COST vs. DG: Costco Wholesale vs. Dollar General Stock Comparison
How do Costco Wholesale (COST) and Dollar General (DG) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Costco Wholesale (COST) and Dollar General (DG) are both classified in the Consumer Staples Merchandise Retail sub-industry within the broader Consumer Staples Distribution & Retail industry, placing them in the closest GICS peer bucket.
| Profile Item | COST | DG |
|---|---|---|
| Name | Costco Wholesale Corporation | Dollar General Corporation |
| Country/Region | United States | United States |
| GICS Sector | Consumer Staples | Consumer Staples |
| GICS Industry Group | Consumer Staples Distribution & Retail | Consumer Staples Distribution & Retail |
| GICS Industry | Consumer Staples Distribution & Retail | Consumer Staples Distribution & Retail |
| GICS Sub-Industry | Consumer Staples Merchandise Retail | Consumer Staples Merchandise Retail |
| Market Capitalization | 412.09 billion USD | 27.18 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | July 9, 1986 | November 13, 2009 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | COST | DG |
|---|---|---|
| Total Return (1Y) | -1.38% | 16.82% |
| Total Return (3Y, Annualized) | 20.13% | -7.69% |
| Total Return (5Y, Annualized) | 18.77% | -9.79% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | COST | DG |
|---|---|---|
| Volatility (1Y, Annualized) | 19.75% | 36.18% |
| Beta (5Y) | 0.88 | 0.23 |
| Max Drawdown (5Y) | -31.40% | -72.61% |
| Avg. Volume (3M) | 2.34M | 3.40M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | COST | DG |
|---|---|---|
| Sharpe Ratio (1Y) | -0.27 | 0.35 |
| Sortino Ratio (1Y) | -0.38 | 0.54 |
Profitability
ROE (TTM)
Costco Wholesale (COST) at 29.15% sits in the top ROE quartile, while Dollar General (DG) at 18.91% is closer to the peer norm — stronger capital efficiency for COST.
COST
Consumer Staples Distribution & Retail industry group
29.15%
- Max
- 37.28%
- COST
- 29.15%
- Q3
- 22.55%
- Median
- 14.81%
- Q1
- 8.71%
- Min
- -2.30%
DG
Consumer Staples Distribution & Retail industry group
18.91%
- Max
- 37.28%
- Q3
- 22.55%
- DG
- 18.91%
- Median
- 14.81%
- Q1
- 8.71%
- Min
- -2.30%
Net Margin (TTM)
Dollar General (DG) at 3.63% retains a top-quartile share of revenue as profit, ahead of Costco Wholesale (COST) at 3.01%, which keeps about the industry-typical share.
COST
Consumer Staples Distribution & Retail industry group
3.01%
- Max
- 6.51%
- Q3
- 3.43%
- COST
- 3.01%
- Median
- 2.27%
- Q1
- 1.36%
- Min
- -0.12%
DG
Consumer Staples Distribution & Retail industry group
3.63%
- Max
- 6.51%
- DG
- 3.63%
- Q3
- 3.43%
- Median
- 2.27%
- Q1
- 1.36%
- Min
- -0.12%
Operating Margin (TTM)
Dollar General (DG) at 5.92% operates in the top operating margin quartile, ahead of Costco Wholesale (COST) at 3.67%, which runs around its industry’s norm.
COST
Consumer Staples Distribution & Retail industry group
3.67%
- Max
- 9.24%
- Q3
- 5.36%
- COST
- 3.67%
- Median
- 3.67%
- Q1
- 1.28%
- Min
- -0.11%
DG
Consumer Staples Distribution & Retail industry group
5.92%
- Max
- 9.24%
- DG
- 5.92%
- Q3
- 5.36%
- Median
- 3.67%
- Q1
- 1.28%
- Min
- -0.11%
Profitability Metrics
| Metric | COST | DG |
|---|---|---|
| ROE (TTM) | 29.15% | 18.91% |
| ROA (TTM) | 8.67% | 4.63% |
| Net Margin (TTM) | 3.01% | 3.63% |
| Operating Margin (TTM) | 3.67% | 5.92% |
| Gross Margin (TTM) | 12.88% | 30.83% |
Growth
Revenue Growth
Both Costco Wholesale (COST) at 8.17% and Dollar General (DG) at 5.20% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Dollar General (DG) at 34.05% sits in the top EPS growth quartile, while Costco Wholesale (COST) at 9.96% is closer to the peer norm — faster per-share earnings growth for DG.
