← Back to All US Stocks

Dollar General Corp. (DG) Stock Fundamental Analysis & AI Rating 2026

DG NYSE Retail-Variety Stores TN CIK: 0000029534
Updated This Month • Analysis: Mar 23, 2026 • SEC Data: 2026-01-30
Combined AI Rating
BUY
78% Confidence
AGREEMENT
BUY
78% Conf
HOLD
78% Conf

📊 DG Key Takeaways

Revenue: $42.7B
Net Margin: 3.5%
Free Cash Flow: $2.4B
Current Ratio: 1.13x
Debt/Equity: 0.55x
EPS: $6.85
AI Rating: BUY with 78% confidence
Dollar General Corp. (DG) receives a BUY rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $42.7B, net profit margin of 3.5%, and return on equity (ROE) of 17.8%, Dollar General Corp. demonstrates strong fundamentals in the Consumer sector. Below is our complete DG stock analysis for 2026.

Is Dollar General Corp. (DG) a Good Investment?

Claude

Dollar General demonstrates solid operational fundamentals with steady revenue growth of 5.2% and strong free cash flow generation of $2.4B, supported by healthy interest coverage of 6.7x and manageable leverage. The company's 17.8% ROE and 3.5% net margin reflect efficient capital deployment typical of mature retailers, though modest operating leverage and liquidity concerns present structural challenges.

ChatGPT

Dollar General shows resilient fundamentals with positive revenue growth, solid free cash flow generation, and moderate leverage supported by healthy interest coverage. However, flat net income alongside a low operating margin suggests growth quality is only moderate, and the large EPS increase appears driven more by share count effects than underlying profit expansion. The business looks financially stable, but profitability needs to improve meaningfully to justify a more bullish view.

Why Buy Dollar General Corp. Stock? DG Key Strengths

Claude
  • + Strong free cash flow generation ($2.4B) with 5.6% FCF margin supports capital returns and debt reduction
  • + Solid profitability with 30.7% gross margin and 17.8% ROE indicating efficient asset utilization
  • + Consistent revenue growth of 5.2% YoY and manageable debt-to-equity ratio of 0.55x
  • + Adequate interest coverage ratio of 6.7x demonstrates debt service capability
ChatGPT
  • + Consistent top-line growth with revenue up 5.2% year over year
  • + Strong cash generation with $3.63B operating cash flow and $2.39B free cash flow
  • + Moderate balance sheet leverage with 0.55x debt-to-equity and 6.7x interest coverage

DG Stock Risks: Dollar General Corp. Investment Risks

Claude
  • ! Weak liquidity position with quick ratio of 0.22x and current ratio of only 1.13x raises short-term solvency concerns
  • ! Low operating margins of 5.2% indicate limited pricing power and high cost structure vulnerability in inflationary environments
  • ! Net income flat YoY (+0.0%) despite revenue growth suggests margin compression and operational challenges
  • ! High leverage with $4.6B long-term debt and total liabilities of $22.5B relative to $8.5B equity creates financial risk
ChatGPT
  • ! Net income was flat year over year, indicating weak earnings momentum despite higher sales
  • ! Low quick ratio of 0.22x leaves limited near-term liquidity cushion outside inventory
  • ! Operating margin of 5.2% and net margin of 3.5% leave limited room for cost pressure or execution mistakes

Key Metrics to Watch

Claude
  • * Operating margin trends - any further compression signals structural cost issues
  • * Free cash flow sustainability and capital allocation efficiency
  • * Gross margin maintenance amid competitive and inflationary pressures
  • * Debt reduction progress and liquidity improvement initiatives
ChatGPT
  • * Operating margin trend
  • * Free cash flow consistency

Dollar General Corp. (DG) Financial Metrics & Key Ratios

Revenue
$42.7B
Net Income
$1.5B
EPS (Diluted)
$6.85
Free Cash Flow
$2.4B
Total Assets
$31.0B
Cash Position
$1.1B

💡 AI Analyst Insight

Dollar General Corp. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

DG Profit Margin, ROE & Profitability Analysis

Gross Margin 30.7%
Operating Margin 5.2%
Net Margin 3.5%
ROE 17.8%
ROA 4.9%
FCF Margin 5.6%

DG vs Consumer Sector: How Dollar General Corp. Compares

How Dollar General Corp. compares to Consumer sector averages

Net Margin
DG 3.5%
vs
Sector Avg 8.0%
DG Sector
ROE
DG 17.8%
vs
Sector Avg 18.0%
DG Sector
Current Ratio
DG 1.1x
vs
Sector Avg 1.5x
DG Sector
Debt/Equity
DG 0.5x
vs
Sector Avg 0.8x
DG Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Dollar General Corp. Stock Overvalued? DG Valuation Analysis 2026

