WallStSmart

Brown-Forman Corporation (BF-B)vsDollar General Corporation (DG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Dollar General Corporation generates 993% more annual revenue ($42.72B vs $3.91B). BF-B leads profitability with a 20.6% profit margin vs 3.5%. DG appears more attractively valued with a PEG of 1.36. DG earns a higher WallStSmart Score of 65/100 (C+).

BF-B

Buy

62

out of 100

Grade: C+

Growth: 4.0Profit: 8.5Value: 4.0Quality: 6.5
Piotroski: 3/9Altman Z: 2.85

DG

Buy

65

out of 100

Grade: C+

Growth: 6.7Profit: 6.0Value: 8.0Quality: 5.0
Piotroski: 5/9Altman Z: 2.00
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BF-BSignificantly Overvalued (-45.0%)

Margin of Safety

-45.0%

Fair Value

$20.88

Current Price

$25.77

$4.89 premium

UndervaluedFair: $20.88Overvalued
DGUndervalued (+31.8%)

Margin of Safety

+31.8%

Fair Value

$215.69

Current Price

$115.88

$99.81 discount

UndervaluedFair: $215.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BF-B5 strengths · Avg: 8.8/10
Operating MarginProfitability
31.9%10/10

Strong operational efficiency at 31.9%

Return on EquityProfitability
20.4%9/10

Every $100 of equity generates 20 in profit

Profit MarginProfitability
20.6%9/10

Keeps 21 of every $100 in revenue as profit

P/E RatioValuation
16.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

DG4 strengths · Avg: 8.5/10
EPS GrowthGrowth
121.9%10/10

Earnings expanding 121.9% YoY

P/E RatioValuation
16.9x8/10

Attractively priced relative to earnings

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.27B8/10

Generating 1.3B in free cash flow

Areas to Watch

BF-B4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.0%4/10

2.0% revenue growth

EPS GrowthGrowth
1.3%4/10

1.3% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
4.602/10

Expensive relative to growth rate

DG2 concerns · Avg: 2.0/10
Profit MarginProfitability
3.5%3/10

3.5% margin — thin

Debt/EquityHealth
2.021/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BF-B

The strongest argument for BF-B centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 20.6% and operating margin at 31.9%.

Bull Case : DG

The strongest argument for DG centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.36 suggests the stock is reasonably priced for its growth.

Bear Case : BF-B

The primary concerns for BF-B are Revenue Growth, EPS Growth, Piotroski F-Score.

Bear Case : DG

The primary concerns for DG are Profit Margin, Debt/Equity. Debt-to-equity of 2.02 is elevated, increasing financial risk. Thin 3.5% margins leave little buffer for downturns.

Key Dynamics to Monitor

BF-B carries more volatility with a beta of 0.42 — expect wider price swings.

DG is growing revenue faster at 5.9% — sustainability is the question.

DG generates stronger free cash flow (1.3B), providing more financial flexibility.

Monitor BEVERAGES - WINERIES & DISTILLERIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

DG scores higher overall (65/100 vs 62/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Brown-Forman Corporation

CONSUMER DEFENSIVE · BEVERAGES - WINERIES & DISTILLERIES · USA

The Brown Forman Corporation is one of the largest American-owned companies in the spirits and wine business. Based in Louisville, Kentucky, it manufactures several well known brands throughout the world, including Jack Daniel's, Early Times, Old Forester, Woodford Reserve, GlenDronach, BenRiach, Glenglassaugh, Finlandia, Herradura, Korbel, and Chambord.

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Dollar General Corporation

CONSUMER DEFENSIVE · DISCOUNT STORES · USA

Dollar General Corporation is an American chain of variety stores headquartered in Goodlettsville, Tennessee.

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