Dollar Stock Performance

DG
 Stock
  

USD 245.45  0.48  0.20%   

The firm shows a Beta (market volatility) of 0.6536, which means possible diversification benefits within a given portfolio. Let's try to break down what Dollar's beta means in this case. As returns on the market increase, Dollar General returns are expected to increase less than the market. However, during the bear market, the loss on holding Dollar General will be expected to be smaller as well. Although it is important to respect Dollar General historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy towards predicting future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By reviewing Dollar General technical indicators, you can presently evaluate if the expected return of 0.0074% will be sustainable into the future. Dollar General right now shows a risk of 1.81%. Please confirm Dollar General treynor ratio, and the relationship between the variance and potential upside to decide if Dollar General will be following its price patterns.
  
Dollar Performance
0 of 100
Over the last 90 days Dollar General has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound technical and fundamental indicators, Dollar General is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more

Structure and Payout Changes

Forward Dividend Yield
0.009
Payout Ratio
0.2138
Last Split Factor
1:4
Forward Dividend Rate
2.2
Dividend Date
2023-01-17
Ex Dividend Date
2022-12-30

Dollar Price Channel

Begin Period Cash Flow1376577000.00
Total Cashflows From Investing Activities-1065557000.00

Dollar General Relative Risk vs. Return Landscape

If you would invest  24,684  in Dollar General on September 8, 2022 and sell it today you would lose (139.00)  from holding Dollar General or give up 0.56% of portfolio value over 90 days. Dollar General is generating 0.0074% of daily returns and assumes 1.8127% volatility on return distribution over the 90 days horizon. Put differently, 15% of stocks are less risky than Dollar on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Allowing for the 90-day total investment horizon Dollar General is expected to generate 6.72 times less return on investment than the market. In addition to that, the company is 1.19 times more volatile than its market benchmark. It trades about 0.0 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.03 per unit of volatility.

Dollar General Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Dollar General's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Dollar General, and traders can use it to determine the average amount a Dollar General's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0041

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Negative ReturnsDG
Estimated Market Risk
 1.81
  actual daily
 
 15 %
of total potential
 
1515
Expected Return
 0.01
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.0
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average Dollar General is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Dollar General by adding it to a well-diversified portfolio.

About Dollar General Performance

To evaluate Dollar General Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Dollar General generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Dollar Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Dollar General market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Dollar's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Return on Investment 30.35  28.80 
Return on Average Assets 9.19  9.84 
Return on Average Equity 37.13  33.28 
Return on Invested Capital 0.12  0.11 
Return on Sales 0.09  0.09 

Things to note about Dollar General

Checking the ongoing alerts about Dollar General for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Dollar General help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Dollar General Alerts

Equity Alerts and Improvement Suggestions

Dollar General has a strong financial position based on the latest SEC filings
Over 93.0% of the company shares are held by institutions such as insurance companies
On 18th of October 2022 Dollar General paid $ 0.55 per share dividend to its current shareholders
Latest headline from news.google.com: Dollar Tree Stock Falls. Its All About the Inflationary Headwinds. - Barrons
Continue to Investing Opportunities. Note that the Dollar General information on this page should be used as a complementary analysis to other Dollar General's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

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When running Dollar General price analysis, check to measure Dollar General's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dollar General is operating at the current time. Most of Dollar General's value examination focuses on studying past and present price action to predict the probability of Dollar General's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Dollar General's price. Additionally, you may evaluate how the addition of Dollar General to your portfolios can decrease your overall portfolio volatility.
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Is Dollar General's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Dollar General. If investors know Dollar will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Dollar General listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.12
Market Capitalization
55 B
Quarterly Revenue Growth YOY
0.111
Return On Assets
0.0727
Return On Equity
0.3833
The market value of Dollar General is measured differently than its book value, which is the value of Dollar that is recorded on the company's balance sheet. Investors also form their own opinion of Dollar General's value that differs from its market value or its book value, called intrinsic value, which is Dollar General's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dollar General's market value can be influenced by many factors that don't directly affect Dollar General's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dollar General's value and its price as these two are different measures arrived at by different means. Investors typically determine Dollar General value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dollar General's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.