DLTR vs PFG

Comparison between Dollar Tree Inc (DLTR, Company) and Principal Financial Group Inc (PFG, Company).

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

5-Year PerformancePFG has outperformed DLTR, delivering a return of +14.4% compared to +3.7%

DLTR vs PFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DLTR(COMPANY)	PFG(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	67.06%	91.69%
Sharpe Ratio	0.53	1.54
5Y Beta	0.62	0.99
Industry	Discount Stores	Asset Management
P/E Ratio	18.40	14.97
Forward P/E	17.06	9.39
PEG Ratio	N/A	0.30
Dividend Yield	N/A	2.81%
5Y Dividends CAGR	N/A	18.65%
5Y EPS CAGR	0.66%	3.72%
Debt to Equity	83.62%	33.40%
Free Cash Flow Yield	0.00%	16.22%

Market Cap

DLTR

$23B

Winner

PFG

$23B

Max Drawdown

Winner

DLTR

67.06%

PFG

91.69%

Sharpe Ratio

DLTR

0.53

Winner

PFG

1.54

5Y Beta

Winner

DLTR

0.62

PFG

0.99

Industry

DLTR

Discount Stores

PFG

Asset Management

P/E Ratio

DLTR

18.40

Winner

PFG

14.97

Forward P/E

DLTR

17.06

Winner

PFG

9.39

PEG Ratio

DLTR

N/A

PFG

0.30

Dividend Yield

DLTR

N/A

PFG

2.81%

5Y Dividends CAGR

DLTR

N/A

PFG

18.65%

5Y EPS CAGR

DLTR

0.66%

Winner

PFG

3.72%

Debt to Equity

DLTR

83.62%

Winner

PFG

33.40%

Free Cash Flow Yield

DLTR

0.00%

Winner

PFG

16.22%

DLTR vs PFG - Historical Returns

Returns include dividend reinvestment.

Period	DLTR	PFG
1 month	+26.16%	+1.50%
3 months	+10.85%	+19.79%
6 months	-3.11%	+19.71%
1 year	+18.86%	+41.80%
5 years(CAGR)	+3.75%	+14.38%
10 years(CAGR)	+2.55%	+14.37%
Max(CAGR)	+10.06%	+9.69%

Winner

DLTR

+26.16%

PFG

+1.50%

DLTR

+10.85%

Winner

PFG

+19.79%

DLTR

-3.11%

Winner

PFG

+19.71%

DLTR

+18.86%

Winner

PFG

+41.80%

5Y(CAGR)

DLTR

+3.75%

Winner

PFG

+14.38%

10Y(CAGR)

DLTR

+2.55%

Winner

PFG

+14.37%

Max(CAGR)

Winner

DLTR

+10.06%

PFG

+9.69%

DLTR vs PFG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DLTR	PFG
2026	-7.43%	+19.93%
2025	+60.86%	+18.35%
2024	-47.43%	+1.32%
2023	+1.28%	-2.65%
2022	+0.19%	+18.61%
2021	+31.40%	+55.49%
2020	+15.21%	-6.29%
2019	+3.12%	+29.23%
2018	-16.90%	-34.82%
2017	+38.55%	+23.96%
2016	-2.07%	+35.95%
2015	+9.77%	-10.53%
2014	+24.79%	+9.56%
2013	+41.40%	+73.71%
2012	-1.59%	+16.26%
2011	+46.97%	-24.66%
2010	+74.63%	+32.83%
2009	+14.86%	+3.84%
2008	+64.72%	-65.93%
2007	-15.54%	+17.59%
2006	+24.38%	+24.67%
2005	-16.12%	+18.46%
2004	-2.84%	+26.09%
2003	+16.78%	+9.71%
2002	-19.71%	+27.56%
2001	+34.39%	+14.29%
2000	-23.25%	N/A
1999	+17.26%	N/A

DLTR vs PFG Drawdown Comparison

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

The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.

The current DLTR drawdown is -32.09%. The current PFG drawdown is -6.16%.

Rank	DLTR	PFG
#1	-67.06% Jul 12, 2000 - Aug 26, 2009	-91.47% Dec 24, 2007 - Nov 10, 2016
#2	-64.84% Apr 20, 2022 - Nov 11, 2024	-64.71% Jan 26, 2018 - May 5, 2021
#3	-44.64% Oct 22, 2019 - Apr 5, 2021	-29.31% Nov 11, 2022 - Oct 11, 2024
#4	-40.08% Jan 10, 2000 - Apr 3, 2000	-26.00% Jun 28, 2002 - Dec 23, 2002
#5	-33.54% Jun 19, 2012 - Sep 18, 2013	-22.42% Oct 17, 2024 - Dec 5, 2025
#6	-32.34% Aug 10, 2016 - Nov 21, 2017	-21.12% Feb 9, 2022 - Aug 12, 2022
#7	-31.66% Jan 29, 2018 - Oct 15, 2019	-17.66% Apr 27, 2007 - Oct 1, 2007
#8	-29.11% Apr 5, 2021 - Nov 15, 2021	-16.25% Dec 23, 2002 - May 15, 2003
#9	-26.76% Mar 20, 2015 - May 26, 2016	-13.46% Jan 28, 2002 - Apr 4, 2002
#10	-17.08% Nov 15, 2013 - Oct 31, 2014	-12.59% Feb 17, 2004 - Oct 4, 2004
#11	-15.45% May 16, 2000 - Jul 6, 2000	-11.96% Feb 26, 2026 - Apr 22, 2026
#12	-15.31% Dec 17, 2010 - Apr 20, 2011	-11.61% Feb 7, 2005 - Jun 27, 2005
#13	-13.90% Nov 24, 2021 - Mar 8, 2022	-11.55% Jun 16, 2003 - Dec 2, 2003
#14	-13.19% Jul 7, 2011 - Aug 26, 2011	-10.65% May 17, 2021 - Aug 11, 2021
#15	-12.76% Nov 3, 1999 - Nov 30, 1999	-10.58% Sep 12, 2022 - Oct 18, 2022