WallStSmart

Dollar Tree Inc (DLTR)vsKimberly-Clark Corporation (KMB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Dollar Tree Inc generates 19% more annual revenue ($19.75B vs $16.56B). KMB leads profitability with a 12.8% profit margin vs 6.5%. DLTR appears more attractively valued with a PEG of 1.57. KMB earns a higher WallStSmart Score of 58/100 (C).

DLTR

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 6.5Value: 6.0Quality: 5.5
Piotroski: 6/9Altman Z: 2.51

KMB

Buy

58

out of 100

Grade: C

Growth: 4.7Profit: 8.0Value: 4.0Quality: 4.0
Piotroski: 3/9Altman Z: 2.19
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DLTRUndervalued (+17.0%)

Margin of Safety

+17.0%

Fair Value

$150.57

Current Price

$128.57

$22.00 discount

UndervaluedFair: $150.57Overvalued
KMBSignificantly Overvalued (-35.8%)

Margin of Safety

-35.8%

Fair Value

$79.23

Current Price

$113.21

$33.98 premium

UndervaluedFair: $79.23Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DLTR1 strengths · Avg: 10.0/10
Return on EquityProfitability
36.7%10/10

Every $100 of equity generates 37 in profit

KMB1 strengths · Avg: 10.0/10
Return on EquityProfitability
118.0%10/10

Every $100 of equity generates 118 in profit

Areas to Watch

DLTR3 concerns · Avg: 2.7/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Profit MarginProfitability
6.5%3/10

6.5% margin — thin

Debt/EquityHealth
2.171/10

Elevated debt levels

KMB4 concerns · Avg: 3.3/10
PEG RatioValuation
2.194/10

Expensive relative to growth rate

Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
20.9x2/10

Trading at 20.9x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : DLTR

The strongest argument for DLTR centers on Return on Equity.

Bull Case : KMB

The strongest argument for KMB centers on Return on Equity.

Bear Case : DLTR

The primary concerns for DLTR are PEG Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 2.17 is elevated, increasing financial risk.

Bear Case : KMB

The primary concerns for KMB are PEG Ratio, Revenue Growth, Piotroski F-Score. Debt-to-equity of 3.94 is elevated, increasing financial risk.

Key Dynamics to Monitor

DLTR carries more volatility with a beta of 0.65 — expect wider price swings.

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

DLTR generates stronger free cash flow (391M), providing more financial flexibility.

Monitor DISCOUNT STORES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

KMB scores higher overall (58/100 vs 57/100). DLTR offers better value entry with a 17.0% 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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Kimberly-Clark Corporation

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Kimberly-Clark Corporation is an American multinational personal care corporation that produces mostly paper-based consumer products. The company manufactures sanitary paper products and surgical & medical instruments. Kimberly-Clark brand name products include Kleenex facial tissue, Kotex feminine hygiene products, Cottonelle, Scott and Andrex toilet paper, Wypall utility wipes, KimWipes scientific cleaning wipes and Huggies disposable diapers and baby wipes.

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