WallStSmart

Dollar Tree Inc (DLTR)vsMonster Beverage Corp (MNST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Dollar Tree Inc generates 125% more annual revenue ($19.75B vs $8.79B). MNST leads profitability with a 23.1% profit margin vs 6.5%. DLTR appears more attractively valued with a PEG of 1.57. MNST earns a higher WallStSmart Score of 69/100 (B-).

DLTR

Buy

57

out of 100

Grade: C

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

MNST

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 9.0Value: 5.3Quality: 7.8
Piotroski: 4/9Altman Z: 6.29
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
MNSTUndervalued (+65.3%)

Margin of Safety

+65.3%

Fair Value

$281.82

Current Price

$97.23

$184.59 discount

UndervaluedFair: $281.82Overvalued

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

MNST6 strengths · Avg: 9.2/10
Operating MarginProfitability
31.0%10/10

Strong operational efficiency at 31.0%

Altman Z-ScoreHealth
6.2910/10

Safe zone — low bankruptcy risk

Market CapQuality
$93.57B9/10

Large-cap with strong market position

Return on EquityProfitability
23.3%9/10

Every $100 of equity generates 23 in profit

Profit MarginProfitability
23.1%9/10

Keeps 23 of every $100 in revenue as profit

Revenue GrowthGrowth
26.9%8/10

Revenue surging 26.9% year-over-year

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

MNST3 concerns · Avg: 2.7/10
Price/BookValuation
10.9x4/10

Trading at 10.9x book value

PEG RatioValuation
2.742/10

Expensive relative to growth rate

P/E RatioValuation
46.2x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : DLTR

The strongest argument for DLTR centers on Return on Equity.

Bull Case : MNST

The strongest argument for MNST centers on Operating Margin, Altman Z-Score, Market Cap. Profitability is solid with margins at 23.1% and operating margin at 31.0%. Revenue growth of 26.9% demonstrates continued momentum.

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 : MNST

The primary concerns for MNST are Price/Book, PEG Ratio, P/E Ratio. A P/E of 46.2x leaves little room for execution misses.

Key Dynamics to Monitor

DLTR profiles as a value stock while MNST is a growth play — different risk/reward profiles.

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

MNST is growing revenue faster at 26.9% — sustainability is the question.

MNST generates stronger free cash flow (584M), providing more financial flexibility.

Bottom Line

MNST scores higher overall (69/100 vs 57/100), backed by strong 23.1% margins and 26.9% revenue growth. DLTR offers better value entry with a 17.0% margin of safety. 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.

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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Monster Beverage Corp

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

Monster Beverage Corporation is an American beverage company that manufactures energy drinks including Monster Energy, Relentless and Burn.

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