DLTR vs MKL

Comparison between Dollar Tree Inc (DLTR, Company) and Markel Group Inc (MKL, Company).

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

5-Year PerformanceMKL has outperformed DLTR, delivering a return of +9.8% compared to +4.9%

DLTR vs MKL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DLTR(COMPANY)	MKL(COMPANY)
Market Cap	$25B	$24B
Max Drawdown	67.06%	61.32%
Sharpe Ratio	0.43	-0.28
5Y Beta	0.62	0.56
Industry	Discount Stores	Insurance - Property & Casualty
P/E Ratio	19.59	18.44
Forward P/E	18.87	16.78
PEG Ratio	1.55	2.49
5Y EPS CAGR	0.66%	-3.83%
Debt to Equity	83.62%	24.17%
Free Cash Flow Yield	0.00%	9.01%
P/S Ratio	1.24	1.52
P/B Ratio	6.83	1.35

Market Cap

Winner

DLTR

$25B

MKL

$24B

Max Drawdown

DLTR

67.06%

Winner

MKL

61.32%

Sharpe Ratio

Winner

DLTR

0.43

MKL

-0.28

5Y Beta

DLTR

0.62

Winner

MKL

0.56

Industry

DLTR

Discount Stores

MKL

Insurance - Property & Casualty

P/E Ratio

DLTR

19.59

Winner

MKL

18.44

Forward P/E

DLTR

18.87

Winner

MKL

16.78

PEG Ratio

Winner

DLTR

1.55

MKL

2.49

5Y EPS CAGR

Winner

DLTR

0.66%

MKL

-3.83%

Debt to Equity

DLTR

83.62%

Winner

MKL

24.17%

Free Cash Flow Yield

DLTR

0.00%

Winner

MKL

9.01%

P/S Ratio

Winner

DLTR

1.24

MKL

1.52

P/B Ratio

DLTR

6.83

Winner

MKL

1.35

DLTR vs MKL - Historical Returns

Returns include dividend reinvestment.

Period	DLTR	MKL
1 month	+10.37%	+5.60%
3 months	+21.10%	-0.15%
6 months	-5.42%	-4.72%
1 year	+11.96%	-1.81%
5 years(CAGR)	+4.88%	+9.78%
10 years(CAGR)	+2.88%	+7.66%
Max(CAGR)	+10.29%	+9.50%

Winner

DLTR

+10.37%

MKL

+5.60%

Winner

DLTR

+21.10%

MKL

-0.15%

DLTR

-5.42%

Winner

MKL

-4.72%

Winner

DLTR

+11.96%

MKL

-1.81%

5Y(CAGR)

DLTR

+4.88%

Winner

MKL

+9.78%

10Y(CAGR)

DLTR

+2.88%

Winner

MKL

+7.66%

Max(CAGR)

Winner

DLTR

+10.29%

MKL

+9.50%

DLTR vs MKL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DLTR	MKL
2026	-1.53%	-7.86%
2025	+60.86%	+25.17%
2024	-47.43%	+20.17%
2023	+1.28%	+7.41%
2022	+0.19%	+7.68%
2021	+31.40%	+20.86%
2020	+15.21%	-10.55%
2019	+3.12%	+11.83%
2018	-16.90%	-7.01%
2017	+38.55%	+24.81%
2016	-2.07%	+4.39%
2015	+9.77%	+29.70%
2014	+24.79%	+18.81%
2013	+41.40%	+32.19%
2012	-1.59%	+4.73%
2011	+46.97%	+6.26%
2010	+74.63%	+11.94%
2009	+14.86%	+14.90%
2008	+64.72%	-37.30%
2007	-15.54%	+2.68%
2006	+24.38%	+50.27%
2005	-16.12%	-13.02%
2004	-2.84%	+42.47%
2003	+16.78%	+19.58%
2002	-19.71%	+15.77%
2001	+34.39%	+2.98%
2000	-23.25%	+21.56%
1999	+17.26%	-10.82%

DLTR vs MKL Drawdown Comparison

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

The maximum drawdown for MKL was -61.32%, occurring on Mar 9, 2009. Recovery took 1437 trading sessions.

The current DLTR drawdown is -27.77%. The current MKL drawdown is -10.45%.

Rank	DLTR	MKL
#1	-67.06% Jul 12, 2000 - Aug 26, 2009	-61.32% Nov 1, 2007 - Jul 19, 2013
#2	-64.84% Apr 20, 2022 - Nov 11, 2024	-44.66% Feb 20, 2020 - Mar 14, 2022
#3	-44.64% Oct 22, 2019 - Apr 5, 2021	-35.11% Nov 3, 1999 - Dec 27, 2000
#4	-40.08% Jan 10, 2000 - Apr 3, 2000	-28.87% Mar 24, 2022 - Aug 10, 2023
#5	-33.54% Jun 19, 2012 - Sep 18, 2013	-21.67% Sep 18, 2018 - Feb 5, 2020
#6	-32.34% Aug 10, 2016 - Nov 21, 2017	-20.10% Dec 29, 2025 - May 4, 2026
#7	-31.66% Jan 29, 2018 - Oct 15, 2019	-19.07% Apr 27, 2001 - Oct 3, 2001
#8	-29.11% Apr 5, 2021 - Nov 15, 2021	-18.55% May 6, 2002 - Mar 31, 2003
#9	-26.76% Mar 20, 2015 - May 26, 2016	-18.51% Feb 6, 2025 - Nov 10, 2025
#10	-17.08% Nov 15, 2013 - Oct 31, 2014	-18.41% Oct 5, 2001 - Apr 19, 2002
#11	-15.45% May 16, 2000 - Jul 6, 2000	-16.37% Mar 14, 2005 - Sep 7, 2006
#12	-15.31% Dec 17, 2010 - Apr 20, 2011	-16.05% May 20, 2016 - Feb 23, 2017
#13	-13.90% Nov 24, 2021 - Mar 8, 2022	-15.72% Sep 19, 2023 - May 2, 2024
#14	-13.19% Jul 7, 2011 - Aug 26, 2011	-13.32% Nov 24, 2015 - May 5, 2016
#15	-12.76% Nov 3, 1999 - Nov 30, 1999	-12.72% Aug 18, 2003 - Mar 1, 2004