Comprehensive Stock Comparison
Compare BBB Foods Inc. (TBBB) vs Dollar General Corporation (DG) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | TBBB | 30.3% revenue growth vs DG's 5.0% |
| Value | DG | Lower P/E (24.0x vs 261.7x) |
| Quality / Margins | DG | 3.0% net margin vs TBBB's -2.5% |
| Stability / Safety | TBBB | Lower D/E ratio (228.0% vs 235.6%) |
| Dividends | DG | 1.5% yield; 11-year raise streak; TBBB pays no meaningful dividend |
| Momentum (1Y) | DG | +113.8% vs TBBB's +36.9% |
| Efficiency (ROA) | DG | 4.0% ROA vs TBBB's -6.7%, ROIC 5.3% vs 11.1% |
Who Each Stock Is For
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
BBB Foods operates a chain of grocery retail stores in Mexico targeting low-to-middle income households with a wide range of food, beverages, and household essentials. It generates revenue primarily from in-store sales of branded, private label, and spot products — including groceries, hygiene items, and home goods — supplemented by online sales. The company's competitive advantage lies in its focus on value-conscious consumers and its extensive store network serving price-sensitive segments of the Mexican market.
Dollar General is a discount retailer operating thousands of small-format stores primarily in rural and suburban communities across the United States. It generates revenue primarily from consumable goods — including food, household essentials, and health/beauty products — which represent about 80% of sales, with the remainder from seasonal items and home products. The company's competitive advantage lies in its extensive rural footprint — often being the only convenient retailer in underserved communities — and its disciplined low-cost operating model that keeps prices consistently below traditional retailers.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
DG leads in 3 of 6 categories (Financial Metrics, Valuation Metrics). TBBB leads in 1 (Profitability & Efficiency). 1 tied.
Financial Metrics (TTM)
TBBB is the larger business by revenue, generating $72.3B annually — 1.7x DG's $42.1B. DG is the more profitable business, keeping 3.0% of every revenue dollar as net income compared to TBBB's -2.5%. On growth, TBBB holds the edge at +35.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | TBBBBBB Foods Inc. | DGDollar General Co… |
|---|---|---|
| RevenueTrailing 12 months | $72.3B | $42.1B |
| EBITDAEarnings before interest/tax | $2.0B | $2.9B |
| Net IncomeAfter-tax profit | -$1.8B | $1.3B |
| Free Cash FlowCash after capex | $1.4B | $2.3B |
| Gross MarginGross profit ÷ Revenue | +16.2% | +30.4% |
| Operating MarginEBIT ÷ Revenue | +0.1% | +4.5% |
| Net MarginNet income ÷ Revenue | -2.5% | +3.0% |
| FCF MarginFCF ÷ Revenue | +1.9% | +5.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +35.1% | +4.6% |
| EPS Growth (YoY)Latest quarter vs prior year | -7.4% | +43.8% |
Valuation Metrics
At 30.6x trailing earnings, DG trades at a 88% valuation discount to TBBB's 261.7x P/E. On an enterprise value basis, TBBB's 16.4x EV/EBITDA is more attractive than DG's 19.0x.
| Metric | TBBBBBB Foods Inc. | DGDollar General Co… |
|---|---|---|
| Market CapShares × price | $2.3B | $34.4B |
| Enterprise ValueMkt cap + debt − cash | $2.7B | $50.9B |
| Trailing P/EPrice ÷ TTM EPS | 261.70x | 30.58x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 23.97x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 16.42x | 18.95x |
| Price / SalesMarket cap ÷ Revenue | 0.68x | 0.85x |
| Price / BookPrice ÷ Book value/share | 21.71x | 4.64x |
| Price / FCFMarket cap ÷ FCF | 29.74x | 20.38x |
Profitability & Efficiency
DG delivers a 15.6% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $-42 for TBBB. TBBB carries lower financial leverage with a 2.28x debt-to-equity ratio, signaling a more conservative balance sheet compared to DG's 2.36x. On the Piotroski fundamental quality scale (0–9), TBBB scores 7/9 vs DG's 5/9, reflecting strong financial health.
| Metric | TBBBBBB Foods Inc. | DGDollar General Co… |
|---|---|---|
| ROE (TTM)Return on equity | -42.2% | +15.6% |
| ROA (TTM)Return on assets | -6.7% | +4.0% |
| ROICReturn on invested capital | +11.1% | +5.3% |
| ROCEReturn on capital employed | +15.1% | +7.1% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | 2.28x | 2.36x |
| Net DebtTotal debt minus cash | $7.8B | $16.5B |
| Cash & Equiv.Liquid assets | $1.4B | $933M |
| Total DebtShort + long-term debt | $9.2B | $17.5B |
| Interest CoverageEBIT ÷ Interest expense | 0.05x | 7.75x |
Total Returns (with DRIP)
A $10,000 investment in TBBB five years ago would be worth $19,134 today (with dividends reinvested), compared to $8,669 for DG. Over the past 12 months, DG leads with a +113.8% total return vs TBBB's +36.9%. The 3-year compound annual growth rate (CAGR) favors TBBB at 24.1% vs DG's -8.9% — a key indicator of consistent wealth creation.
