BJ’S WHOLESALE CLUB HOLDINGS, INC. vs DOLLAR GENERAL CORP, two Discount Stores stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BJ and DG diverge most: on fcf yield, BJ reads 2.9% and DG reads 7.1%; on return on invested capital, BJ reads 27.8% and DG reads 13.3%. The rest of the comparable metrics sit closer together. What BJ's price implies is a bet that sits within the historical range (whole-company basis). What DG's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BJ | DG |
|---|---|---|
| Price | $98.54 | $127.21 |
| Market cap | $12.6B | $28.2B |
| Sector | Discount Stores | Discount Stores |
| Stage | Mature | Mature |
| Implied growth (priced in) | -2.1% | — |
| P/E | 21.6 | 16.5 |
| P/B | 5.73 | 3.03 |
| P/S | 0.55 | 0.65 |
| EV/EBITDA | 11.4 | 8.8 |
| Revenue growth | +9.0% | +4.8% |
| Gross margin | — | 32.6% |
| Operating margin | 4.0% | 6.8% |
| Net margin | 2.6% | 3.9% |
| Return on equity | 27.1% | 18.3% |
| Return on assets | 7.4% | 5.3% |
| Return on invested capital | 27.8% | 13.3% |
| FCF yield | 2.9% | 7.1% |
| Dividend yield | — | 1.9% |
| Debt / equity | 0.29 | 0.49 |
| Current ratio | 0.73 | 1.21 |
| Altman Z (solvency) | 4.41 | 2.45 |
| Piotroski F (quality) | 7 / 9 | 8 / 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.