DLTR vs AFRM

Comparison between Dollar Tree Inc (DLTR, Company) and Affirm Holdings Inc - Class A (AFRM, Company).

DLTR is from the Consumer Defensive sector, while AFRM is from the Financial Services sector.

5-Year PerformanceDLTR has outperformed AFRM, delivering a return of +4.6% compared to +3.0%

DLTR vs AFRM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DLTR(COMPANY)	AFRM(COMPANY)
Market Cap	$25B	$25B
Max Drawdown	67.06%	94.71%
Sharpe Ratio	0.43	0.27
5Y Beta	0.60	2.49
Industry	Discount Stores	Credit Services
P/E Ratio	19.83	77.60
Forward P/E	19.53	38.17
PEG Ratio	1.61	0.76
5Y EPS CAGR	0.66%	N/A
Debt to Equity	83.62%	234.55%
Free Cash Flow Yield	0.00%	3.18%
P/S Ratio	1.26	6.61
P/B Ratio	7.09	6.69

Market Cap

Winner

DLTR

$25B

AFRM

$25B

Max Drawdown

Winner

DLTR

67.06%

AFRM

94.71%

Sharpe Ratio

Winner

DLTR

0.43

AFRM

0.27

5Y Beta

Winner

DLTR

0.60

AFRM

2.49

Industry

DLTR

Discount Stores

AFRM

Credit Services

P/E Ratio

Winner

DLTR

19.83

AFRM

77.60

Forward P/E

Winner

DLTR

19.53

AFRM

38.17

PEG Ratio

DLTR

1.61

Winner

AFRM

0.76

5Y EPS CAGR

DLTR

0.66%

AFRM

N/A

Debt to Equity

Winner

DLTR

83.62%

AFRM

234.55%

Free Cash Flow Yield

DLTR

0.00%

Winner

AFRM

3.18%

P/S Ratio

Winner

DLTR

1.26

AFRM

6.61

P/B Ratio

DLTR

7.09

Winner

AFRM

6.69

DLTR vs AFRM - Historical Returns

Returns include dividend reinvestment.

Period	DLTR	AFRM
1 month	+1.64%	-0.36%
3 months	+37.41%	+11.81%
6 months	-4.51%	+46.90%
1 year	+13.32%	+2.84%
5 years(CAGR)	+4.58%	+2.99%
10 years(CAGR)	+3.00%	N/A
Max(CAGR)	+10.35%	-4.52%

Winner

DLTR

+1.64%

AFRM

-0.36%

Winner

DLTR

+37.41%

AFRM

+11.81%

DLTR

-4.51%

Winner

AFRM

+46.90%

Winner

DLTR

+13.32%

AFRM

+2.84%

5Y(CAGR)

Winner

DLTR

+4.58%

AFRM

+2.99%

10Y(CAGR)

DLTR

+3.00%

AFRM

N/A

Max(CAGR)

Winner

DLTR

+10.35%

AFRM

-4.52%

DLTR vs AFRM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DLTR	AFRM
2026	+0.59%	+1.38%
2025	+60.86%	+19.07%
2024	-47.43%	+30.69%
2023	+1.28%	+440.00%
2022	+0.19%	-89.84%
2021	+31.40%	+3.41%
2020	+15.21%	N/A
2019	+3.12%	N/A
2018	-16.90%	N/A
2017	+38.55%	N/A
2016	-2.07%	N/A
2015	+9.77%	N/A
2014	+24.79%	N/A
2013	+41.40%	N/A
2012	-1.59%	N/A
2011	+46.97%	N/A
2010	+74.63%	N/A
2009	+14.86%	N/A
2008	+64.72%	N/A
2007	-15.54%	N/A
2006	+24.38%	N/A
2005	-16.12%	N/A
2004	-2.84%	N/A
2003	+16.78%	N/A
2002	-19.71%	N/A
2001	+34.39%	N/A
2000	-23.25%	N/A
1999	+17.26%	N/A

DLTR vs AFRM Drawdown Comparison

The maximum drawdown for DLTR was -67.06%, occurring on Mar 21, 2001. Recovery took 2294 trading sessions.

The maximum drawdown for AFRM was -94.71%, occurring on Dec 27, 2022. This drawdown has not yet recovered.

The current DLTR drawdown is -26.21%. The current AFRM drawdown is -55.47%.

Rank	DLTR	AFRM
#1	-67.06% Jul 12, 2000 - Aug 26, 2009	-94.71% Nov 4, 2021 - Dec 27, 2022
#2	-64.84% Apr 20, 2022 - Nov 11, 2024	-65.45% Feb 11, 2021 - Oct 8, 2021
#3	-44.64% Oct 22, 2019 - Apr 5, 2021	-17.12% Jan 22, 2021 - Feb 8, 2021
#4	-40.08% Jan 10, 2000 - Apr 3, 2000	-9.22% Jan 15, 2021 - Jan 22, 2021
#5	-33.54% Jun 19, 2012 - Sep 18, 2013	-6.11% Oct 18, 2021 - Oct 25, 2021
#6	-32.34% Aug 10, 2016 - Nov 21, 2017	-6.06% Oct 29, 2021 - Nov 4, 2021
#7	-31.66% Jan 29, 2018 - Oct 15, 2019	-5.56% Oct 25, 2021 - Oct 28, 2021
#8	-29.11% Apr 5, 2021 - Nov 15, 2021	-4.36% Oct 8, 2021 - Oct 13, 2021
#9	-26.76% Mar 20, 2015 - May 26, 2016	-1.17% Oct 14, 2021 - Oct 18, 2021
#10	-17.08% Nov 15, 2013 - Oct 31, 2014	N/A
#11	-15.45% May 16, 2000 - Jul 6, 2000	N/A
#12	-15.31% Dec 17, 2010 - Apr 20, 2011	N/A
#13	-13.90% Nov 24, 2021 - Mar 8, 2022	N/A
#14	-13.19% Jul 7, 2011 - Aug 26, 2011	N/A
#15	-12.76% Nov 3, 1999 - Nov 30, 1999	N/A

Correlation

Correlation between DLTR and AFRM is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42

-101