Dollar General Corp. vs Realty Income Corp — how do they compare? Dollar General Corp. trades at $119.94 (market cap $26.49B), while Realty Income Corp trades at $62.34 (market cap $58.56B). The key difference: Realty Income Corp is far larger — about 2.2× Dollar General Corp.'s market cap, and Realty Income Corp pays the higher dividend (5.25%). Which is the better fit depends on your goals.
| DG | O | |
|---|---|---|
Market Cap | $26.49B | $58.56B |
Sector | Consumer Staples | Real Estate |
52-Week High | $156.26 | $67.56 |
52-Week Low | $95.94 | $55.93 |
Enterprise Value | $40.93B | $89.19B |
Dividend Yield | 1.97% | 5.25% |
Signals from Pluang's Aura AI — not financial advice
Dollar General (DG) trades at $119.40, down 2.44% on the day, with a bullish technical signal despite recent weakness. The stock shows strong fundamentals with a P/E of 16.98 and P/S of 0.62, while consistently beating earnings expectations in recent quarters. Revenue growth continues with $40.61B in 2025, though profit margins have compressed from 7.01% in 2022 to 2.77% in 2025. Analyst consensus remains positive with 52% buy ratings and a $128.45 price target, representing 7.6% upside potential.
DG presents a compelling value opportunity with reasonable valuation metrics and consistent earnings beats, though margin compression and competitive pressures pose risks. The stock's current price near support levels combined with positive analyst sentiment suggests potential for recovery, but investors should monitor margin trends and competitive dynamics in the discount retail sector.
Realty Income (O) trades at $62.43, up 0.87% with a bearish technical signal despite bullish oscillators. The REIT reported three consecutive quarterly EPS misses but maintains strong fundamentals with 92.56% gross margins and 21.23% net income margin. Recent news highlights a $875 million convertible notes offering and the company's 115th consecutive dividend increase, supporting its monthly dividend reputation. Revenue growth continues from $5.3B in 2024 to $5.7B in 2025, though debt-to-asset ratio has risen to 39.93%.
The stock presents a mixed outlook with analyst consensus at Buy (41%) and $67.29 price target offering 7.8% upside. Key opportunities include reliable dividends and portfolio expansion into data centers, while risks involve rising leverage and interest rate sensitivity. Technical resistance at $62-63 levels may cap near-term gains despite oversold RSI conditions.
Trailing returns across standard periods
Latest headlines on both assets
A leading American discount retailer, Dollar General operates over 18,000 stores in 47 states, selling branded and private-label products across a wide variety of categories. In fiscal 2021, 77% of net sales came from consumables (including paper and cleaning products, packaged and perishable food, tobacco, and health and beauty items), 12% from seasonal merchandise (such as toys, greeting cards, decorations, and gardening supplies), 7% from home products (for example, kitchen supplies, small appliances, and cookware), and 4% from basic apparel. Stores average roughly 7,400 square feet, and about 75% of Dollar General locations are in towns of 20,000 or fewer people. The firm emphasizes value, with most of its items sold at everyday low prices of $5 or less.
Read more on DG →Realty Income owns roughly 11,400 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, office, manufacturing, and distribution properties, which make up roughly 17% of revenue.
Read more on O →