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BJ's Wholesale Club Holdings, Inc. (BJ) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

BJ's Wholesale Club Holdings, Inc.

BJMarket cap $12BPrice $95.6

Country🇺🇸United States

SectorConsumer

IndustryConsumer Staples

Runs membership-only warehouse clubs across the East Coast, selling groceries and bulk goods at razor-thin margins. Profits mainly from membership fees, not products—one reason it keeps expanding while undercutting Costco on price.

In Bastion Portfolios?

52W Return+2%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+4%4

Revenue Forecast

Rev CAGR (1y)+12%7

Rev CAGR (3y)+8%6

Rev CAGR (5y)+7%6

Earnings Forecast

EPS Growth Y+1+9%6

EPS Growth Y+2+5%5

EPS Growth Y+3+5%5

Quality

Margins

EBIT Margin4%2

Net Income Margin3%3

Free Cash Flow Margin2%3

Debt

Net Debt/EBITDA1.85

Efficiency

ROE28%9

ROA8%8

Earnings Stability1010

GEAR+STRONG74

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)194

P/E Ratio (Forward 3y)183

P/BV5.53

EV Multiples

EV/EBITDA Fwd125

EV/EBIT Fwd175

Yield

Free Cash Flow Yield3.0%5

Dividend Yieldna–

Momentum

Short term

1 month return+3%9

3 month return+9%8

YTD return+6%6

Mid term

Price vs 52wHigh90%8

1 year return+6%5

Long term

3 year return+40%5

5 year return+75%7

Risk Shield

Price Risk

Beta-0.310

Volatility30%7

Free Cash Flow

Free Cash Flow Margin2%3

Free Cash Flow Yield3.0%5

Quality

ROCE17%8

Earnings Stability1010

Net Debt/EBITDA1.85

02Growth

Is it actually growing, and how fast?

BJBJ's Wholesale Club Holdings

Revenue FY26$21.5B

GROWTH RATING↗

AVERAGE55 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%4

Revenue, next 1Y+12%7

Revenue, next 3Y, CAGR+8%6

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+9%6

EPS growth, FY28E+5%5

EPS growth, FY29E+5%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 4%/yr over the last 3 years and is set to grow 8%/yr from here.

WATCH

A mid-pack grower, ahead of 55% of companies worldwide.

Revenue is set to grow 8%/yr over the next 3 years, a little ahead of the market.6/10

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

Earnings are set to grow in step with sales (EPS about 5%/yr vs revenue 8%/yr).

WEAKNESSES

None flagged.

BOTTOM LINE

Reaccelerating Grower

A middle-of-the-pack grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG74 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+9%8

YTD return+6%6

MID & LONG-TERM▾SCORE

% of 52-week high90%8

1-year return+6%5

3-year return+40%5

5-year return+75%7

MOMENTUM ASSESSMENT

STRENGTHS

It's up 6% over the past year, but 10% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+3%) and over three months (+9%).

WATCH

Average long-term results. Multi-year returns are middling (+40% over three years and +75% over five), roughly average for the market.

Returns sit at the market level so far this year (+6%).

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on BJ's. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

BJBJ's Wholesale Club Holdings

Revenue FY26$21.5B

GROWTH RATING↗

AVERAGE55 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%4

Revenue, next 1Y+12%7

Revenue, next 3Y, CAGR+8%6

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+9%6

EPS growth, FY28E+5%5

EPS growth, FY29E+5%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 4%/yr over the last 3 years and is set to grow 8%/yr from here.

WATCH

A mid-pack grower, ahead of 55% of companies worldwide.

Revenue is set to grow 8%/yr over the next 3 years, a little ahead of the market.6/10

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

Earnings are set to grow in step with sales (EPS about 5%/yr vs revenue 8%/yr).

WEAKNESSES

None flagged.

BOTTOM LINE

Reaccelerating Grower

A middle-of-the-pack grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG74 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+9%8

YTD return+6%6

MID & LONG-TERM▾SCORE

% of 52-week high90%8

1-year return+6%5

3-year return+40%5

5-year return+75%7

MOMENTUM ASSESSMENT

STRENGTHS

It's up 6% over the past year, but 10% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+3%) and over three months (+9%).

WATCH

Average long-term results. Multi-year returns are middling (+40% over three years and +75% over five), roughly average for the market.

Returns sit at the market level so far this year (+6%).

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on BJ's. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community