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Macy's (M) Competitors

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$23.06 +0.59 (+2.63%)
As of 09/4/2026 03:58 PM Eastern

M vs. AMZN, COST, NVDA, WMT, and AEO

Should you buy Macy's stock or one of its competitors? Macy's's main competitors and comparable companies include Amazon.com (AMZN), Costco Wholesale (COST), NVIDIA (NVDA), Walmart (WMT), and American Eagle Outfitters (AEO). Companies are selected based on similarities in market, industry, and size.

How does Macy's compare to Amazon.com?

Macy's (NYSE:M) and Amazon.com (NASDAQ:AMZN) are both consumer discretionary companies, but which is the superior stock? We will contrast the two companies based on the strength of their profitability, analyst recommendations, earnings, dividends, risk, institutional ownership, media sentiment and valuation.

In the previous week, Amazon.com had 248 more articles in the media than Macy's. MarketBeat recorded 255 mentions for Amazon.com and 7 mentions for Macy's. Amazon.com's average media sentiment score of 0.77 beat Macy's' score of 0.58 indicating that Amazon.com 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)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Amazon.com
135 Very Positive mention(s)
43 Positive mention(s)
30 Neutral mention(s)
34 Negative mention(s)
11 Very Negative mention(s)
Positive

Amazon.com has a net margin of 17.44% compared to Macy's' net margin of 2.94%. Amazon.com's return on equity of 18.00% beat Macy's' return on equity.

Company Net Margins Return on Equity Return on Assets
Macy's2.94% 13.68% 3.88%
Amazon.com 17.44%18.00%8.97%

87.4% of Macy's shares are held by institutional investors. Comparatively, 72.2% of Amazon.com shares are held by institutional investors. 1.1% of Macy's shares are held by insiders. Comparatively, 8.9% of Amazon.com shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Macy's$22.62B0.27$642M$2.429.53
Amazon.com$716.92B3.89$77.67B$12.4320.80

Macy's has a beta of 1.41, indicating that its share price is 41% more volatile than the broader market. Comparatively, Amazon.com has a beta of 1.44, indicating that its share price is 44% more volatile than the broader market.

Macy's currently has a consensus price target of $22.78, suggesting a potential downside of 1.22%. Amazon.com has a consensus price target of $323.26, suggesting a potential upside of 25.05%. Given Amazon.com's stronger consensus rating and higher possible upside, analysts clearly believe Amazon.com is more favorable than Macy's.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Macy's
2 Sell rating(s)
7 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.23
Amazon.com
0 Sell rating(s)
2 Hold rating(s)
56 Buy rating(s)
1 Strong Buy rating(s)
2.98

Summary

Amazon.com beats Macy's on 15 of the 16 factors compared between the two stocks.

How does Macy's compare to Costco Wholesale?

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

Macy's pays an annual dividend of $0.77 per share and has a dividend yield of 3.3%. Costco Wholesale pays an annual dividend of $5.88 per share and has a dividend yield of 0.6%. Macy's pays out 31.8% of its earnings in the form of a dividend. Costco Wholesale pays out 29.6% 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 raised its dividend for 4 consecutive years and Costco Wholesale has raised its dividend for 22 consecutive years.

Macy's currently has a consensus price target of $22.78, indicating a potential downside of 1.22%. Costco Wholesale has a consensus price target of $1,056.90, indicating a potential upside of 15.41%. Given Costco Wholesale's stronger consensus rating and higher probable 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
2 Sell rating(s)
7 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.23
Costco Wholesale
1 Sell rating(s)
12 Hold rating(s)
21 Buy rating(s)
0 Strong Buy rating(s)
2.59

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$22.62B0.27$642M$2.429.53
Costco Wholesale$275.24B1.48$8.10B$19.8846.06

In the previous week, Costco Wholesale had 172 more articles in the media than Macy's. MarketBeat recorded 179 mentions for Costco Wholesale and 7 mentions for Macy's. Costco Wholesale's average media sentiment score of 1.31 beat Macy's' score of 0.58 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)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Costco Wholesale
144 Very Positive mention(s)
12 Positive mention(s)
13 Neutral mention(s)
7 Negative mention(s)
1 Very Negative mention(s)
Positive

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, 0.1% of Costco Wholesale shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Costco Wholesale has a net margin of 3.01% compared to Macy's' net margin of 2.94%. Costco Wholesale's return on equity of 28.04% beat Macy's' return on equity.

Company Net Margins Return on Equity Return on Assets
Macy's2.94% 13.68% 3.88%
Costco Wholesale 3.01%28.04%10.63%

Macy's has a beta of 1.41, suggesting that its stock price is 41% more volatile than the broader market. Comparatively, Costco Wholesale has a beta of 0.86, suggesting that its stock price is 14% less volatile than the broader market.

