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Macy's (M) Competitors

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$16.24 +0.39 (+2.46%)
(As of 12/20/2024 05:31 PM ET)

M vs. DDS, JWN, KSS, BURL, BLDR, YUMC, DKS, DG, GPC, and CASY

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), Builders FirstSource (BLDR), Yum China (YUMC), DICK'S Sporting Goods (DKS), Dollar General (DG), Genuine Parts (GPC), and Casey's General Stores (CASY). 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 superior stock? We will contrast the two companies based on the strength of their community ranking, analyst recommendations, risk, earnings, media sentiment, profitability, dividends, valuation and institutional ownership.

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%

Dillard's presently has a consensus price target of $324.00, suggesting a potential downside of 25.40%. Macy's has a consensus price target of $18.56, suggesting a potential upside of 14.26%. Given Macy's' stronger consensus rating and higher possible 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)
7 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.18

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

Dillard's has a beta of 0.89, indicating that its stock price is 11% less volatile than the S&P 500. Comparatively, Macy's has a beta of 2.1, indicating that its stock price is 110% more volatile than the S&P 500.

Macy's received 502 more outperform votes than Dillard's when rated by MarketBeat users. However, 60.06% of users gave Dillard's an outperform vote while only 58.32% of users gave Macy's an outperform vote.

CompanyUnderperformOutperform
Dillard'sOutperform Votes
427
60.06%
Underperform Votes
284
39.94%
Macy'sOutperform Votes
929
58.32%
Underperform Votes
664
41.68%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Dillard's$6.70B1.03$738.85M$38.8511.18
Macy's$23.37B0.19$105M$0.5927.53

In the previous week, Macy's had 13 more articles in the media than Dillard's. MarketBeat recorded 15 mentions for Macy's and 2 mentions for Dillard's. Dillard's' average media sentiment score of 0.86 beat Macy's' score of 0.07 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
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Macy's
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral

Dillard's pays an annual dividend of $1.00 per share and has a dividend yield of 0.2%. Macy's pays an annual dividend of $0.69 per share and has a dividend yield of 4.2%. Dillard's pays out 2.6% of its earnings in the form of a dividend. Macy's pays out 116.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Dillard's has raised its dividend for 13 consecutive years.

Summary

Dillard's beats Macy's on 11 of the 21 factors compared between the two stocks.

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$4.51B$7.74B$24.60B$19.18B
Dividend Yield4.15%2.28%165.84%3.58%
P/E Ratio27.5382.03108.7941.22
Price / Sales0.1912.293.7617.58
Price / Cash2.428.4521.7421.28
Price / Book1.094.715.425.32
Net Income$105M$386.34M$675.22M$989.67M
7 Day Performance-1.93%-0.60%-2.92%-3.45%
1 Month Performance7.91%0.32%0.23%-3.73%
1 Year Performance-19.10%3.21%8.77%12.06%

Macy's Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
M
Macy's
4.3795 of 5 stars
$16.24
+2.5%
$18.56
+14.3%
-18.1%$4.51B$23.37B27.5385,581
DDS
Dillard's
3.2259 of 5 stars
$427.82
+0.9%
$324.00
-24.3%
+11.8%$6.80B$6.70B10.9429,600
JWN
Nordstrom
3.9066 of 5 stars
$23.23
+0.2%
$21.29
-8.3%
+36.1%$3.83B$15.11B14.7654,000
KSS
Kohl's
4.3607 of 5 stars
$14.35
flat
$17.22
+20.0%
-47.9%$1.60B$16.78B6.4696,000Analyst Revision
BURL
Burlington Stores
4.3284 of 5 stars
$291.29
+0.5%
$308.00
+5.7%
+51.3%$18.49B$10.48B40.0071,049
BLDR
Builders FirstSource
4.8685 of 5 stars
$162.48
-2.4%
$210.00
+29.2%
-6.9%$18.70B$16.73B16.2529,000Analyst Forecast
YUMC
Yum China
4.4747 of 5 stars
$48.94
-1.3%
$51.68
+5.6%
+20.2%$18.59B$10.98B21.93432,000Analyst Upgrade
Analyst Revision
Positive News
DKS
DICK'S Sporting Goods
4.7246 of 5 stars
$226.90
+1.6%
$244.95
+8.0%
+50.2%$18.49B$13.43B15.9755,500
DG
Dollar General
4.8507 of 5 stars
$75.76
-1.5%
$98.27
+29.7%
-40.7%$16.66B$40.17B12.68185,800
GPC
Genuine Parts
4.5966 of 5 stars
$119.08
-1.8%
$139.57
+17.2%
-15.4%$16.56B$23.30B15.6060,000
CASY
Casey's General Stores
4.2265 of 5 stars
$427.27
+0.5%
$419.45
-1.8%
+49.6%$15.86B$14.97B29.6445,359Analyst Forecast

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This page (NYSE:M) was last updated on 12/21/2024 by MarketBeat.com Staff
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