Does Dollar General Stock Lead the Pack?

DG: Dollar General logo
DG
Dollar General

Dollar General’s stock has significantly outperformed over the past year, but how does it truly measure up against peers navigating dynamic economic conditions? A closer look reveals steady revenue growth (4.85%) and moderate profitability (4.49% operating margin), supported by a reasonable valuation (23.4x P/E). However, its long-term upside hinges on effectively managing operational costs and competition in the discount retail sector.

  • DG’s 4.5% operating margin, lowest among peers, signals intense discount retail competition; AAPL’s 31.9% shows premium tech pricing power.
  • DG’s 4.9% LTM revenue growth, lagging HPE/CSCO/AAPL, suggests slower discount retail expansion vs. tech innovation momentum.
  • DG’s 84.1% past year gain, outperforming peers at a 23.4 PE, suggests investor confidence in its defensive retail strategy.

Here’s how Dollar General stacks up across size, valuation, and profitability versus key peers.

  DG HPQ HPE IBM CSCO AAPL
Market Cap ($ Bil) 29.9 21.5 32.1 282.1 306.2 4,069.7
Revenue ($ Bil) 42.1 55.3 34.3 65.4 57.7 408.6
PE Ratio 23.4 8.5 562.9 35.7 29.6 41.0
LTM Revenue Growth 4.9% 3.2% 13.8% 4.5% 8.9% 6.0%
LTM Operating Margin 4.5% 6.6% 4.8% 17.7% 22.5% 31.9%
LTM FCF Margin 5.6% 5.1% 1.8% 18.1% 22.1% 23.5%
12M Market Return 84.1% -26.7% 15.5% 40.7% 34.2% 8.8%

For more details on Dollar General, read Buy or Sell DG Stock. Below we compare DG’s growth, margin, and valuation with peers across years

Revenue Growth Comparison

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  LTM 2025 2024 2023 2022
DG 4.9% 5.0% 2.2% 10.6%  
HPQ 3.2% 3.2% -0.3% -14.6%  
HPE 13.8% 13.8% 3.4% 2.2%  
IBM 4.5% 1.4% 2.2% 5.5%
CSCO 8.9% 5.3% -5.6% 10.6%  
AAPL 6.0% 2.0% -2.8% 7.8%

Operating Margin Comparison

  LTM 2025 2024 2023 2022
DG 4.5% 4.2% 6.3% 8.8%  
HPQ 6.6% 6.6% 7.8% 7.9%  
HPE 4.8% 4.8% 8.3% 8.4%  
IBM 17.7% 16.1% 15.9% 13.5%
CSCO 22.5% 22.1% 24.1% 27.3%  
AAPL 31.9% 31.5% 29.8% 30.3%

PE Ratio Comparison

  LTM 2025 2024 2023 2022
DG 23.4 14.8 18.0 22.9  
HPQ 8.5 12.2 10.6 8.2  
HPE 562.9 495.9 8.6 10.2  
IBM 35.7 33.6 19.9 77.5
CSCO 29.6 23.1 19.8 15.5  
AAPL 41.0 41.0 31.3 21.1

Still not sure about DG stock? Consider portfolio approach.

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