Dollar Tree (DLTR) vs Macy's (M)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Dollar Tree (DLTR) has outperformed Macy's (M) over the past year, gaining 36.8% versus a gain of 28.2%. Over five years, DLTR leads with a +17.2% price change compared with -5.2% for M. Dollar Tree is the larger company by market cap ($21.82 billion vs $5.95 billion), about 3.7 times the size.
On valuation, Macy's trades at a lower forward P/E (9.5x vs 14.7x for Dollar Tree). Macy's pays a dividend yielding 3.28%, while Dollar Tree does not currently pay one. Dollar Tree converts more of its revenue into profit, with a net margin of 6.6% versus 2.8%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | DLTR | M |
|---|---|---|
| Share price | $116.30 | $22.79 |
| Market cap | $21.82B | $5.95B |
| 1-day change | +0.09% | +1.47% |
| YTD return | -5.45% | +3.36% |
| 1-year return | +36.76% | +28.25% |
| 5-year return | +17.16% | -5.20% |
| P/E ratio (TTM) | 14.17 | 8.35 |
| Forward P/E | 14.70 | 9.53 |
| EPS (TTM) | $8.21 | $2.73 |
| Dividend yield | 0.00% | 3.28% |
| Annual dividend | $0.00 | $0.748 |
| Revenue (latest FY) | $19.41B | $22.62B |
| Revenue growth (YoY) | +10.43% | -1.67% |
| Net income (latest FY) | $1.28B | $642.00M |
| Gross margin | 36.32% | 40.33% |
| Operating margin | 8.52% | 4.55% |
| Net margin | 6.61% | 2.84% |
| 52-week high | $142.40 | $26.59 |
| 52-week low | $85.76 | $16.41 |
| Distance from 52-week high | -18.33% | -14.29% |
| Analyst consensus | buy | hold |
| Avg. price target upside | +17.07% | +2.50% |
| Average volume | 2.54M | 5.66M |
| Shares outstanding | 187.63M | 261.18M |
| Employees | 150,000 | 90,134 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Department/Specialty Retail Stores | Department/Specialty Retail Stores |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Dollar Tree is about 3.7 times larger than Macy's by market value ($21.82B vs $5.95B).
- Dollar Tree trades at a higher earnings multiple (14.2x vs 8.3x trailing P/E).
- Macy's offers a meaningfully higher dividend yield (3.28% vs 0.00%).
- Dollar Tree grew revenue faster in its latest fiscal year (+10.43% vs -1.67%).
About Dollar Tree
DLTR stock →Dollar Tree, Inc. operates retail discount stores under the Dollar Tree and Dollar Tree Canada brands in the United States and Canada.
Consumer Discretionary · Department/Specialty Retail Stores · 150,000 employees
About Macy's
M stock →Macy's, Inc., an omni-channel retail organization, operates stores, websites, and mobile applications in the United States. The company sells various merchandise, such as apparel and accessories for men, women, and kids; cosmetics; home furnishings; and other consumer goods under the Macy's, Bloomingdale's, and Bluemercury brands.
Consumer Discretionary · Department/Specialty Retail Stores · 90,134 employees
DLTR vs M FAQ
Which is bigger, Dollar Tree or Macy's?
Dollar Tree (DLTR) is larger, with a market capitalization of $21.82B compared with $5.95B for Macy's (M).
Which stock has performed better over the past year, DLTR or M?
DLTR returned +36.76% over the past 12 months, compared with +28.25% for M (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, DLTR or M?
M has the lower trailing P/E at 8.3, versus 14.2 for DLTR. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Dollar Tree or Macy's?
Macy's pays a dividend yielding 3.28%, while Dollar Tree does not currently pay a regular dividend.
Are Dollar Tree and Macy's in the same industry?
Yes. Both are classified in the Department/Specialty Retail Stores industry within the Consumer Discretionary sector.