BJ's Wholesale Club is experiencing a sharp re-acceleration in top-line growth, with revenue increasing 15.7% year-over-year in 2026Q2, supported by efficient SG&A leverage and robust cash conversion (OCF/NI ratio of 2.31). However, this growth appears to be c...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated sharply to 15.7% year-over-year in 2026Q2, but this rapid expansion drove gross margin compression to 17.8%, suggesting a near-term trade-off between growth and profitability.
BJ's Wholesale Club operates on a membership-based model, offering exclusive savings to members, which drives recurring revenue and customer loyalty.
BJ's trailing and forward P/E ratios of 22.93 and 21.28 respectively suggest a reasonable valuation compared to growth potential.
BJ's provides a wide range of products from groceries to electronics, catering to various consumer needs and enhancing revenue streams.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 21, 2026 | $1.36+16.2% vs $1.17 | $6.2B+4.3% vs $6.0B |
Q2 2026 May 22, 2026 | $1.10+6.8% vs $1.03 | $5.7B+4.1% vs $5.4B |
Q2 2026 Mar 5, 2026 | $0.96+2.8% vs $0.93 | $5.6B+0.5% vs $5.5B |
Q4 2025 Nov 21, 2025 | $1.16+6.4% vs $1.09 | $5.3B+0.1% vs $5.3B |
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On September 14, 2026, BJ's Wholesale Club Holdings Inc (BJ) shares rose 4.2% to a current price of $95.31, trading within a 52-week range of $83.21 to $105.78.
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MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club Holdings, Inc. (NYSE: BJ) (the “Company”) today announced its commitment to an investment-grade financial policy, including a target of maintaining leverage (net debt to LTM adjusted EBITDA, excluding leases) below 1.0x, and its intention to transition to an unsecured capital structure. “BJ's has built a durable, highly cash-generative business, and an investment-grade financial policy reflects the continued strength and discipline of tha.
Benchmark BJ against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for BJ's Wholesale Club Holdings, Inc. (BJ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $90.97 | $11.62B | 20.77 | 4.66% | 2.7% | 28.6% | — | |
| $899.41 | $398.87B | 49.39 | 8.17% | 3.01% | 28.27% | — | |
| $110.12 | $877.77B | 40.34 | 4.73% | 3.04% | 21.64% | — | |
| $159.02 | $72.23B | 19.56 | -1.68% | 4.08% | 26.66% | — | |
| $58.56 | $36.11B | 38.03 | 0.35% | 0.73% | 17.15% | — | |
| $12.07 | $5.91B | 30.18 | 3.46% | 0.08% | 2.91% | — |
BJ's Wholesale Club Holdings, Inc. (BJ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
BJ's Wholesale Club Holdings, Inc. (BJ) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 21, 2026·SEC
May 22, 2026·SEC
Mar 5, 2026·SEC
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BJ's Wholesale Club Holdings, Inc. (BJ) stock FAQ — growth, dividends, profitability & financials explained
BJ's Wholesale Club Holdings, Inc. (BJ) reported $22.81B in revenue for fiscal year 2025. This represents a 85% increase from $12.35B in 2016.
BJ's Wholesale Club Holdings, Inc. (BJ) grew revenue by 4.7% over the past year. Growth has been modest.
Yes, BJ's Wholesale Club Holdings, Inc. (BJ) is profitable, generating $594.5M in net income for fiscal year 2025 (2.7% net margin).
BJ's Wholesale Club Holdings, Inc. (BJ) has a return on equity (ROE) of 28.6%. This is excellent, indicating efficient use of shareholder capital.
BJ's Wholesale Club Holdings, Inc. (BJ) generated $364.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
