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Macy's (M) Competitors

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$11.32 -0.05 (-0.44%)
As of 03:58 PM Eastern

M vs. DDS, JWN, KSS, BURL, TPX, KMX, PFGC, TXRH, CART, and SN

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), Tempur Sealy International (TPX), CarMax (KMX), Performance Food Group (PFGC), Texas Roadhouse (TXRH), Maplebear (CART), and SharkNinja (SN). These companies are all part of the "retail/wholesale" sector.

Macy's vs.

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

Dillard's has lower revenue, but higher earnings 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
Macy's$23.01B0.14$105M$2.065.49
Dillard's$6.59B0.76$738.85M$36.898.57

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
Macy's0.73% 21.99% 5.60%
Dillard's 9.55%32.13%15.84%

Macy's has a beta of 1.73, suggesting that its stock price is 73% more volatile than the S&P 500. Comparatively, Dillard's has a beta of 0.66, suggesting that its stock price is 34% less volatile than the S&P 500.

Macy's received 504 more outperform votes than Dillard's when rated by MarketBeat users. However, 59.78% of users gave Dillard's an outperform vote while only 57.97% of users gave Macy's an outperform vote.

CompanyUnderperformOutperform
Macy'sOutperform Votes
935
57.97%
Underperform Votes
678
42.03%
Dillard'sOutperform Votes
431
59.78%
Underperform Votes
290
40.22%

Macy's pays an annual dividend of $0.73 per share and has a dividend yield of 6.5%. Dillard's pays an annual dividend of $1.00 per share and has a dividend yield of 0.3%. Macy's pays out 35.4% of its earnings in the form of a dividend. Dillard's pays out 2.7% 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.

In the previous week, Macy's had 7 more articles in the media than Dillard's. MarketBeat recorded 15 mentions for Macy's and 8 mentions for Dillard's. Dillard's' average media sentiment score of 1.38 beat Macy's' score of 1.26 indicating that Dillard's is being referred to more favorably in the news media.

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

Macy's currently has a consensus price target of $15.30, suggesting a potential upside of 35.40%. Dillard's has a consensus price target of $326.00, suggesting a potential upside of 3.14%. 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
Macy's
1 Sell rating(s)
10 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.15
Dillard's
1 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50

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

Summary

Macy's and Dillard'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$3.15B$6.36B$23.10B$18.47B
Dividend Yield6.15%1.99%170.24%4.25%
P/E Ratio19.153.6821.5530.90
Price / Sales0.1412.313.7126.25
Price / Cash2.307.5719.4117.54
Price / Book0.754.385.534.27
Net Income$105M$400.44M$781.29M$1.02B
7 Day Performance3.98%1.86%2.29%3.62%
1 Month Performance-13.64%-0.73%-5.22%-7.31%
1 Year Performance-41.45%3.38%-1.96%-0.58%

Macy's Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
M
Macy's
4.884 of 5 stars
$11.32
-0.4%
$15.20
+34.3%
-41.1%$3.15B$23.01B19.1988,900Analyst Forecast
News Coverage
Positive News
DDS
Dillard's
3.4539 of 5 stars
$300.30
-5.3%
$326.00
+8.6%
-24.4%$4.80B$6.59B7.7630,500Positive News
Gap Up
JWN
Nordstrom
2.9488 of 5 stars
$23.54
+0.9%
$22.80
-3.2%
+25.0%$3.88B$15.02B14.9772,000Analyst Revision
News Coverage
High Trading Volume
KSS
Kohl's
4.3926 of 5 stars
$6.78
-5.5%
$11.87
+75.1%
-70.4%$755.22M$16.22B3.0699,000Analyst Forecast
Gap Up
BURL
Burlington Stores
4.4389 of 5 stars
$225.89
-2.4%
$323.20
+43.1%
+26.6%$14.32B$10.63B31.0362,400Analyst Forecast
Positive News
Gap Up
TPX
Tempur Sealy International
3.5793 of 5 stars
N/A$72.43
+∞
N/A$11.94B$4.93B27.7312,000
KMX
CarMax
3.9282 of 5 stars
$72.98
-3.6%
$90.64
+24.2%
-4.0%$11.24B$25.98B24.7632,600Analyst Forecast
Options Volume
Analyst Revision
News Coverage
PFGC
Performance Food Group
4.397 of 5 stars
$71.06
-3.0%
$95.73
+34.7%
+9.1%$11.09B$60.10B28.6235,000Short Interest ↑
News Coverage
Positive News
Gap Down
TXRH
Texas Roadhouse
3.6336 of 5 stars
$154.38
-3.4%
$192.23
+24.5%
+7.8%$10.33B$5.37B24.0391,000Positive News
CART
Maplebear
3.7007 of 5 stars
$37.34
-0.1%
$50.13
+34.3%
+8.9%$9.96B$3.38B25.253,380Analyst Forecast
Short Interest ↓
Positive News
SN
SharkNinja
3.0654 of 5 stars
$69.20
-1.3%
$122.50
+77.0%
+20.0%$9.74B$5.53B22.313,019Analyst Forecast
Positive News
Gap Down
High Trading Volume
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This page (NYSE:M) was last updated on 4/14/2025 by MarketBeat.com Staff
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