Dollar General Corporation (DG)vsTAL Education Group (TAL)
DG
Dollar General Corporation
$128.68
+2.15%
CONSUMER DEFENSIVE · Cap: $27.74B
TAL
TAL Education Group
$10.89
+4.31%
CONSUMER DEFENSIVE · Cap: $5.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Dollar General Corporation generates 1332% more annual revenue ($43.08B vs $3.01B). TAL leads profitability with a 17.6% profit margin vs 3.6%. DG appears more attractively valued with a PEG of 1.80. TAL earns a higher WallStSmart Score of 68/100 (B-).
DG
Buy57
out of 100
Grade: C
TAL
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.8%
Fair Value
$168.83
Current Price
$128.68
$40.15 discount
Margin of Safety
+89.2%
Fair Value
$110.03
Current Price
$10.89
$99.14 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Attractively priced relative to earnings
Revenue surging 31.5% year-over-year
Earnings expanding 536.0% YoY
Conservative balance sheet, low leverage
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
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : DG
The strongest argument for DG centers on P/E Ratio.
Bull Case : TAL
The strongest argument for TAL centers on P/E Ratio, Revenue Growth, EPS Growth. Profitability is solid with margins at 17.6% and operating margin at 9.0%. Revenue growth of 31.5% demonstrates continued momentum.
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 : TAL
The primary concerns for TAL are PEG Ratio, Free Cash Flow.
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 0.25 — expect wider price swings.
TAL is growing revenue faster at 31.5% — sustainability is the question.
DG generates stronger free cash flow (365M), providing more financial flexibility.
Bottom Line
TAL scores higher overall (68/100 vs 57/100), backed by strong 17.6% margins and 31.5% 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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