Growth Metrics
| Metric | COST | DG |
|---|---|---|
| Revenue Growth (YoY) | 8.17% | 5.20% |
| Revenue Growth (3Y CAGR) | 6.64% | 4.13% |
| EPS Growth (YoY) | 9.96% | 34.05% |
| EPS Growth (3Y CAGR) | 11.49% | -13.76% |
Financial Strength
Current Ratio (MRQ)
Both Costco Wholesale (COST) at 1.07 and Dollar General (DG) at 1.17 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
COST
Consumer Staples Distribution & Retail industry group
1.07
- Max
- 1.52
- Q3
- 1.35
- Median
- 1.17
- COST
- 1.07
- Q1
- 0.97
- Min
- 0.60
DG
Consumer Staples Distribution & Retail industry group
1.17
- Max
- 1.52
- Q3
- 1.35
- DG
- 1.17
- Median
- 1.17
- Q1
- 0.97
- Min
- 0.60
Debt / Equity (MRQ)
Costco Wholesale (COST) at 0.60 keeps leverage in the lower industry quartile, while Dollar General (DG) at 1.79 runs a more typical debt-to-equity mix.
COST
Consumer Staples Distribution & Retail industry group
0.60
- Max
- 3.40
- Q3
- 1.88
- Median
- 1.35
- Q1
- 0.68
- COST
- 0.60
- Min
- 0.00
DG
Consumer Staples Distribution & Retail industry group
1.79
- Max
- 3.40
- Q3
- 1.88
- DG
- 1.79
- Median
- 1.35
- Q1
- 0.68
- Min
- 0.00
Financial Strength Metrics
| Metric | COST | DG |
|---|---|---|
| Current Ratio (MRQ) | 1.07 | 1.17 |
| Debt / Equity (MRQ) | 0.60 | 1.79 |
| Net Debt / EBITDA | -0.07 | 4.26 |
Dividends
Dividend Yield (TTM)
Dollar General (DG) at 1.89% delivers top-quartile income for its industry, while Costco Wholesale (COST) at 0.57% pays a more typical yield — both are credible income propositions, DG the richer one.
COST
Consumer Staples Distribution & Retail industry group
0.57%
- Max
- 4.01%
- Q3
- 1.73%
- COST
- 0.57%
- Median
- 0.26%
- Q1
- 0.00%
- Min
- 0.00%
DG
Consumer Staples Distribution & Retail industry group
1.89%
- Max
- 4.01%
- DG
- 1.89%
- Q3
- 1.73%
- Median
- 0.26%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Costco Wholesale (COST) at 27.01% pays out a band-typical share of earnings, while Dollar General (DG) at 33.38% distributes more than its industry norm — less retained, thinner cover.
COST
Consumer Staples Distribution & Retail industry group
27.01%
- Max
- 60.00%
- Q3
- 30.32%
- COST
- 27.01%
- Median
- 12.02%
- Q1
- 0.00%
- Min
- 0.00%
DG
Consumer Staples Distribution & Retail industry group
33.38%
- Max
- 60.00%
- DG
- 33.38%
- Q3
- 30.32%
- Median
- 12.02%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | COST | DG |
|---|---|---|
| Dividend Yield (TTM) | 0.57% | 1.89% |
| Dividend Payout Ratio (TTM) | 27.01% | 33.38% |
Valuation
P/E Ratio (TTM)
Dollar General (DG) at 17.63 sits in the cheaper P/E ratio quartile, while Costco Wholesale (COST) at 47.17 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.
COST
Consumer Staples Distribution & Retail industry group
47.17
- Max
- 52.05
- COST
- 47.17
- Q3
- 36.20
- Median
- 21.57
- Q1
- 18.03
- Min
- 12.01
DG
Consumer Staples Distribution & Retail industry group
17.63
- Max
- 52.05
- Q3
- 36.20
- Median
- 21.57
- Q1
- 18.03
- DG
- 17.63
- Min
- 12.01
P/S Ratio (TTM)
Dollar General (DG) at 0.63 is priced about in line with its industry on P/S ratio, while Costco Wholesale (COST) at 1.40 sits in the pricier quartile — COST costs more per dollar of sales.
COST
Consumer Staples Distribution & Retail industry group
1.40
- Max
- 1.81
- COST
- 1.40
- Q3
- 0.88
- Median
- 0.50
- Q1
- 0.25
- Min
- 0.02
DG
Consumer Staples Distribution & Retail industry group
0.63
- Max
- 1.81
- Q3
- 0.88
- DG
- 0.63
- Median
- 0.50
- Q1
- 0.25
- Min
- 0.02
P/B Ratio (MRQ)
Dollar General (DG) at 3.07 sits near its industry’s typical P/B ratio, while Costco Wholesale (COST) at 24.93 prices above its benchmark range — COST looks rich relative to book.
COST
Consumer Staples Distribution & Retail industry group
24.93
- COST
- 24.93
- Max
- 9.32
- Q3
- 6.34
- Median
- 4.11
- Q1
- 2.30
- Min
- 0.65
DG
Consumer Staples Distribution & Retail industry group
3.07
- Max
- 9.32
- Q3
- 6.34
- Median
- 4.11
- DG
- 3.07
- Q1
- 2.30
- Min
- 0.65
Valuation Metrics
| Metric | COST | DG |
|---|---|---|
| P/E Ratio (TTM) | 47.17 | 17.63 |
| P/S Ratio (TTM) | 1.40 | 0.63 |
| P/B Ratio (MRQ) | 24.93 | 3.07 |
| Free Cash Flow Yield (TTM) | 1.69% | 6.93% |