Macy'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.
Macy's is a discounted American department store; Miniso is a Chinese variety retailer selling its own cheap lifestyle goods. The margin gap is enormous, Miniso keeping 15.51% of each sale against Macy's 2.94%, and Miniso earns far more on equity, 25.45% to 13.79%. Yet Macy's is the deep-value name: 10.72 times earnings and just 1.46 times book against Miniso's 39.14 and 9.88. Macy's throws off a huge 20.14% free cash yield and pays 2.81%, while Miniso generates 2.12% and pays nothing. Miniso runs debt-free; Macy's carries 0.50. Rich growth and fat margins versus a cheap, cash-gushing store the market has written off.
Comparison updated 2026-07-11.
| Metric | M | MNSO |
|---|---|---|
| Price | $22.65 | $11.78 |
| Market cap | $6.2B | $14.6B |
| Sector | Discount Stores | Discount Stores |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | +36.9% |
| P/E | 9.4 | 40.5 |
| P/B | 1.28 | 10.22 |
| P/S | 0.27 | 6.23 |
| EV/EBITDA | 3.8 | 24.1 |
| Revenue growth | -0.2% | +5.4% |
| Gross margin | — | 44.9% |
| Operating margin | 2.3% | 19.5% |
| Net margin | 2.9% | 15.5% |
| Return on equity | 13.8% | 25.4% |
| Return on assets | 4.1% | 14.5% |
| Return on invested capital | 9.8% | 25.2% |
| FCF yield | 23.1% | 2.0% |
| Dividend yield | 3.2% | — |
| Debt / equity | 0.50 | 0.00 |
| Current ratio | 1.48 | 2.04 |
| Altman Z (solvency) | 7.58 | 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.