Dollar Tree (Mexico) Performance
| DLTR Stock | MXN 1,453 103.00 7.63% |
Dollar Tree has a performance score of 3 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.0869, which means not very significant fluctuations relative to the market. As returns on the market increase, Dollar Tree's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dollar Tree is expected to be smaller as well. Dollar Tree right now shows a risk of 2.21%. Please confirm Dollar Tree coefficient of variation, jensen alpha, sortino ratio, as well as the relationship between the information ratio and total risk alpha , to decide if Dollar Tree will be following its price patterns.
Risk-Adjusted Performance
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Dollar Tree are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, Dollar Tree may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
| Begin Period Cash Flow | 1.5 B | |
| Total Cashflows From Investing Activities | -1 B |
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Dollar Tree Relative Risk vs. Return Landscape
If you would invest 138,000 in Dollar Tree on September 24, 2024 and sell it today you would earn a total of 7,300 from holding Dollar Tree or generate 5.29% return on investment over 90 days. Dollar Tree is generating 0.1073% of daily returns and assumes 2.206% volatility on return distribution over the 90 days horizon. Simply put, 19% of stocks are less volatile than Dollar, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Dollar Tree Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dollar Tree's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Dollar Tree, and traders can use it to determine the average amount a Dollar Tree's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0487
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| Cash | Small Risk | DLTR | High Risk | Huge Risk |
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Estimated Market Risk
| 2.21 actual daily | 19 81% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Dollar Tree is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Dollar Tree by adding it to a well-diversified portfolio.
Dollar Tree Fundamentals Growth
Dollar Stock prices reflect investors' perceptions of the future prospects and financial health of Dollar Tree, and Dollar Tree fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Dollar Stock performance.
| Return On Equity | 0.21 | |||
| Return On Asset | 0.0631 | |||
| Profit Margin | 0.06 % | |||
| Operating Margin | 0.08 % | |||
| Current Valuation | 841.16 B | |||
| Shares Outstanding | 221.18 M | |||
| Price To Earning | 21.09 X | |||
| Price To Book | 3.82 X | |||
| Price To Sales | 22.80 X | |||
| Revenue | 26.32 B | |||
| EBITDA | 2.53 B | |||
| Cash And Equivalents | 1.42 B | |||
| Cash Per Share | 6.07 X | |||
| Total Debt | 3.42 B | |||
| Debt To Equity | 1.32 % | |||
| Book Value Per Share | 37.41 X | |||
| Cash Flow From Operations | 1.43 B | |||
| Earnings Per Share | 135.44 X | |||
| Total Asset | 21.72 B | |||
About Dollar Tree Performance
Evaluating Dollar Tree's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dollar Tree has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Dollar Tree has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
It operates through two segments, Dollar Tree and Family Dollar. The company was founded in 1986 and is headquartered in Chesapeake, Virginia. DOLLAR TREE operates under Discount Stores classification in Mexico and is traded on Mexico Stock Exchange. It employs 60217 people.Things to note about Dollar Tree performance evaluation
Checking the ongoing alerts about Dollar Tree for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Dollar Tree help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 99.0% of the company shares are held by institutions such as insurance companies |
- Analyzing Dollar Tree's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Dollar Tree's stock is overvalued or undervalued compared to its peers.
- Examining Dollar Tree's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Dollar Tree's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dollar Tree's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Dollar Tree's stock. These opinions can provide insight into Dollar Tree's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Dollar Stock Analysis
When running Dollar Tree's price analysis, check to measure Dollar Tree's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dollar Tree is operating at the current time. Most of Dollar Tree's value examination focuses on studying past and present price action to predict the probability of Dollar Tree's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Dollar Tree's price. Additionally, you may evaluate how the addition of Dollar Tree to your portfolios can decrease your overall portfolio volatility.