Macy's (M) Competitors

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

Does the MarketBeat Community favor DDS or M?

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 57.72% of users gave Macy's an outperform vote.

Company	Underperform	Outperform
Dillard's	Outperform Votes 434 59.78%	Underperform Votes 292 40.22%
Macy's	Outperform Votes 935 57.72%	Underperform Votes 685 42.28%

Is DDS or M more profitable?

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
Dillard's	9.55%	32.13%	15.84%
Macy's	0.73%	21.99%	5.60%

Which has preferable valuation & earnings, DDS or M?

Dillard's has higher earnings, but lower revenue 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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Dillard's	$6.56B	1.02	$738.85M	$36.19	11.61
Macy's	$23.01B	0.14	$105M	$2.06	5.75

Which has more risk & volatility, DDS or M?

Dillard's has a beta of 0.96, meaning that its stock price is 4% less volatile than the S&P 500. Comparatively, Macy's has a beta of 1.77, meaning that its stock price is 77% more volatile than the S&P 500.

Is DDS or M a better dividend stock?

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 $0.73 per share and has a dividend yield of 6.2%. Dillard's pays out 2.8% of its earnings in the form of a dividend. Macy's pays out 35.4% 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 and Macy's has increased its dividend for 4 consecutive years.

Do institutionals and insiders believe in DDS or M?

67.2% of Dillard's shares are held by institutional investors. Comparatively, 87.4% of Macy's shares are held by institutional investors. 35.0% of Dillard's shares are held by insiders. Comparatively, 1.1% of Macy's shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Does the media favor DDS or M?

In the previous week, Dillard's had 9 more articles in the media than Macy's. MarketBeat recorded 23 mentions for Dillard's and 14 mentions for Macy's. Macy's' average media sentiment score of 1.01 beat Dillard's' score of 0.76 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	10 Very Positive mention(s)	0 Positive mention(s)	5 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive
Macy's	9 Very Positive mention(s)	0 Positive mention(s)	2 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Do analysts rate DDS or M?

Dillard's presently has a consensus price target of $310.00, suggesting a potential downside of 26.23%. Macy's has a consensus price target of $13.30, suggesting a potential upside of 12.19%. 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
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)	10 Hold rating(s)	0 Buy rating(s)	1 Strong Buy rating(s)	2.00

Summary

Dillard's beats Macy's on 11 of the 21 factors compared between the two stocks.