Kohl's vs Macy's
Macy's reported revenue of $22.6 billion in fiscal 2025, 1.5 times Kohl's $15.5 billion in fiscal 2025. Kohl's revenue fell 4.3% in its latest year, and Macy's fell 1.7%. Kohl's had an operating margin of 4.0%, against 4.5% at Macy's. Free cash flow was $1.0 billion at Kohl's and $1.1 billion at Macy's.
Side by side
| Kohl's | Macy's | |
|---|---|---|
| Latest fiscal year | FY2025, Jan 31, 2026 | FY2025, Jan 31, 2026 |
| Revenue | $15.5B | $22.6B |
| Revenue growth | −4.3% | −1.7% |
| Revenue growth a year, last 5 years | −0.5% | 5.5% |
| Gross margin | 40.6% | 40.3% |
| Operating margin | 4.0% | 4.5% |
| Net margin | 1.8% | 2.8% |
| Free cash flow | $1.0B | $1.1B |
| Free cash flow margin | 6.5% | 4.7% |
| Return on capital | 7.2% | 12.9% |
| Net debt to EBITDA | 2.1x | 0.6x |
| Dividends and buybacks | $56M | $447M |
| Change in diluted share count | 1.8% | −1.8% |
| Last close | $23.65 | $23.59 |
| P/E at the last close | 10.3× | 8.6× |
| Insider trades, last 12 months | sold $2.2 million | sold $6.7 million |
| Piotroski F-score | 7 of 9 | 8 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
Kohl'sMacy's
Operating margin
Percent of revenue
Kohl'sMacy's
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Kohl'sMacy's