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Upturn AI Summary - About
Macy’s Inc(M)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for M
10/09/2026: M (4-star) is currently NOT-A-BUY. Pass it for now.
Macy’s Inc is a large, established omnichannel retailer operating under the Macy’s, Bloomingdale’s, and Bluemercury brands. The company’s strengths include iconic brand recognition and an extensive real estate footprint that supports a hybrid shopping experience. Its primary investment story centers on a turnaround strategy aimed at rightsizing its physical presence and accelerating digital growth. However, significant risks persist, including declining mall traffic, intense competition from e-commerce giants, and high debt levels. The stock may best suit value-oriented investors willing to monitor the execution of recent strategic initiatives, though volatility remains a constant factor for this legacy retail player.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The company is in a mature, consolidating industry with limited top-line expansion prospects. |
| Momentum investor | Weak fit | The stock has largely lacked consistent bullish price momentum required for this style. |
| Value investor | Mixed fit | While the stock may trade at low price-to-earnings multiples, it reflects significant ongoing business model challenges. |
| Dividend investor | Mixed fit | Macy's provides a yield, but dividend sustainability remains dependent on volatile earnings and cash flow. |
| Low-risk investor | Weak fit | Retail industry volatility and structural mall challenges present high risk for conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is highly sensitive to consumer sentiment and macroeconomic reports. |
| Valuation risk | Medium | Low multiples often reflect legitimate concerns regarding long-term business viability. |
| Competition risk (e-commerce) | High | Ongoing share erosion to online-first retailers puts pressure on pricing power. |
| Business quality | Medium | The reliance on legacy department store formats limits agility compared to modern peers. |
| Dividend income | Medium | Dividends are subject to the company's ability to maintain cash flow during retail cycles. |
| Execution risk | High | The 'Bold New Chapter' strategy requires complex operational changes that may not yield promised results. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 85.49% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.92B USD | Price to earnings Ratio 8.3 | 1Y Target Price 23.18 |
Price to earnings Ratio 8.3 | 1Y Target Price 23.18 | ||
Volume (30-day avg) 6.8M shares | Beta 1.47 | 52 Weeks Range 16.24 - 26.36 | Updated Date 10/11/2026 |
52 Weeks Range 16.24 - 26.36 | Updated Date 10/11/2026 | ||
Dividends yield (FY) 3.28% | Basic EPS (TTM) 2.73 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Macy’s Retail | Apparel, home goods, and beauty products sold via physical stores and e-commerce. | This is the primary revenue engine and depends on store traffic and consumer spending. |
| Bloomingdale’s | Premium fashion and home goods targeting affluent consumers. | This provides a higher-margin, luxury counterbalance to the broader Macy’s brand. |
| Bluemercury | Specialty beauty retail and spa services. | A small but strategically important high-margin growth segment. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 8.3 | Forward PE 9.38 | Enterprise Value 9.60B | Price to Sales(TTM) 0.26 |
Enterprise Value 9.60B | Price to Sales(TTM) 0.26 | ||
Enterprise Value to Revenue 0.42 | Enterprise Value to EBITDA 4.91 | Shares Outstanding 261.18M | Shares Floating 252.61M |
Shares Outstanding 261.18M | Shares Floating 252.61M | ||
Percent Insiders 3.18 | Percent Institutions 98.31 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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