Is BJs Wholesale Stock a Good Investment?
BJs Wholesale Investment Advice | BJ |
- Examine BJs Wholesale's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research BJs Wholesale's leadership team and their track record. Good management can help BJs Wholesale navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Consumer Staples Distribution & Retail space and any emerging trends that could impact BJs Wholesale's business and its evolving consumer preferences.
- Compare BJs Wholesale's performance and market position to its competitors. Analyze how BJs Wholesale is positioned in terms of product offerings, innovation, and market share.
- Check if BJs Wholesale pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about BJs Wholesale's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in BJs Wholesale Club stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if BJs Wholesale Club is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine BJs Wholesale Stock
Researching BJs Wholesale's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 99.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.44. BJs Wholesale Club had not issued any dividends in recent years.
To determine if BJs Wholesale is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding BJs Wholesale's research are outlined below:
| BJs Wholesale Club reports 2.99 B of total liabilities with total debt to equity ratio (D/E) of 3.91, which may imply that the company relies heavily on debt financing. BJs Wholesale Club has a current ratio of 0.72, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for BJs to invest in growth at high rates of return. | |
| Over 99.0% of BJs Wholesale shares are held by institutions such as insurance companies | |
| Latest headline from marketbeat.com: 3 Stocks That Authorized 1 Billion Stock Buybacks to Boost Value |
BJs Wholesale Quarterly Long Term Debt |
|
BJs Wholesale uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in BJs Wholesale Club. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to BJs Wholesale's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 14th of March 2024 Upcoming Quarterly Report | View | |
| 28th of May 2024 Next Financial Report | View | |
| 31st of January 2024 Next Fiscal Quarter End | View | |
| 14th of March 2024 Next Fiscal Year End | View | |
| 31st of October 2023 Last Quarter Report | View | |
| 31st of January 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact BJs Wholesale's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises BJs Wholesale's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2018-08-28 | 2018-07-31 | 0.27 | 0.31 | 0.04 | 14 | ||
2018-11-20 | 2018-10-31 | 0.34 | 0.39 | 0.05 | 14 | ||
2019-03-06 | 2019-01-31 | 0.36 | 0.44 | 0.08 | 22 | ||
2021-11-18 | 2021-10-31 | 0.8 | 0.91 | 0.11 | 13 | ||
2023-03-09 | 2023-01-31 | 0.87 | 1.0 | 0.13 | 14 | ||
2022-05-19 | 2022-04-30 | 0.72 | 0.87 | 0.15 | 20 | ||
2021-05-20 | 2021-04-30 | 0.57 | 0.72 | 0.15 | 26 | ||
2021-08-19 | 2021-07-31 | 0.65 | 0.82 | 0.17 | 26 |
Know BJs Wholesale's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as BJs Wholesale is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading BJs Wholesale Club backward and forwards among themselves. BJs Wholesale's institutional investor refers to the entity that pools money to purchase BJs Wholesale's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Jpmorgan Chase & Co | 2024-06-30 | 2.7 M | Massachusetts Financial Services Company | 2024-09-30 | 2.4 M | Geode Capital Management, Llc | 2024-09-30 | 2.2 M | Clearbridge Advisors, Llc | 2024-09-30 | 2.1 M | Fiduciary Management, Inc. Of Milwaukee | 2024-09-30 | 2 M | Amvescap Plc. | 2024-06-30 | 1.7 M | Bank Of America Corp | 2024-06-30 | 1.6 M | Thrivent Financial For Lutherans | 2024-09-30 | 1.6 M | Fidelity International Ltd | 2024-06-30 | 1.6 M | Fmr Inc | 2024-09-30 | 14.4 M | Vanguard Group Inc | 2024-09-30 | 13.2 M |
BJs Wholesale's market capitalization trends
The company currently falls under 'Large-Cap' category with a market capitalization of 12.72 B.Market Cap |
|
BJs Wholesale's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.09 | 0.02 | |
| Return On Capital Employed | 0.19 | 0.12 | |
| Return On Assets | 0.08 | 0.02 | |
| Return On Equity | 0.36 | (0.05) |
Determining BJs Wholesale's profitability involves analyzing its financial statements and using various financial metrics to determine if BJs Wholesale is a good buy. For example, gross profit margin measures BJs Wholesale's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of BJs Wholesale's profitability and make more informed investment decisions.
Evaluate BJs Wholesale's management efficiency
BJs Wholesale Club has Return on Asset (ROA) of 0.0733 % which means that for every $100 of assets, it generated a profit of $0.0733. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.3689 %, which means that it produced $0.3689 on every 100 dollars invested by current stockholders. BJs Wholesale's management efficiency ratios could be used to measure how well BJs Wholesale manages its routine affairs as well as how well it operates its assets and liabilities. The value of Return On Tangible Assets is estimated to pull down to 0.02. The value of Return On Capital Employed is expected to pull down to 0.12. Non Current Liabilities Total is expected to hike to about 3.1 B this year, although the value of Total Current Liabilities will most likely fall to nearly 2.1 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 10.96 | (8.17) | |
| Tangible Book Value Per Share | 2.57 | (17.29) | |
| Enterprise Value Over EBITDA | 11.24 | 13.98 | |
| Price Book Value Ratio | 5.88 | (2.69) | |
| Enterprise Value Multiple | 11.24 | 13.98 | |
| Price Fair Value | 5.88 | (2.69) | |
| Enterprise Value | 8 B | 7.9 B |
Leadership at BJs Wholesale has been instrumental in navigating market challenges and seizing growth opportunities. Our analysis focuses on how these leadership qualities translate into financial performance.
