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

COMMON STOCK | Discount Stores | NYE

Last Closing Price

USD 39.92

Change

-0.39 (-0.97)%

Market Cap

USD 5.53B

Volume

5.63M

Average Target Price

USD 45.42 (+13.78%)
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 May 2, 2020, it operated 218 warehouse clubs and 145 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: 2021-01-15 )

Largest Industry Peers for Discount Stores

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
WMT Walmart Inc

-2.33 (-1.59%)

USD415.82B 21.21 11.65
TGT Target Corporation

-3.21 (-1.62%)

USD99.16B 26.26 12.69
DG Dollar General Corporation

-1.80 (-0.84%)

USD52.24B 21.11 16.31
BMRRY B&M European Value Retail S.A

-2.20 (-7.38%)

USD7.43B 26.70 14.18
BIG Big Lots, Inc

-0.09 (-0.17%)

USD1.94B 3.29 2.87
7532 Pan Pacific International Hold..

N/A

N/A N/A N/A
2651 Lawson Inc

N/A

N/A N/A N/A
2782 Seria Co Ltd

N/A

N/A N/A N/A

ETFs Containing BJ

Symbol Name Weight Mer Price(Change) Market Cap
CSF VictoryShares US Discover.. 0.00 % 0.35 %

-0.79 (-1.45%)

USD0.05B
CSA VictoryShares US Small Ca.. 0.00 % 0.35 %

N/A

USD0.02B
XRS2:XETRA Xtrackers Russell 2000 UC.. 0.00 % 0.30 %

-3.10 (-1.24%)

USD1.52B
ZPRR:F SPDR Russell 2000 US Smal.. 0.00 % 0.30 %

-0.61 (-1.24%)

USD1.21B
XRS2:F Xtrackers Russell 2000 UC.. 0.00 % 0.30 %

-3.25 (-1.30%)

USD1.52B
R2US:PA SPDR Russell 2000 US Smal.. 0.00 % 0.30 %

-0.62 (-1.25%)

USD1.21B
XRSG:LSE Xtrackers Russell 2000 UC.. 0.00 % 0.30 %

-199.50 (-0.90%)

USD0.95B
R2SC:LSE SPDR Russell 2000 US Smal.. 0.00 % 0.30 %

-0.41 (-0.94%)

USD0.69B
XSU:CA iShares U.S. Small Cap In.. 0.00 % 0.35 %

-0.63 (-1.46%)

USD0.33B
HDG ProShares Hedge Replicati.. 0.00 % 0.95 %

-0.46 (-0.89%)

USD0.03B
UWM ProShares Ultra Russell20.. 0.00 % 0.95 %

-3.10 (-2.92%)

USD0.62B
URTY ProShares UltraPro Russel.. 0.00 % 0.95 %

-4.54 (-4.49%)

USD0.33B
RFV Invesco S&P MidCap 400 Pu.. 0.00 % 0.35 %

-0.95 (-1.21%)

USD0.07B
PXMV Invesco S&P MidCap Value .. 0.00 % 0.39 %

N/A

USD0.05B
IWO iShares Russell 2000 Grow.. 0.00 % 0.24 %

-4.63 (-1.49%)

USD11.78B
IWM iShares Russell 2000 ETF 0.00 % 0.19 %

-3.19 (-1.49%)

USD58.61B
ZPRR:XETRA SPDR Russell 2000 US Smal.. 0.00 % 0.30 %

-0.61 (-1.23%)

USD1.21B

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 7.08% 67% D+ 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.08% 67% D+ 77% C+
Trailing 12 Months  
Capital Gain 75.24% 83% B 94% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 75.24% 83% B 94% A
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 14.17% 40% F 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.17% 40% F 82% B-
Risk Return Profile  
Volatility (Standard Deviation) 28.66% 60% D- 24% F
Risk Adjusted Return 49.45% 40% F 64% D
Market Capitalization 5.53B 33% F 75% C
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%

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 15.22 83% B 60% D-
Price/Book Ratio 23.54 17% F 4% F
Price / Cash Flow Ratio 15.58 50% F 27% F
EV/EBITDA 11.32 83% B 59% F
Management Effectiveness  
Return on Equity 651.02% 100% A+ 100% A+
Return on Invested Capital 18.36% 67% D+ 90% A-
Return on Assets 6.81% 50% F 89% B+
Debt to Equity Ratio -2,460.82% 100% A+ 99% A+
Technical Ratios  
Short Ratio 8.58 20% F 6% F
Short Percent 16.44% 40% F 29% F
Beta 0.45 83% B 83% 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.

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.

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.

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced compared to book value

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

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.