BJ’S WHOLESALE CLUB HOLDINGS, INC. vs Target Corporation, two Discount Stores stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BJ and TGT diverge most: on implied growth (priced in), BJ reads -2.1% and TGT reads +0.2%; on revenue growth, BJ reads +9.0% and TGT reads +2.2%. The rest of the comparable metrics sit closer together. On valuation, today's BJ price has a different growth bar priced in than TGT (-2.1% implied for BJ vs +0.2% for TGT); 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 TGT'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 | TGT |
|---|---|---|
| Price | $98.54 | $153.72 |
| Market cap | $12.6B | $70.2B |
| Sector | Discount Stores | Discount Stores |
| Stage | Mature | Mature |
| Implied growth (priced in) | -2.1% | +0.2% |
| P/E | 21.6 | 16.0 |
| P/B | 5.73 | 3.93 |
| P/S | 0.55 | 0.65 |
| EV/EBITDA | 11.4 | 8.7 |
| Revenue growth | +9.0% | +2.2% |
| Operating margin | 4.0% | 9.7% |
| Net margin | 2.6% | 4.1% |
| Return on equity | 27.1% | 24.6% |
| Return on assets | 7.4% | 7.2% |
| Return on invested capital | 27.8% | 13.8% |
| FCF yield | 2.9% | 6.3% |
| Dividend yield | — | 3.0% |
| Debt / equity | 0.29 | 0.86 |
| Current ratio | 0.73 | 0.99 |
| Altman Z (solvency) | 4.41 | 8.14 |
| 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.