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Side-by-side financial comparison of Macy's, Inc. (M) and Sempra (SRE). Click either name above to swap in a different company.
Macy's, Inc. is the larger business by last-quarter revenue ($4.7B vs $3.3B, roughly 1.4× Sempra). Sempra runs the higher net margin — 10.7% vs 0.2%, a 10.5% gap on every dollar of revenue. On growth, Sempra posted the faster year-over-year revenue change (6.9% vs -0.6%). Macy's, Inc. produced more free cash flow last quarter ($-101.0M vs $-2.2B). Over the past eight quarters, Sempra's revenue compounded faster (-5.8% CAGR vs -23.8%).
Macy's, Inc. is an American holding company of department stores. Upon its establishment in 1929, Federated held ownership of the regional department store chains Abraham & Straus, Lazarus, Filene's, and Shillito's. Bloomingdale's joined Federated Department Stores the next year. Throughout its early history, frequent acquisitions and divestitures saw the company operate a number of nameplates. In 1994, Federated took over Macy's, the old department store chain originally founded in 1858 by A...
Sempra is a North American public utility holding company based in San Diego, California. The company is one of the largest utility holding companies in the United States with nearly 40 million consumers.
M vs SRE — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.7B | $3.3B |
| Net Profit | $11.0M | $352.0M |
| Gross Margin | 39.4% | — |
| Operating Margin | 0.9% | 7.2% |
| Net Margin | 0.2% | 10.7% |
| Revenue YoY | -0.6% | 6.9% |
| Net Profit YoY | -60.7% | -47.9% |
| EPS (diluted) | $0.04 | $0.53 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $4.7B | $3.3B | ||
| Q3 25 | $4.8B | $2.8B | ||
| Q2 25 | $4.6B | $2.7B | ||
| Q1 25 | $7.8B | $3.7B | ||
| Q4 24 | $4.7B | $3.1B | ||
| Q3 24 | $4.9B | $2.6B | ||
| Q2 24 | $4.8B | $2.5B | ||
| Q1 24 | $8.1B | $3.7B |
| Q4 25 | $11.0M | $352.0M | ||
| Q3 25 | $87.0M | $95.0M | ||
| Q2 25 | $38.0M | $473.0M | ||
| Q1 25 | $342.0M | $917.0M | ||
| Q4 24 | $28.0M | $676.0M | ||
| Q3 24 | $150.0M | $649.0M | ||
| Q2 24 | $62.0M | $725.0M | ||
| Q1 24 | $-71.0M | $812.0M |
| Q4 25 | 39.4% | — | ||
| Q3 25 | 39.7% | — | ||
| Q2 25 | 39.2% | — | ||
| Q1 25 | 35.7% | — | ||
| Q4 24 | 39.6% | — | ||
| Q3 24 | 40.5% | — | ||
| Q2 24 | 39.2% | — | ||
| Q1 24 | 37.5% | — |
| Q4 25 | 0.9% | 7.2% | ||
| Q3 25 | 3.1% | 10.6% | ||
| Q2 25 | 2.0% | 17.3% | ||
| Q1 25 | 6.4% | 21.5% | ||
| Q4 24 | 1.3% | 35.0% | ||
| Q3 24 | 4.5% | 12.9% | ||
| Q2 24 | 2.6% | 18.8% | ||
| Q1 24 | -0.9% | 22.7% |
| Q4 25 | 0.2% | 10.7% | ||
| Q3 25 | 1.8% | 3.4% | ||
| Q2 25 | 0.8% | 17.5% | ||
| Q1 25 | 4.4% | 24.9% | ||
| Q4 24 | 0.6% | 22.0% | ||
| Q3 24 | 3.0% | 25.3% | ||
| Q2 24 | 1.3% | 29.2% | ||
| Q1 24 | -0.9% | 22.0% |
| Q4 25 | $0.04 | $0.53 | ||
| Q3 25 | $0.31 | $0.12 | ||
| Q2 25 | $0.13 | $0.71 | ||
| Q1 25 | $1.22 | $1.39 | ||
| Q4 24 | $0.10 | $1.04 | ||
| Q3 24 | $0.53 | $1.00 | ||
| Q2 24 | $0.22 | $1.12 | ||
| Q1 24 | $-0.25 | $1.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $447.0M | $29.0M |
| Total DebtLower is stronger | $2.4B | $29.0B |
| Stockholders' EquityBook value | $4.3B | $31.6B |
| Total Assets | $17.1B | $110.9B |
