TD Cowen's Oliver Chen shares his top retail picks for 2026
Oliver Chen, TD Cowen, joins 'Power Lunch' to share his top retail stocks for 2026
Fiscal Year: March - February
BJ's Wholesale Club Holdings, Inc. (BJ), listed on the NYSE, has a market capitalization of $. As of Jan 06, 2026, the stock is trading at $90.88 per share, offering investors a clear view of its current market value. BJ's Wholesale Club Holdings, Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 20.95, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. BJ's Wholesale Club Holdings, Inc. also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that BJ's Wholesale Club Holdings, Inc. (BJ) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for BJ's Wholesale Club Holdings, Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for BJ's Wholesale Club Holdings, Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for BJ's Wholesale Club Holdings, Inc. is 47.99, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, BJ's Wholesale Club Holdings, Inc. (BJ) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether BJ's Wholesale Club Holdings, Inc. (BJ) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of BJ's Wholesale Club Holdings, Inc. (BJ) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of BJ's Wholesale Club Holdings, Inc.. To access the full SS Score, consider upgrading your subscription.
BJ's Wholesale Club Holdings, Inc. is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 20.95. Investors should compare these metrics with industry peers to gauge whether BJ's Wholesale Club Holdings, Inc. is outperforming or underperforming within its sector.
BJ's Wholesale Club Holdings remains a buy, with a reinforced moat from enhanced convenience and Fresh 2.0 strategies supporting durable growth. Digitally enabled comps grew 30% in Q3 2025, with reduc...
MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club (NYSE: BJ) announced today that it will open three new clubs in December. Clubs in Springfield, Massachusetts, and Sumter, South Carolina, will...
Tsvetta Kaleynska says there's "two different flavored stories" you can find between Costco (COST) and BJ's Wholesale Club (BJ). She attributes Costco to a "theme park for adults" that shows positive ...
BJ's Wholesale Club Holdings, Inc. (NYSE: BJ) posted better-than-expected earnings for the third quarter on Friday.
Burt Flickinger offers a bleak outlook for retail this holiday season, noting that most consumers are financially stretched. He points to a significant divergence in performance, with retailers like W...
BJ's Wholesale Club Holdings, Inc. is now attractive after a 22% correction, with valuation resetting from 30x to 20x forward earnings. BJ continues to deliver mid-single digit revenue and EPS growth,...
BJ's Wholesale Club Holdings, Inc. remains a quality warehouse club franchise, leveraging a membership-driven model and expanding its omnichannel presence. Recent earnings show steady revenue and memb...
BJ's Wholesale Club Holdings, Inc. ( BJ) Q3 2026 Earnings Call November 21, 2025 8:30 AM EST Company Participants Anjaneya Singh Robert Eddy - President, CEO & Chairman Laura Felice - Executive VP & ...
BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) posted better-than-expected earnings for the third quarter.
Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest market news for November 21, 2025, including the latest on the bids for Warner Bros. Discovery and BJ's Wholesale Club earnin...
MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club (NYSE: BJ) today announced new locations in Mesquite, Texas, and Foley, Alabama. The Mesquite club will mark the company's fifth location in Te...
BJ's Wholesale Club logged higher revenue in its fiscal third quarter, though profit slipped as expenses increased.
BJ's Wholesale's stock gains after profit beat expectations and the full-year outlook was raised again, to offset disappointing growth in a key sales metric.
MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club Holdings, Inc. (NYSE: BJ) (the “Company”) today announced its financial results for the thirteen weeks and thirty-nine weeks ended November 1, ...
BJ's Wholesale Club Holdings, Inc. (NYSE: BJ) will release earnings results for the third quarter, before the opening bell on Friday, Nov. 21.
MARLBOROUGH, Mass.--(BUSINESS WIRE)--It's a holiday tradition for BJ's Wholesale Club (NYSE: BJ) members: unbeatable value, unmatched convenience and free turkeys. BJ's announced today that it will br...
MARLBOROUGH, Mass. & SEVIERVILLE, Tenn.--(BUSINESS WIRE)--BJ's Wholesale Club (NYSE: BJ) announced today that its location in Sevierville, Tennessee, will open on November 14. The club at 124 Allensvi...
MARLBOROUGH, Mass.--(BUSINESS WIRE)--From hunger relief in Virginia to after-school programs in Connecticut, BJ's Wholesale Club (NYSE: BJ) today announced it is donating more than $1.2 million to loc...
MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club Holdings, Inc. (NYSE: BJ), a leading operator of membership warehouse clubs, today announced that it will release financial results for the sec...
MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club (NYSE: BJ) announced today the must-have toys for the holiday season as shopping begins earlier than ever. Offering the hottest toys from brand...
Costco remains a stellar business but trades at a stretched valuation, making it a cautious hold for existing shareholders. BJ's Wholesale offers a fairer entry point, with potential upside if it impr...
BJ's Wholesale Club Holdings remains a Buy, as recent share price weakness creates an attractive entry point for long-term investors. Despite soft Q2 2025 comps and general merchandise weakness, BJ's ...
Club retailers have drawn in shoppers with faster online options, eye-catching merchandise and cheap meals along with low-priced and bulk items.
MARLBOROUGH, Mass.--(BUSINESS WIRE)--As consumers continue to feel challenged by high grocery store prices, BJ's Wholesale Club is reinforcing its foundation of unbeatable value. BJ's members save 25%...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2026 | 246.40M | Analyst x2 | |
| 2027 | 204.57M | -16.98% | Analyst x3 |
| 2028 | 444.00M | 117.04% | Analyst x2 |
| 2029 | 710.00M | 59.91% | Analyst x1 |
| 2030 | 741.00M | 4.37% | Analyst x1 |
| 2031 | 761.73M | 2.80% | Est @2.8% |
| 2032 | 782.24M | 2.69% | Est @2.7% |
| 2033 | 802.71M | 2.62% | Est @2.6% |
| 2034 | 821.93M | 2.39% | Est @2.4% |
| 2035 | 841.32M | 2.36% | Est @2.4% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2024A | 251.81M | 1.00 | 251.81M |
| 2025A | 312.89M | 1.00 | 312.89M |
| 2026E | 246.40M | 1.08 | 229.04M |
| 2027E | 204.57M | 1.16 | 176.76M |
| 2028E | 444.00M | 1.25 | 356.61M |
| 2029E | 710.00M | 1.34 | 530.08M |
| 2030E | 741.00M | 1.44 | 514.25M |
| 2031E | 761.73M | 1.55 | 491.39M |
| 2032E | 782.24M | 1.67 | 469.07M |
| 2033E | 802.71M | 1.79 | 447.44M |
| 2034E | 821.93M | 1.93 | 425.87M |
| 2035E | 841.32M | 2.08 | 405.20M |
| Terminal | 16.98B | 2.08 | 8.18B |
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