Dollar General Corporation (DG)vsThe J. M. Smucker Company (SJM)
DG
Dollar General Corporation
$124.58
+1.29%
CONSUMER DEFENSIVE · Cap: $29.39B
SJM
The J. M. Smucker Company
$121.14
+0.06%
CONSUMER DEFENSIVE · Cap: $13.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Dollar General Corporation generates 377% more annual revenue ($43.64B vs $9.16B). DG leads profitability with a 3.9% profit margin vs 2.5%. SJM appears more attractively valued with a PEG of 1.68. DG earns a higher WallStSmart Score of 63/100 (C+).
DG
Buy63
out of 100
Grade: C+
SJM
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.5%
Fair Value
$170.18
Current Price
$124.58
$45.60 discount
Margin of Safety
+14.2%
Fair Value
$129.41
Current Price
$121.14
$8.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 33.3% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
3.9% margin — thin
Elevated debt levels
Expensive relative to growth rate
2.5% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DG
The strongest argument for DG centers on P/E Ratio, Price/Book, EPS Growth.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : DG
The primary concerns for DG are PEG Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 1.68 is elevated, increasing financial risk. Thin 3.9% margins leave little buffer for downturns.
Bear Case : SJM
The primary concerns for SJM are PEG Ratio, Profit Margin, Debt/Equity. A P/E of 58.3x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
SJM carries more volatility with a beta of 0.26 — expect wider price swings.
DG is growing revenue faster at 5.2% — sustainability is the question.
SJM generates stronger free cash flow (484M), providing more financial flexibility.
Monitor DISCOUNT STORES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DG scores higher overall (63/100 vs 51/100). 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.
Dollar General Corporation
CONSUMER DEFENSIVE · DISCOUNT STORES · USA
Dollar General Corporation is an American chain of variety stores headquartered in Goodlettsville, Tennessee.
Visit Website →The J. M. Smucker Company
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
The J. M. Smucker Company, also known as Smucker and Smucker's, is an American manufacturer of jam, peanut butter, jelly, fruit syrups, beverages, shortening, ice cream toppings, and other products in North America. Smucker's headquarters are located in Orrville, Ohio.
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