Beta 0.243 |
Basic technical analysis of BJs Stock
As of the 30th of November, BJs Wholesale shows the Downside Deviation of 1.12, risk adjusted performance of 0.1209, and Mean Deviation of 1.12. BJs Wholesale Club technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.BJs Wholesale's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific BJs Wholesale insiders, such as employees or executives, is commonly permitted as long as it does not rely on BJs Wholesale's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases BJs Wholesale insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
BJs Wholesale's Outstanding Corporate Bonds
BJs Wholesale issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. BJs Wholesale Club uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most BJs bonds can be classified according to their maturity, which is the date when BJs Wholesale Club has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| US05552BAA44 Corp BondUS05552BAA44 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| US05553LAA17 Corp BondUS05553LAA17 | View | |
| US05552VAA08 Corp BondUS05552VAA08 | View |
Understand BJs Wholesale's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing BJs Wholesale's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1209 | |||
| Market Risk Adjusted Performance | 0.3972 | |||
| Mean Deviation | 1.12 | |||
| Semi Deviation | 0.9135 | |||
| Downside Deviation | 1.12 | |||
| Coefficient Of Variation | 661.61 | |||
| Standard Deviation | 1.63 | |||
| Variance | 2.66 | |||
| Information Ratio | 0.0667 | |||
| Jensen Alpha | 0.1584 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | 0.097 | |||
| Treynor Ratio | 0.3872 | |||
| Maximum Drawdown | 9.63 | |||
| Value At Risk | (1.62) | |||
| Potential Upside | 2.56 | |||
| Downside Variance | 1.26 | |||
| Semi Variance | 0.8345 | |||
| Expected Short fall | (1.39) | |||
| Skewness | 1.9 | |||
| Kurtosis | 8.68 |
| Risk Adjusted Performance | 0.1209 | |||
| Market Risk Adjusted Performance | 0.3972 | |||
| Mean Deviation | 1.12 | |||
| Semi Deviation | 0.9135 | |||
| Downside Deviation | 1.12 | |||
| Coefficient Of Variation | 661.61 | |||
| Standard Deviation | 1.63 | |||
| Variance | 2.66 | |||
| Information Ratio | 0.0667 | |||
| Jensen Alpha | 0.1584 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | 0.097 | |||
| Treynor Ratio | 0.3872 | |||
| Maximum Drawdown | 9.63 | |||
| Value At Risk | (1.62) | |||
| Potential Upside | 2.56 | |||
| Downside Variance | 1.26 | |||
| Semi Variance | 0.8345 | |||
| Expected Short fall | (1.39) | |||
| Skewness | 1.9 | |||
| Kurtosis | 8.68 |
Consider BJs Wholesale's intraday indicators
BJs Wholesale intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of BJs Wholesale stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
BJs Wholesale Corporate Filings
10Q | 27th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 21st of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 20th of November 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
BJs Stock media impact
Far too much social signal, news, headlines, and media speculation about BJs Wholesale that are available to investors today. That information is available publicly through BJs media outlets and privately through word of mouth or via BJs internal channels. However, regardless of the origin, that massive amount of BJs data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of BJs Wholesale news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of BJs Wholesale relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to BJs Wholesale's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive BJs Wholesale alpha.
BJs Wholesale Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards BJs Wholesale can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
BJs Wholesale Club Historical Investor Sentiment
Investor biases related to BJs Wholesale's public news can be used to forecast risks associated with an investment in BJs. The trend in average sentiment can be used to explain how an investor holding BJs can time the market purely based on public headlines and social activities around BJs Wholesale Club. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
BJs Wholesale's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for BJs Wholesale and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average BJs Wholesale news discussions. The higher the estimate score, the more favorable the investor's outlook on BJs Wholesale.
BJs Wholesale Corporate Directors
| Michelle Gloeckler | Independent Director | Profile | |
| Robert Steele | Lead Independent Director | Profile | |
| Ken Parent | Independent Director | Profile | |
| Thomas Kingsbury | Independent Director | Profile |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in BJs Wholesale Club. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in inflation. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Is Consumer Staples Distribution & Retail space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of BJs Wholesale. If investors know BJs will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about BJs Wholesale listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.113 | Earnings Share 4.17 | Revenue Per Share 153.894 | Quarterly Revenue Growth 0.049 | Return On Assets 0.0733 |
The market value of BJs Wholesale Club is measured differently than its book value, which is the value of BJs that is recorded on the company's balance sheet. Investors also form their own opinion of BJs Wholesale's value that differs from its market value or its book value, called intrinsic value, which is BJs Wholesale's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because BJs Wholesale's market value can be influenced by many factors that don't directly affect BJs Wholesale's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between BJs Wholesale's value and its price, as these two are different measures arrived at by various means. Investors typically determine if BJs Wholesale is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BJs Wholesale's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.