Dillard's, Inc. (DDS) Stock

Dillard's, Inc. (DDS) is a Consumer Discretionary stock trading at $597.29 (as of 2026-08-20), with a market capitalization of $9.33B and a trailing P/E of 14.2. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Dillard’s, Inc. operates department stores in the southeastern, southwestern, and midwestern United States and sells merchandise including apparel for women, men, and children, plus accessories, cosmetics, home furnishings, and other consumer goods. It also runs an internet store (dillards.com) and operated 280 stores (including 30 clearance centers) as of January 29, 2022, and performs general contracting construction activities.

Understand Dillard's, Inc.: how it makes money

Dillard's operates department stores that sell fashion apparel and other consumer goods, through stores across parts of the U.S. and also via an internet store (dillards.com), and it also earns revenue from general contracting construction activities.

Profit is driven by how effectively Dillard's sells consumer merchandise through its physical store base (including clearance centers) and its internet store, with additional contribution from its general contracting construction activities.

Revenue by segment (latest quarter)
Retail + Contractors$1.5B

Business quality (Solid): Well-defined operating footprint and channels (stores, clearance centers, and dillards.com), but the provided dataset only shows a single net sales bucket and limited operating KPIs (store and clearance-center counts).

Valuation: At 14× earnings, DDS trades 24% below the Retail average (19×). Note: one-time items can distort reported P/E.

Bull case

  • Multiple sales channels: Dillard's sells through store locations (including 28 clearance centers) and also operates an Internet store (dillards.com).
  • Operating profitability at the provided time point: For the period ending 2026-05-02, the company reported gross margin of 43.9% and operating margin of 20.6%.

Bear case

  • Geographic concentration risk: Stores are located in the southeastern, southwestern, and midwestern areas of the United States, so regional demand and competition can matter more than in a fully national footprint.
  • Footprint is a key operational lever: The business operates 272 stores (including clearance centers). Changes to store count or the number of clearance centers could affect sales capacity and how merchandise is presented.
Valuation — source: SEC EDGAR (first-party)
Price$597.29
Market Cap$9.33B
P/E Ratio14.2
EV / EBITDA8.3
Price / Book4.61
Price / Sales1.41
FCF Yield8.1%
DCF Value (model)$697242.61
DCF Upside vs Price116633.4%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$6.56B
Net Margin8.7%
Revenue Growth (YoY)2.7%
EPS Growth (YoY)54.4%
FCF Growth (YoY)60.7%
Financial Health — source: SEC EDGAR
Altman Z-Score5.56 (safe)
Valuation vs Sector & Industry
Stock P/E14.2
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Retail)19.5
vs Sector-30.7%
vs Industry-27.3%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderNewport Trust Company, LLC ($2.58B)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryRetail
CEOWilliam T. Dillard
Employees28,800
CountryUS
IPO Date1980-03-17

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DDS earnings history · DDS institutional & insider holders · DDS KPIs & operating metrics · DDS financials · DDS investor presentations & press releases · DDS SEC filings · DDS peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.