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.
Performance
DLTR vs. DG - Performance Comparison
Returns By Period
In the year-to-date period, DLTR achieves a -54.80% return, which is significantly lower than DG's -43.08% return. Over the past 10 years, DLTR has underperformed DG with an annualized return of -0.26%, while DG has yielded a comparatively higher 2.49% annualized return.
DLTR
-54.80%
-5.87%
-45.27%
-44.17%
-9.72%
-0.26%
DG
-43.08%
-5.86%
-45.99%
-36.10%
-12.72%
2.49%
Fundamentals
| DLTR | DG | |
|---|---|---|
| Market Cap | $13.39B | $16.52B |
| EPS | -$4.81 | $6.43 |
| PEG Ratio | 0.85 | 1.65 |
| Total Revenue (TTM) | $23.65B | $29.98B |
| Gross Profit (TTM) | $7.35B | $8.26B |
| EBITDA (TTM) | $508.50M | $2.37B |
Key characteristics
| DLTR | DG | |
|---|---|---|
| Sharpe Ratio | -1.14 | -0.83 |
| Sortino Ratio | -1.51 | -0.89 |
| Omega Ratio | 0.76 | 0.84 |
| Calmar Ratio | -0.71 | -0.53 |
| Martin Ratio | -1.48 | -1.43 |
| Ulcer Index | 31.10% | 25.91% |
| Daily Std Dev | 40.21% | 44.80% |
| Max Drawdown | -67.06% | -70.17% |
| Current Drawdown | -63.12% | -69.87% |
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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.
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 3.11%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
DLTR Dollar Tree, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DG Dollar General Corporation | 3.11% | 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%, roughly equal to the maximum DG drawdown of -70.17%. 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) has a higher volatility of 11.14% compared to Dollar General Corporation (DG) at 7.53%. 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.
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