Dollar General Corporation (DG)vs2U Inc (TWOU)
DG
Dollar General Corporation
$124.58
+1.29%
CONSUMER DEFENSIVE · Cap: $29.39B
TWOU
2U Inc
$1.58
0.00%
CONSUMER DEFENSIVE · Cap: $4.43M
Smart Verdict
WallStSmart Research — data-driven comparison
Dollar General Corporation generates 4717% more annual revenue ($43.64B vs $905.83M). DG leads profitability with a 3.9% profit margin vs -35.1%. TWOU appears more attractively valued with a PEG of 0.19. DG earns a higher WallStSmart Score of 63/100 (C+).
DG
Buy63
out of 100
Grade: C+
TWOU
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.5%
Fair Value
$170.18
Current Price
$124.58
$45.60 discount
Intrinsic value data unavailable for TWOU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 33.3% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
3.9% 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 P/E Ratio, Price/Book, EPS 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 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 : 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 5.2% — sustainability is the question.
DG generates stronger free cash flow (374M), providing more financial flexibility.
Bottom Line
DG scores higher overall (63/100 vs 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
Want to dig deeper into these stocks?