Dollar General (MEX:DGG) ROA %: 5.70% (As of Apr. 2026) — 39% Below Median


MEX:DGG Dollar General Corp MEX:DGG
71 GF Score
Price MXN1,808.00
GF Value MXN1,875.21
Valuation Fairly Valued
! 3 Warning Signs
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What is Dollar General ROA %?

Dollar General MEX:DGG 71 ROA % is 5.70% as of Apr. 2026, which is 39% below its 10-year median of 9.35. GuruFocus rates MEX:DGG with a GF Score™ of 71/100 and a GF Value™ of MXN1,875.21 (Fairly Valued). The stock has 3 warning signs investors should review. Among 312 Retail - Defensive companies, Dollar General ranks better than 63.78% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Dollar General's annualized Net Income for the quarter that ended in Apr. 2026 was MXN31,117 Mil. Dollar General's average Total Assets over the quarter that ended in Apr. 2026 was MXN546,227 Mil. Therefore, Dollar General's annualized ROA % for the quarter that ended in Apr. 2026 was 5.70%.

The historical rank and industry rank for Dollar General's ROA % or its related term are showing as below:

MEX:DGG' s ROA % Range Over the Past 10 Years
Min: 3.63   Med: 9.35   Max: 12.72
Current: 4.98

During the past 13 years, Dollar General's highest ROA % was 12.72%. The lowest was 3.63%. And the median was 9.35%.

MEX:DGG's ROA % is ranked better than
63.78% of 312 companies
in the Retail - Defensive industry
Industry Median: 3.56 vs MEX:DGG: 4.98

Dollar General  (MEX:DGG) ROA % Explanation

ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A bank’s ROA % is typically well under 2%.

Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:

ROA %(Q: Apr. 2026 )
=Net Income/Total Assets
=31117.492/546226.6665
=(Net Income / Revenue)*(Revenue / Total Assets)
=(31117.492 / 755782.232)*(755782.232 / 546226.6665)
=Net Margin %*Asset Turnover
=4.12 %*1.3836
=5.70 %

Note: The Net Income data used here is four times the quarterly (Apr. 2026) net income data. The Revenue data used here is four times the quarterly (Apr. 2026) revenue data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.

E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.


Dollar General ROA % Related Terms


Dollar General ROA % Historical Data

* Premium members only.

The historical data trend for Dollar General's ROA % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Dollar General ROA % Chart

Dollar General Annual Data
Trend Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24 Jan25 Jan26
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 9.28 8.33 5.31 3.96 4.45

Dollar General Quarterly Data
Jul21 Oct21 Jan22 Apr22 Jul22 Oct22 Jan23 Apr23 Jul23 Oct23 Jan24 Apr24 Jul24 Oct24 Jan25 Apr25 Jul25 Oct25 Jan26 Apr26
ROA % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 4.92 5.15 3.54 5.26 5.70

MEX:DGG vs DLTR, BJ, PSMT: ROA % Comparison

For the Discount Stores subindustry, Dollar General's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Dollar General ROA % vs Retail - Defensive Industry

For the Retail - Defensive industry and Consumer Defensive sector, Dollar General's ROA % distribution charts can be found below:

* The bar in red indicates where Dollar General's ROA % falls into.


MEX:DGG
71GF Score
Dollar General Corp MEX:DGG
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Dollar General ROA % Calculation

Dollar General's annualized ROA % for the fiscal year that ended in Jan. 2026 is calculated as:

ROA %=Net Income (A: Jan. 2026 )/( (Total Assets (A: Jan. 2025 )+Total Assets (A: Jan. 2026 ))/ count )
=26237.537/( (642237.149+537199.041)/ 2 )
=26237.537/589718.095
=4.45 %

Dollar General's annualized ROA % for the quarter that ended in Apr. 2026 is calculated as:

