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BJ vs. USFD: BJ's Wholesale Club vs. US Foods Stock Comparison

How do BJ's Wholesale Club (BJ) and US Foods (USFD) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

BJ's Wholesale Club (BJ) and US Foods (USFD) both belong to the Consumer Staples Distribution & Retail industry, though BJ is classified under Consumer Staples Merchandise Retail while USFD falls under Food Distributors.

Company profile comparison for BJ's Wholesale Club (BJ) and US Foods (USFD)
Profile ItemBJUSFD
NameBJ's Wholesale Club Holdings, Inc.US Foods Holding Corp.
Country/RegionUnited StatesUnited States
GICS SectorConsumer StaplesConsumer Staples
GICS Industry GroupConsumer Staples Distribution & RetailConsumer Staples Distribution & Retail
GICS IndustryConsumer Staples Distribution & RetailConsumer Staples Distribution & Retail
GICS Sub-IndustryConsumer Staples Merchandise RetailFood Distributors
Market Capitalization13.82 billion USD22.90 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJune 28, 2018May 26, 2016
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BJ
USFD
GSPC
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BJ's Wholesale Club (BJ) vs. US Foods (USFD), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for BJ's Wholesale Club (BJ) and US Foods (USFD). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for BJ's Wholesale Club (BJ) and US Foods (USFD). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for BJ's Wholesale Club (BJ) and US Foods (USFD)
MetricBJUSFD
Total Return (1Y)18.51%50.01%
Total Return (3Y, Annualized)17.19%38.72%
Total Return (5Y, Annualized)11.61%25.33%

Risk Profile

Drawdown History

BJ
USFD
GSPC
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BJ's Wholesale Club (BJ) vs. US Foods (USFD), with S&P 500 (GSPC) for reference: 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

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Distribution of monthly total returns for BJ's Wholesale Club (BJ) and US Foods (USFD). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for BJ's Wholesale Club (BJ) and US Foods (USFD)
MetricBJUSFD
Volatility (1Y, Annualized)30.49%31.84%
Beta (5Y)0.140.84
Max Drawdown (5Y)-30.12%-32.80%
Avg. Volume (3M)1.94M2.26M

Risk-Adjusted Performance

Risk-Return Positioning

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BJ and USFD are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for BJ's Wholesale Club (BJ) and US Foods (USFD)
MetricBJUSFD
Sharpe Ratio (1Y)0.471.44
Sortino Ratio (1Y)0.702.55

Profitability

ROE (TTM)

BJ's Wholesale Club (BJ) at 27.67% sits in the top ROE quartile, while US Foods (USFD) at 18.01% is closer to the peer norm — stronger capital efficiency for BJ.

BJ

Consumer Staples Distribution & Retail industry group

27.67%

Max
33.48%
BJ
27.67%
Q3
22.31%
Median
15.57%
Q1
7.66%
Min
-2.27%

USFD

Consumer Staples Distribution & Retail industry group

18.01%

Max
33.48%
Q3
22.31%
USFD
18.01%
Median
15.57%
Q1
7.66%
Min
-2.27%
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BJ's Wholesale Club (BJ) vs. US Foods (USFD): A comparison of their ROE against the Consumer Staples Distribution & Retail industry group benchmark.

Net Margin (TTM)

Both BJ's Wholesale Club (BJ) at 2.61% and US Foods (USFD) at 1.97% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

BJ

Consumer Staples Distribution & Retail industry group

2.61%

Max
5.45%
Q3
3.42%
BJ
2.61%
Median
2.44%
Q1
1.86%
Min
-0.06%

USFD

Consumer Staples Distribution & Retail industry group

1.97%

Max
5.45%
Q3
3.42%
Median
2.44%
USFD
1.97%
Q1
1.86%
Min
-0.06%
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BJ's Wholesale Club (BJ) vs. US Foods (USFD): A comparison of their net margin against the Consumer Staples Distribution & Retail industry group benchmark.

Operating Margin (TTM)

Both BJ's Wholesale Club (BJ) at 4.05% and US Foods (USFD) at 3.89% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BJ

Consumer Staples Distribution & Retail industry group

4.05%

Max
6.81%
Q3
5.49%
BJ
4.05%
Median
3.84%
Q1
2.00%
Min
0.97%

USFD

Consumer Staples Distribution & Retail industry group

3.89%

Max
6.81%
Q3
5.49%
USFD
3.89%
Median
3.84%
Q1
2.00%
Min
0.97%
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BJ's Wholesale Club (BJ) vs. US Foods (USFD): A comparison of their operating margin against the Consumer Staples Distribution & Retail industry group benchmark.

Profitability Metrics

Profitability metrics for BJ's Wholesale Club (BJ) and US Foods (USFD)
MetricBJUSFD
ROE (TTM)27.67%18.01%
ROA (TTM)7.05%6.25%
Net Margin (TTM)2.61%1.97%
Operating Margin (TTM)4.05%3.89%
Gross Margin (TTM)18.24%17.84%

Growth

Revenue Growth

Both BJ's Wholesale Club (BJ) at 4.66% and US Foods (USFD) at 4.08% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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BJ's Wholesale Club (BJ) vs. US Foods (USFD): A comparison of their Revenue Growth across different time periods.

EPS Growth

US Foods (USFD) at 45.54% sits in the top EPS growth quartile, while BJ's Wholesale Club (BJ) at 9.50% is closer to the peer norm — faster per-share earnings growth for USFD.

