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Author: tecmo   😊 😞
Number: of 48447 
Subject: Re: Applying Family Dollar Valuation to DG
Date: 03/27/2025 4:26 PM
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TBH, this is a dumb way to value DG. The ability to generate profits from their stores is MUCH more important.

I am confident they have a path to $6.00 in EPS, and think 15x - 20x is what I would call fair value on that multiple (they are at 17x on a TTM level currently). So I generally think its very likely to see $100 - $120 / share in the next 18-24 months; with very little downside from current levels.

tecmo
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