Comprehensive Stock Comparison
Compare Dollar Tree, Inc. (DLTR) vs BBB Foods Inc. (TBBB) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | TBBB | 30.3% revenue growth vs DLTR's 4.8% |
| Value | DLTR | Lower P/E (22.0x vs 261.7x) |
| Quality / Margins | TBBB | -2.5% net margin vs DLTR's -15.6% |
| Stability / Safety | TBBB | Beta 0.63 vs DLTR's 0.65 |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | DLTR | +73.6% vs TBBB's +36.9% |
| Efficiency (ROA) | TBBB | -6.7% ROA vs DLTR's -21.6%, ROIC 11.1% vs 8.8% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Dollar Tree operates a chain of discount variety retail stores that sell most items at fixed low price points — primarily $1.25 at its namesake stores and various low prices at Family Dollar locations. The company generates revenue through two main segments: Dollar Tree stores (fixed-price merchandise) and Family Dollar stores (general merchandise discount retail), with both segments contributing roughly equally to overall sales. Its competitive advantage lies in its extreme value positioning and massive scale — operating over 15,000 stores across North America — which creates significant purchasing power and distribution efficiencies.
BBB Foods operates a chain of grocery retail stores in Mexico targeting low-to-middle income households with a wide range of food, beverages, and household essentials. It generates revenue primarily from in-store sales of branded, private label, and spot products — including groceries, hygiene items, and home goods — supplemented by online sales. The company's competitive advantage lies in its focus on value-conscious consumers and its extensive store network serving price-sensitive segments of the Mexican market.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
TBBB leads in 3 of 6 categories (Profitability & Efficiency, Total Returns). DLTR leads in 2 (Financial Metrics, Valuation Metrics).
Financial Metrics (TTM)
TBBB is the larger business by revenue, generating $72.3B annually — 3.8x DLTR's $19.0B. TBBB is the more profitable business, keeping -2.5% of every revenue dollar as net income compared to DLTR's -15.6%. On growth, TBBB holds the edge at +35.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | DLTRDollar Tree, Inc. | TBBBBBB Foods Inc. |
|---|---|---|
| RevenueTrailing 12 months | $19.0B | $72.3B |
| EBITDAEarnings before interest/tax | $1.8B | $2.0B |
| Net IncomeAfter-tax profit | -$3.0B | -$1.8B |
| Free Cash FlowCash after capex | $1.6B | $1.4B |
| Gross MarginGross profit ÷ Revenue | +35.9% | +16.2% |
| Operating MarginEBIT ÷ Revenue | +7.9% | +0.1% |
| Net MarginNet income ÷ Revenue | -15.6% | -2.5% |
| FCF MarginFCF ÷ Revenue | +8.7% | +1.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -37.2% | +35.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +11.1% | -7.4% |
Valuation Metrics
On an enterprise value basis, DLTR's 16.1x EV/EBITDA is more attractive than TBBB's 16.4x.
| Metric | DLTRDollar Tree, Inc. | TBBBBBB Foods Inc. |
|---|---|---|
| Market CapShares × price | $25.4B | $2.3B |
| Enterprise ValueMkt cap + debt − cash | $32.0B | $2.7B |
| Trailing P/EPrice ÷ TTM EPS | -9.00x | 261.70x |
| Forward P/EPrice ÷ next-FY EPS est. | 21.98x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 16.07x | 16.42x |
| Price / SalesMarket cap ÷ Revenue | 1.44x | 0.68x |
| Price / BookPrice ÷ Book value/share | 6.87x | 21.71x |
| Price / FCFMarket cap ÷ FCF | 16.25x | 29.74x |
Profitability & Efficiency
TBBB delivers a -42.2% return on equity — every $100 of shareholder capital generates $-42 in annual profit, vs $-85 for DLTR. DLTR carries lower financial leverage with a 1.97x debt-to-equity ratio, signaling a more conservative balance sheet compared to TBBB's 2.28x. On the Piotroski fundamental quality scale (0–9), TBBB scores 7/9 vs DLTR's 4/9, reflecting strong financial health.
| Metric | DLTRDollar Tree, Inc. | TBBBBBB Foods Inc. |
|---|---|---|
| ROE (TTM)Return on equity | -85.2% | -42.2% |
| ROA (TTM)Return on assets | -21.6% | -6.7% |
| ROICReturn on invested capital | +8.8% | +11.1% |
| ROCEReturn on capital employed | +10.7% | +15.1% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 7 |
| Debt / EquityFinancial leverage | 1.97x | 2.28x |
| Net DebtTotal debt minus cash | $6.6B | $7.8B |
| Cash & Equiv.Liquid assets | $1.3B | $1.4B |
| Total DebtShort + long-term debt | $7.8B | $9.2B |
| Interest CoverageEBIT ÷ Interest expense | 13.18x | 0.05x |
Total Returns (with DRIP)
A $10,000 investment in TBBB five years ago would be worth $19,134 today (with dividends reinvested), compared to $12,746 for DLTR. Over the past 12 months, DLTR leads with a +73.6% total return vs TBBB's +36.9%. The 3-year compound annual growth rate (CAGR) favors TBBB at 24.1% vs DLTR's -4.5% — a key indicator of consistent wealth creation.
