M vs. DDS, JWN, KSS, BURL, TXRH, BLDR, SN, BROS, CART, and TPX
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), Texas Roadhouse (TXRH), Builders FirstSource (BLDR), SharkNinja (SN), Dutch Bros (BROS), Maplebear (CART), and Tempur Sealy International (TPX). These companies are all part of the "retail/wholesale" sector.
Macy's vs. Its Competitors
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 businesses based on the strength of their risk, community ranking, analyst recommendations, profitability, media sentiment, valuation, institutional ownership, earnings and dividends.
In the previous week, Macy's had 1 more articles in the media than Dillard's. MarketBeat recorded 3 mentions for Macy's and 2 mentions for Dillard's. Dillard's' average media sentiment score of 1.61 beat Macy's' score of -0.09 indicating that Dillard's is being referred to more favorably in the news media.
Macy's pays an annual dividend of $0.73 per share and has a dividend yield of 6.0%. Dillard's pays an annual dividend of $1.00 per share and has a dividend yield of 0.2%. Macy's pays out 37.1% of its earnings in the form of a dividend. Dillard's pays out 2.8% 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. Macy's has increased its dividend for 4 consecutive years and Dillard's has increased its dividend for 14 consecutive years.
Macy's has a beta of 1.74, meaning that its stock price is 74% more volatile than the S&P 500. Comparatively, Dillard's has a beta of 1, meaning that its stock price has a similar volatility profile to the S&P 500.
Macy's currently has a consensus target price of $13.20, indicating a potential upside of 8.78%. Dillard's has a consensus target price of $310.00, indicating a potential downside of 23.08%. Given Macy's' stronger consensus rating and higher possible upside, equities analysts clearly believe Macy's is more favorable than Dillard's.
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.
Macy's received 501 more outperform votes than Dillard's when rated by MarketBeat users. However, 59.78% of users gave Dillard's an outperform vote while only 57.61% of users gave Macy's an outperform vote.
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.
87.4% of Macy's shares are held by institutional investors. Comparatively, 67.2% of Dillard's shares are held by institutional investors. 1.1% of Macy's shares are held by company insiders. Comparatively, 35.0% of Dillard's shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.
Summary
Dillard's beats Macy's on 11 of the 21 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 M and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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This page (NYSE:M) was last updated on 6/11/2025 by MarketBeat.com Staff
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