Dollar Tree (DLTR) is a consumer staples merchandise retail company in the Consumer Staples sector. Listed on the NASDAQ, Dollar Tree is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $110.32.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $110.32 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 9.93% |
| Risk / Std Dev (Annualized) | 40.36% |
| Sharpe Ratio (rf=4.5%) | 0.13 |
S&P 500 Context
- Sector: Consumer Staples
- Sub-Industry: Consumer Staples Merchandise Retail
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 9.93% with an annualized volatility of 40.36%. The Sharpe ratio of 0.13 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 21.2B |
| Enterprise Value | 27.79B |
| Trailing P/E | 17.71 |
| Forward P/E | 14.43 |
| Price to Book | 6.08 |
| Price to Sales | 1.07 |
| EV/Revenue | 1.41 |
| EV/EBITDA | 11.55 |
| Profitability | | | Profit Margin | 6.51% | | Operating Margin | 9.09% | | ROE | 33.98% | | ROA | 6.74% |
| Growth | | | Revenue Growth | 7.2% | | Earnings Growth | 9.5% |
| Financial Health | | | Total Revenue | 19.75B | | Total Debt | 7.59B | | Total Cash | 1.01B | | Free Cash Flow | 1.44B | | Operating Cash Flow | 2.62B |
| Price & Technical | | | 52W High | $142.4$ | | 52W Low | $84.71$ | | 50-Day Avg | $100.94$ | | 200-Day Avg | $109.33$ | | Beta | 0.66 | | Shares Outstanding | 0.19B | | Float Shares | 0.18B | | Insider Holdings | 0.16% | | Institutional Holdings | 112.61% | | Short Ratio | 2.8 | | Short % of Float | 8.03% |
| Analyst Targets | | | Target High | $165.0$ | | Target Low | $85.0$ | | Target Mean | $125.0$ | | Target Median | $124.5$ | | # of Analysts | 24 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.