DOLLAR TREE, INC. vs MINISO Group Holding Limited, two Discount Stores stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DLTR and MNSO diverge most: on fcf yield, DLTR reads -4.6% and MNSO reads 2.0%; on debt / equity, DLTR reads 0.84 and MNSO reads 0.00. The rest of the comparable metrics sit closer together. On valuation, today's DLTR price has a different growth bar priced in than MNSO (+7.4% implied for DLTR vs +36.9% for MNSO); the higher figure is the steeper assumption to clear, not a better or worse stock. What DLTR's price implies is a bet that sits within the historical range (whole-company basis). What MNSO's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | DLTR | MNSO |
|---|---|---|
| Price | $124.92 | $11.78 |
| Market cap | $24.7B | $14.6B |
| Sector | Discount Stores | Discount Stores |
| Stage | Mature | Mature |
| Implied growth (priced in) | +7.4% | +36.9% |
| P/E | 19.6 | 40.5 |
| P/B | 7.03 | 10.22 |
| P/S | 1.25 | 6.23 |
| EV/EBITDA | 11.9 | 24.1 |
| Revenue growth | +9.5% | +5.4% |
| Gross margin | — | 44.9% |
| Operating margin | 9.5% | 19.5% |
| Net margin | 6.5% | 15.5% |
| Return on equity | 36.7% | 25.4% |
| Return on assets | 9.3% | 14.5% |
| Return on invested capital | 20.3% | 25.2% |
| FCF yield | -4.6% | 2.0% |
| Debt / equity | 0.84 | 0.00 |
| Current ratio | 1.16 | 2.04 |
| Altman Z (solvency) | 3.38 | 8.27 |
| Piotroski F (quality) | 3 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.