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DG · NYSE · STOCK

Dollar General (DG) Stock Analysis

Consumer Defensive Updated August 23, 2026
$123.39
52W $95.11 – $158.23
62/100
$27.22B
17.4
0.23
AI Committee Verdict
Buy
62/100
Conviction: High · 80% agreement · 5 analysts
+2.8%
-0.9%
2.95:1
High

Is DG Bullish or Bearish?

Bullish. Innellis AI committee rates Dollar General (DG) Buy with a composite score of 62/100 , based on 5 analysts with 80% agreement. Last updated August 23, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +13.35 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -6.65 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is news sentiment is positive (+0.27 across 36 articles, 14d). The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • ROE of 18.6% shows genuine earnings power backing the valuation — Value
  • EPS growing 34.9% YoY — Growth
  • 4 consecutive earnings beats -- consistent execution — Growth
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • News sentiment is positive (+0.27 across 36 articles, 14d) — News
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 23, 2026
Overall Committee Score
62/100
Agreement
80%
Analysts
5
Conviction
High
Sector Rank
Top 12%
of 72 Consumer Defensive peers
Value Analyst bullish
63 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ ROE of 18.6% shows genuine earnings power backing the valuation
Growth Analyst bullish
60 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 34.9% YoY
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
54 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement
− MACD histogram negative -- bearish momentum
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 36 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score moved marginally from 62.1 to 61.6.

Analyst-level changes:
  • News Analyst: +1 bullish signal(s).

Comparing 2026-08-22 to 2026-08-23 (1 day apart).

Technical Analysis

RSI (14)
53.6
Neutral
MACD Histogram
-0.551
Bearish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Lh Ll
Support
$122.21
Resistance
$126.83
Bollinger %B
0.44
Inside Bands
Price vs Moving Averages
EMA 9
$122.21 Above
EMA 21
$122.44 Above
EMA 50
$120.71 Above
EMA 200
$119.63 Above

Fundamental Analysis

Valuation
89
Growth
69
Profitability
46
Financial Health
33
Cash Flow
70
Valuation
P/E Ratio 17.4×
P/B Ratio 3.08×
PEG Ratio 0.49
Dividend Yield 1.91%
52W High $158.23
52W Low $95.11
Quality & Growth
ROE 1776.7%
ROA 488.4%
Gross Margin 3082.7%
Operating Margin 526.1%
Revenue Growth YoY
Debt / Equity 1.79
AI Fundamental Assessment
P/E ratio of 17.4 (inexpensive relative to a 15-40x range); Price-to-book of 3.1x; PEG ratio of 0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 17.8%; Return on assets of 4.9%; Net margin of 3.6%; Gross margin of 30.8%; Current ratio of 1.17 (tight short-term liquidity); Debt-to-equity of 1.79; Free cash flow per share is positive (13.13); Most recent quarter beat estimates by 3.0%; 4 consecutive earnings beats; EPS growth decelerating (+50.8% -> +3.6% QoQ); Analyst estimates rising over recent quarters
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