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BJ's Wholesale Club (BJ) vs. US Foods (USFD): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for BJ's Wholesale Club (BJ) and US Foods (USFD)
MetricBJUSFD
Revenue Growth (YoY)4.66%4.08%
Revenue Growth (3Y CAGR)3.57%5.00%
EPS Growth (YoY)9.50%45.54%
EPS Growth (3Y CAGR)5.22%42.78%

Financial Strength

Current Ratio (MRQ)

US Foods (USFD) at 1.11 keeps current ratio within its industry’s typical mid-range, while BJ's Wholesale Club (BJ) at 0.73 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for BJ.

BJ

Consumer Staples Distribution & Retail industry group

0.73

Max
2.04
Q3
1.45
Median
1.17
Q1
1.00
BJ
0.73
Min
0.69

USFD

Consumer Staples Distribution & Retail industry group

1.11

Max
2.04
Q3
1.45
Median
1.17
USFD
1.11
Q1
1.00
Min
0.69
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BJ's Wholesale Club (BJ) vs. US Foods (USFD): A comparison of their current ratio against the Consumer Staples Distribution & Retail industry group benchmark.

Debt / Equity (MRQ)

Both BJ's Wholesale Club (BJ) at 1.26 and US Foods (USFD) at 1.22 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

BJ

Consumer Staples Distribution & Retail industry group

1.26

Max
2.59
Q3
1.83
BJ
1.26
Median
1.24
Q1
0.63
Min
0.01

USFD

Consumer Staples Distribution & Retail industry group

1.22

Max
2.59
Q3
1.83
Median
1.24
USFD
1.22
Q1
0.63
Min
0.01
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BJ's Wholesale Club (BJ) vs. US Foods (USFD): A comparison of their debt-to-equity ratio against the Consumer Staples Distribution & Retail industry group benchmark.

Financial Strength Metrics

Financial strength metrics for BJ's Wholesale Club (BJ) and US Foods (USFD)
MetricBJUSFD
Current Ratio (MRQ)0.731.11
Debt / Equity (MRQ)1.261.22
Net Debt / EBITDA2.362.75

Dividends

Dividend Yield (TTM)

Neither BJ's Wholesale Club (BJ) nor US Foods (USFD) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

BJ

Consumer Staples Distribution & Retail industry group

0.00%

Max
2.90%
Q3
1.72%
Median
0.43%
BJ
0.00%
Q1
0.00%
Min
0.00%

USFD

Consumer Staples Distribution & Retail industry group

0.00%

Max
2.90%
Q3
1.72%
Median
0.43%
USFD
0.00%
Q1
0.00%
Min
0.00%
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BJ's Wholesale Club (BJ) vs. US Foods (USFD): A comparison of their dividend yield against the Consumer Staples Distribution & Retail industry group benchmark.

Dividend Payout Ratio (TTM)

Neither BJ's Wholesale Club (BJ) nor US Foods (USFD) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

BJ

Consumer Staples Distribution & Retail industry group

0.00%

Max
57.98%
Q3
30.05%
Median
11.72%
BJ
0.00%
Q1
0.00%
Min
0.00%

USFD

Consumer Staples Distribution & Retail industry group

0.00%

Max
57.98%
Q3
30.05%
Median
11.72%
USFD
0.00%
Q1
0.00%
Min
0.00%
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BJ's Wholesale Club (BJ) vs. US Foods (USFD): A comparison of their payout ratio against the Consumer Staples Distribution & Retail industry group benchmark.

Dividend Metrics

Dividend metrics for BJ's Wholesale Club (BJ) and US Foods (USFD)
MetricBJUSFD
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

Both BJ's Wholesale Club (BJ) at 23.94 and US Foods (USFD) at 29.80 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

BJ

Consumer Staples Distribution & Retail industry group

23.94

Max
50.75
Q3
33.64
BJ
23.94
Median
22.19
Q1
16.09
Min
9.28

USFD

Consumer Staples Distribution & Retail industry group

29.80

Max
50.75
Q3
33.64
USFD
29.80
Median
22.19
Q1
16.09
Min
9.28
Loading chart…
BJ's Wholesale Club (BJ) vs. US Foods (USFD): A comparison of their P/E ratio against the Consumer Staples Distribution & Retail industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both BJ's Wholesale Club (BJ) at 0.61 and US Foods (USFD) at 0.57 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

BJ

Consumer Staples Distribution & Retail industry group

0.61

Max
1.54
Q3
0.81
BJ
0.61
Median
0.47
Q1
0.26
Min
0.02

USFD

Consumer Staples Distribution & Retail industry group

0.57

Max
1.54
Q3
0.81
USFD
0.57
Median
0.47
Q1
0.26
Min
0.02
Loading chart…
BJ's Wholesale Club (BJ) vs. US Foods (USFD): A comparison of their P/S ratio against the Consumer Staples Distribution & Retail industry group benchmark.

P/B Ratio (MRQ)

US Foods (USFD) at 5.28 is valued about in line with its industry on P/B ratio, while BJ's Wholesale Club (BJ) at 6.30 carries an above-peer premium to book — BJ is pricier on assets.

BJ

Consumer Staples Distribution & Retail industry group

6.30

Max
10.15
BJ
6.30
Q3
6.27
Median
3.70
Q1
1.85
Min
0.93

USFD

Consumer Staples Distribution & Retail industry group

5.28

Max
10.15
Q3
6.27
USFD
5.28
Median
3.70
Q1
1.85
Min
0.93
Loading chart…
BJ's Wholesale Club (BJ) vs. US Foods (USFD): A comparison of their P/B ratio against the Consumer Staples Distribution & Retail industry group benchmark.

Valuation Metrics

Valuation metrics for BJ's Wholesale Club (BJ) and US Foods (USFD)
MetricBJUSFD
P/E Ratio (TTM)23.9429.80
P/S Ratio (TTM)0.610.57
P/B Ratio (MRQ)6.305.28
Free Cash Flow Yield (TTM)1.79%4.17%