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 -1.7% and COST reads +27.2%; on p/s, BJ reads 0.51 and COST reads 1.37. The rest of the comparable metrics sit closer together. On valuation, today's BJ price has a different growth bar priced in than COST (-1.7% implied for BJ vs +27.2% 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 a demanding 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 | $91.49 | $904.83 |
| Market cap | $11.7B | $402.1B |
| Sector | Discount Stores | Discount Stores |
| Stage | Mature | Mature |
| Implied growth (priced in) | -1.7% | +27.2% |
| P/E | 20.0 | 45.5 |
| P/B | 5.32 | 12.00 |
| P/S | 0.51 | 1.37 |
| EV/EBITDA | 13.2 | 29.9 |
| Revenue growth | +9.0% | +9.3% |
| Operating margin | 4.0% | 4.0% |
| Net margin | 2.6% | 3.0% |
| Return on equity | 27.1% | 26.4% |
| Return on assets | 7.4% | 10.2% |
| Return on invested capital | 22.0% | 22.6% |
| FCF yield | 3.1% | 2.2% |
| Dividend yield | — | 0.5% |
| Debt / equity | 0.29 | 0.17 |
| Current ratio | 0.73 | 1.07 |
| Altman Z (solvency) | 4.31 | 8.53 |
| Piotroski F (quality) | 7 / 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.