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Macy's (M) Competitors

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$13.66 -0.29 (-2.04%)
As of 01:18 PM Eastern
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M vs. DDS, JWN, KSS, BURL, CASY, TPR, BLDR, DLTR, SFM, and CHWY

Should you be buying Macy's stock or one of its competitors? The main competitors of Macy's include Dillard's (DDS), Nordstrom (JWN), Kohl's (KSS), Burlington Stores (BURL), Casey's General Stores (CASY), Tapestry (TPR), Builders FirstSource (BLDR), Dollar Tree (DLTR), Sprouts Farmers Market (SFM), and Chewy (CHWY). These companies are all part of the "retail/wholesale" sector.

Macy's vs.

Dillard's (NYSE:DDS) and Macy's (NYSE:M) are both mid-cap retail/wholesale companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, institutional ownership, profitability, dividends, analyst recommendations, risk, media sentiment, community ranking and valuation.

Macy's received 504 more outperform votes than Dillard's when rated by MarketBeat users. However, 59.86% of users gave Dillard's an outperform vote while only 58.00% of users gave Macy's an outperform vote.

CompanyUnderperformOutperform
Dillard'sOutperform Votes
431
59.86%
Underperform Votes
289
40.14%
Macy'sOutperform Votes
935
58.00%
Underperform Votes
677
42.00%

Dillard's currently has a consensus price target of $326.00, indicating a potential downside of 13.07%. Macy's has a consensus price target of $15.30, indicating a potential upside of 9.98%. Given Macy's' stronger consensus rating and higher probable upside, analysts clearly believe Macy's is more favorable than Dillard's.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Dillard's
1 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50
Macy's
1 Sell rating(s)
10 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.15

67.2% of Dillard's shares are held by institutional investors. Comparatively, 87.4% of Macy's shares are held by institutional investors. 33.8% of Dillard's shares are held by insiders. Comparatively, 2.8% of Macy's shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Dillard's has a beta of 0.89, indicating that its share price is 11% less volatile than the S&P 500. Comparatively, Macy's has a beta of 2.07, indicating that its share price is 107% more volatile than the S&P 500.

In the previous week, Macy's had 1 more articles in the media than Dillard's. MarketBeat recorded 10 mentions for Macy's and 9 mentions for Dillard's. Dillard's' average media sentiment score of 1.23 beat Macy's' score of 0.99 indicating that Dillard's is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Dillard's
6 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Macy's
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

Dillard's has higher earnings, but lower revenue than Macy's. Macy's is trading at a lower price-to-earnings ratio than Dillard's, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Dillard's$6.59B0.90$738.85M$36.8910.17
Macy's$23.01B0.17$105M$2.066.75

Dillard's pays an annual dividend of $1.00 per share and has a dividend yield of 0.3%. Macy's pays an annual dividend of $0.73 per share and has a dividend yield of 5.2%. Dillard's pays out 2.7% of its earnings in the form of a dividend. Macy's pays out 35.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Dillard's has increased its dividend for 14 consecutive years.

Dillard's has a net margin of 9.55% compared to Macy's' net margin of 0.73%. Dillard's' return on equity of 32.13% beat Macy's' return on equity.

Company Net Margins Return on Equity Return on Assets
Dillard's9.55% 32.13% 15.84%
Macy's 0.73%21.99%5.60%

Summary

Dillard's and Macy's tied by winning 11 of the 22 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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M vs. The Competition

MetricMacy'sDepartment stores IndustryRetail SectorNYSE Exchange
Market Cap$3.86B$6.66B$24.87B$19.77B
Dividend Yield5.46%3.08%171.31%3.75%
P/E Ratio23.583.9524.0334.14
Price / Sales0.1710.603.4428.93
Price / Cash2.307.5719.4917.54
Price / Book0.924.595.674.65
Net Income$105M$400.44M$784.47M$1.02B
7 Day Performance2.55%1.04%2.89%1.47%
1 Month Performance-4.42%-2.51%-5.21%-0.75%
1 Year Performance-29.15%-1.55%-0.34%7.33%

Macy's Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
M
Macy's
4.5071 of 5 stars
$13.66
-2.0%
$15.30
+12.0%
-31.3%$3.80B$23.01B23.2285,581Analyst Revision
DDS
Dillard's
3.4531 of 5 stars
$360.88
+1.0%
$326.00
-9.7%
-16.1%$5.75B$6.59B9.3030,500Positive News
JWN
Nordstrom
3.5034 of 5 stars
$24.23
+0.1%
$22.90
-5.5%
+28.1%$4.00B$15.02B15.4354,000Analyst Forecast
KSS
Kohl's
4.5589 of 5 stars
$8.62
+6.9%
$12.56
+45.8%
-64.4%$959.01M$16.22B3.8899,000Options Volume
BURL
Burlington Stores
4.5338 of 5 stars
$234.69
+2.7%
$323.20
+37.7%
+9.8%$14.90B$10.63B32.1471,049Insider Trade
Analyst Revision
CASY
Casey's General Stores
3.6859 of 5 stars
$400.99
+1.4%
$423.09
+5.5%
+30.3%$14.91B$15.55B28.0045,359Positive News
TPR
Tapestry
3.9982 of 5 stars
$71.55
+1.5%
$78.53
+9.7%
+61.2%$14.81B$6.78B20.7318,100Positive News
BLDR
Builders FirstSource
4.8767 of 5 stars
$129.58
+2.7%
$190.72
+47.2%
-37.5%$14.72B$16.40B14.3029,000Positive News
DLTR
Dollar Tree
3.1806 of 5 stars
$65.68
+1.7%
$84.79
+29.1%
-44.5%$14.13B$31.22B-13.78210,600Upcoming Earnings
SFM
Sprouts Farmers Market
3.2464 of 5 stars
$141.98
+3.8%
$162.92
+14.7%
+128.7%$13.99B$7.72B37.7532,000
CHWY
Chewy
3.2737 of 5 stars
$33.36
+0.2%
$37.30
+11.8%
+104.6%$13.59B$11.44B36.6618,100Upcoming Earnings
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This page (NYSE:M) was last updated on 3/25/2025 by MarketBeat.com Staff
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