COMPARE · Reviewed July 29, 2026
DG vs DLTR
Verdict: Side-by-side breakdown using the Bull Rankings model. DG scored 56.7, DLTR scored 63.9 — DLTR leads.
Compare another set
DG
Dollar General Corporation
56.7
$127.34 · $28.1B
fundamentals as of
Score gap
7.2
DLTR leads
DLTR
Dollar Tree, Inc.
63.9
$128.10 · $24.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
DG
stronger →← stronger
DLTR
60
Qualityreturns · margins · balance sheet
78
62
Growthrevenue & earnings expansion
67
49
Valuevaluation vs sector peers
50
DLTR is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
DG
DLTR
$2.2bB
FCF
$1.3bC+
+4.7%C+
Rev
+9.4%B
1.79C
D/E
2.17C
18.0xB+
P/E
20.6xB
1.77C+
PEG
1.57C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DG
DLTR
24% below
Price vs fair valuelower is cheaper
22% below
~0%/yr
Growth the price implies10-yr FCF · lower = less priced in
~1%/yr
+22%
1-yr DCF upside
+16%
+31%
5-yr DCF upside
+28%
+45%
10-yr DCF upside
+47%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DG
No notable signals flagged.
DLTR
Why this score
- Buying back stock
- Durable high returns
The companies
DGDollar General Corporation
Why now
Discount Stores · market cap $28.1b. 20% off the 52-week high of $158.23. 29 sell-side analysts rate this a Buy with a mean 1-yr target of $130.90 (implying +3% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 141% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Net margin 3.6% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
DLTRDollar Tree, Inc.
Why now
Discount Stores · market cap $24.6b. 10% off the 52-week high of $142.40. 25 sell-side analysts rate this a Hold with a mean 1-yr target of $127.20 (implying -1% upside).
Moat
ROE 37% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 102% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.17 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.