Dollar General Corp. vs Trade Desk Inc — how do they compare? Dollar General Corp. trades at $119.27 (market cap $26.50B), while Trade Desk Inc trades at $19.03 (market cap $8.90B). The key difference: Dollar General Corp. is far larger — about 3× Trade Desk Inc's market cap, and Dollar General Corp. pays a 1.96% dividend while Trade Desk Inc pays none. Which is the better fit depends on your goals.
| DG | TTD | |
|---|---|---|
Market Cap | $26.50B | $8.90B |
Sector | Consumer Staples | Technology |
52-Week High | $156.26 | $89.76 |
52-Week Low | $95.94 | $17.33 |
Enterprise Value | $40.95B | $7.92B |
Dividend Yield | 1.96% | — |
Signals from Pluang's Aura AI — not financial advice
Dollar General (DG) trades at $123.44, up 3.8% with strong technical momentum and bullish analyst sentiment. The stock shows consistent earnings beats, with Q1 2026 EPS of $2.00 exceeding expectations of $1.89. Revenue growth continues at $40.61B for 2025, while profit margins face pressure at 3.63%. Recent news highlights the company's back-to-school initiatives and margin expansion efforts.
The outlook remains positive with a $128.45 consensus price target representing 4% upside. Key opportunities include continued same-store sales growth and margin recovery, while risks involve consumer spending sensitivity and competitive pressures in discount retail. The technical setup suggests near-term resistance around $125-$128 levels.
The Trade Desk (TTD) trades at $19.79, up 1.33% with a mixed technical picture showing bullish overall signals but bearish moving averages. Fundamentally, the company maintains strong profitability with 77.83% gross margins and 14.57% net income margin, though revenue growth has slowed from 25% to 12% guidance. Recent developments include new data partnerships in Japan and board appointments, while settling the Publicis dispute removes a key headwind.
TTD presents a value opportunity trading below consensus targets with strong cash flow generation, but faces growth deceleration and competitive pressures. The stock's 52% decline year-to-date reflects market concerns about market share loss to walled gardens, though aggressive share repurchases and attractive valuation multiples support potential upside if growth stabilizes.
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 →The Trade Desk Inc is engaged in providing a technology platform for ad buyers. Through its cloud-based platform ad buyers can create, manage, and optimize data-driven digital advertising campaigns across ad formats and channels, including display, video, audio, in-app, native and social, on a multitude of devices. Its products include Data Management Platform, Cross-Device Targeting, Video Advertising, Mobile Advertising, and others.
Read more on TTD →