Dollar General Corporation (DG)vsS&P Global Inc (SPGI)
DG
Dollar General Corporation
$113.29
-2.73%
CONSUMER DEFENSIVE · Cap: $25.63B
SPGI
S&P Global Inc
$420.12
-2.00%
FINANCIAL SERVICES · Cap: $126.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Dollar General Corporation generates 172% more annual revenue ($42.72B vs $15.73B). SPGI leads profitability with a 30.4% profit margin vs 3.5%. SPGI appears more attractively valued with a PEG of 1.49. SPGI earns a higher WallStSmart Score of 71/100 (B).
DG
Buy63
out of 100
Grade: C+
SPGI
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.5%
Fair Value
$214.72
Current Price
$113.29
$101.43 discount
Intrinsic value data unavailable for SPGI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 121.9% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 1.3B in free cash flow
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 44.3%
Large-cap with strong market position
Earnings expanding 32.5% YoY
Generating 1.0B in free cash flow
Areas to Watch
Expensive relative to growth rate
3.5% margin — thin
Elevated debt levels
Moderate valuation
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : DG
The strongest argument for DG centers on EPS Growth, P/E Ratio, Price/Book.
Bull Case : SPGI
The strongest argument for SPGI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.4% and operating margin at 44.3%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : DG
The primary concerns for DG are PEG Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 2.02 is elevated, increasing financial risk. Thin 3.5% margins leave little buffer for downturns.
Bear Case : SPGI
The primary concerns for SPGI are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
DG profiles as a value stock while SPGI is a mature play — different risk/reward profiles.
SPGI carries more volatility with a beta of 1.10 — expect wider price swings.
SPGI is growing revenue faster at 10.4% — sustainability is the question.
DG generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
SPGI scores higher overall (71/100 vs 63/100), backed by strong 30.4% margins and 10.4% revenue growth. DG offers better value entry with a 31.5% margin of safety. Both earn "Strong 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 →S&P Global Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City. Its primary areas of business are financial information and analytics.
Visit Website →Compare with Other DISCOUNT STORES Stocks
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