How Has Dillard’s Performed Compared to Its Peers?

In this article, we’ll compare Dillard’s (DDS) against its peers.

• The PE (price-to-earnings) ratios of Dillard’s (DDS), Macy’s (M), Nordstrom (JWN), and Kohl’s (KSS) are 9.2x, 10.1x, 14.4x, and 11.7x, respectively.

• The PBV (price-to-book value) ratios of Dillard’s, Macy’s, Nordstrom, and Kohl’s are 1.5x, 3.2x, 4.2x, and 1.5x, respectively.
• The PS (price-to-sales) ratios of Dillard’s, Macy’s, Nordstrom, and Kohl’s are 0.41x, 0.46x, 0.73x, and 0.45x, respectively.
• The EPS (earnings per share) of Dillard’s, Macy’s, Nordstrom, and Kohl’s are $1.19, $0.36, $0.42, and $0.62, respectively, in fiscal 3Q15.
• The net profit margins of Dillard’s, Macy’s, Nordstrom, and Kohl’s are 3.2%, 2.0%, 2.4%, and 2.7%, respectively, in fiscal 3Q15.

According to these figures, Dillard’s peers have outperformed based on PE, PBV, and PS. However, Dillard’s is ahead of its peers based on EPS and net profit margin.

The First Trust Consumer Discretionary AlphaDEX ETF (FXD) invests 1.3% of its holdings in Dillard’s. The ETF tracks an index of large and mid-cap US consumer discretionary stocks. The underlying index uses multifactor selection and tiered equal weighting.

The SPDR S&P Retail ETF (XRT) invests 0.95% of its holdings in Dillard’s. The ETF tracks a broad-based, equal-weighted index of stock in the US retail industry.

The WisdomTree MidCap Earnings ETF (EZM) invests 0.34% of its holdings in Dillard’s. The ETF tracks an earnings-focused index of mid-cap stocks.

Now let’s compare Dillard’s and the ETFs that invest in it:

• The year-to-date price movements of Dillard’s, FXD, XRT, and EZM are -42.0%, -4.8%, -11.0%, and -3.4%, respectively.
• The PE ratios of Dillard’s, FXD, XRT, and EZM are 9.2x, 16.1x, 23.8x, 17.2x, respectively.
• The PBV ratios of Dillard’s, FXD, XRT, and EZM are 1.5x, 3.7x, 2.8x, and 1.9x, respectively.

The ETFs have outperformed Dillard’s based on price movement, PE, and PBV.