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Dollar General Corporation (DGCO34) Fair Value & Analysis

Consumer Defensive · BR · Market cap R$143B

DG Dollar General Corporation DGCO34 · SA
PriceR$26.13
Fair ValueR$6.28
Upside-76.0%
Quality57/100
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Evidence: High Range R$4.37 – R$7.86 📤 Share as image

Fair value as of: Jul 18, 2026

From 26 valuation models · updated 5 days ago

Share price +10.8% over the past month.

Price vs Fair Value (12 months)

R$33.89 R$20.83 Fair Value R$6.28 Jul 2025 Jul 2026

12‑month range R$20.83 – R$33.89 · fair‑value band R$4.37 – R$7.86 · the R$26.13 price screens above the R$6.28 fair value. As of Jul 18, 2026.

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Analysis

Dollar General Corporation (DGCO34) currently trades at R$26.13, while our model-based Fair Value estimate is R$6.28, implying the stock looks roughly 76.0% overvalued today. We read business quality at 57/100 (solid quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Dollar General Corporation generated revenue of R$43.1B at a net margin of 3.6%. Revenue grew 3.4% year over year. It earns a return on equity of 18.9%. Net debt stands at R$3.4B. Fundamentals as of Jul 18, 2026

Our scenario range runs from R$4.37 (bear case) to R$7.86 (bull case); at R$26.13, the current price sits above that range. The share trades about 24% below its 52-week high and 26% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -51% fair-value upside, at -76%, DGCO34 screens richer than that median.

Key figures & financial health

Revenue (TTM) R$43.1B
Revenue growth (YoY) +3.4%
Net margin 3.6%
Return on equity 18.9%
Free cash flow R$2.4B FY2026
P/E ratio 17.7
More key figures
Operating margin 5.9%
EPS (TTM) R$1.53
Dividend yield 9.1%
EPS growth (YoY) +12.4%
Net debt R$3.4B FY2026

Figures from reported company fundamentals (EODHD) · as of Jul 18, 2026. TTM = trailing twelve months.

About the company

Dollar General Corporation, a discount retailer, provides various merchandise products in the southern, southwestern, midwestern, and eastern United States. It offers consumable products, including paper towels, bath tissues, paper dinnerware, trash and storage bags, disinfectants, and laundry products; packaged food, such as cereals, pasta, canned soups, canned meats, fruits and vegetables, condiments, spices, sugar, and flour; and perishables, including milk, eggs, bread, refrigerated and frozen food, beer, wine, and produce; candy, cookies, crackers, salty snacks, and carbonated beverages; over-the-counter medicines and personal care products including soap, body wash, shampoo, cosmetics, dental hygiene and foot care products; pet supplies and pet food; and tobacco products. The company also provides seasonal products comprising holiday items, toys, batteries, small electronics, greeting cards, stationery, prepaid phones and accessories, gardening supplies, hardware, automotive, …

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Dollar General Corporation reported revenue of R$42.7B in FY2026 versus R$34.2B in FY2022, a compound +5.7%/yr. Reported net income was R$1.5B in FY2026, compounding −10.9%/yr from FY2022.

Revenue +5.7%/yr
FY22 R$34.2B
FY23 R$37.8B
FY24 R$38.7B
FY25 R$40.6B
FY26 R$42.7B
Net income −10.9%/yr
FY22 R$2.4B
FY23 R$2.4B
FY24 R$1.7B
FY25 R$1.1B
FY26 R$1.5B

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Cite: Fair Value Calculator (2026). "Dollar General Corporation Fair Value". https://www.fairvalue-calculator.com/stock/DGCO34

Recent news

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Similar stocks

10 more Discount Stores stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
Walmart Inc WMT C$49.53 C$21.45 -57%
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Target Corporation TGT $129.73 $117.83 -9%
Wal-Mart de México, S.A. WMMVY $29.23 $34.40 +18%
Dollarama Inc DLMAY $14.44 $6.84 -53%
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Dollar Tree, Inc DLTR34 R$277.27 R$345.60 +25%
Pan Pacific International Holdings DQJCF $5.30 $2.60 -51%
BJ's Wholesale Club Holdings BJ $88.40 $61.51 -30%
Pepco Group PCO 35.29 PLN 12.40 PLN -65%

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Frequently asked questions

Is Dollar General Corporation (DGCO34) undervalued?
As of Jul 18, 2026, our model estimates a fair value of R$6.28 versus a price of R$26.13, about −76% (overvalued). Model-based estimate, not financial advice.
What is the fair value of DGCO34?
Our model-based fair value for Dollar General Corporation is R$6.28 (as of Jul 18, 2026), built from audited fundamentals. The current price is R$26.13.
What is the quality score of DGCO34?
Dollar General Corporation has a Quality Score of 57/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Dollar General Corporation (DGCO34)?
Dollar General Corporation reported trailing-twelve-month revenue of about R$43.1B (latest available figure, as of Jul 18, 2026).
What is the net profit margin of DGCO34?
The net profit margin of Dollar General Corporation is about 3.6%, meaning it keeps roughly 3.6% of revenue as net income. Based on the latest reported figures.
Does Dollar General Corporation pay a dividend?
Dollar General Corporation currently shows a dividend yield of about 10.68% relative to its recent price (as of Jul 18, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.