DG vs PHM

Comparison between Dollar General Corp (DG, Company) and PulteGroup Inc (PHM, Company).

DG is from the Consumer Defensive sector, while PHM is from the Consumer Cyclical sector.

5-Year PerformancePHM has outperformed DG, delivering a return of +20.7% compared to -10.4%

DG vs PHM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DG(COMPANY)	PHM(COMPANY)
Market Cap	$25B	$25B
Max Drawdown	73.72%	92.61%
Sharpe Ratio	0.15	0.56
5Y Beta	0.04	0.76
Industry	Discount Stores	Residential Construction
P/E Ratio	16.58	12.71
Forward P/E	15.77	13.33
PEG Ratio	0.63	1.24
Dividend Yield	2.05%	0.72%
5Y Dividends CAGR	14.48%	17.70%
5Y EPS CAGR	3.22%	23.57%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	13.80%	6.98%
P/S Ratio	0.59	1.50
P/B Ratio	2.87	2.02

Market Cap

$25B

Winner

PHM

$25B

Max Drawdown

Winner

73.72%

PHM

92.61%

Sharpe Ratio

0.15

Winner

PHM

0.56

5Y Beta

Winner

0.04

PHM

0.76

Industry

Discount Stores

PHM

Residential Construction

P/E Ratio

16.58

Winner

PHM

12.71

Forward P/E

15.77

Winner

PHM

13.33

PEG Ratio

Winner

0.63

PHM

1.24

Dividend Yield

Winner

2.05%

PHM

0.72%

5Y Dividends CAGR

14.48%

Winner

PHM

17.70%

5Y EPS CAGR

3.22%

Winner

PHM

23.57%

Debt to Equity

0.00%

PHM

0.00%

Free Cash Flow Yield

Winner

13.80%

PHM

6.98%

P/S Ratio

Winner

0.59

PHM

1.50

P/B Ratio

2.87

Winner

PHM

2.02

DG vs PHM - Historical Returns

Returns include dividend reinvestment.

Period	DG	PHM
1 month	+12.18%	+11.19%
3 months	-6.49%	+9.87%
6 months	-19.21%	+8.90%
1 year	+2.07%	+22.46%
5 years(CAGR)	-10.43%	+20.65%
10 years(CAGR)	+3.45%	+22.35%
Max(CAGR)	+11.30%	+13.84%

Winner

+12.18%

PHM

+11.19%

-6.49%

Winner

PHM

+9.87%

-19.21%

Winner

PHM

+8.90%

+2.07%

Winner

PHM

+22.46%

5Y(CAGR)

-10.43%

Winner

PHM

+20.65%

10Y(CAGR)

+3.45%

Winner

PHM

+22.35%

Max(CAGR)

+11.30%

Winner

PHM

+13.84%

DG vs PHM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DG	PHM
2026	-14.21%	+10.80%
2025	+80.17%	+9.82%
2024	-44.93%	+7.98%
2023	-44.24%	+125.46%
2022	+5.53%	-17.68%
2021	+13.13%	+36.94%
2020	+35.39%	+13.00%
2019	+46.19%	+49.88%
2018	+16.24%	-21.05%
2017	+26.71%	+81.73%
2016	+3.58%	+9.17%
2015	+2.77%	-14.74%
2014	+15.52%	+8.11%
2013	+40.54%	+10.47%
2012	+7.33%	+178.53%
2011	+34.14%	-18.89%
2010	+32.89%	-26.56%
2009	-1.32%	-10.47%
2008	N/A	+6.27%
2007	N/A	-67.13%
2006	N/A	-19.29%
2005	N/A	+24.89%
2004	N/A	+40.78%
2003	N/A	+84.87%
2002	N/A	+8.56%
2001	N/A	+11.32%
2000	N/A	+101.03%
1999	N/A	+9.65%

DG vs PHM Drawdown Comparison

The maximum drawdown for DG was -72.60%, occurring on Jan 17, 2025. This drawdown has not yet recovered.

The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.

The current DG drawdown is -52.15%. The current PHM drawdown is -10.59%.

Rank	DG	PHM
#1	-72.60% Oct 28, 2022 - Jan 17, 2025	-92.39% Jul 28, 2005 - Jan 21, 2020
#2	-30.51% Jul 26, 2016 - Jan 4, 2018	-62.09% Feb 11, 2020 - Aug 21, 2020
#3	-27.58% Apr 20, 2022 - Oct 28, 2022	-45.40% Apr 27, 2001 - Feb 26, 2002
#4	-25.83% Jul 20, 2015 - Mar 10, 2016	-40.98% May 10, 2021 - Apr 18, 2023
#5	-23.87% Jul 10, 2012 - Jul 11, 2013	-38.01% Oct 18, 2024 - Apr 8, 2025
#6	-20.96% Jan 7, 2022 - Apr 6, 2022	-37.85% Jun 24, 2002 - May 7, 2003
#7	-19.98% Oct 13, 2020 - Jul 15, 2021	-31.65% Nov 16, 1999 - May 16, 2000
#8	-19.68% Dec 3, 2010 - May 12, 2011	-25.43% Sep 21, 2004 - Dec 15, 2004
#9	-18.44% Feb 21, 2020 - Apr 6, 2020	-25.27% Dec 5, 2000 - Apr 24, 2001
#10	-18.31% Jan 29, 2018 - Aug 14, 2018	-20.93% Mar 5, 2004 - Aug 16, 2004
#11	-15.89% Nov 8, 2018 - Feb 7, 2019	-19.11% Oct 9, 2000 - Nov 3, 2000
#12	-14.90% Jan 10, 2014 - Aug 18, 2014	-18.85% Aug 8, 2023 - Nov 14, 2023
#13	-13.51% Aug 10, 2021 - Jan 7, 2022	-18.38% Jun 16, 2003 - Oct 2, 2003
#14	-13.32% May 31, 2011 - Aug 30, 2011	-17.87% Oct 12, 2020 - Feb 10, 2021
#15	-12.91% Jun 2, 2010 - Nov 22, 2010	-15.44% Mar 4, 2002 - May 1, 2002

Correlation

Correlation between DG and PHM is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41

-101

Dividend Comparison (1999 - 2026)

DG vs PHM dividend yield comparison.

Year	DG	PHM
2026	1.01%	0.40%
2025	1.78%	0.78%
2024	3.11%	0.75%
2023	1.30%	0.66%
2022	1.06%	1.34%
2021	0.69%	1.00%
2020	0.67%	1.16%
2019	0.80%	1.16%
2018	1.05%	1.46%
2017	0.84%	1.08%
2016	1.35%	1.96%
2015	1.22%	1.85%
2014	0.00%	1.07%
2013	0.00%	0.74%
2008	0.00%	1.46%
2007	0.00%	1.52%
2006	0.00%	0.48%
2005	0.00%	0.33%
2004	0.00%	0.31%
2003	0.00%	0.18%
2002	0.00%	0.33%
2001	0.00%	0.36%
2000	0.00%	0.38%
1999	0.00%	0.18%