Dillard's vs Macy's
DDS 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 DDS and M compare
Dillard's is the larger company, worth 1.5 times as much as Macy's ($9.9B against $6.5B).
Macy's grew revenue faster over the last twelve months (0.34% versus 0.21% for Dillard's).
Dillard's keeps more of each dollar of sales as profit, with a net margin of 10.3% compared with 3.3% at Macy's.
Both pay dividends: Dillard's yields 0.19% and Macy's 3.1%.
Macy's scores higher on the StockData Score (15 against 11 for Dillard's), 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 | DDS | M |
|---|---|---|
| Size and price | ||
| Market cap | $9.9B | $6.5B |
| Share price | $634.33 | $24.85 |
| Change, 1 year | 4.6% | 20.8% |
| Change, 5 years | 76.1% | −28.4% |
| Beta (5Y) | 1.32 | 1.48 |
| Employees | 29K | 95K |
| StockData Score | ||
| Total score | 11 | 15 (better) |
| Valuation score | 1 | 4 (better) |
| Growth score | 1 | 2 (better) |
| Performance score | 3 | 3 |
| Health score | 2 | 3 (better) |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | – | 9.1× |
| P/S | 1.5× | 0.3× (better) |
| P/B | 4.7× | 1.3× (better) |
| EV/EBITDA | 8.6× | 3.8× (better) |
| P/FCF | 15.6× | 4.6× (better) |
| FCF yield | 6.4% | 21.8% (better) |
| Fair value | $742.20 | $46.12 |
| Margin of safety | 14.5% | 46.1% (better) |
| Growth | ||
| Revenue growth (TTM) | 0.21% | 0.34% (better) |
| Revenue growth, 5Y average | 8.2% (better) | 5.5% |
| Net income growth (TTM) | 18.4% | 51.5% (better) |
| EPS growth (TTM) | – | 56.6% |
| Profitability | ||
| Gross margin | 39.8% | 40.7% (better) |
| Operating margin | – | 5.0% |
| Net margin | 10.3% (better) | 3.3% |
| FCF margin | 9.6% (better) | 6.2% |
| Return on equity | 33.8% (better) | 16.0% |
| Return on invested capital | – | 14.1% |
| Financial health | ||
| Debt / equity | – | 0.49 |
| Net debt / EBITDA | – | 0.56 |
| Current ratio | 3.03 (better) | 1.59 |
| Altman Z-score | 8.47 (better) | 2.23 |
| Piotroski F-score | 6 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.19% | 3.1% (better) |
| Payout ratio | 71.3% | 26.4% |
| Years of dividend growth | 12 (better) | 4 |
| Dividend growth, 5Y average | 120% (better) | 14.1% |
| Buyback yield | – | 3.2% |
| Shareholder yield | 0.19% | 6.2% (better) |
| Ownership | ||
| Held by institutions | 53.6% | 98.5% |
| Held by insiders | 47.0% | 0.39% |
| Insider net buying, 12 months | −$244K (better) | −$6.7M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | – | 13.5% |
Go deeper
- DDS stock overview
- DDS income statement
- DDS 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.