DG and DLTR is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DG vs. DLTR - Performance Comparison
In the year-to-date period, DG achieves a 1.95% return, which is significantly higher than DLTR's -15.01% return. Over the past 10 years, DG has outperformed DLTR with an annualized return of 10.36%, while DLTR has yielded a comparatively lower 8.89% annualized 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
DG vs. DLTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dollar General Corporation (DG) 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
DG vs. DLTR - Dividend Comparison
DG's dividend yield for the trailing twelve months is around 1.72%, while DLTR has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
DG Dollar General Corporation | 1.72% | 1.30% | 1.06% | 0.69% | 0.67% | 0.80% | 1.05% | 0.84% | 1.35% | 1.22% |
DLTR Dollar Tree, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DG vs. DLTR - Drawdown Comparison
The maximum DG drawdown since its inception was -60.35%, smaller than the maximum DLTR drawdown of -67.06%. Use the drawdown chart below to compare losses from any high point for DG and DLTR. For additional features, visit the drawdowns tool.
Volatility
DG vs. DLTR - Volatility Comparison
The current volatility for Dollar General Corporation (DG) is 5.49%, while Dollar Tree, Inc. (DLTR) has a volatility of 5.81%. This indicates that DG 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.
Financials
DG vs. DLTR - Financials Comparison
This section allows you to compare key financial metrics between Dollar General Corporation 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