WallStSmart

Brown-Forman Corporation (BF-B)vsDollar Tree Inc (DLTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Dollar Tree Inc generates 396% more annual revenue ($19.41B vs $3.91B). BF-B leads profitability with a 20.6% profit margin vs 6.6%. DLTR appears more attractively valued with a PEG of 1.12. DLTR earns a higher WallStSmart Score of 65/100 (B-).

BF-B

Buy

62

out of 100

Grade: C+

Growth: 4.0Profit: 8.5Value: 4.0Quality: 6.5
Piotroski: 3/9Altman Z: 2.85

DLTR

Strong Buy

65

out of 100

Grade: B-

Growth: 6.0Profit: 6.5Value: 7.3Quality: 5.0
Piotroski: 6/9Altman Z: 1.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BF-BSignificantly Overvalued (-45.0%)

Margin of Safety

-45.0%

Fair Value

$20.88

Current Price

$25.77

$4.89 premium

UndervaluedFair: $20.88Overvalued
DLTRUndervalued (+26.4%)

Margin of Safety

+26.4%

Fair Value

$169.84

Current Price

$97.11

$72.73 discount

UndervaluedFair: $169.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BF-B5 strengths · Avg: 8.8/10
Operating MarginProfitability
31.9%10/10

Strong operational efficiency at 31.9%

Return on EquityProfitability
20.4%9/10

Every $100 of equity generates 20 in profit

Profit MarginProfitability
20.6%9/10

Keeps 21 of every $100 in revenue as profit

P/E RatioValuation
16.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

DLTR2 strengths · Avg: 9.0/10
Return on EquityProfitability
31.7%10/10

Every $100 of equity generates 32 in profit

P/E RatioValuation
16.1x8/10

Attractively priced relative to earnings

Areas to Watch

BF-B4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.0%4/10

2.0% revenue growth

EPS GrowthGrowth
1.3%4/10

1.3% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
4.602/10

Expensive relative to growth rate

DLTR3 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.824/10

Grey zone — moderate risk

Profit MarginProfitability
6.6%3/10

6.6% margin — thin

Debt/EquityHealth
1.513/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BF-B

The strongest argument for BF-B centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 20.6% and operating margin at 31.9%.

Bull Case : DLTR

The strongest argument for DLTR centers on Return on Equity, P/E Ratio. PEG of 1.12 suggests the stock is reasonably priced for its growth.

Bear Case : BF-B

The primary concerns for BF-B are Revenue Growth, EPS Growth, Piotroski F-Score.

Bear Case : DLTR

The primary concerns for DLTR are Altman Z-Score, Profit Margin, Debt/Equity. Debt-to-equity of 1.51 is elevated, increasing financial risk.

Key Dynamics to Monitor

DLTR carries more volatility with a beta of 0.74 — expect wider price swings.

DLTR is growing revenue faster at 9.0% — sustainability is the question.

DLTR generates stronger free cash flow (970M), providing more financial flexibility.

Monitor BEVERAGES - WINERIES & DISTILLERIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

DLTR scores higher overall (65/100 vs 62/100). Both earn "Strong 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.

Brown-Forman Corporation

CONSUMER DEFENSIVE · BEVERAGES - WINERIES & DISTILLERIES · USA

The Brown Forman Corporation is one of the largest American-owned companies in the spirits and wine business. Based in Louisville, Kentucky, it manufactures several well known brands throughout the world, including Jack Daniel's, Early Times, Old Forester, Woodford Reserve, GlenDronach, BenRiach, Glenglassaugh, Finlandia, Herradura, Korbel, and Chambord.

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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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