DILLARD’S, INC. vs MINISO Group Holding Limited, two Discount Stores stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Dillard's is a Southern US department-store chain; Miniso is a Chinese variety retailer selling its own cheap lifestyle goods. Both post fat margins for retail, 9.95% at Dillard's and 15.51% at Miniso, and strong returns on equity, 32.43% and 25.45%. The valuations diverge sharply: Dillard's trades at 13.7 times earnings and 4.44 times book, Miniso at nearly triple the earnings multiple, 39.14 times, and 9.88 times book. Dillard's throws off an 8.38% free cash yield and pays 5.4%; Miniso yields 2.12% in free cash and pays nothing. Both carry no debt against equity. Cheap and cash-returning on one side, richly priced growth on the other.
Comparison updated 2026-07-11.
| Metric | DDS | MNSO |
|---|---|---|
| Price | $524.25 | $11.78 |
| Market cap | $8.2B | $14.6B |
| Sector | Discount Stores | Discount Stores |
| Stage | Mature | Mature |
| Implied growth (priced in) | +4.0% | +36.9% |
| P/E | 12.5 | 40.5 |
| P/B | 4.04 | 10.22 |
| P/S | 1.24 | 6.23 |
| EV/EBITDA | 39.5 | 24.1 |
| Revenue growth | +0.9% | +5.4% |
| Gross margin | 43.9% | 44.9% |
| Operating margin | — | 19.5% |
| Net margin | 9.9% | 15.5% |
| Return on equity | 32.4% | 25.4% |
| Return on assets | 15.9% | 14.5% |
| Return on invested capital | — | 25.2% |
| FCF yield | 9.2% | 2.0% |
| Dividend yield | 5.9% | — |
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 2.37 | 2.04 |
| Altman Z (solvency) | 10.00 | 8.27 |
| Piotroski F (quality) | 7 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.