DLTR vs SYM

Comparison between Dollar Tree Inc (DLTR, Company) and Symbotic Inc - Class A (SYM, Company).

DLTR is from the Consumer Defensive sector, while SYM is from the Industrials sector.

5-Year PerformanceSYM has outperformed DLTR, delivering a return of +33.7% compared to +4.6%

DLTR vs SYM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DLTR(COMPANY)	SYM(COMPANY)
Market Cap	$25B	$25B
Max Drawdown	67.06%	72.46%
Sharpe Ratio	0.43	0.22
5Y Beta	0.60	2.46
Industry	Discount Stores	Specialty Industrial Machinery
P/E Ratio	19.83	3088.02
Forward P/E	19.53	227.27
PEG Ratio	1.61	7.74
5Y EPS CAGR	0.66%	N/A
Debt to Equity	83.62%	0.00%
Free Cash Flow Yield	0.00%	3.36%
P/S Ratio	1.26	9.77
P/B Ratio	7.09	7.66

Market Cap

DLTR

$25B

Winner

SYM

$25B

Max Drawdown

Winner

DLTR

67.06%

SYM

72.46%

Sharpe Ratio

Winner

DLTR

0.43

SYM

0.22

5Y Beta

Winner

DLTR

0.60

SYM

2.46

Industry

DLTR

Discount Stores

SYM

Specialty Industrial Machinery

P/E Ratio

Winner

DLTR

19.83

SYM

3088.02

Forward P/E

Winner

DLTR

19.53

SYM

227.27

PEG Ratio

Winner

DLTR

1.61

SYM

7.74

5Y EPS CAGR

DLTR

0.66%

SYM

N/A

Debt to Equity

DLTR

83.62%

Winner

SYM

0.00%

Free Cash Flow Yield

DLTR

0.00%

Winner

SYM

3.36%

P/S Ratio

Winner

DLTR

1.26

SYM

9.77

P/B Ratio

Winner

DLTR

7.09

SYM

7.66

DLTR vs SYM - Historical Returns

Returns include dividend reinvestment.

Period	DLTR	SYM
1 month	+1.64%	+1.54%
3 months	+37.41%	-17.01%
6 months	-4.51%	-22.93%
1 year	+13.32%	-6.83%
5 years(CAGR)	+4.58%	+33.75%
10 years(CAGR)	+3.00%	N/A
Max(CAGR)	+10.35%	+29.24%

Winner

DLTR

+1.64%

SYM

+1.54%

Winner

DLTR

+37.41%

SYM

-17.01%

Winner

DLTR

-4.51%

SYM

-22.93%

Winner

DLTR

+13.32%

SYM

-6.83%

5Y(CAGR)

DLTR

+4.58%

Winner

SYM

+33.75%

10Y(CAGR)

DLTR

+3.00%

SYM

N/A

Max(CAGR)

DLTR

+10.35%

Winner

SYM

+29.24%

DLTR vs SYM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DLTR	SYM
2026	+0.59%	-36.09%
2025	+60.86%	+140.79%
2024	-47.43%	-52.28%
2023	+1.28%	+326.33%
2022	+0.19%	+19.16%
2021	+31.40%	-2.44%
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 SYM Drawdown Comparison

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

The maximum drawdown for SYM was -72.46%, occurring on Apr 4, 2025. Recovery took 546 trading sessions.

The current DLTR drawdown is -26.21%. The current SYM drawdown is -52.51%.

Rank	DLTR	SYM
#1	-67.06% Jul 12, 2000 - Aug 26, 2009	-72.46% Jul 31, 2023 - Oct 2, 2025
#2	-64.84% Apr 20, 2022 - Nov 11, 2024	-56.10% Jun 8, 2022 - Mar 20, 2023
#3	-44.64% Oct 22, 2019 - Apr 5, 2021	-55.82% Nov 26, 2025 - Jun 23, 2026
#4	-40.08% Jan 10, 2000 - Apr 3, 2000	-35.30% Nov 3, 2025 - Nov 26, 2025
#5	-33.54% Jun 19, 2012 - Sep 18, 2013	-27.61% Jun 16, 2023 - Jul 18, 2023
#6	-32.34% Aug 10, 2016 - Nov 21, 2017	-26.71% Jul 18, 2023 - Jul 31, 2023
#7	-31.66% Jan 29, 2018 - Oct 15, 2019	-23.43% Apr 21, 2023 - May 18, 2023
#8	-29.11% Apr 5, 2021 - Nov 15, 2021	-14.49% Oct 15, 2025 - Oct 29, 2025
#9	-26.76% Mar 20, 2015 - May 26, 2016	-13.66% Apr 23, 2021 - Jun 8, 2022
#10	-17.08% Nov 15, 2013 - Oct 31, 2014	-12.15% May 30, 2023 - Jun 7, 2023
#11	-15.45% May 16, 2000 - Jul 6, 2000	-8.84% Mar 27, 2023 - Apr 3, 2023
#12	-15.31% Dec 17, 2010 - Apr 20, 2011	-7.37% May 18, 2023 - May 24, 2023
#13	-13.90% Nov 24, 2021 - Mar 8, 2022	-7.37% Oct 8, 2025 - Oct 13, 2025
#14	-13.19% Jul 7, 2011 - Aug 26, 2011	-5.50% Jun 9, 2023 - Jun 13, 2023
#15	-12.76% Nov 3, 1999 - Nov 30, 1999	-4.87% Mar 22, 2023 - Mar 27, 2023