BMRRY vs. DG

Last updated Jun 6, 2026

BMRRY (B&M European Value Retail SA ADR) and DG (Dollar General Corporation) are both stocks. Both operate in the Discount Stores industry within the Consumer Defensive sector. Over the past 10 years, BMRRY returned 0.66%/yr vs 2.73%/yr for DG. At a 0.13 correlation, their price movements are largely independent.

Performance

BMRRY vs. DG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in B&M European Value Retail SA ADR (BMRRY) and Dollar General Corporation (DG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BMRRY achieves a 22.24% return, which is significantly higher than DG's -21.19% return. Over the past 10 years, BMRRY has underperformed DG with an annualized return of 0.66%, while DG has yielded a comparatively higher 2.73% annualized return.

BMRRY

• 1D: -0.15%
• 1M: 17.55%
• YTD: 22.24%
• 6M: 24.69%
• 1Y: -23.39%
• 3Y*: -20.41%
• 5Y*: -13.21%
• 10Y*: 0.66%

DG

• 1D: 0.17%
• 1M: -10.89%
• YTD: -21.19%
• 6M: -20.95%
• 1Y: -7.06%
• 3Y*: -11.08%
• 5Y*: -11.47%
• 10Y*: 2.73%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BMRRY vs. DG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BMRRY B&M European Value Retail SA ADR	22.24%	-44.82%	-32.10%	54.96%	-40.27%	29.70%	46.55%	51.04%	-35.17%	71.21%
DG Dollar General Corporation	-21.19%	79.61%	-43.12%	-44.13%	5.57%	13.01%	35.89%	45.71%	17.55%	26.92%

Correlation

The correlation between BMRRY and DG is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.12
Correlation (3Y) Calculated over the trailing 3-year period	0.15
Correlation (5Y) Calculated over the trailing 5-year period	0.18
Correlation (10Y) Calculated over the trailing 10-year period	0.13
Correlation (All Time) Calculated using the full available price history since Apr 13, 2016	0.13

Fundamentals

Market Cap BMRRY : $2.78B DG : $22.98B
EPS BMRRY : $2.09 DG : $7.07
PE Ratio BMRRY : 5.28 DG : 14.66
PS Ratio BMRRY : 0.23 DG : 0.53
PB Ratio BMRRY : 3.48 DG : 2.60
Total Revenue (TTM) BMRRY : $12.28B DG : $43.08B
Gross Profit (TTM) BMRRY : $4.29B DG : $13.28B
EBITDA (TTM) BMRRY : $1.55B DG : $3.06B

Return for Risk

BMRRY vs. DG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BMRRY

BMRRY Risk / Return Rank: 24
BMRRY Sharpe Ratio Rank: 21
BMRRY Sortino Ratio Rank: 23
BMRRY Omega Ratio Rank: 22
BMRRY Calmar Ratio Rank: 25
BMRRY Martin Ratio Rank: 29

DG

DG Risk / Return Rank: 32
DG Sharpe Ratio Rank: 32
DG Sortino Ratio Rank: 29
DG Omega Ratio Rank: 29
DG Calmar Ratio Rank: 35
DG Martin Ratio Rank: 33

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BMRRY vs. DG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for B&M European Value Retail SA ADR (BMRRY) and Dollar General Corporation (DG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BMRRY	DG	Difference
Sharpe ratio: Return per unit of total volatility	-0.48	-0.21	-0.27
Sortino ratio: Return per unit of downside risk	-0.38	-0.06	-0.32
Omega ratio: Gain probability vs. loss probability	0.95	0.99	-0.05
Calmar ratio: Return relative to maximum drawdown	-0.49	-0.21	-0.28
Martin ratio: Return relative to average drawdown	-0.69	-0.50	-0.19
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BMRRY vs. DG - Sharpe Ratio Comparison

The current BMRRY Sharpe Ratio is -0.48, which is lower than the DG Sharpe Ratio of -0.21. The chart below compares the historical Sharpe Ratios of BMRRY and DG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BMRRY	DG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.48	-0.21	-0.27
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.36	-0.32	-0.04
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.02	0.09	-0.07
Sharpe Ratio (All Time) Calculated using the full available price history	0.05	0.36	-0.31

Drawdowns

BMRRY vs. DG - Drawdown Comparison

The maximum BMRRY drawdown since its inception was -69.44%, roughly equal to the maximum DG drawdown of -72.61%. Use the drawdown chart below to compare losses from any high point for BMRRY and DG.

