M
Macy's, Inc.
Department Stores
Market Cap$5.35B
5Y Perf.+211.6%
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Stock Comparison
M vs SKY
Revenue, margins, valuation, and 5-year total return — side by side.
SKY
Champion Homes, Inc.
Residential Construction
Market Cap$4.03B
5Y Perf.+205.6%
M vs SKY — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | M | SKY |
|---|---|---|
| Industry | Department Stores | Residential Construction |
| Market Cap | $5.35B | $4.03B |
| Revenue (TTM) | $22.62B | $2.64B |
| Net Income (TTM) | $642M | $214M |
| Gross Margin | 36.5% | 26.3% |
| Operating Margin | 4.6% | 9.8% |
| Forward P/E | 8.8x | 19.3x |
| Total Debt | $5.20B | $131M |
| Cash & Equiv. | $1.25B | $610M |
M vs SKY — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
M
SKY
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Macy's, Inc. (M) | 100 | 311.6 | +211.6% |
| Champion Homes, Inc. (SKY) | 100 | 305.6 | +205.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: M vs SKY
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: SKY leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Macy's, Inc. is the stronger pick specifically for valuation and capital efficiency and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
M
Macy's, Inc.
The Income Pick
M is the clearest fit if your priority is income & stability.
- Dividend streak 4 yrs, beta 1.42, yield 3.7%
- Lower P/E (8.8x vs 19.3x)
- 3.7% yield; 4-year raise streak; the other pay no meaningful dividend
Best for: income & stability
SKY
Champion Homes, Inc.
The Growth Play
SKY carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 22.7%, EPS growth 35.2%, 3Y rev CAGR 4.0%
- 7.4% 10Y total return vs M's -24.7%
- Lower volatility, beta 0.96, Low D/E 8.5%, current ratio 2.41x
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | SKY | 22.7% revenue growth vs M's -1.7% |
| Value | M | Lower P/E (8.8x vs 19.3x) |
| Quality / Margins | SKY | 8.1% margin vs M's 2.8% |
| Stability / Safety | SKY | Beta 0.96 vs M's 1.42, lower leverage |
| Dividends | M | 3.7% yield; 4-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | M | +69.1% vs SKY's -17.3% |
| Efficiency (ROA) | SKY | 10.1% ROA vs M's 4.0%, ROIC 16.9% vs 8.7% |
M vs SKY — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2024
M vs SKY — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLMLAGGINGSKY
SKYChampion Homes, Inc.
2leads
MMacy's, Inc.
2leads
6 Total Categories
CATEGORYLEADERvs SKYMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
SKY4/6
Valuation MetricsMultiples, price ratios, and targets
M6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
SKY7/8
Total Returns1Y, 3Y, 5Y total returns with dividends
Tied
—
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
M1/1
Income & Cash Flow (Last 12 Months)
SKY leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
M is the larger business by revenue, generating $22.6B annually — 8.6x SKY's $2.6B. SKY is the more profitable business, keeping 8.1% of every revenue dollar as net income compared to M's 2.8%.
| Metric | MMacy's, Inc. | SKYChampion Homes, I… |
|---|---|---|
| RevenueTrailing 12 months | $22.6B | $2.6B |
| EBITDAEarnings before interest/tax | $1.9B | $306M |
| Net IncomeAfter-tax profit | $642M | $214M |
| Free Cash FlowCash after capex | $1.1B | $260M |
| Gross MarginGross profit ÷ Revenue | +36.5% | +26.3% |
| Operating MarginEBIT ÷ Revenue | +4.6% | +9.8% |
| Net MarginNet income ÷ Revenue | +2.8% | +8.1% |
| FCF MarginFCF ÷ Revenue | +4.7% | +9.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -1.1% | +1.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +51.2% | -3.0% |
SKY leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
M leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 8.3x trailing earnings, M trades at a 61% valuation discount to SKY's 21.3x P/E. On an enterprise value basis, M's 4.8x EV/EBITDA is more attractive than SKY's 12.6x.
| Metric | MMacy's, Inc. | SKYChampion Homes, I… |
|---|---|---|
| Market CapShares × price | $5.4B | $4.0B |
| Enterprise ValueMkt cap + debt − cash | $9.3B | $3.6B |
| Trailing P/EPrice ÷ TTM EPS | 8.31x | 21.32x |
| Forward P/EPrice ÷ next-FY EPS est. | 8.81x | 19.34x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.78x |
| EV / EBITDAEnterprise value multiple | 4.84x | 12.62x |
| Price / SalesMarket cap ÷ Revenue | 0.24x | 1.62x |
| Price / BookPrice ÷ Book value/share | 1.10x | 2.74x |
| Price / FCFMarket cap ÷ FCF | 5.07x | 21.19x |
M leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
SKY leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
M delivers a 14.2% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $13 for SKY. SKY carries lower financial leverage with a 0.08x debt-to-equity ratio, signaling a more conservative balance sheet compared to M's 1.07x.
| Metric | MMacy's, Inc. | SKYChampion Homes, I… |
|---|---|---|
| ROE (TTM)Return on equity | +14.2% | +13.4% |
| ROA (TTM)Return on assets | +4.0% | +10.1% |
| ROICReturn on invested capital | +8.7% | +16.9% |
| ROCEReturn on capital employed | +8.7% | +14.8% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 7 |
| Debt / EquityFinancial leverage | 1.07x | 0.08x |
| Net DebtTotal debt minus cash | $4.0B | -$479M |
| Cash & Equiv.Liquid assets | $1.2B | $610M |
| Total DebtShort + long-term debt | $5.2B | $131M |
| Interest CoverageEBIT ÷ Interest expense | 10.62x | 51.32x |
SKY leads this category, winning 7 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
Evenly matched — M and SKY each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SKY five years ago would be worth $16,798 today (with dividends reinvested), compared to $12,916 for M. Over the past 12 months, M leads with a +69.1% total return vs SKY's -17.3%. The 3-year compound annual growth rate (CAGR) favors M at 11.7% vs SKY's -0.6% — a key indicator of consistent wealth creation.