Summary

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

How does Macy's compare to NVIDIA?

Macy's (NYSE:M) and NVIDIA (NASDAQ:NVDA) are related companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, valuation, earnings, profitability, media sentiment, analyst recommendations, risk and institutional ownership.

Macy's currently has a consensus price target of $22.78, indicating a potential downside of 1.22%. NVIDIA has a consensus price target of $324.83, indicating a potential upside of 41.01%. Given NVIDIA's stronger consensus rating and higher possible upside, analysts plainly believe NVIDIA is more favorable than Macy's.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Macy's
2 Sell rating(s)
7 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.23
NVIDIA
0 Sell rating(s)
3 Hold rating(s)
50 Buy rating(s)
2 Strong Buy rating(s)
2.98

Macy's pays an annual dividend of $0.77 per share and has a dividend yield of 3.3%. NVIDIA pays an annual dividend of $1.00 per share and has a dividend yield of 0.4%. Macy's pays out 31.8% of its earnings in the form of a dividend. NVIDIA pays out 12.6% 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 raised its dividend for 4 consecutive years and NVIDIA has raised its dividend for 1 consecutive years. Macy's is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, NVIDIA had 419 more articles in the media than Macy's. MarketBeat recorded 426 mentions for NVIDIA and 7 mentions for Macy's. NVIDIA's average media sentiment score of 0.74 beat Macy's' score of 0.58 indicating that NVIDIA 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)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
NVIDIA
229 Very Positive mention(s)
57 Positive mention(s)
73 Neutral mention(s)
52 Negative mention(s)
6 Very Negative mention(s)
Positive

87.4% of Macy's shares are held by institutional investors. Comparatively, 65.3% of NVIDIA shares are held by institutional investors. 1.1% of Macy's shares are held by company insiders. Comparatively, 3.9% of NVIDIA shares are held by company 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Macy's$22.62B0.27$642M$2.429.53
NVIDIA$215.94B25.71$120.07B$7.9129.12

NVIDIA has a net margin of 63.66% compared to Macy's' net margin of 2.94%. NVIDIA's return on equity of 96.04% beat Macy's' return on equity.

Company Net Margins Return on Equity Return on Assets
Macy's2.94% 13.68% 3.88%
NVIDIA 63.66%96.04%71.00%

Macy's has a beta of 1.41, meaning that its stock price is 41% more volatile than the broader market. Comparatively, NVIDIA has a beta of 2.22, meaning that its stock price is 122% more volatile than the broader market.

Summary

NVIDIA beats Macy's on 17 of the 20 factors compared between the two stocks.

How does Macy's compare to Walmart?

Macy's (NYSE:M) and Walmart (NASDAQ:WMT) are related companies, but which is the better investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, profitability, dividends, valuation, institutional ownership, media sentiment and earnings.

In the previous week, Walmart had 129 more articles in the media than Macy's. MarketBeat recorded 136 mentions for Walmart and 7 mentions for Macy's. Walmart's average media sentiment score of 1.32 beat Macy's' score of 0.58 indicating that Walmart 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)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Walmart
107 Very Positive mention(s)
5 Positive mention(s)
15 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Positive

87.4% of Macy's shares are held by institutional investors. Comparatively, 26.8% of Walmart shares are held by institutional investors. 1.1% of Macy's shares are held by company insiders. Comparatively, 0.1% of Walmart shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Macy's pays an annual dividend of $0.77 per share and has a dividend yield of 3.3%. Walmart pays an annual dividend of $0.99 per share and has a dividend yield of 0.9%. Macy's pays out 31.8% of its earnings in the form of a dividend. Walmart pays out 35.7% 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 raised its dividend for 4 consecutive years and Walmart has raised its dividend for 53 consecutive years. Macy's is clearly the better dividend stock, given its higher yield and lower payout ratio.

Macy's has a beta of 1.41, meaning that its stock price is 41% more volatile than the broader market. Comparatively, Walmart has a beta of 0.59, meaning that its stock price is 41% less volatile than the broader market.

Walmart has a net margin of 3.00% compared to Macy's' net margin of 2.94%. Walmart's return on equity of 21.83% beat Macy's' return on equity.

