undamentalytics Newsletter

Dollar Tree vs BBB Foods

Dollar Tree is the larger business, with $19.41bn of revenue in fiscal 2026 against $4.08bn for BBB Foods (4.8 times as much). BBB Foods grew faster (29.2% against 10.4%). Dollar Tree kept more of each dollar of sales as profit: a net margin of 6.6% against -3.6%.

Latest fiscal yearDollar TreeDLTR, 2026BBB FoodsTBBB, 2025
Revenue $19.41bn $4.08bn
Revenue growth 10.4% 29.2%
Net income $1.28bn −$148m
Operating margin — -0.9%
Net margin 6.6% -3.6%
Return on equity 33.2% -70.1%
Free cash flow $1.06bn $59.1m
Cash $718m $79.3m
Total debt $2.43bn $125m
Debt to equity — 54.5%
Dividend per share — —
Dividend yield — —
Share buybacks $1.55bn —
Employees 150,000 —
Market value $25.16bn $7.25bn
Price vs our value range Within our value range Above our value range
Moat score 46 (Moderate) —
Insider trades, 12 months 0 buys, 5 sales 0 buys, 2 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

Go deeper

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.