Seek Returns

BJ's Wholesale Club (BJ) Stock Analysis

This is a peer-relative look at BJ's Wholesale Club (BJ): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Consumer Staples Distribution & Retail peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for BJ's Wholesale Club (BJ)
Profile ItemBJ
NameBJ's Wholesale Club Holdings, Inc.
Country/RegionUnited States
GICS SectorConsumer Staples
GICS Industry GroupConsumer Staples Distribution & Retail
GICS IndustryConsumer Staples Distribution & Retail
GICS Sub-IndustryConsumer Staples Merchandise Retail
Market Capitalization13.82 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateJune 28, 2018
Security TypeCommon Stock

Price Performance

Cumulative Growth

BJ
GSPC
Loading price history…
BJ's Wholesale Club (BJ) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for BJ's Wholesale Club (BJ) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for BJ's Wholesale Club (BJ) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

BJ's Wholesale Club (BJ) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: BJIndustry group median
Total Return (1Y)18.51%22.18%
Total Return (3Y, Annualized)17.19%19.06%
Total Return (5Y, Annualized)11.61%11.61%

Risk Profile

Drawdown History

BJ
GSPC
Loading price history…
BJ's Wholesale Club (BJ) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for BJ's Wholesale Club (BJ) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

BJ's Wholesale Club (BJ) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: BJIndustry group median
Volatility (1Y, Annualized)30.49%37.37%
Beta (5Y)0.140.66
Max Drawdown (5Y)-30.12%-37.11%

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. BJ is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

BJ's Wholesale Club (BJ) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: BJIndustry group median
Sharpe Ratio (1Y)0.470.52
Sortino Ratio (1Y)0.700.77

Profitability

ROE (TTM)

BJ's Wholesale Club (BJ) posts ROE of 27.67%, in the upper peer quartile. That suggests the company earns more from each dollar of shareholders’ equity than most industry peers, a useful capital-efficiency signal.

BJ

Consumer Staples Distribution & Retail industry group

27.67%

Group distribution
Max
33.48%
BJ
27.67%
Q3
22.31%
Median
15.57%
Q1
7.66%
Min
-2.27%
Largest peers
SYY
58.74%
COST
28.40%
BJ
27.67%
TGT
26.41%
WMT
22.31%
DG
19.69%
KR
14.44%
Loading chart…
Where BJ's Wholesale Club (BJ) stands on ROE within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

BJ's Wholesale Club (BJ) keeps 2.61% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.

BJ

Consumer Staples Distribution & Retail industry group

2.61%

Group distribution
Max
5.45%
Q3
3.42%
BJ
2.61%
Median
2.44%
Q1
1.86%
Min
-0.06%
Largest peers
TGT
4.08%
DG
3.90%
COST
3.04%
WMT
3.00%
BJ
2.61%
SYY
2.12%
KR
0.73%
Loading chart…
Where BJ's Wholesale Club (BJ) stands on net margin within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

BJ's Wholesale Club (BJ) turns 4.05% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

BJ

Consumer Staples Distribution & Retail industry group

4.05%

Group distribution
Max
6.81%
Q3
5.49%
BJ
4.05%
Median
3.84%
Q1
2.00%
Min
0.97%
Largest peers
DG
6.81%
TGT
6.04%
BJ
4.05%
SYY
3.96%
COST
3.79%
WMT
3.45%
KR
2.98%
Loading chart…
Where BJ's Wholesale Club (BJ) stands on operating margin within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

BJ's Wholesale Club (BJ) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: BJIndustry group median
ROE (TTM)27.67%15.57%
ROA (TTM)7.05%5.69%
Net Margin (TTM)2.61%2.44%
Operating Margin (TTM)4.05%3.84%
Gross Margin (TTM)18.24%24.48%

Growth

Revenue Growth

BJ's Wholesale Club (BJ) grew revenue 4.66%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

Loading chart…
BJ's Wholesale Club (BJ): Revenue Growth across different time periods, set against Consumer Staples Distribution & Retail industry-group medians.

EPS Growth

BJ's Wholesale Club (BJ) grew earnings per share 9.50%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.

Loading chart…
BJ's Wholesale Club (BJ): EPS Growth across different time periods, set against Consumer Staples Distribution & Retail industry-group medians.

Growth Metrics

BJ's Wholesale Club (BJ) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: BJIndustry group median
Revenue Growth (YoY)4.66%5.61%
Revenue Growth (3Y CAGR)3.57%5.00%
EPS Growth (YoY)9.50%-4.48%
EPS Growth (3Y CAGR)5.22%3.51%

Financial Strength

Current Ratio (MRQ)

BJ's Wholesale Club (BJ) has current ratio of 0.73, in the tighter-liquidity quartile for its industry. The short-term cushion is thinner than most peers carry, even if the absolute comfort level still depends on the business model.

