Kohls vs Macy's
KSS and M side by side, both in general merchandise stores. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How KSS and M compare
Macy's is the larger company, worth 2.3 times as much as Kohls ($6.3B against $2.8B).
On earnings, Macy's is cheaper: it trades at 8.8× trailing earnings, against 10.5× for Kohls.
Macy's grew revenue faster over the last twelve months (0.34% versus −2.9% for Kohls).
Macy's keeps more of each dollar of sales as profit, with a net margin of 3.3% compared with 1.7% at Kohls.
Both pay dividends: Kohls yields 2.1% and Macy's 3.1%.
Macy's scores higher on the StockData Score (15 against 14 for Kohls), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | KSS | M |
|---|---|---|
| Size and price | ||
| Market cap | $2.8B | $6.3B |
| Share price | $24.31 | $24.11 |
| Change, 1 year | 52.6% | 23.4% |
| Change, 5 years | −58.2% | −23.1% |
| Beta (5Y) | 1.64 | 1.48 |
| Employees | 138K | 95K |
| StockData Score | ||
| Total score | 14 | 15 (better) |
| Valuation score | 5 (better) | 4 |
| Growth score | 2 | 2 |
| Performance score | 0 | 3 (better) |
| Health score | 4 (better) | 3 |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 10.5× | 8.8× (better) |
| P/S | 0.2× (better) | 0.3× |
| P/B | 0.7× (better) | 1.3× |
| EV/EBITDA | 2.5× (better) | 3.7× |
| P/FCF | 2.7× (better) | 4.5× |
| FCF yield | 37.5% (better) | 22.5% |
| Fair value | $57.32 | $45.20 |
| Margin of safety | 57.6% (better) | 46.7% |
| Growth | ||
| Revenue growth (TTM) | −2.9% | 0.34% (better) |
| Revenue growth, 5Y average | −0.54% | 5.5% (better) |
| Net income growth (TTM) | 29.8% | 51.5% (better) |
| EPS growth (TTM) | 25.4% | 56.6% (better) |
| Profitability | ||
| Gross margin | 41.2% (better) | 40.7% |
| Operating margin | 3.8% | 5.0% (better) |
| Net margin | 1.7% | 3.3% (better) |
| FCF margin | 6.7% (better) | 6.2% |
| Return on equity | 6.7% | 16.0% (better) |
| Return on invested capital | 9.7% | 14.1% (better) |
| Financial health | ||
| Debt / equity | 0.32 (better) | 0.49 |
| Net debt / EBITDA | 0.39 (better) | 0.56 |
| Current ratio | 1.49 | 1.59 (better) |
| Altman Z-score | 1.73 | 2.22 (better) |
| Piotroski F-score | 6 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | 2.1% | 3.1% (better) |
| Payout ratio | 20.7% | 26.4% |
| Years of dividend growth | 0 | 4 (better) |
| Dividend growth, 5Y average | −6.6% | 14.1% (better) |
| Buyback yield | – | 3.3% |
| Shareholder yield | 2.1% | 6.4% (better) |
| Ownership | ||
| Held by institutions | 106% | 98.5% |
| Held by insiders | 4.5% | 0.39% |
| Insider net buying, 12 months | −$1.6M (better) | −$6.7M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 28.7% | 12.8% |
Go deeper
- KSS stock overview
- KSS income statement
- KSS valuation and score
- M stock overview
- M income statement
- M valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.