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DG Stock Analysis — Dollar General

Sector: Retail

AI Verdict

You're getting Dollar General's rural moat at a below-average 15.1x forward P/E, but with only 7.8% earnings growth expected, this is a fair price for a slow-but-steady compounder.

Competitive Moat

Dollar General dominates rural and small-town retail with a dense network of over 19,000 stores, making it the default low-cost option in areas underserved by big-box competitors. Its scale and logistics efficiency create a cost advantage that is hard for new entrants to replicate.

Summary

Dollar General trades at 15.1x next year's earnings, below the consumer staples median, as investors weigh modest growth against its entrenched rural footprint.

Where It Stands

The stock is up 2.18% over the past year, RSI sits at a neutral 61.4, and its 15.1x forward P/E is a discount to the sector median of 20x for consumer staples.

Key Metrics

Analyst Consensus

18 Buy · 21 Hold · 1 Sell (40 analysts)

Bull Case

Forward EPS is expected to grow 7.8% while you pay just 15.1x earnings, which is cheap for a defensive retailer with Dollar General's scale.

Bear Case

If the P/E reverts from 15.1x to the sector's 12x low end, that's a 20% downside before any earnings growth is considered.

Catalyst to Watch

Watch for quarterly same-store sales trends—any acceleration above the recent 4.7% revenue growth could justify a higher multiple.

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