DLTR vs. DG

In the year-to-date period, DLTR achieves a 7.51% return, which is significantly lower than DG's 25.17% return. Over the past 10 years, DLTR has underperformed DG with an annualized return of 0.53%, while DG has yielded a comparatively higher 3.86% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Dollar Tree, Inc. (DLTR) and Dollar General Corporation (DG). 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.

The current DLTR Sharpe Ratio is -0.72, which is comparable to the DG Sharpe Ratio of -0.71. The chart below compares the historical Sharpe Ratios of DLTR and DG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DLTR has not paid dividends to shareholders, while DG's dividend yield for the trailing twelve months is around 2.52%.

The maximum DLTR drawdown since its inception was -67.06%, smaller than the maximum DG drawdown of -72.61%. Use the drawdown chart below to compare losses from any high point for DLTR and DG. For additional features, visit the drawdowns tool.

Dollar Tree, Inc. (DLTR) has a higher volatility of 23.97% compared to Dollar General Corporation (DG) at 10.82%. This indicates that DLTR's price experiences larger fluctuations and is considered to be riskier than DG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Dollar Tree, Inc. and Dollar General Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.