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DG or KO or STZ
Which Stock Would AI Choose? Dollar General (DG) vs. Coca-Cola (KO) vs. Constellation Brands (STZ) Stock Comparison
Key Takeaways
- DG has delivered strong YTD gains of about 10%, rebounding significantly over the past year with 88% returns, driven by value-seeking consumers amid economic pressures.
- KO shows steady performance with 11% YTD and 12.5% monthly gains, bolstered by its 64th consecutive dividend increase and resilient demand for staples.
- STZ lags with 9% YTD returns and faces headwinds from softening beer demand and leadership transition, though premium brands offer growth potential.
- All three exhibit low betas (DG: 0.22, KO: 0.33, STZ: 0.42), indicating defensive positioning, but DG and KO trade at similar PE ratios around 25x.
- Recent market activity highlights consumer staples resilience, with KO crushing benchmarks year-to-date due to emerging market exposure.
- Upcoming earnings for DG on March 12 could catalyze momentum if it beats expectations on revenue growth.
Introduction
This comparison examines DG (Dollar General), KO (Coca-Cola), and STZ (Constellation Brands), three consumer-focused stocks spanning discount retail, non-alcoholic beverages, and alcoholic beverages. These companies cater to essential spending, making them relevant for defensive investors seeking stability in volatile markets. Traders may find value in their relative performance amid shifting consumer sentiment, economic pressures, and sector rotations. By analyzing recent trends, valuations, and catalysts, this article aids in understanding their market positioning for informed stock comparison decisions.
DG Overview and Recent Performance
Dollar General Corporation (DG), a leading discount retailer with over 20,000 stores targeting rural and value-conscious shoppers, has shown robust recovery in recent market activity. Trading around $145 with a market cap of $32B, PE of 25x, and low beta of 0.22, shares have gained 10% YTD and 88% over the past year from a 52-week low near $76. Sentiment has improved due to resilient same-store sales and strategic initiatives amid macroeconomic challenges. Ahead of Q4 earnings on March 12, analysts anticipate 4.7% revenue growth to $10.78B, with potential for an earnings beat via 5.38% ESP, boosting trader optimism despite projected EPS dip. Broader performance reflects strength in budget retail as consumers prioritize essentials.
KO Overview and Recent Performance
The Coca-Cola Company (KO), the global leader in non-alcoholic beverages with 200+ brands, maintains steady momentum at $78 per share, $334B market cap, 26x PE, and beta of 0.33. YTD up 11% and 12.5% in the past month, it outperforms amid market shakiness, with 13% 52-week range from $65 low. Recent Q4 results showed organic revenue growth and EPS beat, supported by Zero Sugar volume increases and its 64th dividend hike. Emerging market focus and cash flow strength drive positive sentiment, with DCF models suggesting undervaluation by 13% despite modest pullbacks. Upcoming earnings in late April will gauge sustained pricing power.
STZ Overview and Recent Performance
Constellation Brands (STZ), a premium producer of beer (Corona, Modelo), wine, and spirits, trades near $150 with $26B market cap, 24x PE, and beta of 0.42. YTD returns stand at 9%, with shares down from $197 high but up from $126 low over 52 weeks. Recent Q3 earnings beat EPS estimates despite 10% revenue drop from lower shipments, prompting focus on premiumization and new CEO transition. Softening beer demand and competitive pressures weigh on sentiment, though core brands like Pacifico signal growth efforts. Earnings due in early April could highlight stabilization.
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Head-to-Head Comparison
DG, KO, and STZ operate in consumer staples but diverge in models: DG's discount retail thrives on low-income resilience versus KO's global beverage stability and STZ's premium alcohol cyclicality. Growth drivers include DG's store expansion and value trades, KO's pricing/mix and dividends, while STZ bets on beer premiumization amid volume softness. Recent momentum favors DG (88% 1Y) and KO (12% monthly), over STZ's mixed results. Risks: DG faces macro squeezes, KO currency fluctuations, STZ demand shifts. Valuations align at 24-26x PE, with low betas signaling defensiveness; sentiment tilts to staples amid rotations.
Tickeron AI Verdict
Tickeron’s AI currently favors KO for its consistent trend strength, dividend reliability, and outperformance in recent weeks, positioning it well relative to peers amid staples demand. DG shows high momentum potential post-earnings, while STZ trails on catalysts. Probabilistic edge leans to KO for stability in uncertain conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DG’s FA Score shows that 1 FA rating(s) are green whileKO’s FA Score has 2 green FA rating(s), and STZ’s FA Score reflects 0 green FA rating(s).
- DG’s FA Score: 1 green, 4 red.
- KO’s FA Score: 2 green, 3 red.
- STZ’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
DG’s TA Score shows that 5 TA indicator(s) are bullish while KO’s TA Score has 5 bullish TA indicator(s), and STZ’s TA Score reflects 5 bullish TA indicator(s).
- DG’s TA Score: 5 bullish, 5 bearish.
- KO’s TA Score: 5 bullish, 5 bearish.
- STZ’s TA Score: 5 bullish, 5 bearish.
Price Growth
DG (@Discount Stores) experienced а +0.48% price change this week, while KO (@Beverages: Non-Alcoholic) price change was +1.90% , and STZ (@Food: Meat/Fish/Dairy) price fluctuated +7.85% for the same time period.
The average weekly price growth across all stocks in the @Discount Stores industry was +0.71%. For the same industry, the average monthly price growth was -1.87%, and the average quarterly price growth was +11.43%.
The average weekly price growth across all stocks in the @Beverages: Non-Alcoholic industry was +2.02%. For the same industry, the average monthly price growth was -3.13%, and the average quarterly price growth was +164976.25%.
