Dollar General Corporation (DG)vsJBS N.V. (JBS)
DG
Dollar General Corporation
$115.88
+1.53%
CONSUMER DEFENSIVE · Cap: $25.51B
JBS
JBS N.V.
$16.06
+2.36%
CONSUMER DEFENSIVE · Cap: $17.43B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 102% more annual revenue ($86.18B vs $42.72B). DG leads profitability with a 3.5% profit margin vs 2.4%. JBS trades at a lower P/E of 8.6x. DG earns a higher WallStSmart Score of 65/100 (C+).
DG
Buy65
out of 100
Grade: C+
JBS
Hold49
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 JBS.
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
Attractively priced relative to earnings
Every $100 of equity generates 25 in profit
Reasonable price relative to book value
15.5% revenue growth
Generating 6.0B in free cash flow
Areas to Watch
3.5% margin — thin
Elevated debt levels
2.4% margin — thin
Operating margin of 4.3%
Weak financial health signals
Earnings declined 10.5%
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 : JBS
The strongest argument for JBS centers on P/E Ratio, Return on Equity, Price/Book. Revenue growth of 15.5% demonstrates continued momentum.
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 : JBS
The primary concerns for JBS are Profit Margin, Operating Margin, Piotroski F-Score. Debt-to-equity of 2.56 is elevated, increasing financial risk. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
DG profiles as a value stock while JBS is a growth play — different risk/reward profiles.
JBS is growing revenue faster at 15.5% — sustainability is the question.
JBS generates stronger free cash flow (6.0B), providing more financial flexibility.
Monitor DISCOUNT STORES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DG scores higher overall (65/100 vs 49/100). 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 →JBS N.V.
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
JBS N.V., is a protein and food company globally. The company is headquartered in Amstelveen, Netherlands.
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