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Macy's (M) Competitors

$18.98
-0.77 (-3.90%)
(As of 10:04 AM ET)

M vs. DDS, JWN, KSS, BURL, QSR, CVNA, BLDR, ULTA, WSM, and DPZ

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), Restaurant Brands International (QSR), Carvana (CVNA), Builders FirstSource (BLDR), Ulta Beauty (ULTA), Williams-Sonoma (WSM), and Domino's Pizza (DPZ). 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 media sentiment, risk, profitability, earnings, dividends, analyst recommendations, community ranking, valuation and institutional ownership.

Dillard's has a net margin of 10.68% compared to Dillard's' net margin of 0.05%. Macy's' return on equity of 39.41% beat Dillard's' return on equity.

Company Net Margins Return on Equity Return on Assets
Dillard's10.68% 39.41% 18.95%
Macy's 0.05%21.40%5.32%

Dillard's currently has a consensus price target of $332.50, suggesting a potential downside of 25.37%. Macy's has a consensus price target of $17.73, suggesting a potential downside of 10.24%. Given Dillard's' stronger consensus rating and higher possible upside, analysts plainly 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
2 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.00

Macy's received 502 more outperform votes than Dillard's when rated by MarketBeat users. However, 60.46% of users gave Dillard's an outperform vote while only 59.46% of users gave Macy's an outperform vote.

CompanyUnderperformOutperform
Dillard'sOutperform Votes
425
60.46%
Underperform Votes
278
39.54%
Macy'sOutperform Votes
927
59.46%
Underperform Votes
632
40.54%

Dillard's has a beta of 1, meaning that its stock price has a similar volatility profile to the S&P 500.Comparatively, Macy's has a beta of 2.16, meaning that its stock price is 116% more volatile than the S&P 500.

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$6.75B1.07$738.85M$44.0010.13
Macy's$23.09B0.24$105M$0.03658.33

In the previous week, Macy's had 14 more articles in the media than Dillard's. MarketBeat recorded 20 mentions for Macy's and 6 mentions for Dillard's. Dillard's' average media sentiment score of 0.74 beat Macy's' score of 0.55 indicating that Macy's is being referred to more favorably in the news media.

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

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

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 3.5%. Dillard's pays out 2.3% of its earnings in the form of a dividend. Macy's pays out 2,300.0% 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 increased its dividend for 13 consecutive years and Macy's has increased its dividend for 3 consecutive years.

Summary

Macy's beats Dillard'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 M 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$5.43B$5.78B$21.36B$17.45B
Dividend Yield3.44%1.75%178.46%3.53%
P/E Ratio658.3394.1128.5625.54
Price / Sales0.248.946.4910.20
Price / Cash2.945.9517.8119.29
Price / Book1.303.574.645.82
Net Income$105M$381.16M$751.52M$975.72M
7 Day Performance-1.55%2.19%-0.16%-0.51%
1 Month Performance7.16%3.99%4.41%2.67%
1 Year Performance39.97%9.48%9.82%22.10%

Macy's Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DDS
Dillard's
3.3521 of 5 stars
$452.43
+1.3%
$332.50
-26.5%
+54.9%$7.34B$6.75B10.2829,600Short Interest ↓
JWN
Nordstrom
3.0834 of 5 stars
$21.53
+0.0%
$16.69
-22.5%
+34.2%$3.51B$14.69B26.9154,000Analyst Revision
Gap Down
KSS
Kohl's
3.8965 of 5 stars
$27.15
+2.5%
$23.50
-13.4%
+36.1%$3.01B$17.48B9.5396,000Analyst Revision
News Coverage
BURL
Burlington Stores
2.7314 of 5 stars
$199.05
-0.7%
$211.70
+6.4%
+25.9%$12.71B$9.73B37.9171,049Analyst Forecast
Short Interest ↑
Gap Up
QSR
Restaurant Brands International
4.7895 of 5 stars
$67.23
-0.4%
$83.56
+24.3%
-9.5%$21.27B$7.17B17.339,000Short Interest ↑
CVNA
Carvana
3.114 of 5 stars
$104.57
-4.2%
$77.60
-25.8%
+794.8%$21.18B$10.77B45.8613,700Insider Selling
Short Interest ↓
BLDR
Builders FirstSource
4.7911 of 5 stars
$162.69
-4.9%
$196.27
+20.6%
+34.9%$19.86B$17.10B13.9329,000Insider Selling
Short Interest ↑
Gap Down
ULTA
Ulta Beauty
4.7815 of 5 stars
$381.13
-0.2%
$527.57
+38.4%
-10.0%$18.27B$11.21B14.6356,000Analyst Forecast
Analyst Revision
WSM
Williams-Sonoma
3.972 of 5 stars
$284.37
-1.2%
$259.94
-8.6%
+148.8%$18.27B$7.75B17.4619,300Insider Selling
Analyst Revision
Gap Down
DPZ
Domino's Pizza
4.5798 of 5 stars
$508.85
+1.3%
$518.46
+1.9%
+70.2%$17.75B$4.48B33.2111,200Short Interest ↓

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This page (NYSE:M) was last updated on 5/30/2024 by MarketBeat.com Staff

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