Based on fundamental analysis, Dollar General Corp. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
17.8%
Sector avg: 18%
Net Profit Margin
3.5%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.55x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Dollar General Corp. Balance Sheet: DG Debt, Cash & Liquidity

Current Ratio
1.13x
Quick Ratio
0.22x
Debt/Equity
0.55x
Debt/Assets
72.5%
Interest Coverage
6.74x
Long-term Debt
$4.6B

DG Revenue & Earnings Growth: 5-Year Financial Trend

DG 5-year financial data: Year 2021: Revenue $34.2B, Net Income $1.7B, EPS $6.64. Year 2022: Revenue $37.8B, Net Income $2.7B, EPS $10.62. Year 2023: Revenue $38.7B, Net Income $2.4B, EPS $10.17. Year 2024: Revenue $40.6B, Net Income $2.4B, EPS $10.68. Year 2025: Revenue $42.7B, Net Income $1.7B, EPS $7.55.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Dollar General Corp.'s revenue has grown significantly by 25% over the 5-year period, indicating strong business expansion. The most recent EPS of $7.55 reflects profitable operations.

DG Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
5.6%
Free cash flow / Revenue

DG Quarterly Earnings & Performance

Quarterly financial performance data for Dollar General Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $10.2B $196.5M $0.89
Q2 2025 $10.2B $374.2M $1.70
Q1 2025 $9.9B $363.3M $1.65
Q3 2024 $9.7B $196.5M $0.89
Q2 2024 $9.8B $374.2M $1.70
Q1 2024 $9.3B $363.3M $1.65
Q3 2023 $9.5B $276.2M $1.26
Q2 2023 $9.4B $468.8M $2.13

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Dollar General Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$3.6B
Cash generated from operations
Stock Buybacks
$2.7B
Shares repurchased (TTM)
Capital Expenditures
$1.2B
Investment in assets
Dividends Paid
$519.5M
Returned to shareholders

DG SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Dollar General Corp. (CIK: 0000029534)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 DEF 14A tm261322-1_def14a.htm View →
Apr 3, 2026 4 xslF345X06/form4.xml View →
Apr 3, 2026 4 xslF345X06/form4.xml View →
Apr 3, 2026 4 xslF345X06/form4.xml View →
Apr 3, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about DG

What is the AI rating for DG?

Dollar General Corp. (DG) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (HOLD) with 78% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are DG's key strengths?

Claude: Strong free cash flow generation ($2.4B) with 5.6% FCF margin supports capital returns and debt reduction. Solid profitability with 30.7% gross margin and 17.8% ROE indicating efficient asset utilization. ChatGPT: Consistent top-line growth with revenue up 5.2% year over year. Strong cash generation with $3.63B operating cash flow and $2.39B free cash flow.

What are the risks of investing in DG?

Claude: Weak liquidity position with quick ratio of 0.22x and current ratio of only 1.13x raises short-term solvency concerns. Low operating margins of 5.2% indicate limited pricing power and high cost structure vulnerability in inflationary environments. ChatGPT: Net income was flat year over year, indicating weak earnings momentum despite higher sales. Low quick ratio of 0.22x leaves limited near-term liquidity cushion outside inventory.

What is DG's revenue and growth?

Dollar General Corp. reported revenue of $42.7B.

Does DG pay dividends?

Dollar General Corp. pays dividends, with $519.5M distributed to shareholders in the trailing twelve months.

Where can I find DG SEC filings?

Official SEC filings for Dollar General Corp. (CIK: 0000029534) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is DG's EPS?

Dollar General Corp. has a diluted EPS of $6.85.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is DG a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Dollar General Corp. has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is DG stock overvalued or undervalued?

Valuation metrics for DG: ROE of 17.8% (sector avg: 18%), net margin of 3.5% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy DG stock in 2026?

Our dual AI analysis gives Dollar General Corp. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is DG's free cash flow?

Dollar General Corp.'s operating cash flow is $3.6B, with capital expenditures of $1.2B. FCF margin is 5.6%.

How does DG compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 3.5% (avg: 8%), ROE 17.8% (avg: 18%), current ratio 1.13 (avg: 1.5).

Top Rated Stocks
NSSC 92% MLI 92% MELI 92% MDXG 92% MANH 92% INVA 92% GGG 92% GCT 92% FTNT 92% FSLR 92%
Sector: All Consumer Stocks →
Browse: Buy Stocks
Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 23, 2026 | Data as of: 2026-01-30 | Powered by Claude AI