DLTR vs. BJ
DLTR (Dollar Tree, Inc.) and BJ (BJ's Wholesale Club Holdings, Inc.) are both stocks. Both operate in the Discount Stores industry within the Consumer Defensive sector. Over the past 5 years, DLTR returned 2.02%/yr vs 13.79%/yr for BJ. At a 0.22 correlation, their price movements are largely independent.
Performance
DLTR vs. BJ - Performance Comparison
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Returns By Period
In the year-to-date period, DLTR achieves a -8.54% return, which is significantly lower than BJ's -0.94% return.
DLTR
- 1D
- 2.84%
- 1M
- 19.62%
- YTD
- -8.54%
- 6M
- -0.37%
- 1Y
- 16.32%
- 3Y*
- -5.57%
- 5Y*
- 2.02%
- 10Y*
- 2.13%
BJ
- 1D
- 0.70%
- 1M
- -5.76%
- YTD
- -0.94%
- 6M
- -3.16%
- 1Y
- -20.23%
- 3Y*
- 12.85%
- 5Y*
- 13.79%
- 10Y*
- —
DLTR vs. BJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DLTR Dollar Tree, Inc. | -8.54% | 64.14% | -47.24% | 0.43% | 0.65% | 30.06% | 14.88% | 4.13% | 6.25% |
BJ BJ's Wholesale Club Holdings, Inc. | -0.94% | 0.76% | 34.04% | 0.76% | -1.21% | 79.64% | 63.94% | 2.62% | 0.73% |
Correlation
The correlation between DLTR and BJ is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2018 | 0.22 |
Fundamentals
DLTR:
$22.21B
BJ:
$11.54B
DLTR:
$6.36
BJ:
$4.35
DLTR:
17.68
BJ:
20.48
DLTR:
0.94
BJ:
2.27
DLTR:
1.15
BJ:
0.53
DLTR:
1.61
BJ:
4.59
DLTR:
$19.75B
BJ:
$21.97B
DLTR:
$7.25B
BJ:
$4.06B
DLTR:
$2.05B
BJ:
$1.05B
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Return for Risk
DLTR vs. BJ — Risk / Return Rank
DLTR
BJ
DLTR vs. BJ - Risk-Adjusted Trends 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.
| DLTR | BJ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.08 | ||
| Sortino ratioReturn per unit of downside risk | +1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 0.90 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.43 | -0.76 | +1.19 |
| Martin ratioReturn relative to average drawdown | 0.98 | -1.24 | +2.21 |
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 | BJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | -0.69 | +1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.43 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.06 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.52 | -0.14 |
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.
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Drawdown Indicators
| DLTR | BJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.06% | -38.76% | -28.30% |
Max Drawdown (1Y)Largest decline over 1 year | -38.53% | -26.66% | -11.87% |
Max Drawdown (3Y)Largest decline over 3 years | -60.34% | -29.80% | -30.54% |
Max Drawdown (5Y)Largest decline over 5 years | -64.84% | -29.80% | -35.04% |
Max Drawdown (10Y)Largest decline over 10 years | -64.84% | — | — |
Current DrawdownCurrent decline from peak | -35.37% | -25.65% | -9.72% |
Average DrawdownAverage peak-to-trough decline | -21.14% | -12.45% | -8.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.77% | 16.38% | +0.39% |
Volatility
DLTR vs. BJ - Volatility Comparison
Dollar Tree, Inc. (DLTR) has a higher volatility of 19.96% compared to BJ's Wholesale Club Holdings, Inc. (BJ) at 11.58%. 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.
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Volatility by Period
| DLTR | BJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.96% | 11.58% | +8.38% |
Volatility (6M)Calculated over the trailing 6-month period | 32.03% | 22.46% | +9.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.80% | 29.48% | +12.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.31% | 32.25% | +8.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.86% | 37.16% | -0.30% |
Dividends
DLTR vs. BJ - Dividend Comparison
Neither DLTR nor BJ has paid dividends to shareholders.
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
DLTR vs. BJ - 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%.
BJ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BJ's Wholesale Club Holdings, Inc. reported a gross profit of 1.03B and revenue of 5.66B. Therefore, the gross margin over that period was 18.2%.
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%.
BJ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BJ's Wholesale Club Holdings, Inc. reported an operating income of 207.91M and revenue of 5.66B, resulting in an operating margin of 3.7%.
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%.
BJ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BJ's Wholesale Club Holdings, Inc. reported a net income of 142.73M and revenue of 5.66B, resulting in a net margin of 2.5%.
Frequently Asked Questions
DLTR and BJ have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DLTR has higher volatility (19.96%) compared to BJ (11.58%). In terms of maximum drawdown, DLTR dropped -67.06% vs BJ's -38.76%.
DLTR currently has the higher Sharpe Ratio (0.40 vs -0.69), 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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