Added to YB: 2024-10-01
Pitch date: 2024-09-18
DLTR [bullish]
Dollar Tree, Inc.
+68.75%
current return
Author Info
Under the Hood is a private investor (ex-NYSE, Bridgewater, Alliance Bernstein) writing about stocks. Sign up for their newsletter.
Company Info
Dollar Tree, Inc. operates retail discount stores under the Dollar Tree and Dollar Tree Canada brands in the United States and Canada.
Market Cap
$21.1B
Pitch Price
$76.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.77
P/E
20.23
EV/Sales
1.50
Sector
Consumer Staples Distribution and Retail
Category
value
Finding Value in Dollar Store Dumpsters
DLTR: Dollar Tree core biz performing comparable to Walmart since 2023 despite 50% stock drop. Challenges from Walmart, Amazon, Temu. Attractive at 9x EV/EBIT for Dollar Tree segment, assuming 0 value for Family Dollar. Strategic review, multi-price rollout, and strong management team offer upside potential.
Read full article (7 min)