COST vs DG

Costco and Dollar General, both Consumer Defensive

Costco is the larger company at $422B against $25B. On trailing earnings DG is the cheaper of the two at a P/E of 17.4 against 52.3, a gap that is only a bargain if the two are growing at similar rates. Over the past year DG returned +9.9% against -0.9% for COST. Ryufin's sector-relative Smart Score puts DG ahead, 9/10 against 6/10.

Costco and Dollar Generalcompared on valuation, return and Ryufin’s Smart Score
FigureCOSTDG
Last close$956$123
Market cap$422B$25B
Trailing P/Elower is cheaper for the same earnings, not automatically better52.317.4
Dividend yield0.5%1.9%
1-year return-0.9%+9.9%
5-year return+134%-43%
Ryufin Smart Scoresector-relative, 1–106/109/10

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.

Costco

Revenue of $71B in Q3 2026, net income $2.2B. Its largest reported line is Foods And Sundries, 38% of the disclosed total.

Dollar General

Revenue of $11B in Q2 2026, net income $550M. Its largest reported line is Consumables, 82% of the disclosed total.

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