Bjs Wholesale Club Stock Performance
| BJ Stock | USD 75.28 0.98 1.29% |
The firm shows a Beta (market volatility) of 0.48, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, BJs Wholesale's returns are expected to increase less than the market. However, during the bear market, the loss of holding BJs Wholesale is expected to be smaller as well. BJs Wholesale Club right now shows a risk of 1.62%. Please confirm BJs Wholesale Club semi variance, rate of daily change, and the relationship between the value at risk and kurtosis , to decide if BJs Wholesale Club will be following its price patterns.
Risk-Adjusted Performance
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Over the last 90 days BJs Wholesale Club has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively steady forward-looking indicators, BJs Wholesale is not utilizing all of its potentials. The current stock price chaos, may contribute to medium-term losses for the stakeholders. ...more
Actual Historical Performance (%)
One Day Return 0.14 | Five Day Return (2.77) | Year To Date Return 13.28 | Ten Year Return 246.64 | All Time Return 246.64 |
1 | Sale by William Werner of 100 shares of BJs Wholesale | 08/15/2023 |
2 | Sale by William Werner of 1970 shares of BJs Wholesale | 09/18/2023 |
3 | Payment of 834 shares by William Werner of BJs Wholesale subject to Rule 16b-3 | 09/29/2023 |
4 | Sale by William Werner of 232 shares of BJs Wholesale | 12/15/2023 |
5 | Sale by William Werner of tradable shares of BJs Wholesale | 02/22/2024 |
6 | Disposition of 18941 shares by Laura Felice of BJs Wholesale at 72.58 subject to Rule 16b-3 | 02/27/2024 |
7 | Disposition of 179497 shares by Paul Cichocki of BJs Wholesale at 25.07 subject to Rule 16b-3 | 02/28/2024 |
8 | BJs Wholesale Club Holdings, Inc. Announces Fourth Quarter and Full Fiscal 2023 Results | 03/07/2024 |
9 | Director Christopher Baldwin Sells 73,062 Shares of BJs Wholesale Club Holdings Inc | 03/14/2024 |
10 | Should You Sell BJs Wholesale Club Holdings | 03/21/2024 |
11 | BJs Wholesale Club Continues Expansion, Announcing Five New Clubs in the Southeast and Midwest | 03/27/2024 |
12 | In-Depth Examination Of 11 Analyst Recommendations For BJs Wholesale Club - BJs Wholesale Club NYSEBJ - Benzinga | 04/02/2024 |
13 | Disposition of 3300 shares by Robert Eddy of BJs Wholesale at 77.38 subject to Rule 16b-3 | 04/08/2024 |
14 | Disposition of 13578 shares by Monica Schwartz of BJs Wholesale at 78.81 subject to Rule 16b-3 | 04/11/2024 |
15 | BJs Wholesale Club SVP sells 77,370 in company stock | 04/16/2024 |
| Begin Period Cash Flow | 33.9 M |
BJs |
BJs Wholesale Relative Risk vs. Return Landscape
If you would invest 7,807 in BJs Wholesale Club on January 18, 2024 and sell it today you would lose (181.00) from holding BJs Wholesale Club or give up 2.32% of portfolio value over 90 days. BJs Wholesale Club is generating 0.0036% of daily returns and assumes 1.6198% volatility on return distribution over the 90 days horizon. Put differently, 14% of stocks are less risky than BJs on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
BJs Wholesale Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BJs Wholesale's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as BJs Wholesale Club, and traders can use it to determine the average amount a BJs Wholesale's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0022
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| Negative Returns | BJ |
Estimated Market Risk
| 1.62 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average BJs Wholesale is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of BJs Wholesale by adding BJs Wholesale to a well-diversified portfolio.
BJs Wholesale Fundamentals Growth
BJs Stock prices reflect investors' perceptions of the future prospects and financial health of BJs Wholesale, and BJs Wholesale fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on BJs Stock performance.
| Return On Equity | 0.42 | ||||
| Return On Asset | 0.0781 | ||||
| Profit Margin | 0.03 % | ||||
| Operating Margin | 0.04 % | ||||
| Current Valuation | 13.08 B | ||||
| Shares Outstanding | 132.96 M | ||||
| Price To Earning | 24.27 X | ||||
| Price To Book | 7.02 X | ||||
| Price To Sales | 0.51 X | ||||
| Revenue | 19.97 B | ||||
| Gross Profit | 3.43 B | ||||
| EBITDA | 1.05 B | ||||
| Net Income | 523.65 M | ||||
| Cash And Equivalents | 33.91 M | ||||
| Cash Per Share | 1.21 X | ||||
| Total Debt | 2.99 B | ||||
| Debt To Equity | 3.91 % | ||||
| Current Ratio | 0.73 X | ||||
| Book Value Per Share | 10.99 X | ||||
| Cash Flow From Operations | 718.88 M | ||||
| Earnings Per Share | 3.88 X | ||||
| Market Capitalization | 10.14 B | ||||
| Total Asset | 6.68 B | ||||
| Retained Earnings | 1.17 B | ||||
| Working Capital | (674.04 M) | ||||
| Current Asset | 1.29 B | ||||
| Current Liabilities | 987.01 M | ||||
About BJs Wholesale Performance
To evaluate BJs Wholesale Club Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when BJs Wholesale generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare BJs Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand BJs Wholesale Club market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents BJs's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 32.51 | 35.38 | |
| 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) |
Things to note about BJs Wholesale Club performance evaluation
Checking the ongoing alerts about BJs Wholesale for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for BJs Wholesale Club help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company 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. Debt can assist BJs Wholesale until it has trouble settling it off, either with new capital or with free cash flow. So, BJs Wholesale's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like BJs Wholesale Club sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for BJs to invest in growth at high rates of return. When we think about BJs Wholesale's use of debt, we should always consider it together with cash and equity. | |
| Over 99.0% of BJs Wholesale shares are held by institutions such as insurance companies | |
| Latest headline from investing.com: BJs Wholesale Club SVP sells 77,370 in company stock |
- Analyzing BJs Wholesale's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether BJs Wholesale's stock is overvalued or undervalued compared to its peers.
- Examining BJs Wholesale's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating BJs Wholesale's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BJs Wholesale's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of BJs Wholesale's stock. These opinions can provide insight into BJs Wholesale's potential for growth and whether the stock is currently undervalued or overvalued.
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 tightly coupled with the direction of predictive economic indicators such as signals in inflation. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
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When running BJs Wholesale's price analysis, check to measure BJs Wholesale's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BJs Wholesale is operating at the current time. Most of BJs Wholesale's value examination focuses on studying past and present price action to predict the probability of BJs Wholesale's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BJs Wholesale's price. Additionally, you may evaluate how the addition of BJs Wholesale to your portfolios can decrease your overall portfolio volatility.
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Is BJs Wholesale's industry 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 0.144 | Earnings Share 3.88 | Revenue Per Share 150.087 | Quarterly Revenue Growth 0.087 | Return On Assets 0.0781 |
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.
Please note, there is a significant difference between BJs Wholesale's value and its price as these two are different measures arrived at by different 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.