Tracker

ETF universe handoff

Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

Dollar Tree, Inc.

NASDAQ:DLTR

Discount Stores · benchmarked against Retail Trade inside the XLP constituent company universe.

Active tabFinancial reports

Current readGood

Last close125.69

1M return+3.48%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report May 30, 4:31 AM GMT+8.

Sample and caveat27 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest May 30, 4:31 AM GMT+8

Distinct report rows12

Sections4

Metrics shown27of 28 tracked

Coverage96%

CompanyDollar Tree, Inc.

Overview scoring

Fundamental overview

54/100 blended · 95/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 52/100; Cash flow 62/100; Balance sheet 49/100; Valuation 55/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 54/100; Discount Stores 68/100; Retail Trade 59/100; XLP constituent company universe 51/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #6 of 13; Discount Stores #2 of 2; Retail Trade #3 of 7; XLP constituent company universe #16 of 34.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 52/100; Cash flow 63/100; Balance sheet 49/100; Valuation 54/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration10/22

P/E TTM has the largest second-order move at +344.35%. 10 metrics are accelerating favorably and 12 are decelerating.

Fundamental PM review

Growth and cash quality3/5

EPS TTM is 6.40 with Need 2 reports latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review2 watch items

Debt / Equity is 2.17 with +15.23% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 19.4B; Revenue quarter 5B; Operating income TTM 1.7B; Operating margin +8.58%.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue +15.31%; Revenue quarter -23.44%; Operating income TTM -5.19%; Operating margin -2.65%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 48/100; Cash 75/100; Quality 44/100; Balance 48/100; Valuation 62/100.

Earnings

Metric trend table

10 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	19.4B	+2.38%+450.9M	+15.31%+3.3B	accelerating	11
Revenue quarterRevenue	5B	-8.71%-474.9M	-23.44%-1.2B	decelerating	12
Revenue next quarterRevenue	4.9B	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Operating income TTMEarnings	1.7B	+4.26%+68.1M	-5.19%-69.9M	decelerating	12
Operating marginProfitability	+8.58%	+4.26%+0.35 pts	-2.65%-0.18 pts	decelerating	12
EPS TTMEarnings	6.40	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
EPS next quarterEarnings	1.07	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Gross marginQuality	+36.71%	+0.83%+0.30 pts	+6.17%+2.36 pts	accelerating	12
Net marginQuality	+6.38%	+1.01%+0.06 pts	-6.45%-0.37 pts	decelerating	12
Gross-to-net conversionQuality	+17.37%	+0.18%+0.03 pts	-13.34%-2.03 pts	decelerating	12

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Gross margin	Net margin	Gross-to-net conversion
Aug 7, 2023	29.3B	7.3B	—	1.7B	+5.95%	—	—	+30.15%	+4.16%	+13.79%
Nov 6, 2023	29.7B	7.3B	—	1.7B	+5.60%	—	—	+30.12%	+3.92%	+13.02%
Feb 5, 2024	30.6B	5B	—	187.2M	+0.61%	—	—	+30.49%	-3.26%	-10.70%
May 6, 2024	30.9B	4.2B	—	188.1M	+0.61%	—	—	+30.57%	-3.23%	-10.55%
Aug 5, 2024	31B	4.1B	—	103.4M	+0.33%	—	—	+30.78%	-3.44%	-11.18%
Nov 4, 2024	31.2B	4.3B	—	135.1M	+0.43%	—	—	+31.06%	-3.34%	-10.77%
Feb 3, 2025	27.6B	5B	—	1.5B	+5.41%	—	—	+34.58%	+3.87%	+11.18%
May 5, 2025	24.6B	4.6B	—	1.5B	+5.91%	—	—	+35.60%	+4.39%	+12.33%
Aug 4, 2025	21.8B	4.6B	—	1.5B	+6.77%	—	—	+36.84%	+5.06%	+13.74%
Nov 3, 2025	19B	4.8B	—	1.5B	+7.70%	—	—	+38.46%	+5.87%	+15.27%
Feb 2, 2026	19.4B	5.5B	—	1.6B	+8.23%	—	—	+36.40%	+6.31%	+17.34%
May 30, 2026	19.4B	5B	4.9B	1.7B	+8.58%	6.40	1.07	+36.71%	+6.38%	+17.37%