The average weekly price growth across all stocks in the @Food: Meat/Fish/Dairy industry was +3.37%. For the same industry, the average monthly price growth was -0.27%, and the average quarterly price growth was +8.13%.
Reported Earning Dates
DG is expected to report earnings on May 21, 2026.
KO is expected to report earnings on Apr 28, 2026.
STZ is expected to report earnings on Jul 08, 2026.
Industries' Descriptions
@Discount Stores (+0.71% weekly)Companies in the discount stores industry specialize in offering substantial discounts on a vast array of retail products. Some companies in this industry also operate general merchandise warehouse clubs. Products sold at discount stores are typically similar to those of any department store, but the pricing of the goods is generally much lower (and hence the name “discount”). Think Dollar General Corporation, Dollar Tree, Inc. and Five Below, Inc. Many discount stores target low-income households and/or price-sensitive consumers as their potential market. Discount stores’ profitability could hinge on factors like competitive pricing, sufficient locations, healthy revenue per square foot, and effective advertisement. These store operators could have an edge over other retailers during financial crises or recessions, when many consumers could be looking for less expensive alternatives.
@Beverages: Non-Alcoholic (+2.02% weekly)Non-alcoholic drinks include traces of alcohol or low alcohol content or without alcohol or alcohol removed. Functional Beverages, Carbonated Soft Drinks (CSDs), Sports Drinks, Fruit Beverages, and Bottled Water are some common types of non-alcoholic beverages. The largest segment in this market is soft drinks (think Pepsi and Coke). Many established companies in this space have also been stepping up production of low to zero-calorie varieties in recent years, to cater to a rising number of health-conscious consumers. Coca-Cola Company, Pepsico Inc, Keurig Dr Pepper Inc. and Monster Beverage Corporation are some major non-alcoholic beverage makers.
@Food: Meat/Fish/Dairy (+3.37% weekly)The meat, fish, and dairy food industry processes livestock, fish and milk products for consumer consumption. Some companies also process dairy byproducts. Tyson Foods, Inc., Hormel Foods Corporation and Pilgrims Pride Corp. are some of the biggest producers in this industry. Many of these companies are recipients of American farm subsidies. On the other hand, new-age food innovation like plant-based meat substitutes (which are designed to simulate chicken, beef, and pork sausage) could potentially augur disruptions and/or create new competition in this space.
| DG | KO | STZ | |
| Capitalization | 26.4B | 336B | 28.3B |
| EBITDA | 3.24B | 18.7B | 2.47B |
| Gain YTD | -8.992 | 12.598 | 18.970 |
| P/E Ratio | 17.48 | 25.72 | 16.97 |
| Revenue | 42.7B | 47.9B | 9.38B |
| Total Cash | N/A | N/A | 152M |
| Total Debt | 15.7B | 45.5B | 10.7B |
DG | KO | STZ | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 7 | 13 | 15 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 33 Fair valued | 43 Fair valued | 48 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | 9 | 100 | |
SMR RATING 1..100 | 45 | 20 | 55 | |
PRICE GROWTH RATING 1..100 | 57 | 34 | 55 | |
P/E GROWTH RATING 1..100 | 55 | 70 | 98 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
DG's Valuation (33) in the Discount Stores industry is in the same range as KO (43) in the Beverages Non Alcoholic industry, and is in the same range as STZ (48) in the Beverages Alcoholic industry. This means that DG's stock grew similarly to KO’s and similarly to STZ’s over the last 12 months.
KO's Profit vs Risk Rating (9) in the Beverages Non Alcoholic industry is significantly better than the same rating for DG (100) in the Discount Stores industry, and is significantly better than the same rating for STZ (100) in the Beverages Alcoholic industry. This means that KO's stock grew significantly faster than DG’s and significantly faster than STZ’s over the last 12 months.
KO's SMR Rating (20) in the Beverages Non Alcoholic industry is in the same range as DG (45) in the Discount Stores industry, and is somewhat better than the same rating for STZ (55) in the Beverages Alcoholic industry. This means that KO's stock grew similarly to DG’s and somewhat faster than STZ’s over the last 12 months.
KO's Price Growth Rating (34) in the Beverages Non Alcoholic industry is in the same range as STZ (55) in the Beverages Alcoholic industry, and is in the same range as DG (57) in the Discount Stores industry. This means that KO's stock grew similarly to STZ’s and similarly to DG’s over the last 12 months.
DG's P/E Growth Rating (55) in the Discount Stores industry is in the same range as KO (70) in the Beverages Non Alcoholic industry, and is somewhat better than the same rating for STZ (98) in the Beverages Alcoholic industry. This means that DG's stock grew similarly to KO’s and somewhat faster than STZ’s over the last 12 months.
| DG | KO | STZ | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 56% | 1 day ago 46% | 1 day ago 48% |
| Stochastic ODDS (%) | 1 day ago 62% | 1 day ago 27% | 1 day ago 43% |
| Momentum ODDS (%) | 1 day ago 59% | 1 day ago 32% | 1 day ago 48% |
| MACD ODDS (%) | 1 day ago 54% | 1 day ago 30% | 1 day ago 51% |
| TrendWeek ODDS (%) | 1 day ago 62% | 1 day ago 38% | 1 day ago 49% |
| TrendMonth ODDS (%) | 1 day ago 66% | 1 day ago 36% | 1 day ago 48% |
| Advances ODDS (%) | 5 days ago 62% | 1 day ago 39% | 5 days ago 50% |
| Declines ODDS (%) | 15 days ago 64% | 22 days ago 29% | 3 days ago 59% |
| BollingerBands ODDS (%) | 1 day ago 65% | 1 day ago 22% | 1 day ago 41% |
| Aroon ODDS (%) | 1 day ago 60% | 1 day ago 24% | 1 day ago 38% |
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