Investors interested in stocks from the Retail - Discount Stores sector have probably already heard of Dollar General (DG) and Ross Stores (ROST). But which of these two stocks presents investors with the better value opportunity right now?
Dollar General's fundamental outlook is supported by a robust operational turnaround, with revenue growth accelerating to 5.2% in 2026Q2 and gross margins expanding 480 basis points from their 2024Q1 trough to 32.6%, driving a 33.3% year-over-year EPS increase...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated to 5.2% in 2026Q2, while gross margin has expanded significantly from a trough of 27.8% in 2024Q1 to 32.6%, indicating successful mitigation of prior cost pressures.
The bullish thesis highlights margin compression from pressured low-income consumers but anticipates recovery as conditions normalize, leading to stock appreciation.
Dollar General's Q1 2026 results showed 3.4% net sales growth, positive traffic trends, and broad-based category strength, indicating operational resilience.
The company achieved gross margin expansion to 31.6%, reflecting improved profitability and efficiency in its operations.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 27, 2026 | $2.48+23.4% vs $2.01 | $11.3B+0.8% vs $11.2B |
Q3 2026 Jun 2, 2026 | $2.00+5.8% vs $1.89 | $10.8B-0.3% vs $10.8B |
Q2 2026 Mar 12, 2026 | $1.93+16.3% vs $1.66 | $10.9B+0.9% vs $10.8B |
Q4 2025 Dec 4, 2025 | $1.28+35.4% vs $0.94 | $10.6B+0.3% vs $10.6B |
Investors interested in stocks from the Retail - Discount Stores sector have probably already heard of Dollar General (DG) and Ross Stores (ROST). But which of these two stocks presents investors with the better value opportunity right now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Shares of Dollar General Corporation (NYSE: DG - Get Free Report) have been given an average rating of "Hold" by the twenty-nine ratings firms that are covering the firm, MarketBeat.com reports. One equities research analyst has rated the stock with a sell recommendation, eighteen have given a hold recommendation and ten have given a buy recommendation

The insider realized approximately $733,000 from the sale of 5,578 shares. The transaction size represented 8% of the executive's direct equity holdings prior to the filing.
Benchmark DG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Dollar General Corporation (DG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $122.62 | $27.05B | 17.90 | 5.2% | 3.54% | 18.99% | 1.92% | |
| $115.04 | $22.11B | 19.37 | 10.43% | 8.03% | 45.58% | — | |
| $232.28 | $12.84B | 35.96 | 22.9% | 11.65% | 27.73% | — | |
| $110.12 | $877.77B | 40.34 | 4.73% | 3.04% | 21.64% | — | |
| $159.02 | $72.23B | 19.56 | -1.68% | 4.08% | 26.66% | — | |
| $899.41 | $398.87B | 49.39 | 8.17% | 3.01% | 28.27% | — |
Dollar General Corporation (DG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Dollar General Corporation (DG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 28, 2026·SEC
Aug 27, 2026·SEC
Jun 2, 2026·SEC
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Dollar General Corporation (DG) stock FAQ — growth, dividends, profitability & financials explained
Dollar General Corporation (DG) reported $43.64B in revenue for fiscal year 2025. This represents a 1945% increase from $2.13B in 1996.
Dollar General Corporation (DG) grew revenue by 5.2% over the past year. This is steady growth.
Yes, Dollar General Corporation (DG) is profitable, generating $1.70B in net income for fiscal year 2025 (3.5% net margin).
Yes, Dollar General Corporation (DG) pays a dividend with a yield of 1.92%. This makes it attractive for income-focused investors.
Dollar General Corporation (DG) has a return on equity (ROE) of 19.0%. This is reasonable for most industries.
Dollar General Corporation (DG) generated $2.70B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.