Dollar Tree Inc (DLTR) — Strategic Asset Allocation Index
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. See how leveraged is Dollar Tree Inc's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
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. For live market cap and overall valuation, see DLTR company net worth.
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. See Dollar Tree Inc net assets for net asset value and shareholders' equity analysis.
| 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 | — |