DLTR vs. AMGN
DLTR (Dollar Tree, Inc.) and AMGN (Amgen Inc.) are both stocks. DLTR operates in Discount Stores (Consumer Defensive), while AMGN operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, DLTR returned 1.89%/yr vs 11.26%/yr for AMGN. At a 0.22 correlation, their price movements are largely independent.
Performance
DLTR vs. AMGN - Performance Comparison
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Returns By Period
In the year-to-date period, DLTR achieves a -11.17% return, which is significantly lower than AMGN's 7.12% return. Over the past 10 years, DLTR has underperformed AMGN with an annualized return of 1.89%, while AMGN has yielded a comparatively higher 11.26% annualized return.
DLTR
- 1D
- -2.87%
- 1M
- 16.63%
- YTD
- -11.17%
- 6M
- -5.70%
- 1Y
- 23.30%
- 3Y*
- -5.68%
- 5Y*
- 1.43%
- 10Y*
- 1.89%
AMGN
- 1D
- 2.18%
- 1M
- 5.65%
- YTD
- 7.12%
- 6M
- 3.08%
- 1Y
- 24.03%
- 3Y*
- 19.53%
- 5Y*
- 11.30%
- 10Y*
- 11.26%
DLTR vs. AMGN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DLTR Dollar Tree, Inc. | -11.17% | 64.14% | -47.24% | 0.43% | 0.65% | 30.06% | 14.88% | 4.13% | -15.83% | 39.04% |
AMGN Amgen Inc. | 7.12% | 29.67% | -6.77% | 13.46% | 20.43% | 0.87% | -1.99% | 27.60% | 15.23% | 22.27% |
Correlation
The correlation between DLTR and AMGN is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Mar 10, 1995 | 0.22 |
Fundamentals
DLTR:
$21.57B
AMGN:
$188.01B
DLTR:
$6.36
AMGN:
$14.38
DLTR:
17.18
AMGN:
24.04
DLTR:
0.91
AMGN:
1.38
DLTR:
1.12
AMGN:
5.03
DLTR:
1.56
AMGN:
20.46
DLTR:
$19.75B
AMGN:
$37.24B
DLTR:
$7.25B
AMGN:
$26.61B
DLTR:
$2.05B
AMGN:
$17.27B
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Return for Risk
DLTR vs. AMGN — Risk / Return Rank
DLTR
AMGN
DLTR vs. AMGN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dollar Tree, Inc. (DLTR) and Amgen Inc. (AMGN). 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.
| DLTR | AMGN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.18 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.61 | 1.46 | -0.85 |
| Martin ratioReturn relative to average drawdown | 1.39 | 3.43 | -2.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DLTR | AMGN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.88 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.48 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.05 | 0.46 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.61 | -0.23 |
Drawdowns
DLTR vs. AMGN - Drawdown Comparison
The maximum DLTR drawdown since its inception was -67.06%, which is greater than AMGN's maximum drawdown of -63.48%. Use the drawdown chart below to compare losses from any high point for DLTR and AMGN.
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Drawdown Indicators
| DLTR | AMGN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.06% | -63.48% | -3.58% |
Max Drawdown (1Y)Largest decline over 1 year | -38.53% | -16.57% | -21.96% |
Max Drawdown (3Y)Largest decline over 3 years | -60.34% | -22.74% | -37.60% |
Max Drawdown (5Y)Largest decline over 5 years | -64.84% | -24.86% | -39.98% |
Max Drawdown (10Y)Largest decline over 10 years | -64.84% | -24.86% | -39.98% |
Current DrawdownCurrent decline from peak | -37.23% | -10.29% | -26.94% |
Average DrawdownAverage peak-to-trough decline | -21.14% | -16.78% | -4.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.82% | 7.03% | +9.79% |
Volatility
DLTR vs. AMGN - Volatility Comparison
Dollar Tree, Inc. (DLTR) has a higher volatility of 20.28% compared to Amgen Inc. (AMGN) at 6.21%. This indicates that DLTR's price experiences larger fluctuations and is considered to be riskier than AMGN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DLTR | AMGN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.28% | 6.21% | +14.07% |
Volatility (6M)Calculated over the trailing 6-month period | 32.15% | 19.25% | +12.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.49% | 27.32% | +14.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.32% | 23.88% | +16.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.86% | 24.81% | +12.05% |
Dividends
DLTR vs. AMGN - Dividend Comparison
DLTR has not paid dividends to shareholders, while AMGN's dividend yield for the trailing twelve months is around 2.84%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMGN Amgen Inc. | 2.84% | 2.91% | 3.45% | 2.96% | 2.95% | 3.13% | 2.78% | 2.41% | 2.71% | 2.65% | 2.74% | 1.95% |
DLTR Dollar Tree, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
DLTR vs. AMGN - Financials Comparison
This section allows you to compare key financial metrics between Dollar Tree, Inc. and Amgen 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
DLTR vs. AMGN - Profitability Comparison
DLTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dollar Tree, Inc. reported a gross profit of 1.83B and revenue of 4.98B. Therefore, the gross margin over that period was 36.9%.
AMGN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amgen Inc. reported a gross profit of 5.87B and revenue of 8.62B. Therefore, the gross margin over that period was 68.2%.
DLTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dollar Tree, Inc. reported an operating income of 473.30M and revenue of 4.98B, resulting in an operating margin of 9.5%.
AMGN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amgen Inc. reported an operating income of 2.67B and revenue of 8.62B, resulting in an operating margin of 30.9%.
DLTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dollar Tree, Inc. reported a net income of 347.30M and revenue of 4.98B, resulting in a net margin of 7.0%.
AMGN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amgen Inc. reported a net income of 1.82B and revenue of 8.62B, resulting in a net margin of 21.1%.
Frequently Asked Questions
DLTR and AMGN have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DLTR has higher volatility (20.28%) compared to AMGN (6.21%). In terms of maximum drawdown, DLTR dropped -67.06% vs AMGN's -63.48%.
AMGN currently has the higher Sharpe Ratio (0.88 vs 0.58), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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