ROA %=Net Income (Q: Apr. 2026 )/( (Total Assets (Q: Jan. 2026 )+Total Assets (Q: Apr. 2026 ))/ count )
=31117.492/( (537199.041+555254.292)/ 2 )
=31117.492/546226.6665
=5.70 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is four times the quarterly (Apr. 2026) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 5.70% mean?
Dollar General (MEX:DGG) has a ROA % of 5.70% as of Apr. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Dollar General and its competitors. This is 39% below median its historical median of 9.35. Over the past decade, Dollar General's ROA % has ranged from 3.63 to 12.72. According to the industry distribution chart, Dollar General ranks #113 out of 312 companies in the Retail - Defensive industry, placing it in the top 36.2%.
Is Dollar General's ROA % too high?
Dollar General's current ROA % of 5.70% is 39% below median its 10-year median of 9.35. Over the past 10 years, this metric has ranged from a low of 3.63 to a high of 12.72. The Retail - Defensive industry median ROA % is 3.56. Dollar General's value of 5.70% is 60.1% above this industry median. Based on the distribution chart, Dollar General ranks #113 out of 312 companies in the Retail - Defensive industry, which is above the industry midpoint. Overall, Dollar General has a GF Score™ of 71/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Dollar General's ROA % compare to DLTR and BJ?
According to the Retail - Defensive industry distribution chart, Dollar General ranks #113 out of 312 companies for ROA %. This puts Dollar General in the upper half of its industry. The industry median ROA % is 3.56. Dollar General's value of 5.70% is 60.1% above this benchmark. Historically, Dollar General's own ROA % has ranged from 3.63 to 12.72 over the past decade. While the company's 10-year median is 9.35 vs. the industry median of 3.56, Dollar General has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for a Retail - Defensive company?
The median ROA % among Retail - Defensive companies is 3.56, based on 312 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Dollar General's current ROA % of 5.70% is 60.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Dollar General and its competitors. For the Retail - Defensive industry, the median ROA % is 3.56 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Dollar General's current ROA % is 5.70%, which is 39% below median its own 10-year median of 9.35. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Dollar General stock overvalued right now?
Based on GuruFocus' analysis, Dollar General (MEX:DGG) is currently considered Fairly Valued. The stock's GF Value™ is MXN1,875.21, compared to a current price of MXN1,808.00 — trading 3.6% below its estimated fair value. The current ROA % is 5.70%, which is 39% below median its 10-year median of 9.35 and 60.1% above the Retail - Defensive industry median of 3.56. Dollar General's overall GF Score™ is 71/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Dollar General (MEX:DGG), the current ROA % is 5.70% as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Dollar General (MEX:DGG) Overvalued in 2026?

Based on GuruFocus' analysis, Dollar General stock appears to be undervalued. The current stock price of MXN1,808.00 is trading 3.6% below its estimated GF Value™ of MXN1,875.21. GuruFocus considers Dollar General to be Fairly Valued.

Key valuation signals for MEX:DGG:

  • ROA %: 5.70% (39% below median its 10-year median of 9.35)
  • GF Value™: MXN1,875.21 vs. price of MXN1,808.00 (3.6% below fair value)
  • GF Score™: 71/100 with 3 warning signs
  • Industry Position: 60.1% above the Retail - Defensive median (#113 of 312)

No single metric tells the full story. See the MEX:DGG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Dollar General Business Description

Address 100 Mission Ridge, Goodlettsville, TN, USA, 37072
Since its beginning in 1939, Dollar General has grown to become the largest dollar store operator in the United States, with more than 20,000 small-box discount stores across 48 states. The firm generated over $42 billion in fiscal 2025 sales. The retailer maintains a heavy concentration of stores in rural and low-income markets underserved by big-box retailers. It's 11,000 stock-keeping units, including 2,000 priced at $1 or less, span consumables (82% of sales), seasonal items (10%), home products (5%), and apparel (3%). More than 20% of sales are derived from private label.
71GF Score

Get the complete analysis for MEX:DGG

ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN1,808.00
Price
MXN1,875.21
GF Value