CVS HEALTH CORPORATION vs The TJX Companies, Inc., two Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CVS and TJX diverge most: on return on equity, CVS reads 3.7% and TJX reads 57.0%; on return on assets, CVS reads 1.2% and TJX reads 16.4%. The rest of the comparable metrics sit closer together. What CVS's price implies is a bet that sits within the historical range (whole-company basis). What TJX's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CVS | TJX |
|---|---|---|
| Price | $86.18 | $138.77 |
| Market cap | $110.9B | $155.0B |
| Sector | Retail | Retail |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | +22.6% |
| P/E | 22.7 | 25.7 |
| P/B | 1.39 | 14.55 |
| P/S | 0.27 | 2.49 |
| EV/EBITDA | 12.6 | 115.1 |
| Revenue growth | +7.3% | +7.7% |
| Operating margin | 4.4% | — |
| Net margin | 0.7% | 9.7% |
| Return on equity | 3.7% | 57.0% |
| Return on assets | 1.2% | 16.4% |
| Return on invested capital | 4.4% | — |
| FCF yield | 10.6% | 3.8% |
| Dividend yield | 3.1% | 1.2% |
| Debt / equity | 0.77 | 0.27 |
| Current ratio | 0.87 | 1.15 |
| Altman Z (solvency) | 2.39 | 8.12 |
| Piotroski F (quality) | 7 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.