Dollar General Corporation (DG)vs2U Inc (TWOU)
DG
Dollar General Corporation
$115.88
+1.53%
CONSUMER DEFENSIVE · Cap: $25.51B
TWOU
2U Inc
$1.58
0.00%
CONSUMER DEFENSIVE · Cap: $4.43M
Smart Verdict
WallStSmart Research — data-driven comparison
Dollar General Corporation generates 4617% more annual revenue ($42.72B vs $905.83M). DG leads profitability with a 3.5% profit margin vs -35.1%. TWOU appears more attractively valued with a PEG of 0.19. DG earns a higher WallStSmart Score of 65/100 (C+).
DG
Buy65
out of 100
Grade: C+
TWOU
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.8%
Fair Value
$215.69
Current Price
$115.88
$99.81 discount
Intrinsic value data unavailable for TWOU.
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
Growing faster than its price suggests
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
3.5% margin — thin
Elevated debt levels
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -101.3% — below average capital efficiency
Revenue declined 16.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : DG
The strongest argument for DG centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.36 suggests the stock is reasonably priced for its growth.
Bull Case : TWOU
The strongest argument for TWOU centers on PEG Ratio, Price/Book, Debt/Equity. PEG of 0.19 suggests the stock is reasonably priced for its growth.
Bear Case : DG
The primary concerns for DG are 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 : TWOU
The primary concerns for TWOU are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
DG profiles as a value stock while TWOU is a turnaround play — different risk/reward profiles.
TWOU carries more volatility with a beta of 0.80 — expect wider price swings.
DG is growing revenue faster at 5.9% — sustainability is the question.
DG generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
DG scores higher overall (65/100 vs 44/100). 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 →2U Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
2U, Inc. is an educational technology company in the United States, Hong Kong, South Africa, and the United Kingdom. The company is headquartered in Lanham, Maryland.
Visit Website →Compare with Other DISCOUNT STORES Stocks
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