Added to YB: 2024-10-29
Pitch date: 2024-10-26
DG [bullish]
Dollar General Corporation
+55.4%
current return
Author Info
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Company Info
Dollar General Corporation, a discount retailer, provides various merchandise products in the southern, southwestern, midwestern, and eastern United States.
Market Cap
$26.7B
Pitch Price
$77.59
Price Target
118.00 (-4%)
Dividend
1.95%
EV/EBITDA
7.08
P/E
17.09
EV/Sales
0.95
Sector
Consumer Staples Distribution and Retail
Category
value
Idea List: Issue #13 - Dollar General Corporation
DG: Trading at $80, down 70% from 2022 peak. 20k rural stores, low-income focus. Revenue up 2.6% LTM, slower growth. Margins declined from 8.8% to 5.3% LTM. Bull case: temporary consumer weakness, margin reversion. $118 price target based on 7% operating margin, 5% sales growth. Risks: margin recovery uncertainty.
Read full article (2 min)