COMP <GO>
FIVE vs DLTR // EV/EBITDA & P/E VALUATION
Five Below Inc. (NASDAQ) VS. Dollar Tree Inc. (NASDAQ) • 15-METRIC TALLY: FIVE 6
— DLTR 6
▲ EV/EBITDA & P/E VALUATION LEADER: DLTR
LAST: $240.96 (-1.85%) • MKT CAP: $13.52B
valuation
23.0x
LAST: $133.87 (+1.39%) • MKT CAP: $24.77B
valuation
11.1x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FIVE VS. DLTR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FIVE | DLTR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.00% | 36.40% | -0.40 | DLTR | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.80% | 23.90% | -10.10 | DLTR | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 23.0x | 11.1x | +11.90 | DLTR | /valuation <GO> |
| Free Cash Flow Yield | 3.05% | 2.38% | +0.67 | FIVE | /fcf-yield <GO> |
| Operating Margin | 9.60% | 8.50% | +1.10 | FIVE | /operating-margins <GO> |
| Net Profit Margin | 7.50% | 6.60% | +0.90 | FIVE | /net-margins <GO> |
| Revenue Growth (YoY) | 22.90% | 10.40% | +12.50 | FIVE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.03 | 3.79 | +1.24 | FIVE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.2 | 63.6 | +2.60 | FIVE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 1.08 | -0.06 | DLTR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 31.7x | 17.9x | +13.80 | DLTR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.52B | $24.77B | -$11.26B | DLTR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FIVE REV | DLTR REV | FIVE GROSS % | DLTR GROSS % | FIVE FCF | DLTR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.76B | $19.40B | 36.0% | 36.4% | $411.7M | — |
| FY 2024 | $3.88B | $17.57B | 34.9% | 35.8% | $106.7M | — |
| FY 2023 | $3.56B | $16.77B | — | — | $339.4M | $1.93B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FIVE // BETA 1.02
DLTR // BETA 1.08