Dollar Tree Inc (DLTR) — Strategic Asset Allocation Index

Latest as of October 2023: 138.7%

Dollar Tree Inc (DLTR) has a Strategic Asset Allocation Index of 138.7% as of October 2023. Strategic assets (PP&E of $12.48 Billion plus long-term investments of $-) total $12.48 Billion, measured against net assets of $9.00 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

138.7%
Strategic Assets / Net Assets

Strategic Assets

$12.48 Billion
PP&E + LT Investments

PP&E

$12.48 Billion
USD

Net Assets

$9.00 Billion
USD

Dollar Tree Inc Strategic Asset Allocation Index (2001–2023)

This chart shows how Dollar Tree Inc's Strategic Asset Allocation Index has evolved across 23 annual periods from 2001 to 2023. As of October 2023, the index stands at 138.7%, representing strategic assets of $12.48 Billion against net assets of $9.00 Billion USD. Explore cash efficiency ratio of Dollar Tree Inc to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Dollar Tree Inc (2001–2023)

The table below presents the year-by-year Strategic Asset Allocation Index for Dollar Tree Inc from 2001 to 2023, covering 23 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see DLTR market cap.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2023 56.8% $4.97 Billion $4.97 Billion $- $8.75 Billion ▼ -84.4 pp
2022 141.3% $10.90 Billion $10.90 Billion $- $7.72 Billion ▼ -2.1 pp
2021 143.3% $10.44 Billion $10.44 Billion $- $7.29 Billion ▲ +81.2 pp
2020 62.1% $3.88 Billion $3.88 Billion $- $6.25 Billion ▲ +1.0 pp
2019 61.1% $3.45 Billion $3.45 Billion $- $5.64 Billion ▲ +16.4 pp
2018 44.7% $3.21 Billion $3.20 Billion $8.00 Million $7.18 Billion ▼ -13.3 pp
2017 58.0% $3.12 Billion $3.12 Billion $9.00 Million $5.39 Billion ▲ +57.7 pp
2016 0.3% $12.10 Million $12.10 Million $- $4.41 Billion ▼ -67.5 pp
2015 67.8% $1.21 Billion $1.21 Billion $- $1.78 Billion ▼ -25.6 pp
2014 93.4% $1.09 Billion $1.09 Billion $- $1.17 Billion ▲ +35.8 pp
2013 57.6% $960.70 Million $960.70 Million $- $1.67 Billion ▼ -3.8 pp
2012 61.4% $825.30 Million $825.30 Million $- $1.34 Billion ▲ +10.6 pp
2011 50.8% $741.10 Million $741.10 Million $- $1.46 Billion ▲ +0.8 pp
2010 50.0% $714.30 Million $714.30 Million $- $1.43 Billion ▼ -6.7 pp
2009 56.7% $710.30 Million $710.30 Million $- $1.25 Billion ▼ -18.6 pp
2008 75.2% $743.60 Million $743.60 Million $- $988.40 Million ▲ +14.0 pp
2007 61.3% $715.30 Million $715.30 Million $- $1.17 Billion ▲ +3.1 pp
2006 58.2% $681.80 Million $681.80 Million $- $1.17 Billion ▼ -0.7 pp
2005 58.9% $685.39 Million $685.39 Million $- $1.16 Billion ▼ -1.6 pp
2004 60.4% $613.21 Million $613.21 Million $- $1.01 Billion ▲ +20.2 pp
2003 40.3% $344.32 Million $344.32 Million $- $855.40 Million ▼ -2.6 pp
2002 42.8% $279.01 Million $279.01 Million $- $651.74 Million ▲ +2.0 pp
2001 40.8% $211.63 Million $211.63 Million $- $518.66 Million
pp = percentage points