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Upturn AI Summary - About
BJs Wholesale Club Holdings Inc(BJ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BJ
11/05/2026: BJ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
BJs Wholesale Club Holdings Inc is a prominent US-based warehouse club operator that provides members with discounted groceries, general merchandise, and fuel. The company's business is anchored by a high-retention membership model, which offers consistent, recurring revenue. Growth is primarily driven by geographic store expansion and digital platform enhancements. However, the company faces significant execution and competitive risks from much larger incumbents like Costco and Walmart. While it does not pay a dividend, its defensive nature and focus on value-conscious shoppers may suit long-term investors monitoring the company's ability to successfully scale its regional footprint and maintain market relevance against national retail giants.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth through store expansion but lacks the aggressive scaling potential of tech-focused growth stocks. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may favor the stock during periods of steady, positive price trends and retail sector strength. |
| Value investor | Strong fit | BJ is often viewed as a solid, defensive value play due to its recurring membership fee business model. |
| Dividend investor | Weak fit | The company currently does not pay a dividend, making it less suitable for income-focused portfolios. |
| Low-risk investor | Mixed fit | While the business model is defensive, it remains exposed to retail competition and broader consumer discretionary spending risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can experience price swings based on quarterly earnings results and broader retail market sentiment. |
| Valuation risk | Medium | Investors should monitor earnings multiples to ensure the price reflects the underlying growth projections. |
| Competition risk (Warehouse retail) | High | The sector is dominated by massive incumbents like Costco and Walmart which command significant pricing power. |
| Business quality | Strong | The subscription-based membership model creates a high-quality, recurring revenue stream. |
| Dividend income | Low / none | Investors seeking immediate cash flow from dividends will not find this an appropriate vehicle. |
| Execution risk | Medium | Successful growth depends heavily on the company's ability to identify and open profitable new locations. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 33.13% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/05/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.01B USD | Price to earnings Ratio 24.27 | 1Y Target Price 106.05 |
Price to earnings Ratio 24.27 | 1Y Target Price 106.05 | ||
Volume (30-day avg) 2.1M shares | Beta 0.14 | 52 Weeks Range 83.21 - 113.35 | Updated Date 11/04/2026 |
52 Weeks Range 83.21 - 113.35 | Updated Date 11/04/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.57 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Membership Services | Annual fees paid by members. | This is a reliable, high-margin revenue stream that encourages customer loyalty. |
| Merchandise & Fuel Sales | Retail sales of goods and gasoline. | This is the core volume driver that keeps clubs busy, though it operates on thinner profit margins. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 24.27 | Forward PE 21.79 | Enterprise Value 16.57B | Price to Sales(TTM) 0.61 |
Enterprise Value 16.57B | Price to Sales(TTM) 0.61 | ||
Enterprise Value to Revenue 0.73 | Enterprise Value to EBITDA 14.31 | Shares Outstanding 126.31M | Shares Floating 125.64M |
Shares Outstanding 126.31M | Shares Floating 125.64M | ||
Percent Insiders 0.62 | Percent Institutions 110.97 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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