BJs Competitors
| BJ Stock | USD 102.77 2.21 2.20% |
BJs Wholesale vs New Oriental Correlation
Poor diversification
The correlation between BJs Wholesale Club and EDU is 0.6 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding BJs Wholesale Club and EDU in the same portfolio, assuming nothing else is changed.
Moving together with BJs Stock
Moving against BJs Stock
Return On Equity is expected to hike to 0.27 this year, although the value of Return On Tangible Assets will most likely fall to 0.06. At this time, BJs Wholesale's Intangibles To Total Assets are relatively stable compared to the past year. Debt To Assets is expected to hike to 0.64 this year, although the value of Other Current Assets will most likely fall to nearly 63.4 M.BJs Wholesale Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between BJs Wholesale and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of BJs and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of BJs Wholesale Club does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between BJs Stock performing well and BJs Wholesale Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze BJs Wholesale's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| HRL | 1.15 | 0.15 | 0.08 | 0.68 | 1.05 | 2.76 | 6.59 | |||
| COKE | 1.30 | 0.29 | 0.12 | (1.08) | 1.33 | 3.62 | 9.39 | |||
| BF-B | 1.59 | 0.21 | 0.08 | 0.60 | 1.83 | 3.16 | 8.35 | |||
| CLX | 1.15 | 0.22 | 0.12 | 0.69 | 1.28 | 2.44 | 7.64 | |||
| ACI | 1.13 | 0.00 | (0.02) | 0.07 | 1.73 | 3.05 | 8.43 | |||
| OLLI | 1.65 | (0.19) | 0.00 | (0.07) | 0.00 | 3.30 | 9.34 | |||
| SJM | 1.11 | 0.07 | 0.00 | 1.11 | 1.45 | 2.52 | 5.46 | |||
| SFM | 1.64 | (0.26) | 0.00 | (0.36) | 0.00 | 2.98 | 12.94 | |||
| EDU | 1.47 | 0.16 | 0.06 | 0.57 | 1.81 | 3.07 | 9.57 |
Cross Equities Net Income Analysis
Compare BJs Wholesale Club and related stocks such as Hormel Foods, Coca Cola Consolidated, and Brown Forman Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HRL | 38.6 M | 500.1 M | 526.2 M | 602.7 M | 686.1 M | 890.1 M | 846.7 M | 1 B | 978.8 M | 908.1 M | 908.8 M | 1000 M | 793.6 M | 805 M | 478.2 M | 549.9 M | 414.6 M |
| COKE | 9 M | 28.6 M | 27.2 M | 27.7 M | 31.4 M | 59 M | 50.1 M | 96.5 M | (19.9 M) | 18.6 M | 172.5 M | 189.6 M | 430.2 M | 408.4 M | 633.1 M | 728.1 M | 764.5 M |
| BF-B | 86.4 M | 513.2 M | 591 M | 659 M | 684 M | 1.1 B | 669 M | 717 M | 835 M | 827 M | 903 M | 838 M | 783 M | 1 B | 869 M | 999.4 M | 1 B |
| CLX | 95.6 M | 541 M | 572 M | 558 M | 580 M | 648 M | 701 M | 823 M | 820 M | 939 M | 710 M | 462 M | 149 M | 280 M | 810 M | 931.5 M | 476.5 M |
| ACI | 79 M | 79 M | 79 M | 1.7 B | (1.2 B) | (373.3 M) | (373.3 M) | 46.3 M | 131.1 M | 850.2 M | 850.2 M | 1.6 B | 1.5 B | 958.6 M | 958.6 M | 1.3 B | 1.4 B |
| OLLI | 19.5 M | 19.5 M | 19.5 M | 19.5 M | 26.9 M | 35.8 M | 59.8 M | 127.6 M | 135 M | 141.1 M | 242.7 M | 157.5 M | 102.8 M | 181.4 M | 199.8 M | 229.7 M | 131.1 M |
| SJM | 15.9 M | 459.7 M | 544.2 M | 565.2 M | 344.9 M | 688.7 M | 592.3 M | 1.3 B | 514.4 M | 779.5 M | 876.3 M | 631.7 M | (91.3 M) | 744 M | (1.2 B) | (1.4 B) | (1.3 B) |
| SFM | 4.9 M | (27.4 M) | 19.5 M | 51.3 M | 107.7 M | 129 M | 124.3 M | 158.4 M | 158.5 M | 149.6 M | 287.4 M | 244.2 M | 261.2 M | 258.9 M | 380.6 M | 437.7 M | 459.6 M |
| EDU | 2.3 M | 132.7 M | 136.3 M | 215.7 M | 190.9 M | 224.9 M | 274.5 M | 296.1 M | 238.1 M | 413.3 M | 334.4 M | (1.2 B) | 177.3 M | 309.6 M | 372.4 M | 428.3 M | 449.7 M |
BJs Wholesale Club and related stocks such as Hormel Foods, Coca Cola Consolidated, and Brown Forman Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in BJs Wholesale Club financial statement analysis. It represents the amount of money remaining after all of BJs Wholesale Club operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.BJs Wholesale Competitive Analysis
The better you understand BJs Wholesale competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, BJs Wholesale's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across BJs Wholesale's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
BJs Wholesale Competition Performance Charts
Five steps to successful analysis of BJs Wholesale Competition
BJs Wholesale's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by BJs Wholesale Club in relation to its competition. BJs Wholesale's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of BJs Wholesale in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact BJs Wholesale's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to BJs Wholesale Club, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out BJs Wholesale Correlation with its peers. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
What growth prospects exist in Consumer Staples Distribution & Retail sector? Can BJs capture new markets? Factors like these will boost the valuation of BJs Wholesale. Projected growth potential of BJs fundamentally drives upward valuation adjustments. Valuation analysis balances hard financial data with qualitative growth assessments. While each BJs Wholesale valuation metric matters, prioritizing which indicators carry greater predictive weight remains essential.
Quarterly Earnings Growth (0.02) | Earnings Share 4.34 | Revenue Per Share | Quarterly Revenue Growth 0.049 | Return On Assets |
Understanding BJs Wholesale Club requires distinguishing between market price and book value, where the latter reflects BJs's accounting equity. The concept of intrinsic value - what BJs Wholesale's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Investment professionals apply varied valuation frameworks to compute inherent worth and acquire positions when market prices trade at discounts to calculated value. Market sentiment, economic cycles, and investor behavior can push BJs Wholesale's price substantially above or below its fundamental value.
It's important to distinguish between BJs Wholesale's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding BJs Wholesale should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. In contrast, BJs Wholesale's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.