| Debt / EquityLower = less leverage | 0.56× | 0.92× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $447.0M | $29.0M | ||
| Q3 25 | $829.0M | $5.0M | ||
| Q2 25 | $932.0M | $155.0M | ||
| Q1 25 | $1.3B | $1.7B | ||
| Q4 24 | $315.0M | $1.6B | ||
| Q3 24 | $646.0M | $560.0M | ||
| Q2 24 | $876.0M | $228.0M | ||
| Q1 24 | $1.0B | $606.0M |
| Q4 25 | $2.4B | $29.0B | ||
| Q3 25 | $2.4B | $29.0B | ||
| Q2 25 | $2.8B | $34.9B | ||
| Q1 25 | $2.8B | $33.3B | ||
| Q4 24 | $2.8B | $31.6B | ||
| Q3 24 | $3.0B | $31.0B | ||
| Q2 24 | $3.0B | $29.0B | ||
| Q1 24 | $3.0B | $29.5B |
| Q4 25 | $4.3B | $31.6B | ||
| Q3 25 | $4.5B | $31.2B | ||
| Q2 25 | $4.5B | $31.7B | ||
| Q1 25 | $4.6B | $31.6B | ||
| Q4 24 | $4.1B | $31.2B | ||
| Q3 24 | $4.3B | $29.7B | ||
| Q2 24 | $4.2B | $29.5B | ||
| Q1 24 | $4.1B | $29.1B |
| Q4 25 | $17.1B | $110.9B | ||
| Q3 25 | $15.6B | $106.9B | ||
| Q2 25 | $16.1B | $99.9B | ||
| Q1 25 | $16.4B | $99.0B | ||
| Q4 24 | $17.3B | $96.2B | ||
| Q3 24 | $15.8B | $93.7B | ||
| Q2 24 | $16.4B | $90.5B | ||
| Q1 24 | $16.2B | $89.6B |
| Q4 25 | 0.56× | 0.92× | ||
| Q3 25 | 0.55× | 0.93× | ||
| Q2 25 | 0.62× | 1.10× | ||
| Q1 25 | 0.61× | 1.05× | ||
| Q4 24 | 0.67× | 1.01× | ||
| Q3 24 | 0.70× | 1.04× | ||
| Q2 24 | 0.72× | 0.98× | ||
| Q1 24 | 0.72× | 1.01× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-8.0M | $1.2B |
| Free Cash FlowOCF − Capex | $-101.0M | $-2.2B |
| FCF MarginFCF / Revenue | -2.1% | -67.7% |
| Capex IntensityCapex / Revenue | 2.0% | 104.0% |
| Cash ConversionOCF / Net Profit | -0.73× | 3.38× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | $-6.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-8.0M | $1.2B | ||
| Q3 25 | $319.0M | $1.1B | ||
| Q2 25 | $-64.0M | $784.0M | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $-167.0M | $1.4B | ||
| Q3 24 | $8.0M | $1.0B | ||
| Q2 24 | $129.0M | $669.0M | ||
| Q1 24 | $1.1B | $1.9B |
| Q4 25 | $-101.0M | $-2.2B | ||
| Q3 25 | $240.0M | $-1.5B | ||
| Q2 25 | $-164.0M | $-1.5B | ||
| Q1 25 | $1.2B | $-854.0M | ||
| Q4 24 | $-295.0M | $-1.1B | ||
| Q3 24 | $-109.0M | $-913.0M | ||
| Q2 24 | $-25.0M | $-1.2B | ||
| Q1 24 | $1.0B | $-82.0M |
| Q4 25 | -2.1% | -67.7% | ||
| Q3 25 | 5.0% | -52.6% | ||
| Q2 25 | -3.6% | -56.3% | ||
| Q1 25 | 15.3% | -23.2% | ||
| Q4 24 | -6.2% | -35.4% | ||
| Q3 24 | -2.2% | -35.5% | ||
| Q2 24 | -0.5% | -49.4% | ||
| Q1 24 | 12.3% | -2.2% |
| Q4 25 | 2.0% | 104.0% | ||
| Q3 25 | 1.6% | 92.9% | ||
| Q2 25 | 2.2% | 85.3% | ||
| Q1 25 | 1.5% | 63.5% | ||
| Q4 24 | 2.7% | 79.9% | ||
| Q3 24 | 2.4% | 75.3% | ||
| Q2 24 | 3.2% | 76.4% | ||
| Q1 24 | 1.8% | 52.3% |
| Q4 25 | -0.73× | 3.38× | ||
| Q3 25 | 3.67× | 11.68× | ||
| Q2 25 | -1.68× | 1.66× | ||
| Q1 25 | 3.82× | 1.62× | ||
| Q4 24 | -5.96× | 2.02× | ||
| Q3 24 | 0.05× | 1.57× | ||
| Q2 24 | 2.08× | 0.92× | ||
| Q1 24 | — | 2.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
M
| Womens Accessories Shoes Cosmetics And Fragrances | $1.9B | 41% |
| Womens Apparel | $1.1B | 23% |
| Mens And Kids | $1.0B | 22% |
| Home Other | $638.0M | 14% |
| Credit Card Revenues Net | $158.0M | 3% |
| Macys Media Network Revenue Net | $42.0M | 1% |
SRE
Segment breakdown not available.
