Dollar General Corporation (DG)vsThe J. M. Smucker Company (SJM)
DG
Dollar General Corporation
$103.70
+0.17%
CONSUMER DEFENSIVE · Cap: $25.32B
SJM
The J. M. Smucker Company
$103.54
+2.39%
CONSUMER DEFENSIVE · Cap: $12.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Dollar General Corporation generates 376% more annual revenue ($43.08B vs $9.05B). DG leads profitability with a 3.6% profit margin vs -1.5%. DG appears more attractively valued with a PEG of 1.65. DG earns a higher WallStSmart Score of 59/100 (C).
DG
Buy59
out of 100
Grade: C
SJM
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.5%
Fair Value
$170.04
Current Price
$103.70
$66.34 discount
Margin of Safety
+14.0%
Fair Value
$129.14
Current Price
$103.54
$25.60 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
3.4% revenue growth
3.6% margin — thin
Elevated debt levels
Expensive relative to growth rate
Elevated debt levels
ROE of -24.0% — below average capital efficiency
Earnings declined 2.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : DG
The strongest argument for DG centers on P/E Ratio, Price/Book.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : DG
The primary concerns for DG are PEG Ratio, Revenue Growth, Profit Margin. Debt-to-equity of 1.79 is elevated, increasing financial risk. Thin 3.6% margins leave little buffer for downturns.
Bear Case : SJM
The primary concerns for SJM are PEG Ratio, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
DG profiles as a value stock while SJM is a turnaround play — different risk/reward profiles.
SJM carries more volatility with a beta of 0.26 — expect wider price swings.
SJM is growing revenue faster at 5.8% — sustainability is the question.
SJM generates stronger free cash flow (487M), providing more financial flexibility.
Bottom Line
DG scores higher overall (59/100 vs 48/100). Both earn "Buy" and "Hold" 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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