BJ

Consumer Staples Distribution & Retail industry group

0.73

Group distribution
Max
2.04
Q3
1.45
Median
1.17
Q1
1.00
BJ
0.73
Min
0.69
Largest peers
SYY
1.46
DG
1.21
COST
1.06
TGT
0.99
WMT
0.77
BJ
0.73
KR
0.70
Loading chart…
Where BJ's Wholesale Club (BJ) stands on current ratio within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Debt / Equity (MRQ)

BJ's Wholesale Club (BJ) has debt-to-equity ratio of 1.26, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.

BJ

Consumer Staples Distribution & Retail industry group

1.26

Group distribution
Max
2.59
Q3
1.83
BJ
1.26
Median
1.24
Q1
0.63
Min
0.01
Largest peers
KR
4.13
SYY
3.83
DG
1.70
BJ
1.26
TGT
1.08
WMT
0.72
COST
0.28
Loading chart…
Where BJ's Wholesale Club (BJ) stands on debt-to-equity ratio within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Financial Strength Metrics

BJ's Wholesale Club (BJ) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: BJIndustry group median
Current Ratio (MRQ)0.731.17
Debt / Equity (MRQ)1.261.24
Net Debt / EBITDA2.362.68

Dividends

Dividend Yield (TTM)

BJ's Wholesale Club (BJ) pays no dividend, leaving dividend yield at 0.00% this period. Shareholders may still receive value through reinvestment or buybacks, but there is no dividend income to compare here.

BJ

Consumer Staples Distribution & Retail industry group

0.00%

Group distribution
Max
2.90%
Q3
1.72%
Median
0.43%
BJ
0.00%
Q1
0.00%
Min
0.00%
Largest peers
SYY
2.90%
TGT
2.89%
KR
2.07%
DG
1.71%
WMT
0.76%
COST
0.52%
BJ
0.00%
Loading chart…
Where BJ's Wholesale Club (BJ) stands on dividend yield within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

BJ's Wholesale Club (BJ) paid no earnings out as dividends this period, leaving payout ratio at 0.00%. There is no dividend payout to size against earnings.

BJ

Consumer Staples Distribution & Retail industry group

0.00%

Group distribution
Max
57.98%
Q3
30.05%
Median
11.72%
BJ
0.00%
Q1
0.00%
Min
0.00%
Largest peers
KR
77.78%
SYY
57.98%
TGT
47.35%
WMT
34.96%
DG
30.65%
COST
26.69%
BJ
0.00%
Loading chart…
Where BJ's Wholesale Club (BJ) stands on payout ratio within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

BJ's Wholesale Club (BJ) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: BJIndustry group median
Dividend Yield (TTM)0.00%0.43%
Dividend Payout Ratio (TTM)0.00%11.72%

Valuation

P/E Ratio (TTM)

BJ's Wholesale Club (BJ) trades at P/E ratio of 23.94, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

BJ

Consumer Staples Distribution & Retail industry group

23.94

Group distribution
Max
50.75
Q3
33.64
BJ
23.94
Median
22.19
Q1
16.09
Min
9.28
Largest peers
COST
50.75
WMT
45.48
KR
37.61
BJ
23.94
SYY
20.44
DG
17.37
TGT
16.45
Loading chart…
Where BJ's Wholesale Club (BJ) stands on P/E ratio within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

BJ's Wholesale Club (BJ) trades at 0.61 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.

BJ

Consumer Staples Distribution & Retail industry group

0.61

Group distribution
Max
1.54
Q3
0.81
BJ
0.61
Median
0.47
Q1
0.26
Min
0.02
Largest peers
COST
1.54
WMT
1.36
DG
0.68
TGT
0.67
BJ
0.61
SYY
0.44
KR
0.27
Loading chart…
Where BJ's Wholesale Club (BJ) stands on P/S ratio within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

BJ's Wholesale Club (BJ) trades at 6.30 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.

BJ

Consumer Staples Distribution & Retail industry group

6.30

Group distribution
Max
10.15
BJ
6.30
Q3
6.27
Median
3.70
Q1
1.85
Min
0.93
Largest peers
COST
13.04
WMT
10.15
SYY
9.35
KR
6.91
BJ
6.30
TGT
4.03
DG
3.18
Loading chart…
Where BJ's Wholesale Club (BJ) stands on P/B ratio within its Consumer Staples Distribution & Retail peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

BJ's Wholesale Club (BJ) metric values compared with Consumer Staples Distribution & Retail industry-group medians
MetricCurrent stock: BJIndustry group median
P/E Ratio (TTM)23.9422.19
P/S Ratio (TTM)0.610.47
P/B Ratio (MRQ)6.303.70
Free Cash Flow Yield (TTM)1.79%4.27%