DLTR vs. DG
Compare and contrast key facts about Dollar Tree, Inc. (DLTR) and Dollar General Corporation (DG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DLTR or DG.
Key characteristics
DLTR | DG | |
---|---|---|
YTD Return | -14.30% | 5.35% |
1Y Return | -20.62% | -34.77% |
3Y Return (Ann) | 1.92% | -11.54% |
5Y Return (Ann) | 2.06% | 3.60% |
10Y Return (Ann) | 9.00% | 10.90% |
Sharpe Ratio | -0.62 | -0.91 |
Daily Std Dev | 33.15% | 37.35% |
Max Drawdown | -67.06% | -60.35% |
Current Drawdown | -30.07% | -44.23% |
Fundamentals
DLTR | DG | |
---|---|---|
Market Cap | $26.54B | $31.21B |
EPS | -$4.55 | $7.54 |
PE Ratio | 24.37 | 18.84 |
PEG Ratio | 2.14 | 2.52 |
Revenue (TTM) | $30.60B | $38.69B |
Gross Profit (TTM) | $8.94B | $11.82B |
EBITDA (TTM) | $2.64B | $3.30B |
Correlation
The correlation between DLTR and DG 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
DLTR vs. DG - Performance Comparison
In the year-to-date period, DLTR achieves a -14.30% return, which is significantly lower than DG's 5.35% return. Over the past 10 years, DLTR has underperformed DG with an annualized return of 9.00%, while DG has yielded a comparatively higher 10.90% 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
DLTR vs. DG - Risk-Adjusted Performance Comparison
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.
Dividends
DLTR vs. DG - Dividend Comparison
DLTR has not paid dividends to shareholders, while DG's dividend yield for the trailing twelve months is around 1.66%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|
Dollar Tree, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Dollar General Corporation | 1.66% | 1.30% | 1.06% | 0.69% | 0.67% | 0.80% | 1.05% | 0.84% | 1.35% | 1.22% |
Drawdowns
DLTR vs. DG - Drawdown Comparison
The maximum DLTR drawdown since its inception was -67.06%, which is greater than DG's maximum drawdown of -60.35%. Use the drawdown chart below to compare losses from any high point for DLTR and DG. For additional features, visit the drawdowns tool.
Volatility
DLTR vs. DG - Volatility Comparison
Dollar Tree, Inc. (DLTR) and Dollar General Corporation (DG) have volatilities of 6.48% and 6.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
DLTR vs. DG - Financials Comparison
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.
Total Revenue: Total amount of money received from sales and other business activities