Macy's (NYSE:M) Vs. FAST, KR, DLTR, BBY, TSCO, W, EXPE, KMX, YUMC, and ULTA
Should you be buying Macy's stock or one of its competitors? The main competitors of Macy's include Fastenal (FAST), Kroger (KR), Dollar Tree (DLTR), Best Buy (BBY), Tractor Supply (TSCO), Wayfair (W), Expedia Group (EXPE), CarMax (KMX), Yum China (YUMC), and Ulta Beauty (ULTA). These companies are all part of the "department stores" industry.These companies are all part of the "department stores" industry.These companies are all part of the "department stores" industry.These companies are all part of the "retail/wholesale" sector.
Macy's vs.
Macy's (NYSE:M) and Kroger (NYSE:KR) are both retail/wholesale companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, earnings, community ranking, risk, valuation, analyst recommendations, profitability, institutional ownership and media sentiment.
Macy's currently has a consensus price target of $33.10, suggesting a potential upside of 23.51%. Kroger has a consensus price target of $42.71, suggesting a potential downside of 1.65%. Given Macy's' stronger consensus rating and higher probable upside, equities research analysts plainly believe Macy's is more favorable than Kroger.
Macy's pays an annual dividend of $0.60 per share and has a dividend yield of 2.2%. Kroger pays an annual dividend of $0.84 per share and has a dividend yield of 1.9%. Macy's pays out 22.6% of its earnings in the form of a dividend. Kroger pays out 63.2% 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.
85.2% of Macy's shares are owned by institutional investors. Comparatively, 82.7% of Kroger shares are owned by institutional investors. 0.6% of Macy's shares are owned by company insiders. Comparatively, 1.4% of Kroger shares are owned 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.
In the previous week, Kroger had 51 more articles in the media than Macy's. MarketBeat recorded 56 mentions for Kroger and 5 mentions for Macy's. Kroger's average media sentiment score of 0.28 beat Macy's' score of -0.15 indicating that Kroger is being referred to more favorably in the news media.
Kroger received 141 more outperform votes than Macy's when rated by MarketBeat users. Likewise, 66.24% of users gave Kroger an outperform vote while only 62.28% of users gave Macy's an outperform vote.
Macy's has a beta of 2.04, meaning that its share price is 104% more volatile than the S&P 500. Comparatively, Kroger has a beta of 0.42, meaning that its share price is 58% less volatile than the S&P 500.
Kroger has higher revenue and earnings than Macy's. Macy's is trading at a lower price-to-earnings ratio than Kroger, indicating that it is currently the more affordable of the two stocks.
Macy's has a net margin of 3.75% compared to Kroger's net margin of 0.75%. Macy's' return on equity of 41.33% beat Kroger's return on equity.
Summary
Macy's beats Kroger on 12 of the 20 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.
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.
Macy's (NYSE:M) vs. Its Competitors
Macy's Competitors List
