PHM vs DLTR

Comparison between PulteGroup Inc (PHM, Company) and Dollar Tree Inc (DLTR, Company).

PHM is from the Consumer Cyclical sector, while DLTR is from the Consumer Defensive sector.

5-Year PerformancePHM has outperformed DLTR, delivering a return of +19.6% compared to +5.3%

PHM vs DLTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PHM(COMPANY)	DLTR(COMPANY)
Market Cap	$25B	$25B
Max Drawdown	92.61%	67.06%
Sharpe Ratio	0.48	0.43
5Y Beta	0.75	0.60
Industry	Residential Construction	Discount Stores
P/E Ratio	12.80	19.88
Forward P/E	12.22	19.05
PEG Ratio	1.16	1.61
Dividend Yield	0.78%	N/A
5Y Dividends CAGR	17.70%	N/A
5Y EPS CAGR	24.34%	0.66%
Debt to Equity	0.00%	83.62%
Free Cash Flow Yield	6.04%	0.00%
P/S Ratio	1.57	1.25
P/B Ratio	1.94	7.07

Market Cap

Winner

PHM

$25B

DLTR

$25B

Max Drawdown

PHM

92.61%

Winner

DLTR

67.06%

Sharpe Ratio

Winner

PHM

0.48

DLTR

0.43

5Y Beta

PHM

0.75

Winner

DLTR

0.60

Industry

PHM

Residential Construction

DLTR

Discount Stores

P/E Ratio

Winner

PHM

12.80

DLTR

19.88

Forward P/E

Winner

PHM

12.22

DLTR

19.05

PEG Ratio

Winner

PHM

1.16

DLTR

1.61

Dividend Yield

PHM

0.78%

DLTR

N/A

5Y Dividends CAGR

PHM

17.70%

DLTR

N/A

5Y EPS CAGR

Winner

PHM

24.34%

DLTR

0.66%

Debt to Equity

Winner

PHM

0.00%

DLTR

83.62%

Free Cash Flow Yield

Winner

PHM

6.04%

DLTR

0.00%

P/S Ratio

PHM

1.57

Winner

DLTR

1.25

P/B Ratio

Winner

PHM

1.94

DLTR

7.07

PHM vs DLTR - Historical Returns

Returns include dividend reinvestment.

Period	PHM	DLTR
1 month	-3.28%	+4.27%
3 months	+12.51%	+37.53%
6 months	-0.48%	+8.07%
1 year	+9.18%	+11.78%
5 years(CAGR)	+19.63%	+5.31%
10 years(CAGR)	+21.35%	+2.94%
Max(CAGR)	+13.73%	+10.39%

PHM

-3.28%

Winner

DLTR

+4.27%

PHM

+12.51%

Winner

DLTR

+37.53%

PHM

-0.48%

Winner

DLTR

+8.07%

PHM

+9.18%

Winner

DLTR

+11.78%

5Y(CAGR)

Winner

PHM

+19.63%

DLTR

+5.31%

10Y(CAGR)

Winner

PHM

+21.35%

DLTR

+2.94%

Max(CAGR)

Winner

PHM

+13.73%

DLTR

+10.39%

PHM vs DLTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PHM	DLTR
2026	+9.04%	+1.29%
2025	+9.82%	+60.86%
2024	+7.98%	-47.43%
2023	+125.46%	+1.28%
2022	-17.68%	+0.19%
2021	+36.94%	+31.40%
2020	+13.00%	+15.21%
2019	+49.88%	+3.12%
2018	-21.05%	-16.90%
2017	+81.73%	+38.55%
2016	+9.17%	-2.07%
2015	-14.74%	+9.77%
2014	+8.11%	+24.79%
2013	+10.47%	+41.40%
2012	+178.53%	-1.59%
2011	-18.89%	+46.97%
2010	-26.56%	+74.63%
2009	-10.47%	+14.86%
2008	+6.27%	+64.72%
2007	-67.13%	-15.54%
2006	-19.29%	+24.38%
2005	+24.89%	-16.12%
2004	+40.78%	-2.84%
2003	+84.87%	+16.78%
2002	+8.56%	-19.71%
2001	+11.32%	+34.39%
2000	+101.03%	-23.25%
1999	+9.65%	+17.26%

PHM vs DLTR Drawdown Comparison

The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.

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

The current PHM drawdown is -12.01%. The current DLTR drawdown is -25.70%.

Rank	PHM	DLTR
#1	-92.39% Jul 28, 2005 - Jan 21, 2020	-67.06% Jul 12, 2000 - Aug 26, 2009
#2	-62.09% Feb 11, 2020 - Aug 21, 2020	-64.84% Apr 20, 2022 - Nov 11, 2024
#3	-45.40% Apr 27, 2001 - Feb 26, 2002	-44.64% Oct 22, 2019 - Apr 5, 2021
#4	-40.98% May 10, 2021 - Apr 18, 2023	-40.08% Jan 10, 2000 - Apr 3, 2000
#5	-38.01% Oct 18, 2024 - Apr 8, 2025	-33.54% Jun 19, 2012 - Sep 18, 2013
#6	-37.85% Jun 24, 2002 - May 7, 2003	-32.34% Aug 10, 2016 - Nov 21, 2017
#7	-31.65% Nov 16, 1999 - May 16, 2000	-31.66% Jan 29, 2018 - Oct 15, 2019
#8	-25.43% Sep 21, 2004 - Dec 15, 2004	-29.11% Apr 5, 2021 - Nov 15, 2021
#9	-25.27% Dec 5, 2000 - Apr 24, 2001	-26.76% Mar 20, 2015 - May 26, 2016
#10	-20.93% Mar 5, 2004 - Aug 16, 2004	-17.08% Nov 15, 2013 - Oct 31, 2014
#11	-19.11% Oct 9, 2000 - Nov 3, 2000	-15.45% May 16, 2000 - Jul 6, 2000
#12	-18.85% Aug 8, 2023 - Nov 14, 2023	-15.31% Dec 17, 2010 - Apr 20, 2011
#13	-18.38% Jun 16, 2003 - Oct 2, 2003	-13.90% Nov 24, 2021 - Mar 8, 2022
#14	-17.87% Oct 12, 2020 - Feb 10, 2021	-13.19% Jul 7, 2011 - Aug 26, 2011
#15	-15.44% Mar 4, 2002 - May 1, 2002	-12.76% Nov 3, 1999 - Nov 30, 1999