| Metric | DLTRDollar Tree, Inc. | TBBBBBB Foods Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -1.0% | +6.1% |
| 1-Year ReturnPast 12 months | +73.6% | +36.9% |
| 3-Year ReturnCumulative with dividends | -12.9% | +91.3% |
| 5-Year ReturnCumulative with dividends | +27.5% | +91.3% |
| 10-Year ReturnCumulative with dividends | +57.6% | +91.3% |
| CAGR (3Y)Annualised 3-year return | -4.5% | +24.1% |
Risk & Volatility
TBBB is the less volatile stock with a 0.63 beta — it tends to amplify market swings less than DLTR's 0.65 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | DLTRDollar Tree, Inc. | TBBBBBB Foods Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.65x | 0.63x |
| 52-Week HighHighest price in past year | $142.40 | $40.09 |
| 52-Week LowLowest price in past year | $61.80 | $23.00 |
| % of 52W HighCurrent price vs 52-week peak | +88.8% | +90.9% |
| RSI (14)Momentum oscillator 0–100 | 49.4 | 51.2 |
| Avg Volume (50D)Average daily shares traded | 2.5M | 547K |
Analyst Outlook
Wall Street rates DLTR as "Buy" and TBBB as "Buy". Consensus price targets imply 22.1% upside for TBBB (target: $45) vs 0.6% for DLTR (target: $127).
| Metric | DLTRDollar Tree, Inc. | TBBBBBB Foods Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $127.22 | $44.50 |
| # AnalystsCovering analysts | 47 | 7 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 3 | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.6% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 24 | Feb 26 | Change |
|---|---|---|---|
| Dollar Tree, Inc. (DLTR) | 100 | 78.97 | -21.0% |
| BBB Foods Inc. (TBBB) | 111.71 | 190.97 | +71.0% |
BBB Foods Inc. (TBBB) returned +91% over 5 years vs Dollar Tree, Inc. (DLTR)'s +27%. A $10,000 investment in TBBB 5 years ago would be worth $19,134 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Dollar Tree, Inc. (DLTR) | $15.5B | $17.6B | +13.4% |
| BBB Foods Inc. (TBBB) | $23.4B | $57.4B | +146.0% |
Dollar Tree, Inc.'s revenue grew from $15.5B (2015) to $17.6B (2024) — a 1.4% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Dollar Tree, Inc. (DLTR) | 1.8% | -17.2% | -1046.0% |
| BBB Foods Inc. (TBBB) | -3.5% | 0.6% | +116.5% |
Dollar Tree, Inc.'s net margin went from 2% (2015) to -17% (2024).
Chart 4P/E Ratio History — 5 Years
| Stock | 2017 | 2022 | Change |
|---|---|---|---|
| Dollar Tree, Inc. (DLTR) | 14.9 | 19.6 | +31.5% |
Dollar Tree, Inc. has traded in a 15x–27x P/E range over 5 years; current trailing P/E is ~-9x.
Chart 5EPS Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Dollar Tree, Inc. (DLTR) | 1.26 | -14.05 | -1215.1% |
| BBB Foods Inc. (TBBB) | -9.7 | 2.4 | +124.7% |
Dollar Tree, Inc.'s EPS grew from $1.26 (2015) to $-14.05 (2024) — a NaN% CAGR.
Chart 6Free Cash Flow — 5 Years
Dollar Tree, Inc. generated $2B FCF in 2024 (+282% vs 2021). BBB Foods Inc. generated $1B FCF in 2024 (+57% vs 2021).
DLTR vs TBBB: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is DLTR or TBBB a better buy right now?
BBB Foods Inc. (TBBB) offers the better valuation at 261.7x trailing P/E, making it the more compelling value choice. Analysts rate Dollar Tree, Inc. (DLTR) a "Buy" — based on 47 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — DLTR or TBBB?
Over the past 5 years, BBB Foods Inc. (TBBB) delivered a total return of +91.3%, compared to +27.5% for Dollar Tree, Inc. (DLTR). A $10,000 investment in TBBB five years ago would be worth approximately $19K today (assuming dividends reinvested). Over 10 years, the gap is even starker: TBBB returned +91.3% versus DLTR's +57.6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — DLTR or TBBB?
By beta (market sensitivity over 5 years), BBB Foods Inc. (TBBB) is the lower-risk stock at 0.63β versus Dollar Tree, Inc.'s 0.65β — meaning DLTR is approximately 3% more volatile than TBBB relative to the S&P 500. On balance sheet safety, Dollar Tree, Inc. (DLTR) carries a lower debt/equity ratio of 197% versus 2% for BBB Foods Inc. — giving it more financial flexibility in a downturn.
04Which has better profit margins — DLTR or TBBB?
BBB Foods Inc. (TBBB) is the more profitable company, earning 0.6% net margin versus -17.2% for Dollar Tree, Inc. — meaning it keeps 0.6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DLTR leads at 8.3% versus 2.3% for TBBB. At the gross margin level — before operating expenses — DLTR leads at 35.8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
05Is DLTR or TBBB more undervalued right now?
Analyst consensus price targets imply the most upside for TBBB: 22.1% to $44.50.
06Which pays a better dividend — DLTR or TBBB?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
07Is DLTR or TBBB better for a retirement portfolio?
For long-horizon retirement investors, BBB Foods Inc. (TBBB) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.63)). Both have compounded well over 10 years (TBBB: +91.3%, DLTR: +57.6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between DLTR and TBBB?
Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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