BJ’S WHOLESALE CLUB HOLDINGS, INC. vs COSTCO WHOLESALE CORP /NEW, two Discount Stores stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BJ and COST diverge most: on implied growth (priced in), BJ reads +0.9% and COST reads +32.1%; on p/s, BJ reads 0.55 and COST reads 1.42. The rest of the comparable metrics sit closer together. On valuation, today's BJ price has a different growth bar priced in than COST (+0.9% implied for BJ vs +32.1% for COST); the higher figure is the steeper assumption to clear, not a better or worse stock. What BJ's price implies is a bet that sits within the historical range (whole-company basis). What COST's price implies is an extreme bet versus history and the cohort (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BJ | COST |
|---|---|---|
| Price | $92.96 | $935.35 |
| Market cap | $12.0B | $415.7B |
| Sector | Discount Stores | Discount Stores |
| Stage | Mature | Mature |
| Implied growth (priced in) | +0.9% | +32.1% |
| P/E | 21.4 | 47.0 |
| P/B | 5.66 | 12.41 |
| P/S | 0.55 | 1.42 |
| EV/EBITDA | 14.2 | 30.9 |
| Revenue growth | +5.9% | +9.3% |
| Operating margin | 3.7% | 4.0% |
| Net margin | 2.6% | 3.0% |
| Return on equity | 26.9% | 26.4% |
| Return on assets | 7.2% | 10.2% |
| Return on invested capital | 20.7% | 22.6% |
| FCF yield | 1.8% | 2.1% |
| Dividend yield | — | 0.5% |
| Debt / equity | 0.36 | 0.17 |
| Current ratio | 0.73 | 1.07 |
| Altman Z (solvency) | 4.21 | 8.69 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.