WallStSmart

Dollar Tree Inc (DLTR)vsYesway, Inc. Class A Common Stock (YSWY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Dollar Tree Inc generates 571% more annual revenue ($20.07B vs $2.99B). DLTR leads profitability with a 8.0% profit margin vs 2.7%. DLTR earns a higher WallStSmart Score of 63/100 (C+).

DLTR

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 6.7Quality: 5.5
Piotroski: 6/9Altman Z: 2.51

YSWY

Hold

45

out of 100

Grade: D+

Growth: 6.0Profit: 4.5Value: 5.0Quality: 4.5
Piotroski: 5/9Altman Z: 1.88
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DLTRUndervalued (+19.9%)

Margin of Safety

+19.9%

Fair Value

$156.08

Current Price

$118.17

$37.91 discount

UndervaluedFair: $156.08Overvalued

Intrinsic value data unavailable for YSWY.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DLTR3 strengths · Avg: 9.3/10
Return on EquityProfitability
47.1%10/10

Every $100 of equity generates 47 in profit

EPS GrowthGrowth
197.2%10/10

Earnings expanding 197.2% YoY

P/E RatioValuation
16.1x8/10

Attractively priced relative to earnings

YSWY1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
38.5%10/10

Revenue surging 38.5% year-over-year

Areas to Watch

DLTR2 concerns · Avg: 2.5/10
PEG RatioValuation
1.644/10

Expensive relative to growth rate

Debt/EquityHealth
2.241/10

Elevated debt levels

YSWY4 concerns · Avg: 3.5/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Altman Z-ScoreHealth
1.884/10

Grey zone — moderate risk

Market CapQuality
$722.57M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
2.7%3/10

2.7% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : DLTR

The strongest argument for DLTR centers on Return on Equity, EPS Growth, P/E Ratio.

Bull Case : YSWY

The strongest argument for YSWY centers on Revenue Growth. Revenue growth of 38.5% demonstrates continued momentum.

Bear Case : DLTR

The primary concerns for DLTR are PEG Ratio, Debt/Equity. Debt-to-equity of 2.24 is elevated, increasing financial risk.

Bear Case : YSWY

The primary concerns for YSWY are EPS Growth, Altman Z-Score, Market Cap. Debt-to-equity of 2.42 is elevated, increasing financial risk. Thin 2.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

DLTR profiles as a value stock while YSWY is a hypergrowth play — different risk/reward profiles.

YSWY is growing revenue faster at 38.5% — sustainability is the question.

DLTR generates stronger free cash flow (676M), providing more financial flexibility.

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

Bottom Line

DLTR scores higher overall (63/100 vs 45/100). Both earn "Buy" and "Hold" 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.

Visit Website →

Yesway, Inc. Class A Common Stock

CONSUMER DEFENSIVE · GROCERY STORES · USA

Yesway, Inc. (Ticker: YSWY) is a prominent convenience store operator focused on delivering value-oriented products and services across its robust network, primarily in the central United States. The company is committed to enhancing the customer experience with a diverse range of offerings, including grocery items, prepared foods, and fuel, positioning it for significant growth within the expanding convenience store sector. With a focus on operational efficiency, community engagement, and innovative marketing strategies, Yesway is well-equipped to navigate the dynamic retail landscape. Its strategic acquisition and expansion initiatives further bolster its competitive advantage, aiming to capture an increasing share of the market while maintaining a commitment to sustainability.

Want to dig deeper into these stocks?