BJ:NYE-BJ's Wholesale Club Holdings, Inc (USD)

COMMON STOCK | Discount Stores | NYE

Last Closing Price

USD 43.32

Change

-0.65 (-1.48)%

Market Cap

USD 6.04B

Volume

1.23M

Average Target Price

USD 43.44 (+0.29%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

BJ's Wholesale Club Holdings, Inc., together with its subsidiaries, operates warehouse clubs on the east coast of the United States. It offers perishable, edible grocery, general merchandise, and non-edible grocery products, as well as gasoline and other ancillary services. The company also sells its products through its website and mobile app. As of March 5, 2021, it operated 221 warehouse clubs and 151 gas stations in 17 states. The company was formerly known as Beacon Holding Inc. and changed its name to BJ's Wholesale Club Holdings, Inc. in February 2018. BJ's Wholesale Club Holdings, Inc. was founded in 1984 and is headquartered in Westborough, Massachusetts.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-04-22 )

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ETFs Containing BJ

Symbol Name Weight Mer Price(Change) Market Cap
PXMV Invesco S&P MidCap Value .. 0.00 % 0.39 %

N/A

USD0.05B
RWK Invesco S&P MidCap 400 Re.. 0.00 % 0.39 %

-0.49 (-0.55%)

USD0.38B

Market Performance

  Market Performance vs.
Industry/Classification (Discount Stores)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.20% 60% D- 72% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.20% 60% D- 71% C-
Trailing 12 Months  
Capital Gain 63.72% 60% D- 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 63.72% 60% D- 63% D
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 21.06% 60% D- 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.06% 60% D- 86% B
Risk Return Profile  
Volatility (Standard Deviation) 34.91% 40% F 25% F
Risk Adjusted Return 60.32% 40% F 74% C
Market Capitalization 6.04B 40% F 76% C
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Discount Stores)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 14.54 80% B- 64% D
Price/Book Ratio 19.43 20% F 5% F
Price / Cash Flow Ratio 6.96 80% B- 56% F
EV/EBITDA 11.80 80% B- 62% D-
Management Effectiveness  
Return on Equity 651.02% 100% A+ 100% A+
Return on Invested Capital 33.13% 80% B- 96% A
Return on Assets 7.52% 60% D- 90% A-
Debt to Equity Ratio 264.99% 20% F 12% F
Technical Ratios  
Short Ratio 6.37 20% F 7% F
Short Percent 13.44% 40% F 28% F
Beta 0.44 100% A+ 84% B
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.