Head to Head Review: Hudson’s Bay (HBAYF) and Dillard’s (DDS)

Hudson’s Bay (OTCMKTS: HBAYF) and Dillard’s (NYSE:DDS) are both consumer cyclical companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, risk, institutional ownership, earnings, analyst recommendations, valuation and profitability.

Analyst Ratings

This is a summary of recent ratings and recommmendations for Hudson’s Bay and Dillard’s, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Hudson’s Bay 0 2 0 0 2.00
Dillard’s 2 0 1 0 1.67

Hudson’s Bay currently has a consensus price target of $13.00, indicating a potential upside of 80.30%. Dillard’s has a consensus price target of $57.00, indicating a potential downside of 25.52%. Given Hudson’s Bay’s stronger consensus rating and higher possible upside, equities research analysts plainly believe Hudson’s Bay is more favorable than Dillard’s.


This table compares Hudson’s Bay and Dillard’s’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Hudson’s Bay N/A N/A N/A
Dillard’s 3.45% 8.57% 3.61%

Insider & Institutional Ownership

89.4% of Dillard’s shares are owned by institutional investors. 19.1% of Dillard’s shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Valuation & Earnings

This table compares Hudson’s Bay and Dillard’s’ revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Hudson’s Bay N/A N/A N/A N/A N/A
Dillard’s $6.42 billion 0.34 $221.32 million $4.80 15.94

Dillard’s has higher revenue and earnings than Hudson’s Bay.

Volatility and Risk

Hudson’s Bay has a beta of 1.42, suggesting that its stock price is 42% more volatile than the S&P 500. Comparatively, Dillard’s has a beta of 1.09, suggesting that its stock price is 9% more volatile than the S&P 500.


Dillard’s pays an annual dividend of $0.40 per share and has a dividend yield of 0.5%. Hudson’s Bay does not pay a dividend. Dillard’s pays out 8.3% of its earnings in the form of a dividend. Dillard’s has raised its dividend for 4 consecutive years.


Dillard’s beats Hudson’s Bay on 9 of the 13 factors compared between the two stocks.

Hudson’s Bay Company Profile

Hudson's Bay Company owns and operates department stores in Canada, the United States, and Europe. Its stores offers fashion apparels, accessories, cosmetics, and home products. The company operates its stores under the Hudson's Bay, Lord & Taylor, Saks Fifth Avenue, Saks Fifth Avenue OFF 5TH, Find @ Lord & Taylor, Gilt, Home Outfitters, Galeria Kaufhof, Galeria INNO, and Sportarena banners. As of February 3, 2018, it operated approximately 480 stores. The company also operates e-commerce sites. The company was founded in 1670 and is based in Brampton, Canada. Hudson's Bay Company is a subsidiary of Hudson's Bay Company (Luxembourg) S. à r. l.

Dillard’s Company Profile

Dillard's, Inc. operates as fashion apparel, cosmetics, and home furnishing retailer in the United States. It operates through two segments, Retail Operations and Construction. The company's stores offer a selection of merchandise, including fashion apparel for women, men, and children; accessories; cosmetics; home furnishings; and other consumer goods. Its brand merchandise includes Antonio Melani, Gianni Bini, GB, Roundtree & Yorke, and Daniel Cremieux. The company also sells its merchandise online through its Website, dillards.com, which features online gift registries and various other services. In addition, it operates a general contracting construction company that engages in constructing and remodeling stores. As of January 28, 2017, the company operated 293 Dillard's stores, including 25 clearance centers; and an Internet store. Dillard's, Inc. was founded in 1938 and is based in Little Rock, Arkansas.

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