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DDS vs M
Which Stock Would AI Choose? Dillard's (DDS) vs. Macy's (M) Stock Comparison
Key Takeaways
- Dillard's (DDS) reported stronger-than-expected Q1 CY2026 results with revenue growth and significant earnings per share (EPS) outperformance.
- Macy's (M) is scheduled to release its Q1 CY2026 earnings on June 3, 2026, with consensus estimates pointing to lower year-over-year profit.
- Over the past year, DDS has delivered approximately 55% total return, outpacing broader market benchmarks while M has shown more modest gains amid sector pressures.
- Both companies operate in the department store retail segment but differ in scale, geographic focus, and cost-management strategies.
- Recent market activity highlights DDS's resilience through share buybacks and real estate holdings, while M focuses on operational updates ahead of earnings.
- Relative performance reflects contrasting momentum, with DDS benefiting from positive earnings surprises and M positioned for potential catalysts post-earnings release.
Introduction
This comparison examines Dillard's (DDS) and Macy's (M), two established players in the U.S. department store retail sector. The analysis focuses on recent financial results, stock price behavior, and market positioning to assist investors and traders evaluating relative opportunities in a challenging retail environment. Market participants monitoring earnings trends, sector rotation, and valuation metrics may find the head-to-head review relevant for assessing short- to medium-term positioning.
DDS Overview and Recent Performance
Dillard's, Inc. (DDS) operates a chain of department stores primarily in the southeastern and central United States, with a business model emphasizing full-line merchandise, private-label brands, and owned real estate assets. In recent market activity, the stock has shown resilience, posting a 1-year return of approximately 55% as of late May 2026. Key developments include first-quarter CY2026 results released in mid-May, where revenue reached $1.59 billion, exceeding estimates by 1.3%, and GAAP EPS of $16.04 surpassed consensus by over 50%. The company also maintained its quarterly dividend at $0.30 per share. Sentiment has been supported by effective cost controls, share repurchases, and outperformance versus peers amid broader retail headwinds such as shifting consumer traffic patterns.
M Overview and Recent Performance
Macy's, Inc. (M) is a national department store retailer with a broad footprint across the United States, offering a mix of national brands, private labels, and omnichannel capabilities. In recent market activity, the stock has traded in a narrower range near $21–22, reflecting mixed performance relative to the broader market. Developments include an upcoming first-quarter CY2026 earnings release scheduled for June 3, 2026, with analyst estimates anticipating revenue near $4.62 billion and a sharp year-over-year decline in EPS to $0.02. Earlier quarterly results had shown mixed outcomes. Market sentiment has been influenced by anticipation of strategic updates on the earnings call, alongside ongoing sector challenges including discounting pressures and competition from other retail formats.
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Head-to-Head Comparison
Dillard's (DDS) and Macy's (M) share exposure to the department store retail sector but differ in scale and execution. DDS maintains a more concentrated regional presence with emphasis on owned real estate and aggressive share buybacks, contributing to stronger recent earnings momentum. Macy's (M) operates at larger scale with broader national reach and omnichannel initiatives, yet faces nearer-term pressure from anticipated earnings contraction. In terms of recent momentum, DDS benefited from a clear earnings beat in May 2026, while M awaits its June release amid lower consensus expectations. Risk factors include cyclical consumer spending for both, with DDS showing greater price stability through cost discipline and M potentially offering upside from strategic announcements. Market sentiment currently favors DDS's demonstrated outperformance versus peers, whereas M's positioning hinges on execution following the upcoming report.
Tickeron AI Verdict
Based on observable factors such as recent earnings consistency, trend stability, and relative positioning, Tickeron’s AI would currently assign a probabilistic edge to Dillard's (DDS). The stock's recent earnings surprise and sustained price appreciation provide clearer signals of momentum compared with Macy's (M) pre-earnings uncertainty. This assessment reflects data-driven evaluation rather than definitive forecasts.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DDS is a Buy and M is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DDS’s FA Score shows that 3 FA rating(s) are green whileM’s FA Score has 1 green FA rating(s).
- DDS’s FA Score: 3 green, 2 red.
- M’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
DDS’s TA Score shows that 5 TA indicator(s) are bullish while M’s TA Score has 6 bullish TA indicator(s).
- DDS’s TA Score: 5 bullish, 5 bearish.
