Added to YB: 2026-01-13
Pitch date: 2026-01-10
DG [neutral]
Dollar General Corporation
-16.07%
current return
Author Info
No bio for this author
Company Info
Dollar General Corporation, a discount retailer, provides various merchandise products in the southern, southwestern, midwestern, and eastern United States.
Market Cap
$25.5B
Pitch Price
$142.10
Price Target
150.00 (+30%)
Dividend
2.04%
EV/EBITDA
7.02
P/E
16.89
EV/Sales
0.94
Sector
Consumer Staples Distribution and Retail
Category
growth
Dollar General – A Defensive Retailer Built to Compound (Deep Dive)
DG (watchlist): Discount retailer with 21k stores, dominates rural markets with 8% sales CAGR. Q3: 4.6% sales growth, 2.5% comp driven by traffic, 110bps gross margin expansion from shrink reduction. Targets 4-6% sales growth, 10% EPS growth via margin recovery. At 22x P/E vs 19x avg, shares fully valued. Target $150 by 2027, 4% returns. Accumulate below $125.
Read full article (24 min)