DLTR vs. BJ
Compare and contrast key facts about Dollar Tree, Inc. (DLTR) and BJ's Wholesale Club Holdings, Inc. (BJ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DLTR or BJ.
Key characteristics
| DLTR | BJ | |
|---|---|---|
| YTD Return | -14.33% | 14.58% |
| 1Y Return | -20.58% | 0.39% |
| 3Y Return (Ann) | 2.21% | 20.88% |
| 5Y Return (Ann) | 2.05% | 22.55% |
| Sharpe Ratio | -0.61 | -0.04 |
| Daily Std Dev | 33.16% | 25.89% |
| Max Drawdown | -67.06% | -38.76% |
| Current Drawdown | -30.10% | -4.54% |
Fundamentals
| DLTR | BJ | |
|---|---|---|
| Market Cap | $26.60B | $9.80B |
| EPS | -$4.55 | $3.88 |
| PE Ratio | 24.37 | 19.01 |
| PEG Ratio | 2.14 | 2.48 |
| Revenue (TTM) | $30.60B | $19.97B |
| Gross Profit (TTM) | $8.94B | $3.43B |
| EBITDA (TTM) | $2.64B | $1.04B |
Correlation
The correlation between DLTR and BJ 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
DLTR vs. BJ - Performance Comparison
In the year-to-date period, DLTR achieves a -14.33% return, which is significantly lower than BJ's 14.58% 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
DLTR vs. BJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dollar Tree, Inc. (DLTR) and BJ's Wholesale Club Holdings, Inc. (BJ). 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
DLTR vs. BJ - Dividend Comparison
Neither DLTR nor BJ has paid dividends to shareholders.
Drawdowns
DLTR vs. BJ - Drawdown Comparison
The maximum DLTR drawdown since its inception was -67.06%, which is greater than BJ's maximum drawdown of -38.76%. Use the drawdown chart below to compare losses from any high point for DLTR and BJ. For additional features, visit the drawdowns tool.
Volatility
DLTR vs. BJ - Volatility Comparison
Dollar Tree, Inc. (DLTR) has a higher volatility of 7.74% compared to BJ's Wholesale Club Holdings, Inc. (BJ) at 7.29%. This indicates that DLTR's price experiences larger fluctuations and is considered to be riskier than BJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
DLTR vs. BJ - Financials Comparison
This section allows you to compare key financial metrics between Dollar Tree, Inc. and BJ's Wholesale Club Holdings, 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