Dollar General Stock Performance
| DG Stock | USD 143.16 0.43 0.30% |
Dollar General has a performance score of 6 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.21, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Dollar General will likely underperform. Dollar General right now shows a risk of 1.82%. Please confirm Dollar General jensen alpha, potential upside, accumulation distribution, as well as the relationship between the treynor ratio and expected short fall , to decide if Dollar General will be following its price patterns.
Risk-Adjusted Performance
6 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Dollar General are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite nearly sluggish technical and fundamental indicators, Dollar General may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
Actual Historical Performance (%)
One Day Return 0.15 | Five Day Return (1.93) | Year To Date Return 1.79 | Ten Year Return 158.45 | All Time Return 528.9 |
Forward Dividend Yield 0.0165 | Payout Ratio 0.3122 | Last Split Factor 1:4 | Forward Dividend Rate 2.36 | Dividend Date 2024-04-23 |
1 | Dollar General Q4 2023 Earnings Call Transcript | 03/14/2024 |
2 | Acquisition by Emily Taylor of 26017 shares of Dollar General at 154.21 subject to Rule 16b-3 | 03/28/2024 |
3 | Should Income Investors Look At Dollar General Corporation Before Its Ex-Dividend | 04/05/2024 |
4 | Target Introduces TruScan Tech To Combat Self-Checkout Theft Report | 04/08/2024 |
5 | IBTA Stock IPO When Does Ibotta Go Public What Is the Ibotta IPO Price Range | 04/09/2024 |
6 | Dollar General Stock Has Risen 49 percent Over the Last 6 Months. Can This Bull Run Continue | 04/10/2024 |
7 | Director Ralph Santana Sells Shares of Dollar General Corp | 04/12/2024 |
8 | Spotlight on Dollar Gen Analyzing the Surge in Options Activity | 04/15/2024 |
9 | Sumitomo Mitsui Trust Holdings Inc. Has 70.14 Million Position in Dollar General Co. - MarketBeat | 04/18/2024 |
| Dollar General dividend paid on 23rd of April 2024 | 04/23/2024 |
| Begin Period Cash Flow | 381.6 M |
Dollar |
Dollar General Relative Risk vs. Return Landscape
If you would invest 13,239 in Dollar General on January 25, 2024 and sell it today you would earn a total of 1,077 from holding Dollar General or generate 8.14% return on investment over 90 days. Dollar General is generating 0.1405% of daily returns and assumes 1.8194% volatility on return distribution over the 90 days horizon. Put differently, 16% of stocks are less risky than Dollar on the basis of their historical return distribution, and some 98% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Dollar General Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dollar General's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Dollar General, and traders can use it to determine the average amount a Dollar General's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0772
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| Cash | Small Risk | DG | High Risk | Huge Risk |
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Estimated Market Risk
| 1.82 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Dollar General is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Dollar General by adding it to a well-diversified portfolio.
Dollar General Fundamentals Growth
Dollar Stock prices reflect investors' perceptions of the future prospects and financial health of Dollar General, and Dollar General fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Dollar Stock performance.
| Return On Equity | 0.27 | ||||
| Return On Asset | 0.0512 | ||||
| Profit Margin | 0.04 % | ||||
| Operating Margin | 0.06 % | ||||
| Current Valuation | 48.91 B | ||||
| Shares Outstanding | 219.67 M | ||||
| Price To Earning | 306.23 X | ||||
| Price To Book | 4.81 X | ||||
| Price To Sales | 0.84 X | ||||
| Revenue | 38.69 B | ||||
| Gross Profit | 11.82 B | ||||
| EBITDA | 3.3 B | ||||
| Net Income | 1.66 B | ||||
| Cash And Equivalents | 381.58 M | ||||
| Cash Per Share | 1.45 X | ||||
| Total Debt | 18.09 B | ||||
| Debt To Equity | 2.50 % | ||||
| Current Ratio | 1.01 X | ||||
| Book Value Per Share | 30.73 X | ||||
| Cash Flow From Operations | 2.39 B | ||||
| Earnings Per Share | 7.55 X | ||||
| Market Capitalization | 31.35 B | ||||
| Total Asset | 33.74 B | ||||
| Retained Earnings | 2.8 B | ||||
| Working Capital | 1.29 B | ||||
| Current Asset | 3.43 B | ||||
| Current Liabilities | 2 B | ||||
About Dollar General Performance
To evaluate Dollar General Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Dollar General generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Dollar Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Dollar General market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Dollar's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 94.65 | 108.25 | |
| Return On Tangible Assets | 0.06 | 0.08 | |
| Return On Capital Employed | 0.09 | 0.26 | |
| Return On Assets | 0.05 | 0.08 | |
| Return On Equity | 0.25 | 0.20 |
Things to note about Dollar General performance evaluation
Checking the ongoing alerts about Dollar General for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Dollar General help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 94.0% of the company shares are held by institutions such as insurance companies | |
| On 23rd of April 2024 Dollar General paid $ 0.59 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Sumitomo Mitsui Trust Holdings Inc. Has 70.14 Million Position in Dollar General Co. - MarketBeat |
- Analyzing Dollar General's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Dollar General's stock is overvalued or undervalued compared to its peers.
- Examining Dollar General's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Dollar General's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dollar General's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Dollar General's stock. These opinions can provide insight into Dollar General's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dollar General. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in price. For more detail on how to invest in Dollar Stock please use our How to Invest in Dollar General guide.Note that the Dollar General information on this page should be used as a complementary analysis to other Dollar General's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
Complementary Tools for Dollar Stock analysis
When running Dollar General's price analysis, check to measure Dollar General's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dollar General is operating at the current time. Most of Dollar General's value examination focuses on studying past and present price action to predict the probability of Dollar General's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Dollar General's price. Additionally, you may evaluate how the addition of Dollar General to your portfolios can decrease your overall portfolio volatility.
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Is Dollar General's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Dollar General. If investors know Dollar will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Dollar General listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.39) | Dividend Share 2.36 | Earnings Share 7.55 | Revenue Per Share 176.34 | Quarterly Revenue Growth (0.03) |
The market value of Dollar General is measured differently than its book value, which is the value of Dollar that is recorded on the company's balance sheet. Investors also form their own opinion of Dollar General's value that differs from its market value or its book value, called intrinsic value, which is Dollar General's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dollar General's market value can be influenced by many factors that don't directly affect Dollar General's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dollar General's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dollar General is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dollar General's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.