DG vs DLTR
Dollar General and Dollar Tree, both Consumer Defensive
Dollar General is the larger company at $25B against $21B. On trailing earnings DLTR is the cheaper of the two at a P/E of 15.2 against 16.6, a gap that is only a bargain if the two are growing at similar rates. Over the past year DG returned +15% against +9.3% for DLTR.
| Figure | DG | DLTR |
|---|---|---|
| Last close | $128 | $124 |
| Market cap | $25B | $21B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 16.6 | 15.2 |
| Dividend yield | 1.8% | n/a |
| 1-year return | +15% | +9.3% |
| 5-year return | -42% | +22% |
| Ryufin Smart Scoresector-relative, 1–10 | 8/10 | 8/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Dollar General
Revenue of $11B in Q2 2026, net income $550M. Its largest reported line is Consumables, 82% of the disclosed total.
Dollar Tree
Revenue of $4.9B in Q2 2026, net income $515M. Its largest reported line is Consumable, 52% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or see the correlation.