Dollar Tree Stock Performance
| DLTR Stock | USD 64.30 0.68 1.05% |
The firm shows a Beta (market volatility) of 0.57, which means possible diversification benefits within a given portfolio. 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. At this point, Dollar Tree has a negative expected return of -0.18%. Please make sure to confirm Dollar Tree's standard deviation, potential upside, as well as the relationship between the Potential Upside and day median price , to decide if Dollar Tree performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Dollar Tree has generated negative risk-adjusted returns adding no value to investors with long positions. Even with latest weak performance, the Stock's basic indicators remain invariable and the latest agitation on Wall Street may also be a sign of long-running gains for the enterprise retail investors. ...more
Actual Historical Performance (%)
One Day Return (0.77) | Five Day Return (3.30) | Year To Date Return (15.68) | Ten Year Return (22.69) | All Time Return 5.4 K |
Last Split Factor 2:1 | Last Split Date 2012-06-27 |
1 | Disposition of 827 shares by Robert Aflatooni of Dollar Tree at 105.58 subject to Rule 16b-3 | 12/20/2024 |
2 | Acquisition by Kelly Edward J Iii of 878 shares of Dollar Tree subject to Rule 16b-3 | 12/31/2024 |
3 | Disposition of tradable shares by Steve Schumacher of Dollar Tree at 74.95 subject to Rule 16b-3 | 01/28/2025 |
4 | Dollar Tree Inc Trading 3.24 percent Higher on Feb 4 | 02/04/2025 |
5 | Disposition of 546 shares by Michael Creedon of Dollar Tree at 133.15 subject to Rule 16b-3 | 02/06/2025 |
6 | How Is Dollar Tree Navigating Institutional Investments and Market Expansion | 02/19/2025 |
7 | Dollar Tree Stock Moves -1.32 percent What You Should Know | 02/27/2025 |
8 | Stocks making the biggest moves premarket Nvidia, Box, Dollar Tree, Ford and more | 03/05/2025 |
9 | At US70.16, Is It Time To Put Dollar Tree, Inc. On Your Watch List | 03/06/2025 |
10 | Most of the SP 500 is already in correction territory as benchmark teeters near milestone | 03/11/2025 |
11 | Dollar Trees Options Frenzy What You Need to Know | 03/13/2025 |
12 | Its Been One Year Since Dollar Tree Announced Its 7 Price Hike Heres How Its Affecting Shoppers | 03/14/2025 |
13 | Dollar Tree Rises Higher Than Market Key Facts | 03/17/2025 |
| Begin Period Cash Flow | 711.3 M |
Dollar |
Dollar Tree Relative Risk vs. Return Landscape
If you would invest 7,294 in Dollar Tree on December 20, 2024 and sell it today you would lose (864.00) from holding Dollar Tree or give up 11.85% of portfolio value over 90 days. Dollar Tree is currently does not generate positive expected returns and assumes 2.4906% risk (volatility on return distribution) over the 90 days horizon. In different words, 22% of stocks are less volatile than Dollar, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
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 = -0.0735
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DLTR |
Estimated Market Risk
| 2.49 actual daily | 22 78% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dollar Tree is not performing at its full potential. However, 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 Dollar Tree 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 | -0.13 | ||||
| Return On Asset | 0.0452 | ||||
| Profit Margin | (0.03) % | ||||
| Operating Margin | 0.04 % | ||||
| Current Valuation | 23.83 B | ||||
| Shares Outstanding | 215.04 M | ||||
| Price To Earning | 21.11 X | ||||
| Price To Book | 1.83 X | ||||
| Price To Sales | 0.45 X | ||||
| Revenue | 30.6 B | ||||
| Gross Profit | 9.78 B | ||||
| EBITDA | (40.9 M) | ||||
| Net Income | (998.4 M) | ||||
| Cash And Equivalents | 439 M | ||||
| Cash Per Share | 1.99 X | ||||
| Total Debt | 10.39 B | ||||
| Debt To Equity | 1.25 % | ||||
| Current Ratio | 1.38 X | ||||
| Book Value Per Share | 35.51 X | ||||
| Cash Flow From Operations | 2.68 B | ||||
| Earnings Per Share | (4.70) X | ||||
| Market Capitalization | 13.97 B | ||||
| Total Asset | 22.02 B | ||||
| Retained Earnings | 7.12 B | ||||
| Working Capital | 1.44 B | ||||
| Current Asset | 3.94 B | ||||
| Current Liabilities | 2.1 B | ||||
About Dollar Tree Performance
Assessing Dollar Tree's fundamental ratios provides investors with valuable insights into Dollar Tree's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Dollar Tree is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 88.13 | 92.63 | |
| Return On Tangible Assets | 0.14 | 0.14 | |
| Return On Capital Employed | 0.28 | 0.30 | |
| Return On Assets | 0.14 | 0.13 | |
| Return On Equity | 0.18 | 0.23 |
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.| Dollar Tree generated a negative expected return over the last 90 days | |
| The company reported the previous year's revenue of 30.6 B. Net Loss for the year was (998.4 M) with profit before overhead, payroll, taxes, and interest of 9.78 B. | |
| Over 100.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from zacks.com: Dollar Tree Rises Higher Than Market Key Facts |
- 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.