Dollar General Corporation (DG)vsTAL Education Group (TAL)
DG
Dollar General Corporation
$124.58
+1.29%
CONSUMER DEFENSIVE · Cap: $29.39B
TAL
TAL Education Group
$11.81
+2.70%
CONSUMER DEFENSIVE · Cap: $6.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Dollar General Corporation generates 1267% more annual revenue ($43.64B vs $3.19B). TAL leads profitability with a 28.4% profit margin vs 3.9%. DG appears more attractively valued with a PEG of 1.81. TAL earns a higher WallStSmart Score of 78/100 (B+).
DG
Buy63
out of 100
Grade: C+
TAL
Strong Buy78
out of 100
Grade: B+
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
+89.7%
Fair Value
$114.94
Current Price
$11.81
$103.13 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
Attractively priced relative to earnings
Revenue surging 31.9% year-over-year
Earnings expanding 1360.0% YoY
Conservative balance sheet, low leverage
Keeps 28 of every $100 in revenue as profit
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
Comparative Analysis Report
WallStSmart ResearchBull Case : DG
The strongest argument for DG centers on P/E Ratio, Price/Book, EPS Growth.
Bull Case : TAL
The strongest argument for TAL centers on P/E Ratio, Revenue Growth, EPS Growth. Profitability is solid with margins at 28.4% and operating margin at 18.1%. Revenue growth of 31.9% demonstrates continued momentum.
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 : TAL
The primary concerns for TAL are PEG Ratio.
Key Dynamics to Monitor
DG profiles as a value stock while TAL is a growth play — different risk/reward profiles.
DG carries more volatility with a beta of 0.23 — expect wider price swings.
TAL is growing revenue faster at 31.9% — sustainability is the question.
TAL generates stronger free cash flow (478M), providing more financial flexibility.
Bottom Line
TAL scores higher overall (78/100 vs 63/100), backed by strong 28.4% margins and 31.9% revenue growth. 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 →TAL Education Group
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · China
TAL Education Group offers K-12 afterschool tutoring services in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.
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