Macy's Inc vs Realty Income Corp — how do they compare? Macy's Inc trades at $22.79 (market cap $5.95B), while Realty Income Corp trades at $54.06 (market cap $51.26B). The key difference: Realty Income Corp is far larger — about 8.6× Macy's Inc's market cap, and Realty Income Corp pays the higher dividend (6.01%). Which is the better fit depends on your goals — on Pluang, investors hold Macy's Inc for 58 Days and Realty Income Corp for 127 Days on average.
| M | O | |
|---|---|---|
Market Cap | $5.95B | $51.26B |
Volume | 6,030,644 | 12,300,266 |
Sector | Consumer Cyclical | Real Estate |
52-Week High | $26.21 | $67.56 |
52-Week Low | $16.51 | $53.35 |
Typical Hold Time | 58 Days | 127 Days |
Enterprise Value | $9.75B | $81.88B |
Dividend Yield | 3.36% | 6.01% |
Signals from Pluang's Aura AI — not financial advice
Macy's stock trades at $22.79, up 1.47% today, with a bullish technical signal supported by moving averages. The company shows improving fundamentals, with Q2 2026 EPS beating estimates and a raised 2026 outlook. Valuation remains attractive with a P/E of 8.35 and P/S of 0.27, while cash flow trends have strengthened, with net cash flow turning positive in 2024 and 2025. Recent news highlights progress in the 'Bold New Chapter' strategy, focusing on digital and omnichannel growth.
The outlook for Macy's is cautiously optimistic, supported by cheap valuations and strategic initiatives, but risks include competitive pressures and uneven earnings growth. Analyst consensus is mixed with a $24.25 price target, indicating modest upside potential. Key investment opportunities lie in dividend yield and turnaround execution, while risks involve margin pressure and macroeconomic headwinds affecting retail demand.
Realty Income (O) trades at $53.35, down 1.66% amid bearish technical signals and recent earnings misses. The REIT maintains strong fundamentals with 92.56% gross margins and consistent dividend payments, though rising bond yields pressure valuations. Analyst consensus remains cautiously optimistic with a $64.80 price target despite three consecutive quarterly EPS misses.
The stock faces near-term headwinds from technical weakness and interest rate sensitivity, but long-term investors may find value in the 6%+ dividend yield and A-rated balance sheet. Key risks include persistent earnings underperformance and debt levels approaching 40% of assets, requiring careful monitoring of Q3 2026 results due November 2.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Founded in 1858 and based in New York City, Macy's operates 570 stores under the Macy's nameplate, 58 stores under the Bloomingdale's nameplate, and 160 freestanding Bluemercury specialty beauty stores (as of the end of fiscal-year 2021). Macy's also operates e-commerce sites and licenses two Bloomingdale's stores in the United Arab Emirates and Kuwait. Women's apparel, accessories, shoes, cosmetics, and fragrances comprised 59% of Macy's 2021 sales.
Read more on M →Realty Income owns roughly 11,400 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, office, manufacturing, and distribution properties, which make up roughly 17% of revenue.
Read more on O →