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DDS · NYSE · STOCK

Dillard's, Inc.

Consumer Cyclical Updated August 11, 2026
$648.33
52W $467.82 – $741.98
56/100
$10.09B
15.4
1.19
AI Committee Verdict
Watch
56/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is DDS Bullish or Bearish?

Mixed. Innellis AI committee rates Dillard's, Inc. (DDS) Watch with a composite score of 56/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +4.46 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -15.54 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -7.0% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 14.9 is inexpensive for the broad market — Value
  • ROE of 33.8% shows genuine earnings power backing the valuation — Value
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.29) -- balance sheet can absorb a shock — Risk
Bear Case
  • Price-to-book of 5.6x prices in significant intangible value — Value
  • Revenue declining -7.0% YoY -- this is not a growth story right now — Growth
  • EPS declining -6.7% YoY despite any revenue growth — Growth
  • RSI at 80 is in overbought territory — Technical
  • Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
  • Bollinger bandwidth of 21.1% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
56/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 65%
of 178 Consumer Cyclical peers
Value Analyst bullish
64 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 14.9 is inexpensive for the broad market
− Price-to-book of 5.6x prices in significant intangible value
Growth Analyst bearish
18 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -7.0% YoY -- this is not a growth story right now
Technical Analyst neutral
57 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− RSI at 80 is in overbought territory
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.29) -- balance sheet can absorb a shock
− Bollinger bandwidth of 21.1% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
60 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
− No news coverage in the last 14 days -- limited independent confirmation either way
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
80.2
Overbought
MACD Histogram
6.125
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Lh Ll
Support
$588.95
Resistance
$680.53
Bollinger %B
0.98
Inside Bands
Price vs Moving Averages
EMA 9
$617.70 Above
EMA 21
$595.37 Above
EMA 50
$580.23 Above
EMA 200
$576.85 Above

Fundamental Analysis

Valuation
82
Profitability
74
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 15.4×
P/B Ratio 4.98×
PEG Ratio 0.95
Dividend Yield 4.83%
52W High $741.98
52W Low $467.82
Quality & Growth
ROE 3207.4%
ROA 1628.0%
Gross Margin 3780.8%
Operating Margin 1055.5%
Revenue Growth YoY
Debt / Equity 0.27
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 15.4 (inexpensive relative to a 15-40x range); Price-to-book of 5.0x; PEG ratio of 0.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 32.1%; Return on assets of 16.3%; Net margin of 10.0%; Gross margin of 37.8%; Current ratio of 2.37 (healthy short-term liquidity); Debt-to-equity of 0.27; Free cash flow per share is positive (48.16); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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