Kohl's stock has surged over the past year, but how does its performance and operational strength compare to retail rivals facing shifting consumer trends? A closer look as of November 25, 2025, reveals KSS's 31% market return outperformed Home Depot (-16%) and TJX (24%), yet it lagged behind Dillard's (52%) and Macy's (44%). While KSS shows valuation support with a low PE ratio of 12.07, similar to Macy's (11.99), its profitability lags peers, with a 3.28% LTM operating margin and 3.02% LTM FCF margin, significantly lower than Home Depot, TJX, and Dillard's. Furthermore, KSS experienced negative LTM revenue growth of -7.23%, indicating ongoing challenges in a competitive retail landscape.
KSS's 3.3% operating margin, lowest among peers, reflects weak core apparel sales, far below HD's 13.1% from resilient home improvement demand.KSS's -7.2% LTM revenue decline, lagging peers, signals struggles with constrained middle-income shoppers and e-commerce shifts.KSS stock gained 31.0% with a 12.1 PE, yet lags DDS/M; the gain may reflect short-term optimism in a challenged turnaround story.
Here's how Kohl's stacks up across size, valuation, and profitability versus key peers.
KSSHDTJXDDSMMarket Cap ($ Bil)2.5348.3169.910.45.9Revenue ($ Bil)15.9165.157.96.622.7PE Ratio12.123.834.218.112.0LTM Revenue Growth-7.2%8.5%4.1%-2.4%-3.4%LTM Operating Margin3.3%13.1%11.2%10.9%3.7%LTM FCF Margin3.0%8.6%7.0%11.7%2.7%12M Market Return31.0%-16.2%23.6%51.8%44.2%
For more details on Kohl's, read Buy or Sell KSS Stock. Below we compare KSS's growth, margin, and valuation with peers across years