| Metric | TBBBBBB Foods Inc. | DGDollar General Co… |
|---|---|---|
| YTD ReturnYear-to-date | +6.1% | +14.6% |
| 1-Year ReturnPast 12 months | +36.9% | +113.8% |
| 3-Year ReturnCumulative with dividends | +91.3% | -24.5% |
| 5-Year ReturnCumulative with dividends | +91.3% | -13.3% |
| 10-Year ReturnCumulative with dividends | +91.3% | +133.2% |
| CAGR (3Y)Annualised 3-year return | +24.1% | -8.9% |
Risk & Volatility
DG is the less volatile stock with a -0.06 beta — it tends to amplify market swings less than TBBB's 0.63 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. DG currently trades 98.8% from its 52-week high vs TBBB's 90.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | TBBBBBB Foods Inc. | DGDollar General Co… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.63x | -0.06x |
| 52-Week HighHighest price in past year | $40.09 | $158.23 |
| 52-Week LowLowest price in past year | $23.00 | $70.01 |
| % of 52W HighCurrent price vs 52-week peak | +90.9% | +98.8% |
| RSI (14)Momentum oscillator 0–100 | 51.2 | 62.3 |
| Avg Volume (50D)Average daily shares traded | 547K | 2.5M |
Analyst Outlook
Wall Street rates TBBB as "Buy" and DG as "Buy". Consensus price targets imply 22.1% upside for TBBB (target: $45) vs -8.4% for DG (target: $143). DG is the only dividend payer here at 1.51% yield — a key consideration for income-focused portfolios.
| Metric | TBBBBBB Foods Inc. | DGDollar General Co… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $44.50 | $143.17 |
| # AnalystsCovering analysts | 7 | 50 |
| Dividend YieldAnnual dividend ÷ price | — | +1.5% |
| Dividend StreakConsecutive years of raises | — | 11 |
| Dividend / ShareAnnual DPS | — | $2.36 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Feb 24 | Feb 26 | Change |
|---|---|---|---|
| BBB Foods Inc. (TBBB) | 100 | 190.97 | +91.0% |
| Dollar General Corp… (DG) | 100 | 96.15 | -3.9% |
BBB Foods Inc. (TBBB) returned +91% over 5 years vs Dollar General Corp… (DG)'s -13%. A $10,000 investment in TBBB 5 years ago would be worth $19,134 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| BBB Foods Inc. (TBBB) | $23.4B | $57.4B | +146.0% |
| Dollar General Corp… (DG) | $20.4B | $40.6B | +99.4% |
Dollar General Corporation's revenue grew from $20.4B (2015) to $40.6B (2024) — a 8.0% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| BBB Foods Inc. (TBBB) | -3.5% | 0.6% | +116.5% |
| Dollar General Corp… (DG) | 5.7% | 2.8% | -51.6% |
Dollar General Corporation's net margin went from 6% (2015) to 3% (2024).
Chart 4P/E Ratio History — 8 Years
| Stock | 2017 | 2024 | Change |
|---|---|---|---|
| Dollar General Corp… (DG) | 16.5 | 14.8 | -10.3% |
Dollar General Corporation has traded in a 15x–24x P/E range over 8 years; current trailing P/E is ~31x.
Chart 5EPS Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| BBB Foods Inc. (TBBB) | -9.7 | 2.4 | +124.7% |
| Dollar General Corp… (DG) | 3.95 | 5.11 | +29.4% |
Dollar General Corporation's EPS grew from $3.95 (2015) to $5.11 (2024) — a 3% CAGR.
Chart 6Free Cash Flow — 5 Years
BBB Foods Inc. generated $1B FCF in 2024 (+57% vs 2021). Dollar General Corporation generated $2B FCF in 2024 (-6% vs 2021).
TBBB vs DG: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is TBBB or DG a better buy right now?
Dollar General Corporation (DG) offers the better valuation at 30.6x trailing P/E (24.0x forward), making it the more compelling value choice. Analysts rate BBB Foods Inc. (TBBB) a "Buy" — based on 7 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — TBBB or DG?
On trailing P/E, Dollar General Corporation (DG) is the cheapest at 30.6x versus BBB Foods Inc. at 261.7x.
03Which is the better long-term investment — TBBB or DG?
Over the past 5 years, BBB Foods Inc. (TBBB) delivered a total return of +91.3%, compared to -13.3% for Dollar General Corporation (DG). A $10,000 investment in TBBB five years ago would be worth approximately $19K today (assuming dividends reinvested). Over 10 years, the gap is even starker: DG returned +133.2% versus TBBB's +91.3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — TBBB or DG?
By beta (market sensitivity over 5 years), Dollar General Corporation (DG) is the lower-risk stock at -0.06β versus BBB Foods Inc.'s 0.63β — meaning TBBB is approximately -1202% more volatile than DG relative to the S&P 500. On balance sheet safety, BBB Foods Inc. (TBBB) carries a lower debt/equity ratio of 2% versus 2% for Dollar General Corporation — giving it more financial flexibility in a downturn.
05Which has better profit margins — TBBB or DG?
Dollar General Corporation (DG) is the more profitable company, earning 2.8% net margin versus 0.6% for BBB Foods Inc. — meaning it keeps 2.8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DG leads at 4.2% versus 2.3% for TBBB. At the gross margin level — before operating expenses — DG leads at 29.6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is TBBB or DG more undervalued right now?
Analyst consensus price targets imply the most upside for TBBB: 22.1% to $44.50.
07Which pays a better dividend — TBBB or DG?
In this comparison, DG (1.5% yield) pays a dividend. TBBB does not pay a meaningful dividend and should not be held primarily for income.
08Is TBBB or DG better for a retirement portfolio?
For long-horizon retirement investors, Dollar General Corporation (DG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.06), 1.5% yield, +133.2% 10Y return). Both have compounded well over 10 years (DG: +133.2%, TBBB: +91.3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between TBBB and DG?
Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. DG pays a dividend while TBBB does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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