Dillard’S, Inc.
$8.99B- Market cap
- $10.26B
- Debt
- +-$402.20M
- Cash
- −$861.46M
Capital structure 104% equity / -4% debt · EV / Revenue 1.37x · EV / EBITDA 12.93x
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2026 · Mkt cap
Decision snapshot: DDS stock price vs HD: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at HD's multiple
Needs HD P/E.
Implied fair value · at DDS's multiple
Needs DDS P/E.
Snapshot Sep 4, 4:00 PM ET
Metric by metric
Where each company leads, and how wide the gap is.
Growth lag
Pricing power
Operating leverage
Multiple discount
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: DDS FY 2026 (ended Jan 31, 2026) · HD FY 2026 (ended Feb 1, 2026). Fiscal years are not aligned.
Trendline
Five fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Capital structure 104% equity / -4% debt · EV / Revenue 1.37x · EV / EBITDA 12.93x
Capital structure 86% equity / 14% debt · EV / Revenue 2.25x · EV / EBITDA 17.13x
HD carries the larger enterprise value at $370.23B against $8.99B; DDS trades on the lower EV / Revenue multiple (1.37x vs 2.25x); DDS on the lower EV / EBITDA (12.93x vs 17.13x).
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
DILLARD’S, INC. · implied price per share
Debt and bridge-cash inputs are required to translate enterprise value into equity value.
The Home Depot, Inc. · implied price per share
Bear
$103.62
Base
$131.79
Bull
$172.10
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Debt / equity
Total debt against shareholders' equity
-0.23x
4.00x
Net debt / EBITDA
Leverage against operating earnings
-1.82x
2.31x
Cash and equivalents
Liquid reserves on the balance sheet
$861.46M
$1.39B
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
Macy's, Inc.
DDS vs M
KOHLS Corp
DDS vs KSS
TJX COMPANIES INC /DE/
DDS vs TJX
NORDSTROM INC
DDS vs JWN
LOWES COMPANIES INC
DDS vs LOW
FASTENAL CO
DDS vs FAST
W.W. GRAINGER, INC.
DDS vs GWW
STANLEY BLACK & DECKER, INC.
DDS vs SWK
WHIRLPOOL CORP /DE/
DDS vs WHR
TRACTOR SUPPLY CO /DE/
DDS vs TSCO
-$402.20M
$51.31B
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
This explanation uses an earlier data snapshot or evidence version. Review its generation date and the current figures, or refresh after signing in.
If you believe DDS can reaccelerate revenue growth and sustain its 39.0% gross margin while improving operating efficiency, then holding or adding may make sense because DDS already trades at a lower P/E than HD and carries lower leverage; otherwise, the mixed quality signals argue for caution.
DDS trades at 16.2x P/E versus HD at 23.3x, which supports a lower-valuation case relative to HD. However, the provided implied-price framework shows a very large upside to $849.61 from $588.34, while HD implied and DCF ranges appear inconsistent with the current price scale, reducing confidence in the precision of the gap.
Supporting Metrics