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PHM vs DG

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

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

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

PHM vs DG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

PHM vs DG - Historical Returns

Returns include dividend reinvestment.

1M
PHM
+11.19%
Winner
DG
+12.18%
3M
Winner
PHM
+9.87%
DG
-6.49%
6M
Winner
PHM
+8.90%
DG
-19.21%
1Y
Winner
PHM
+22.46%
DG
+2.07%
5Y(CAGR)
Winner
PHM
+20.65%
DG
-10.43%
10Y(CAGR)
Winner
PHM
+22.35%
DG
+3.45%
Max(CAGR)
Winner
PHM
+13.84%
DG
+11.30%

PHM vs DG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

PHM vs DG Drawdown Comparison

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

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

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

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

Correlation

Correlation between PHM and DG 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)

PHM vs DG dividend yield comparison.

YearPHMDG
20260.40%1.01%
20250.78%1.78%
20240.75%3.11%
20230.66%1.30%
20221.34%1.06%
20211.00%0.69%
20201.16%0.67%
20191.16%0.80%
20181.46%1.05%
20171.08%0.84%
20161.96%1.35%
20151.85%1.22%
20141.07%0.00%
20130.74%0.00%
20081.46%0.00%
20071.52%0.00%
20060.48%0.00%
20050.33%0.00%
20040.31%0.00%
20030.18%0.00%
20020.33%0.00%
20010.36%0.00%
20000.38%0.00%
19990.18%0.00%

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