- M’s TA Score: 6 bullish, 3 bearish.
Price Growth
DDS (@Department Stores) experienced а +0.63% price change this week, while M (@Department Stores) price change was -0.08% for the same time period.
The average weekly price growth across all stocks in the @Department Stores industry was -0.22%. For the same industry, the average monthly price growth was +14.43%, and the average quarterly price growth was -7.86%.
Reported Earning Dates
DDS is expected to report earnings on Aug 06, 2026.
M is expected to report earnings on Aug 25, 2026.
Industries' Descriptions
@Department Stores (-0.22% weekly)A department store sells a wide variety of consumer goods under different “departments,” including (but not necessarily limited to) apparel, household appliances, home furnishings, personal care products, cosmetics, consumer electronics. During healthy macroeconomic conditions, consumers typically won’t shy away from big-ticket purchases; but during a downturn, consumer spending might get limited to the most necessary/daily essentials. Several department stores purchase items on bulk from manufacturers for resale to consumers at a profit. Some of the largest department stores companies in the U.S. include Kohl’s Corporation, Macy’s Inc., and Ollie’s Bargain Outlet Holdings Inc.
| DDS | M | DDS / M | |
| Capitalization | 8.89B | 6.49B | 137% |
| EBITDA | 924M | 1.85B | 50% |
| Gain YTD | -6.048 | 13.958 | -43% |
| P/E Ratio | 13.53 | 10.19 | 133% |
| Revenue | 6.61B | 22.7B | 29% |
| Total Cash | 1.42B | N/A | - |
| Total Debt | 555M | 5.2B | 11% |
DDS | M | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 83 | 38 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 38 Fair valued | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 20 | 72 | |
SMR RATING 1..100 | 30 | 60 | |
PRICE GROWTH RATING 1..100 | 52 | 38 | |
P/E GROWTH RATING 1..100 | 33 | 11 | |
SEASONALITY SCORE 1..100 | 85 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
DDS's Valuation (38) in the Department Stores industry is somewhat better than the same rating for M (86). This means that DDS’s stock grew somewhat faster than M’s over the last 12 months.
DDS's Profit vs Risk Rating (20) in the Department Stores industry is somewhat better than the same rating for M (72). This means that DDS’s stock grew somewhat faster than M’s over the last 12 months.
DDS's SMR Rating (30) in the Department Stores industry is in the same range as M (60). This means that DDS’s stock grew similarly to M’s over the last 12 months.
M's Price Growth Rating (38) in the Department Stores industry is in the same range as DDS (52). This means that M’s stock grew similarly to DDS’s over the last 12 months.
M's P/E Growth Rating (11) in the Department Stores industry is in the same range as DDS (33). This means that M’s stock grew similarly to DDS’s over the last 12 months.
| DDS | M | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 70% | 1 day ago 86% |
| Stochastic ODDS (%) | 1 day ago 82% | 1 day ago 81% |
| Momentum ODDS (%) | 1 day ago 71% | 1 day ago 80% |
| MACD ODDS (%) | 1 day ago 69% | 1 day ago 66% |
| TrendWeek ODDS (%) | 1 day ago 67% | 1 day ago 76% |
| TrendMonth ODDS (%) | 1 day ago 80% | 1 day ago 76% |
| Advances ODDS (%) | 19 days ago 78% | 1 day ago 76% |
| Declines ODDS (%) | 7 days ago 65% | N/A |
| BollingerBands ODDS (%) | 1 day ago 90% | 1 day ago 81% |
| Aroon ODDS (%) | 1 day ago 74% | 1 day ago 74% |
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DDS and
Correlation & Price change
A.I.dvisor indicates that over the last year, DDS has been loosely correlated with M. These tickers have moved in lockstep 50% of the time. This A.I.-generated data suggests there is some statistical probability that if DDS jumps, then M could also see price increases.
| Ticker / NAME | Correlation To DDS | 1D Price Change % | ||
|---|---|---|---|---|
| DDS | 100% | +2.61% | ||
| M - DDS | 50% Loosely correlated | +2.15% | ||
| KSS - DDS | 50% Loosely correlated | +2.03% | ||
| DDT - DDS | 17% Poorly correlated | -0.11% | ||
| PLBL - DDS | -4% Poorly correlated | +9.55% |