| Metric | MMacy's, Inc. | SKYChampion Homes, I… |
|---|---|---|
| YTD ReturnYear-to-date | -14.4% | -14.1% |
| 1-Year ReturnPast 12 months | +69.1% | -17.3% |
| 3-Year ReturnCumulative with dividends | +39.2% | -1.7% |
| 5-Year ReturnCumulative with dividends | +29.2% | +68.0% |
| 10-Year ReturnCumulative with dividends | -24.7% | +741.9% |
| CAGR (3Y)Annualised 3-year return | +11.7% | -0.6% |
Evenly matched — M and SKY each lead in 3 of 6 comparable metrics.
Risk & Volatility
Evenly matched — M and SKY each lead in 1 of 2 comparable metrics.
Risk & Volatility
SKY is the less volatile stock with a 0.96 beta — it tends to amplify market swings less than M's 1.42 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. M currently trades 79.0% from its 52-week high vs SKY's 73.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | MMacy's, Inc. | SKYChampion Homes, I… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.42x | 0.96x |
| 52-Week HighHighest price in past year | $24.41 | $99.17 |
| 52-Week LowLowest price in past year | $10.54 | $59.44 |
| % of 52W HighCurrent price vs 52-week peak | +79.0% | +73.5% |
| RSI (14)Momentum oscillator 0–100 | 47.6 | 37.5 |
| Avg Volume (50D)Average daily shares traded | 6.7M | 501K |
Evenly matched — M and SKY each lead in 1 of 2 comparable metrics.
Analyst Outlook
M leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates M as "Hold" and SKY as "Buy". Consensus price targets imply 45.4% upside for SKY (target: $106) vs -0.4% for M (target: $19). M is the only dividend payer here at 3.70% yield — a key consideration for income-focused portfolios.
| Metric | MMacy's, Inc. | SKYChampion Homes, I… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $19.20 | $106.00 |
| # AnalystsCovering analysts | 40 | 8 |
| Dividend YieldAnnual dividend ÷ price | +3.7% | — |
| Dividend StreakConsecutive years of raises | 4 | 1 |
| Dividend / ShareAnnual DPS | $0.71 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +4.7% | +2.0% |
M leads this category, winning 1 of 1 comparable metric.
Key Takeaway
SKY leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). M leads in 2 (Valuation Metrics, Analyst Outlook). 2 tied.
Best OverallMacy's, Inc. (M)Leads 2 of 6 categories
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M vs SKY: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is M or SKY a better buy right now?
For growth investors, Champion Homes, Inc.
(SKY) is the stronger pick with 22. 7% revenue growth year-over-year, versus -1. 7% for Macy's, Inc. (M). Macy's, Inc. (M) offers the better valuation at 8. 3x trailing P/E (8. 8x forward), making it the more compelling value choice. Analysts rate Champion Homes, Inc. (SKY) a "Buy" — based on 8 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — M or SKY?
On trailing P/E, Macy's, Inc.
(M) is the cheapest at 8. 3x versus Champion Homes, Inc. at 21. 3x. On forward P/E, Macy's, Inc. is actually cheaper at 8. 8x.
03Which is the better long-term investment — M or SKY?
Over the past 5 years, Champion Homes, Inc.
(SKY) delivered a total return of +68. 0%, compared to +29. 2% for Macy's, Inc. (M). Over 10 years, the gap is even starker: SKY returned +741. 9% versus M's -24. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — M or SKY?
By beta (market sensitivity over 5 years), Champion Homes, Inc.
(SKY) is the lower-risk stock at 0. 96β versus Macy's, Inc. 's 1. 42β — meaning M is approximately 48% more volatile than SKY relative to the S&P 500. On balance sheet safety, Champion Homes, Inc. (SKY) carries a lower debt/equity ratio of 8% versus 107% for Macy's, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — M or SKY?
By revenue growth (latest reported year), Champion Homes, Inc.
(SKY) is pulling ahead at 22. 7% versus -1. 7% for Macy's, Inc. (M). On earnings-per-share growth, the picture is similar: Champion Homes, Inc. grew EPS 35. 2% year-over-year, compared to 12. 1% for Macy's, Inc.. Over a 3-year CAGR, SKY leads at 4. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — M or SKY?
Champion Homes, Inc.
(SKY) is the more profitable company, earning 8. 0% net margin versus 2. 8% for Macy's, Inc. — meaning it keeps 8. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SKY leads at 9. 5% versus 4. 6% for M. At the gross margin level — before operating expenses — M leads at 36. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is M or SKY more undervalued right now?
On forward earnings alone, Macy's, Inc.
(M) trades at 8. 8x forward P/E versus 19. 3x for Champion Homes, Inc. — 10. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SKY: 45. 4% to $106. 00.
08Which pays a better dividend — M or SKY?
In this comparison, M (3.
7% yield) pays a dividend. SKY does not pay a meaningful dividend and should not be held primarily for income.
09Is M or SKY better for a retirement portfolio?
For long-horizon retirement investors, Champion Homes, Inc.
(SKY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 96), +741. 9% 10Y return). Both have compounded well over 10 years (SKY: +741. 9%, M: -24. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between M and SKY?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: M is a small-cap deep-value stock; SKY is a small-cap high-growth stock. M pays a dividend while SKY does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(M: -1.1% · SKY: 1.8%)Net Margin>
%
(M: 2.8% · SKY: 8.1%)P/E Ratio<
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