WallStSmart

Dollar General Corporation (DG)vsNewell Brands Inc (NWL)

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Smart Verdict

WallStSmart Research — data-driven comparison

Dollar General Corporation generates 502% more annual revenue ($43.64B vs $7.25B). DG leads profitability with a 3.9% profit margin vs -3.0%. NWL appears more attractively valued with a PEG of 0.97. DG earns a higher WallStSmart Score of 63/100 (C+).

DG

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 6.0Value: 6.0Quality: 5.5
Piotroski: 5/9Altman Z: 2.08

NWL

Buy

61

out of 100

Grade: C+

Growth: 5.3Profit: 4.0Value: 7.7Quality: 3.0
Piotroski: 2/9Altman Z: 0.45
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DGUndervalued (+13.5%)

Margin of Safety

+13.5%

Fair Value

$170.18

Current Price

$124.58

$45.60 discount

UndervaluedFair: $170.18Overvalued
NWLUndervalued (+76.4%)

Margin of Safety

+76.4%

Fair Value

$19.14

Current Price

$5.85

$13.29 discount

UndervaluedFair: $19.14Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DG3 strengths · Avg: 8.0/10
P/E RatioValuation
17.3x8/10

Attractively priced relative to earnings

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

EPS GrowthGrowth
33.3%8/10

Earnings expanding 33.3% YoY

NWL3 strengths · Avg: 9.3/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

EPS GrowthGrowth
126.6%10/10

Earnings expanding 126.6% YoY

PEG RatioValuation
0.978/10

Growing faster than its price suggests

Areas to Watch

DG3 concerns · Avg: 3.3/10
PEG RatioValuation
1.814/10

Expensive relative to growth rate

Profit MarginProfitability
3.9%3/10

3.9% margin — thin

Debt/EquityHealth
1.683/10

Elevated debt levels

NWL4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
3.0%4/10

3.0% revenue growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-11.2%2/10

ROE of -11.2% — below average capital efficiency

Free Cash FlowQuality
$-18.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : DG

The strongest argument for DG centers on P/E Ratio, Price/Book, EPS Growth.

Bull Case : NWL

The strongest argument for NWL centers on Price/Book, EPS Growth, PEG Ratio. PEG of 0.97 suggests the stock is reasonably priced for its growth.

Bear Case : DG

The primary concerns for DG are PEG Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 1.68 is elevated, increasing financial risk. Thin 3.9% margins leave little buffer for downturns.

Bear Case : NWL

The primary concerns for NWL are Revenue Growth, Piotroski F-Score, Return on Equity. Debt-to-equity of 2.26 is elevated, increasing financial risk.

Key Dynamics to Monitor

DG profiles as a value stock while NWL is a turnaround play — different risk/reward profiles.

NWL carries more volatility with a beta of 0.89 — expect wider price swings.

DG is growing revenue faster at 5.2% — sustainability is the question.

DG generates stronger free cash flow (374M), providing more financial flexibility.

Bottom Line

DG scores higher overall (63/100 vs 61/100). NWL offers better value entry with a 76.4% margin of safety. Both earn "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.

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Newell Brands Inc

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Newell Brands is an American worldwide manufacturer, marketer and distributor of consumer and commercial products with a portfolio of brands.

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