Free Trial

Macy's (M) Competitors

Macy's logo
$13.08 +0.39 (+3.03%)
Closing price 07/25/2025 03:59 PM Eastern
Extended Trading
$13.14 +0.06 (+0.46%)
As of 07/25/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

M vs. COST, NVDA, AEO, ANF, DDS, 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), Abercrombie & Fitch (ANF), Dillard's (DDS), 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 investment? We will contrast the two companies based on the strength of their dividends, earnings, media sentiment, analyst recommendations, institutional ownership, profitability, valuation and risk.

Costco Wholesale has a net margin of 2.92% compared to Macy's' net margin of 2.45%. Costco Wholesale's return on equity of 30.48% beat Macy's' return on equity.

Company Net Margins Return on Equity Return on Assets
Macy's2.45% 16.34% 4.35%
Costco Wholesale 2.92%30.48%10.52%

Macy's pays an annual dividend of $0.73 per share and has a dividend yield of 5.6%. Costco Wholesale pays an annual dividend of $5.20 per share and has a dividend yield of 0.6%. Macy's pays out 37.1% of its earnings in the form of a dividend. Costco Wholesale pays out 29.5% 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.

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$23.01B0.15$582M$1.976.64
Costco Wholesale$254.45B1.63$7.37B$17.6353.06

Macy's has a beta of 1.71, indicating that its stock price is 71% more volatile than the S&P 500. Comparatively, Costco Wholesale has a beta of 0.97, indicating that its stock price is 3% less volatile than the S&P 500.

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

Macy's presently has a consensus price target of $12.78, suggesting a potential downside of 2.35%. Costco Wholesale has a consensus price target of $1,037.48, suggesting a potential upside of 10.90%. Given Costco Wholesale's stronger consensus rating and higher probable upside, analysts clearly believe Costco Wholesale is more favorable than Macy's.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Macy's
2 Sell rating(s)
9 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
2.00
Costco Wholesale
0 Sell rating(s)
9 Hold rating(s)
19 Buy rating(s)
0 Strong Buy rating(s)
2.68

In the previous week, Costco Wholesale had 115 more articles in the media than Macy's. MarketBeat recorded 126 mentions for Costco Wholesale and 11 mentions for Macy's. Costco Wholesale's average media sentiment score of 1.24 beat Macy's' score of 1.14 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
8 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Costco Wholesale
99 Very Positive mention(s)
10 Positive mention(s)
11 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Costco Wholesale beats Macy's on 15 of the 20 factors compared between the two stocks.

Get Macy's News Delivered to You Automatically

Sign up to receive the latest news and ratings for M and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

M vs. The Competition

MetricMacy'sRETAIL IndustryRetail SectorNYSE Exchange
Market Cap$3.45B$4.12B$26.96B$21.10B
Dividend Yield5.74%3.13%177.03%3.59%
P/E Ratio6.6413.5230.7428.44
Price / Sales0.150.916.4858.59
Price / Cash2.156.9352.3122.92
Price / Book0.801.975.694.69
Net Income$582M$364.99M$880.44M$995.51M
7 Day Performance9.50%12.92%2.33%1.65%
1 Month Performance17.30%23.32%7.10%4.54%
1 Year Performance-21.01%-1.72%25.92%9.99%

Macy's Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
M
Macy's
4.2425 of 5 stars
$13.09
+3.0%
$12.78
-2.3%
-20.5%$3.45B$23.01B6.6494,189News Coverage
Positive News
Options Volume
COST
Costco Wholesale
4.7154 of 5 stars
$947.56
-0.4%
$1,037.48
+9.5%
+14.6%$420.22B$254.45B53.75333,000Trending News
NVDA
NVIDIA
4.5475 of 5 stars
$171.38
-0.6%
$181.22
+5.7%
+54.5%$4.18T$130.50B55.2836,000Trending News
Insider Trade
AEO
American Eagle Outfitters
4.1988 of 5 stars
$9.94
+0.0%
$14.70
+47.8%
-44.5%$1.72B$5.33B10.1544,000Trending News
Options Volume
Gap Up
ANF
Abercrombie & Fitch
3.4159 of 5 stars
$95.24
+1.9%
$110.63
+16.2%
-39.1%$4.54B$4.95B9.3739,200Positive News
DDS
Dillard's
2.9228 of 5 stars
$463.16
+0.3%
$310.00
-33.1%
+21.8%$7.24B$6.56B12.8028,800
HD
Home Depot
4.8523 of 5 stars
$364.04
+1.3%
$426.77
+17.2%
+6.2%$362.20B$159.51B24.70520,700Positive News
KSS
Kohl's
3.6504 of 5 stars
$10.38
+8.3%
$9.75
-6.0%
-36.2%$1.16B$16.22B9.5287,000Trending News
Options Volume
LOW
Lowe's Companies
4.9503 of 5 stars
$221.10
+0.9%
$271.12
+22.6%
-3.4%$123.91B$83.24B18.32270,000Positive News
Analyst Forecast
TGT
Target
4.6422 of 5 stars
$101.71
-1.7%
$115.65
+13.7%
-27.5%$46.21B$106.57B11.18440,000
WMT
Walmart
4.6654 of 5 stars
$95.63
+0.6%
$106.67
+11.5%
+39.2%$763.14B$680.99B40.872,100,000Trending News
Insider Trade

Related Companies and Tools


This page (NYSE:M) was last updated on 7/26/2025 by MarketBeat.com Staff
From Our Partners