DLTR vs BRO

Comparison between Dollar Tree Inc (DLTR, Company) and Brown & Brown Inc (BRO, Company).

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

5-Year PerformanceBRO has outperformed DLTR, delivering a return of +2.3% compared to -0.9%

DLTR vs BRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DLTR(COMPANY)	BRO(COMPANY)
Market Cap	$19B	$19B
Max Drawdown	67.06%	56.30%
Sharpe Ratio	0.31	-2.35
5Y Beta	N/A	0.28
Industry	Discount Stores	Insurance Brokers
P/E Ratio	15.16	16.54
Forward P/E	14.22	12.61
Dividend Yield	N/A	1.09%
5Y Dividends CAGR	N/A	17.01%
5Y EPS CAGR	2.09%	12.98%
Debt to Equity	64.76%	62.02%
Free Cash Flow Yield	0.00%	7.50%

Market Cap

DLTR

$19B

Winner

BRO

$19B

Max Drawdown

DLTR

67.06%

Winner

BRO

56.30%

Sharpe Ratio

Winner

DLTR

0.31

BRO

-2.35

5Y Beta

DLTR

N/A

BRO

0.28

Industry

DLTR

Discount Stores

BRO

Insurance Brokers

P/E Ratio

Winner

DLTR

15.16

BRO

16.54

Forward P/E

DLTR

14.22

Winner

BRO

12.61

Dividend Yield

DLTR

N/A

BRO

1.09%

5Y Dividends CAGR

DLTR

N/A

BRO

17.01%

5Y EPS CAGR

DLTR

2.09%

Winner

BRO

12.98%

Debt to Equity

DLTR

64.76%

Winner

BRO

62.02%

Free Cash Flow Yield

DLTR

0.00%

Winner

BRO

7.50%

DLTR vs BRO - Historical Returns

Returns include dividend reinvestment.

Period	DLTR	BRO
1 month	-2.17%	-13.82%
3 months	-24.20%	-20.66%
6 months	-12.65%	-29.02%
1 year	+6.10%	-48.86%
5 years(CAGR)	-0.86%	+2.34%
10 years(CAGR)	+0.75%	+13.17%
Max(CAGR)	+9.23%	+14.42%

Winner

DLTR

-2.17%

BRO

-13.82%

DLTR

-24.20%

Winner

BRO

-20.66%

Winner

DLTR

-12.65%

BRO

-29.02%

Winner

DLTR

+6.10%

BRO

-48.86%

5Y(CAGR)

DLTR

-0.86%

Winner

BRO

+2.34%

10Y(CAGR)

DLTR

+0.75%

Winner

BRO

+13.17%

Max(CAGR)

DLTR

+9.23%

Winner

BRO

+14.42%

DLTR vs BRO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DLTR	BRO
2026	-24.93%	-26.43%
2025	+60.86%	-20.22%
2024	-47.43%	+45.05%
2023	+1.28%	+26.44%
2022	+0.19%	-16.62%
2021	+31.40%	+52.72%
2020	+15.21%	+20.66%
2019	+3.12%	+47.28%
2018	-16.90%	+9.09%
2017	+38.55%	+16.25%
2016	-2.07%	+43.90%
2015	+9.77%	-0.03%
2014	+24.79%	+7.11%
2013	+41.40%	+21.39%
2012	-1.59%	+13.55%
2011	+46.97%	-6.51%
2010	+74.63%	+35.03%
2009	+14.86%	-10.54%
2008	+64.72%	-9.41%
2007	-15.54%	-15.96%
2006	+24.38%	-8.18%
2005	-16.12%	+39.84%
2004	-2.84%	+33.50%
2003	+16.78%	-0.18%
2002	-19.71%	+19.52%
2001	+34.39%	+64.42%
2000	-23.25%	+86.89%
1999	+17.26%	+15.22%

DLTR vs BRO Drawdown Comparison

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

The maximum drawdown for BRO was -55.85%, occurring on May 13, 2026. This drawdown has not yet recovered.

The current DLTR drawdown is -44.93%. The current BRO drawdown is -53.87%.

Rank	DLTR	BRO
#1	-67.06% Jul 12, 2000 - Aug 26, 2009	-55.85% Apr 3, 2025 - May 13, 2026
#2	-64.84% Apr 20, 2022 - Nov 11, 2024	-54.10% Apr 21, 2006 - May 13, 2013
#3	-44.64% Oct 22, 2019 - Apr 5, 2021	-34.74% Feb 20, 2020 - Apr 13, 2021
#4	-40.08% Jan 10, 2000 - Apr 3, 2000	-31.53% May 8, 2002 - Apr 14, 2003
#5	-33.54% Jun 19, 2012 - Sep 18, 2013	-27.28% Apr 7, 2022 - Aug 23, 2023
#6	-32.34% Aug 10, 2016 - Nov 21, 2017	-21.87% Dec 16, 1999 - Apr 10, 2000
#7	-31.66% Jan 29, 2018 - Oct 15, 2019	-21.27% Feb 21, 2001 - Apr 23, 2001
#8	-29.11% Apr 5, 2021 - Nov 15, 2021	-20.68% Nov 27, 2001 - Jan 24, 2002
#9	-26.76% Mar 20, 2015 - May 26, 2016	-20.37% Apr 23, 2003 - Mar 1, 2004
#10	-17.08% Nov 15, 2013 - Oct 31, 2014	-17.73% Aug 1, 2001 - Sep 28, 2001
#11	-15.45% May 16, 2000 - Jul 6, 2000	-16.58% Sep 13, 2018 - Apr 23, 2019
#12	-15.31% Dec 17, 2010 - Apr 20, 2011	-16.37% Jul 19, 2013 - Jun 11, 2015
#13	-13.90% Nov 24, 2021 - Mar 8, 2022	-16.20% Feb 6, 2002 - May 6, 2002
#14	-13.19% Jul 7, 2011 - Aug 26, 2011	-15.88% Aug 18, 2015 - Mar 11, 2016
#15	-12.76% Nov 3, 1999 - Nov 30, 1999	-15.07% Oct 6, 2004 - Feb 11, 2005