Dollar Stock Buy Hold or Sell Recommendation

DLTR
 Stock
  

USD 136.88  1.35  0.98%   

Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Dollar Tree is 'Hold'. Macroaxis provides Dollar Tree buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DLTR positions. The advice algorithm takes into account all of Dollar Tree's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Dollar Tree's buy-and-hold perspective. Continue to Dollar Tree Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual companies such as Dollar and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Dollar Tree.

Execute Dollar Tree Buy or Sell Advice

The Dollar recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Dollar Tree. Macroaxis does not own or have any residual interests in Dollar Tree or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Dollar Tree's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Dollar TreeBuy Dollar Tree
Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Details

Reporting Quality (M-Score)

Details
For the selected time horizon Dollar Tree has a Risk Adjusted Performance of (0.07), Jensen Alpha of (0.11), Total Risk Alpha of (0.010399) and Treynor Ratio of (0.24)
Macroaxis provides advice on Dollar Tree to complement and cross-verify current analyst consensus on Dollar Tree. Our investment recommendation engine determines the company's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Dollar Tree is not overpriced, please confirm all Dollar Tree fundamentals, including its price to book, cash flow from operations, z score, as well as the relationship between the cash and equivalents and market capitalization . Given that Dollar Tree has a number of shares shorted of 5.2 M, we urge you to verify Dollar Tree market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Dollar Tree Trading Alerts and Improvement Suggestions

Dollar Tree generated a negative expected return over the last 90 days
Latest headline from www.schaeffersresearch.com: Dollar Tree Names Former Advance Auto Parts VP as COO - Schaeffers Research

Dollar Tree current analysts advice

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Dollar analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Dollar analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Mean Price175.47
Target Median Price183.00
Target High Price206.00
Recommendation Mean2.40
Number Of Analyst Opinions20
Target Low Price110.00
Average Consensus Hold
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.

Dollar Tree Returns Distribution Density

The distribution of Dollar Tree's historical returns is an attempt to chart the uncertainty of Dollar Tree's future price movements. The chart of the probability distribution of Dollar Tree stock daily returns describes the distribution of returns around its average expected value. We use Dollar Tree price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Dollar Tree returns is essential to provide solid investment advice for Dollar Tree.
Mean Return-0.15Value At Risk-4.97
Potential Upside2.10Standard Deviation2.31
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Dollar Tree historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Dollar Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Dollar Tree is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Dollar Tree backward and forwards among themselves. Dollar Tree's institutional investor refers to the entity that pools money to purchase Dollar Tree's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Vanguard Group IncCommon Shares24.1 M3.8 B
Blackrock IncCommon Shares16.9 M2.6 B
Mantle Ridge LpCommon Shares11.4 M1.8 B
Fmr LlcCommon Shares10.4 M1.6 B
Capital World InvestorsCommon Shares10.3 M1.6 B
State Street CorpCommon Shares8.8 M1.4 B
Nomura Holdings IncCommon Shares7.7 M1.2 B
Note, although Dollar Tree's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Dollar Tree Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Dollar Tree or Consumer Defensive sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Dollar Tree's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Dollar stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.11
β
Beta against DOW0.67
σ
Overall volatility
2.33
Ir
Information ratio -0.04

Dollar Tree Volatility Alert

Dollar Tree exhibits very low volatility with skewness of -1.78 and kurtosis of 6.31. However, we advise investors to further study Dollar Tree technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Dollar Tree's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Dollar Tree's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Dollar Tree Implied Volatility

Dollar Tree's implied volatility exposes the market's sentiment of Dollar Tree stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Dollar Tree's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Dollar Tree stock will not fluctuate a lot when Dollar Tree's options are near their expiration.

Dollar Tree Fundamentals Vs Peers

Comparing Dollar Tree's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Dollar Tree's direct or indirect competition across all of the common fundamentals between Dollar Tree and the related equities. This way, we can detect undervalued stocks with similar characteristics as Dollar Tree or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Dollar Tree's fundamental indicators could also be used in its relative valuation, which is a method of valuing Dollar Tree by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Dollar Tree to competition
FundamentalsDollar TreePeer Average
Return On Equity19.03 %(0.31) %
Return On Asset5.93 %(0.14) %
Profit Margin5.57 %(1.27) %
Operating Margin10.44 %(5.51) %
Current Valuation45.83 B16.62 B
Shares Outstanding224.96 M571.82 M
Shares Owned by Insiders1.29 %10.09 %
Shares Owned by Institutions101.77 %39.21 %
Number of Shares Shorted5.2 M4.71 M
Price to Earning25.11 X28.72 X
Price to Book4.54 X9.51 X
Price to Sales1.19 X11.42 X
Revenue26.74 B9.43 B
Gross Profit7.75 B27.38 B
EBITDA2.79 B3.9 B
Net Income1.49 B570.98 M
Cash and Equivalents1.22 B2.7 B
Cash per Share5.43 X5.01 X
Total Debt9.91 B5.32 B
Debt to Equity1.20 %48.70 %
Current Ratio1.46 X2.16 X
Book Value Per Share31.22 X1.93 K
Cash Flow from Operations1.41 B971.22 M
Short Ratio2.45 X4.00 X
Earnings Per Share5.65 X3.12 X
Price to Earnings To Growth1.20 X4.89 X
Number of Employees61.89 K18.84 K
Beta0.69-0.15
Market Capitalization31.91 B19.03 B
Total Asset15.9 B29.47 B
Retained Earnings2.95 B9.33 B
Working Capital1.84 B1.48 B
Current Asset3.94 B9.34 B
   Acquisition by Aflatooni Robert of 5407 shares of Dollar Tree subject to Rule 16b-3 [view details]

Dollar Tree Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Dollar . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Dollar Tree Buy or Sell Advice

When is the right time to buy or sell Dollar Tree? Buying financial instruments such as Dollar Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Dollar Tree in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Electronics Thematic Idea Now

Electronics
Electronics Theme
Companies manufacturing electronic appliances and goods. The Electronics theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Electronics Theme or any other thematic opportunities.
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Continue to Dollar Tree Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

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Is Dollar Tree's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Dollar Tree. If investors know Dollar will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Dollar Tree listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Dollar Tree is measured differently than its book value, which is the value of Dollar that is recorded on the company's balance sheet. Investors also form their own opinion of Dollar Tree's value that differs from its market value or its book value, called intrinsic value, which is Dollar Tree's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dollar Tree's market value can be influenced by many factors that don't directly affect Dollar Tree's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dollar Tree's value and its price as these two are different measures arrived at by different means. Investors typically determine Dollar Tree value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dollar Tree's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.