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Macy's (M) Competitors

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$17.82 -0.14 (-0.77%)
Closing price 10/17/2025 03:59 PM Eastern
Extended Trading
$17.68 -0.15 (-0.82%)
As of 10/17/2025 07:03 PM Eastern
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M vs. COST, NVDA, AEO, DDS, DKS, HD, KSS, LOW, TGT, and WMT

Should you be buying Macy's stock or one of its competitors? The main competitors of Macy's include Costco Wholesale (COST), NVIDIA (NVDA), American Eagle Outfitters (AEO), Dillard's (DDS), DICK'S Sporting Goods (DKS), Home Depot (HD), Kohl's (KSS), Lowe's Companies (LOW), Target (TGT), and Walmart (WMT).

Macy's vs. Its Competitors

Macy's (NYSE:M) and Costco Wholesale (NASDAQ:COST) are both retail/wholesale companies, but which is the better business? We will compare the two companies based on the strength of their earnings, risk, institutional ownership, profitability, valuation, analyst recommendations, media sentiment and dividends.

Costco Wholesale has a net margin of 2.94% compared to Macy's' net margin of 2.18%. Costco Wholesale's return on equity of 30.09% beat Macy's' return on equity.

Company Net Margins Return on Equity Return on Assets
Macy's2.18% 15.39% 4.14%
Costco Wholesale 2.94%30.09%10.69%

Macy's presently has a consensus price target of $15.45, suggesting a potential downside of 13.31%. Costco Wholesale has a consensus price target of $1,068.15, suggesting a potential upside of 14.08%. Given Costco Wholesale's stronger consensus rating and higher possible upside, analysts plainly believe Costco Wholesale is more favorable than Macy's.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Macy's
1 Sell rating(s)
11 Hold rating(s)
1 Buy rating(s)
2 Strong Buy rating(s)
2.27
Costco Wholesale
0 Sell rating(s)
11 Hold rating(s)
19 Buy rating(s)
0 Strong Buy rating(s)
2.63

In the previous week, Costco Wholesale had 107 more articles in the media than Macy's. MarketBeat recorded 110 mentions for Costco Wholesale and 3 mentions for Macy's. Costco Wholesale's average media sentiment score of 1.12 beat Macy's' score of 0.73 indicating that Costco Wholesale is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Macy's
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Costco Wholesale
76 Very Positive mention(s)
8 Positive mention(s)
7 Neutral mention(s)
3 Negative mention(s)
2 Very Negative mention(s)
Positive

Macy's pays an annual dividend of $0.73 per share and has a dividend yield of 4.1%. Costco Wholesale pays an annual dividend of $5.20 per share and has a dividend yield of 0.6%. Macy's pays out 41.7% of its earnings in the form of a dividend. Costco Wholesale pays out 28.6% 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 Costco Wholesale has increased its dividend for 22 consecutive years.

87.4% of Macy's shares are owned by institutional investors. Comparatively, 68.5% of Costco Wholesale shares are owned by institutional investors. 1.1% of Macy's shares are owned by insiders. Comparatively, 0.2% of Costco Wholesale shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Macy's$23.01B0.21$582M$1.7510.18
Costco Wholesale$275.24B1.51$8.10B$18.2151.42

Macy's has a beta of 1.78, meaning that its stock price is 78% more volatile than the S&P 500. Comparatively, Costco Wholesale has a beta of 0.98, meaning that its stock price is 2% less volatile than the S&P 500.

Summary

Costco Wholesale beats Macy's on 15 of the 20 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.
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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'sRETAIL IndustryRetail SectorNYSE Exchange
Market Cap$4.78B$4.85B$27.14B$21.83B
Dividend Yield4.09%2.63%172.47%3.62%
P/E Ratio10.1813.5319.6832.43
Price / Sales0.210.979.2560.11
Price / Cash3.027.5762.2424.21
Price / Book1.092.255.104.59
Net Income$582M$364.99M$911.72M$1.02B
7 Day Performance8.04%7.24%2.07%1.31%
1 Month Performance1.72%-5.10%-3.68%-0.93%
1 Year Performance10.15%14.30%5.53%9.51%

Macy's Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
M
Macy's
4.1392 of 5 stars
$17.82
-0.8%
$15.45
-13.3%
+10.1%$4.78B$23.01B10.1894,189Analyst Forecast
COST
Costco Wholesale
4.6217 of 5 stars
$935.56
+0.6%
$1,066.23
+14.0%
+5.3%$414.62B$275.24B51.38341,000Trending News
Dividend Announcement
Analyst Forecast
Analyst Revision
NVDA
NVIDIA
4.9218 of 5 stars
$188.32
+2.8%
$213.37
+13.3%
+32.8%$4.58T$165.22B53.6536,000Trending News
Analyst Forecast
Insider Trade
AEO
American Eagle Outfitters
3.5293 of 5 stars
$15.27
+6.7%
$14.72
-3.6%
-29.5%$2.59B$5.27B14.6944,000
DDS
Dillard's
3.8322 of 5 stars
$612.06
+5.7%
$394.33
-35.6%
+51.3%$9.57B$6.59B16.8828,800News Coverage
Positive News
Insider Trade
DKS
DICK'S Sporting Goods
4.7891 of 5 stars
$230.02
+8.7%
$232.05
+0.9%
+4.5%$18.42B$13.44B16.0656,100News Coverage
Analyst Forecast
HD
Home Depot
4.7933 of 5 stars
$379.36
+1.0%
$435.42
+14.8%
-5.6%$377.61B$165.05B25.77520,700Trending News
KSS
Kohl's
3.3826 of 5 stars
$15.52
+11.0%
$12.75
-17.8%
-25.8%$1.74B$16.22B8.3987,000Analyst Forecast
LOW
Lowe's Companies
4.7205 of 5 stars
$234.11
+0.8%
$283.13
+20.9%
-13.1%$131.30B$83.67B19.24270,000Positive News
Dividend Increase
Analyst Forecast
TGT
Target
4.7762 of 5 stars
$87.29
+2.1%
$109.10
+25.0%
-42.1%$39.66B$106.57B10.17440,000Analyst Forecast
WMT
Walmart
4.574 of 5 stars
$102.04
+0.2%
$112.38
+10.1%
+32.6%$813.51B$693.15B38.362,100,000Trending News
Analyst Forecast
Insider Trade
Options Volume

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This page (NYSE:M) was last updated on 10/19/2025 by MarketBeat.com Staff
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