COMPARE · Data as of August 21, 2026
DG vs DLTR
Verdict: Side-by-side breakdown using the Bull Rankings model. DG scored 59.6, DLTR scored 63.0 — DLTR leads.
Compare another set
DG
Dollar General Corporation
59.6
$123.41 · $27.2B
fundamentals as of
Score gap
3.4
DLTR leads
DLTR
Dollar Tree, Inc.
63
$131.48 · $25.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestDG17.5x
- Fastest growthDLTR+9.4%
- Strongest balance sheetDG1.79
- Highest qualityDLTR78 / 100
- Largest discount to fair valueDG-26%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
DG
stronger →← stronger
DLTR
60
Qualityreturns · margins · balance sheet
78
62
Growthrevenue & earnings expansion
67
57
Valuevaluation vs sector peers
48
DLTR is stronger on 2 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
17.5xB+
P/E
21.1xB
1.75C+
PEG
1.64C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DG
DLTR
26% below
Price vs fair valuelower is cheaper
18% below
~-1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~2%/yr
+26%
1-yr DCF upside
+11%
+35%
5-yr DCF upside
+22%
+50%
10-yr DCF upside
+41%
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 $27.2b. Down 22% from 52-week high of $158.23 — deep drawdown territory. 29 sell-side analysts rate this a Buy with a mean 1-yr target of $131.90 (implying +7% 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 $25.3b. 8% off the 52-week high of $142.40. 25 sell-side analysts rate this a Hold with a mean 1-yr target of $130.04 (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.
Where DG and DLTR diverge
On the headline score the gap is 3.4 points in favor of DLTR. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityDG 60.3 · DLTR 78.0DLTR +17.7
- ValueDG 56.8 · DLTR 48.0DG +8.8
- GrowthDG 62.0 · DLTR 66.9DLTR +4.9
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.