M vs PLBL: Macy’s and Polibeli Group compared
The short version
From the latest prices and each company's SEC filings. Who's ahead on each measure, not which to buy.
- Macy’s is the larger company, worth $6.7B, about 3.2 times Polibeli Group.
- Macy’s grew revenue faster over the last year (+1.1% vs -16.9%).
- Macy’s keeps more of each dollar of revenue as operating profit (5.2% vs -31.3%).
Side by side
The stronger figure is shaded where higher (or, for valuation multiples, lower) reads as better. How the implied growth works.
| Measure | M | PLBL |
|---|---|---|
| Market cap | $6.7B | $2.1B |
| Share price | $22.67 | $5.64 |
| Revenue (last fiscal year) | $21.8B | $24M |
| Free cash flow (last fiscal year) | $690M | -$7M |
| Revenue growth, last year | +1.1% | -16.9% |
| Revenue growth per year, last 5 fiscal years | -2.9% | +5.1% |
| Operating margin | 5.2% | -31.3% |
| Net margin | 3.4% | -24.7% |
| Return on equity | 15.2% | — |
| P/E (trailing) | 10.9x | — |
| Price / free cash flow | 6.33x | — |
| EV / EBITDA | 5.64x | — |
| FCF growth the price implies | -4.6% | — |
| Dividend yield | 3.0% | — |
| Debt / equity | 2.19x | — |
| Fundamental grade | C | F |
| Superinvestors holding it | 4 | 0 |
| Insider purchases, last 12 months | 0 | 0 |
Results from SEC filings
Revenue and free cash flow by fiscal year, from each company's 10-K filings.
Macy’s
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2022 | $24.5B | $2.1B | 9.5% |
| 2023 | $24.4B | $320M | 6.9% |
| 2024 | $23.1B | $312M | 1.3% |
| 2025 | $22.3B | $396M | 4.1% |
| 2026 | $21.8B | $690M | 4.7% |
Polibeli Group
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2023 | $22M | -$7M | -28.8% |
| 2024 | $29M | -$6M | -33.0% |
| 2025 | $24M | -$7M | -31.3% |
Where the revenue comes from
Macy’s · by products, 2026
Women’s Accessories, Shoes, Cosmetics and Fragrances$9.1B42%
Women’s Apparel$4.8B22%
Men’s and Kids’$4.7B21%
Home/Other$3.2B15%
Polibeli Group · by products, 2025
Household appliances$8M32%
Skincare products$4M16%
Maternity and baby products$3M14%
Consumer electronic accessories$3M14%
Oral-care products$3M11%
Health-care products$1M5%
Compare them in fullFifteen years of statements, quarterly results, DCF and IRR models, and any number of peers side by side.
Open M in InvestinglyQuestions
Which is bigger, Macy’s or Polibeli Group?
Macy’s (M), at $6.7B against $2.1B.
Which grows faster, M or PLBL?
Macy’s: revenue grew +1.1% over the last year, against -16.9%.
More comparisons
Prices and ratios as of the last daily update; statements from SEC filings. Information only, not investment advice.