Drawdown Indicators

	BMRRY	DG	Difference
Max Drawdown Largest peak-to-trough decline	-69.44%	-72.61%	+3.17%
Max Drawdown (1Y) Largest decline over 1 year	-48.08%	-34.57%	-13.51%
Max Drawdown (3Y) Largest decline over 3 years	-68.75%	-58.78%	-9.97%
Max Drawdown (5Y) Largest decline over 5 years	-69.44%	-72.61%	+3.17%
Max Drawdown (10Y) Largest decline over 10 years	-69.44%	-72.61%	+3.17%
Current Drawdown Current decline from peak	-57.87%	-57.38%	-0.49%
Average Drawdown Average peak-to-trough decline	-22.98%	-15.79%	-7.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	33.94%	14.15%	+19.79%

Volatility

BMRRY vs. DG - Volatility Comparison

B&M European Value Retail SA ADR (BMRRY) has a higher volatility of 18.33% compared to Dollar General Corporation (DG) at 12.74%. This indicates that BMRRY's price experiences larger fluctuations and is considered to be riskier than DG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BMRRY	DG	Difference
Volatility (1M) Calculated over the trailing 1-month period	18.33%	12.74%	+5.59%
Volatility (6M) Calculated over the trailing 6-month period	32.91%	28.94%	+3.97%
Volatility (1Y) Calculated over the trailing 1-year period	49.19%	34.43%	+14.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.27%	35.99%	+1.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	39.67%	31.53%	+8.14%

Dividends

BMRRY vs. DG - Dividend Comparison

BMRRY's dividend yield for the trailing twelve months is around 6.44%, more than DG's 2.28% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BMRRY B&M European Value Retail SA ADR	6.44%	16.05%	9.79%	5.22%	3.94%	5.71%	8.57%	1.39%	1.89%	1.04%	4.50%	0.00%
DG Dollar General Corporation	2.28%	1.78%	3.11%	1.30%	1.06%	0.69%	0.67%	0.80%	1.05%	0.84%	1.35%	1.22%

Financials

BMRRY vs. DG - Profitability Comparison

The chart below illustrates the profitability comparison between B&M European Value Retail SA ADR and Dollar General Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BMRRY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, B&M European Value Retail SA ADR reported a gross profit of 964.27M and revenue of 3.07B. Therefore, the gross margin over that period was 31.4%.

DG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dollar General Corporation reported a gross profit of 3.41B and revenue of 10.79B. Therefore, the gross margin over that period was 31.6%.

BMRRY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, B&M European Value Retail SA ADR reported an operating income of 251.73M and revenue of 3.07B, resulting in an operating margin of 8.2%.

DG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dollar General Corporation reported an operating income of 638.52M and revenue of 10.79B, resulting in an operating margin of 5.9%.

BMRRY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, B&M European Value Retail SA ADR reported a net income of 112.67M and revenue of 3.07B, resulting in a net margin of 3.7%.

DG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dollar General Corporation reported a net income of 444.13M and revenue of 10.79B, resulting in a net margin of 4.1%.

Frequently Asked Questions

Can I hold both BMRRY and DG in my portfolio?

BMRRY and DG have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BMRRY or DG?

BMRRY has higher volatility (18.33%) compared to DG (12.74%). In terms of maximum drawdown, BMRRY dropped -69.44% vs DG's -72.61%.

Which has better risk-adjusted returns?

DG currently has the higher Sharpe Ratio (-0.21 vs -0.48), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.