Bjs Wholesale Club Stock Performance
| BJ Stock | USD 96.77 0.29 0.30% |
On a scale of 0 to 100, BJs Wholesale holds a performance score of 16. The firm shows a Beta (market volatility) of 0.61, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, BJs Wholesale's returns are expected to increase less than the market. However, during the bear market, the loss of holding BJs Wholesale is expected to be smaller as well. Please check BJs Wholesale's semi variance, rate of daily change, and the relationship between the value at risk and kurtosis , to make a quick decision on whether BJs Wholesale's price patterns will revert.
Risk-Adjusted Performance
16 of 100
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in BJs Wholesale Club are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. Even with relatively fragile forward-looking indicators, BJs Wholesale revealed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 0.46 | Five Day Return 4.27 | Year To Date Return 44.85 | Ten Year Return 343.23 | All Time Return 343.23 |
1 | Acquisition by Ortega Steven L of 2455 shares of BJs Wholesale at 81.26 subject to Rule 16b-3 | 09/16/2024 |
2 | BJs Wholesale Club Announces Third Quarter Fiscal 2024 Earnings Conference Call Date | 10/21/2024 |
3 | Disposition of 2462 shares by Anjana Harve of BJs Wholesale at 84.94 subject to Rule 16b-3 | 10/30/2024 |
4 | Insider Trading | 11/11/2024 |
5 | BJs Wholesale Club Names Scott Schmadeke, Executive Vice President, Chief Operations Officer | 11/12/2024 |
6 | Some Confidence Is Lacking In BJs Wholesale Club Holdings, Inc.s PE | 11/14/2024 |
7 | BJs Wholesale Club Holdings Inc Q3 2024 Everything You Need To Know Ahead Of Earnings | 11/20/2024 |
8 | BJs Wholesale Club Issues FY 2024 Earnings Guidance | 11/21/2024 |
9 | BJs Wholesale stock up as traffic trends and new clubs drive upside, says Goldman | 11/22/2024 |
10 | 3 Stocks That Authorized 1 Billion Stock Buybacks to Boost Value | 11/26/2024 |
| Begin Period Cash Flow | 33.9 M |
BJs |
BJs Wholesale Relative Risk vs. Return Landscape
If you would invest 7,928 in BJs Wholesale Club on August 29, 2024 and sell it today you would earn a total of 1,749 from holding BJs Wholesale Club or generate 22.06% return on investment over 90 days. BJs Wholesale Club is generating 0.3237% of daily returns and assumes 1.563% volatility on return distribution over the 90 days horizon. Put differently, 13% of stocks are less risky than BJs on the basis of their historical return distribution, and some 94% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
BJs Wholesale Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BJs Wholesale's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as BJs Wholesale Club, and traders can use it to determine the average amount a BJs Wholesale's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2071
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Estimated Market Risk
| 1.56 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.32 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average BJs Wholesale is performing at about 16% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of BJs Wholesale by adding it to a well-diversified portfolio.
BJs Wholesale Fundamentals Growth
BJs Stock prices reflect investors' perceptions of the future prospects and financial health of BJs Wholesale, and BJs Wholesale fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on BJs Stock performance.
| Return On Equity | 0.37 | ||||
| Return On Asset | 0.0733 | ||||
| Profit Margin | 0.03 % | ||||
| Operating Margin | 0.04 % | ||||
| Current Valuation | 15.67 B | ||||
| Shares Outstanding | 132.59 M | ||||
| Price To Earning | 24.27 X | ||||
| Price To Book | 7.30 X | ||||
| Price To Sales | 0.63 X | ||||
| Revenue | 19.97 B | ||||
| Gross Profit | 3.43 B | ||||
| EBITDA | 1.03 B | ||||
| Net Income | 523.74 M | ||||
| Cash And Equivalents | 33.91 M | ||||
| Cash Per Share | 1.21 X | ||||
| Total Debt | 2.99 B | ||||
| Debt To Equity | 3.91 % | ||||
| Current Ratio | 0.73 X | ||||
| Book Value Per Share | 10.99 X | ||||
| Cash Flow From Operations | 718.88 M | ||||
| Earnings Per Share | 4.17 X | ||||
| Market Capitalization | 12.87 B | ||||
| Total Asset | 6.68 B | ||||
| Retained Earnings | 1.17 B | ||||
| Working Capital | (674.04 M) | ||||
| Current Asset | 1.29 B | ||||
| Current Liabilities | 987.01 M | ||||
About BJs Wholesale Performance
By evaluating BJs Wholesale's fundamental ratios, stakeholders can gain valuable insights into BJs Wholesale's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BJs Wholesale has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if BJs Wholesale has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 32.53 | 35.38 | |
| Return On Tangible Assets | 0.09 | 0.02 | |
| Return On Capital Employed | 0.19 | 0.12 | |
| Return On Assets | 0.08 | 0.02 | |
| Return On Equity | 0.36 | (0.05) |
Things to note about BJs Wholesale Club performance evaluation
Checking the ongoing alerts about BJs Wholesale for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for BJs Wholesale Club help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| BJs Wholesale Club reports 2.99 B of total liabilities with total debt to equity ratio (D/E) of 3.91, which may imply that the company relies heavily on debt financing. BJs Wholesale Club has a current ratio of 0.72, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for BJs to invest in growth at high rates of return. | |
| Over 99.0% of BJs Wholesale shares are held by institutions such as insurance companies | |
| Latest headline from marketbeat.com: 3 Stocks That Authorized 1 Billion Stock Buybacks to Boost Value |
- Analyzing BJs Wholesale's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether BJs Wholesale's stock is overvalued or undervalued compared to its peers.
- Examining BJs Wholesale's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating BJs Wholesale's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BJs Wholesale's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of BJs Wholesale's stock. These opinions can provide insight into BJs Wholesale's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in BJs Wholesale Club. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in inflation. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
Is Consumer Staples Distribution & Retail space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of BJs Wholesale. If investors know BJs will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about BJs Wholesale listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.113 | Earnings Share 4.17 | Revenue Per Share 153.894 | Quarterly Revenue Growth 0.049 | Return On Assets 0.0733 |
The market value of BJs Wholesale Club is measured differently than its book value, which is the value of BJs that is recorded on the company's balance sheet. Investors also form their own opinion of BJs Wholesale's value that differs from its market value or its book value, called intrinsic value, which is BJs Wholesale's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because BJs Wholesale's market value can be influenced by many factors that don't directly affect BJs Wholesale's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between BJs Wholesale's value and its price as these two are different measures arrived at by different means. Investors typically determine if BJs Wholesale is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BJs Wholesale's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.