Company Net Margins Return on Equity Return on Assets
Macy's2.94% 13.68% 3.88%
Walmart 3.00%21.83%7.80%

Macy's presently has a consensus price target of $22.78, suggesting a potential downside of 1.22%. Walmart has a consensus price target of $131.88, suggesting a potential upside of 23.09%. Given Walmart's stronger consensus rating and higher possible upside, analysts plainly believe Walmart is more favorable than Macy's.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Macy's
2 Sell rating(s)
7 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.23
Walmart
0 Sell rating(s)
4 Hold rating(s)
32 Buy rating(s)
3 Strong Buy rating(s)
2.97

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Macy's$22.62B0.27$642M$2.429.53
Walmart$713.16B1.19$21.89B$2.7738.68

Summary

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

How does Macy's compare to American Eagle Outfitters?

American Eagle Outfitters (NYSE:AEO) and Macy's (NYSE:M) are both mid-cap consumer discretionary companies, but which is the superior stock? We will compare the two businesses based on the strength of their profitability, earnings, institutional ownership, analyst recommendations, risk, dividends, media sentiment and valuation.

In the previous week, American Eagle Outfitters had 10 more articles in the media than Macy's. MarketBeat recorded 17 mentions for American Eagle Outfitters and 7 mentions for Macy's. American Eagle Outfitters' average media sentiment score of 1.05 beat Macy's' score of 0.58 indicating that American Eagle Outfitters is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
American Eagle Outfitters
12 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Macy's
1 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

American Eagle Outfitters has a beta of 1.33, indicating that its share price is 33% more volatile than the broader market. Comparatively, Macy's has a beta of 1.41, indicating that its share price is 41% more volatile than the broader market.

97.3% of American Eagle Outfitters shares are owned by institutional investors. Comparatively, 87.4% of Macy's shares are owned by institutional investors. 9.0% of American Eagle Outfitters shares are owned by insiders. Comparatively, 1.1% of Macy's shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

American Eagle Outfitters pays an annual dividend of $0.50 per share and has a dividend yield of 2.9%. Macy's pays an annual dividend of $0.77 per share and has a dividend yield of 3.3%. American Eagle Outfitters pays out 30.9% of its earnings in the form of a dividend. Macy's pays out 31.8% 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. American Eagle Outfitters has increased its dividend for 2 consecutive years and Macy's has increased its dividend for 4 consecutive years. Macy's is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

American Eagle Outfitters currently has a consensus target price of $20.40, indicating a potential upside of 17.51%. Macy's has a consensus target price of $22.78, indicating a potential downside of 1.22%. Given American Eagle Outfitters' higher probable upside, equities analysts clearly believe American Eagle Outfitters is more favorable than Macy's.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
American Eagle Outfitters
1 Sell rating(s)
11 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.07
Macy's
2 Sell rating(s)
7 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.23

American Eagle Outfitters has a net margin of 5.01% compared to Macy's' net margin of 2.94%. American Eagle Outfitters' return on equity of 20.95% beat Macy's' return on equity.

Company Net Margins Return on Equity Return on Assets
American Eagle Outfitters5.01% 20.95% 8.34%
Macy's 2.94%13.68%3.88%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
American Eagle Outfitters$5.50B0.53$191.98M$1.6210.72
Macy's$22.62B0.27$642M$2.429.53

Summary

American Eagle Outfitters beats Macy's on 11 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'sBroadline Retail IndustryConsumer Discretionary SectorNYSE Exchange
Market Cap$5.91B$58.27B$13.01B$23.69B
Dividend Yield3.41%2.38%50.94%3.72%
P/E Ratio9.5316.3646.2529.32
Price / Sales0.275.2488.1719.86
Price / Cash3.8723.6728.9033.23
Price / Book1.2632.655.827.60
Net Income$642M$1.99B$445.07M$1.07B
7 Day Performance4.58%-0.96%-0.59%-0.05%
1 Month Performance-9.40%-2.38%-1.99%-0.24%
1 Year Performance33.25%-5.41%-3.44%12.79%

Macy's Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
M
Macy's
3.0669 of 5 stars
$23.06
+2.6%
$22.78
-1.2%
+33.6%$5.91B$22.62B9.5390,134
AMZN
Amazon.com
4.863 of 5 stars
$266.43
+4.0%
$323.09
+21.3%
+9.7%$2.76T$716.92B21.431,576,000
COST
Costco Wholesale
4.3765 of 5 stars
$945.47
+1.2%
$1,059.53
+12.1%
-4.2%$414.50B$275.24B47.56341,000
NVDA
NVIDIA
4.9064 of 5 stars
$217.55
-4.6%
$322.61
+48.3%
+34.2%$5.49T$215.94B27.5042,000
WMT
Walmart
4.941 of 5 stars
$103.09
+0.4%
$131.88
+27.9%
+6.2%$816.74B$713.16B37.222,100,000

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This page (NYSE:M) was last updated on 9/5/2026 by MarketBeat.com Staff.
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