WallStSmart

Dollar Tree Inc (DLTR)vsHelen of Troy Ltd (HELE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Dollar Tree Inc generates 1006% more annual revenue ($19.75B vs $1.79B). DLTR leads profitability with a 6.5% profit margin vs -50.3%. HELE appears more attractively valued with a PEG of 0.97. DLTR earns a higher WallStSmart Score of 59/100 (C).

DLTR

Buy

59

out of 100

Grade: C

Growth: 6.0Profit: 6.5Value: 6.7Quality: 6.0
Piotroski: 6/9Altman Z: 2.48

HELE

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 3.5Value: 7.7Quality: 4.5
Piotroski: 4/9Altman Z: 0.47
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DLTRUndervalued (+17.6%)

Margin of Safety

+17.6%

Fair Value

$151.64

Current Price

$108.80

$42.84 discount

UndervaluedFair: $151.64Overvalued
HELEUndervalued (+71.6%)

Margin of Safety

+71.6%

Fair Value

$62.33

Current Price

$24.34

$37.99 discount

UndervaluedFair: $62.33Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DLTR1 strengths · Avg: 10.0/10
Return on EquityProfitability
34.2%10/10

Every $100 of equity generates 34 in profit

HELE3 strengths · Avg: 8.7/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

PEG RatioValuation
0.978/10

Growing faster than its price suggests

EPS GrowthGrowth
24.9%8/10

Earnings expanding 24.9% YoY

Areas to Watch

DLTR2 concerns · Avg: 3.0/10
Profit MarginProfitability
6.5%3/10

6.5% margin — thin

Debt/EquityHealth
1.233/10

Elevated debt levels

HELE4 concerns · Avg: 2.5/10
Market CapQuality
$566.09M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.043/10

Elevated debt levels

Return on EquityProfitability
-112.6%2/10

ROE of -112.6% — below average capital efficiency

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : DLTR

The strongest argument for DLTR centers on Return on Equity. PEG of 1.43 suggests the stock is reasonably priced for its growth.

Bull Case : HELE

The strongest argument for HELE centers on Price/Book, PEG Ratio, EPS Growth. PEG of 0.97 suggests the stock is reasonably priced for its growth.

Bear Case : DLTR

The primary concerns for DLTR are Profit Margin, Debt/Equity.

Bear Case : HELE

The primary concerns for HELE are Market Cap, Debt/Equity, Return on Equity.

Key Dynamics to Monitor

DLTR profiles as a value stock while HELE is a turnaround play — different risk/reward profiles.

HELE carries more volatility with a beta of 1.33 — expect wider price swings.

DLTR is growing revenue faster at 7.2% — sustainability is the question.

DLTR generates stronger free cash flow (392M), providing more financial flexibility.

Bottom Line

DLTR scores higher overall (59/100 vs 56/100). HELE offers better value entry with a 71.6% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Dollar Tree Inc

CONSUMER DEFENSIVE · DISCOUNT STORES · USA

Dollar Tree is an American chain of discount variety stores that sells items for $1 or less, headquartered in Chesapeake, Virginia.

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Helen of Troy Ltd

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Helen of Troy Limited designs, develops, imports, markets and distributes a portfolio of consumer products globally. The company is headquartered in El Paso, Texas.

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