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Dollar General

DG Consumer Defensive Unknown Updated July 31, 2026
$127.09
52W $95.11 – $158.23
55/100
$28.02B
17.9
0.25
AI Committee Verdict
Buy
Conviction: Contested · 57% agreement · 7 analysts
+0.1%
-3.8%
0.02:1
Contested
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is DG Bullish or Bearish?

Bullish. Innellis AI committee rates Dollar General (DG) Buy with a composite score of 55/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +19.85 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 — -0.15 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 committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.20 across 21 articles, 14d). Risk Analyst remains cautious — bollinger bandwidth of 15.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

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
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Bollinger bandwidth of 15.1% signals elevated volatility — Risk
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 July 31, 2026
Overall Committee Score
55/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 26%
of 50 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 bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 15.1% signals elevated volatility
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 21 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 2744.14)
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Investment Thesis Evolution

Committee score weakened from 60.1 to 55.1.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst joined: bearish at 35.

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
62.1
Neutral
MACD Histogram
0.405
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Mixed
Support
$122.21
Resistance
$127.21
Bollinger %B
0.79
Inside Bands
Price vs Moving Averages
EMA 9
$124.58 Above
EMA 21
$121.78 Above
EMA 50
$118.80 Above
EMA 200
$119.03 Above

Fundamental Analysis

Valuation
88
Growth
69
Profitability
0
Financial Health
33
Cash Flow
37
Valuation
P/E Ratio 17.9×
P/B Ratio 3.17×
PEG Ratio 0.50
Dividend Yield 0.02%
52W High $158.23
52W Low $95.11
Quality & Growth
ROE 17.8%
ROA 4.9%
Gross Margin 30.8%
Operating Margin 5.3%
Revenue Growth YoY
Debt / Equity 1.79
AI Fundamental Assessment
P/E ratio of 17.9 (inexpensive relative to a 15-40x range); Price-to-book of 3.2x; PEG ratio of 0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.2%; Return on assets of 0.0%; Net margin of 0.0%; Gross margin of 0.3%; Current ratio of 1.17 (tight short-term liquidity); Debt-to-equity of 1.79; Free cash flow margin of 0.6% (thin cash generation); 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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Explore DG Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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