Bjs Wholesale Club Stock Buy Hold or Sell Recommendation
| BJ Stock | USD 72.57 2.71 3.60% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding BJs Wholesale Club is 'Strong Hold'. Macroaxis provides BJs Wholesale buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BJ positions. The advice algorithm takes into account all of BJs Wholesale's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting BJs Wholesale's buy or sell advice are summarized below:
Real Value 75.28 | Target Price 78.33 | Hype Value 72.63 | Market Value 72.57 | Naive Value 72.62 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell BJs Wholesale Club given historical horizon and risk tolerance towards BJs Wholesale. When Macroaxis issues a 'buy' or 'sell' recommendation for BJs Wholesale Club, the advice is generated through an automated system that utilizes algorithms and statistical models.
BJs |
Execute BJs Wholesale Buy or Sell Advice
The BJs recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on BJs Wholesale Club. Macroaxis does not own or have any residual interests in BJs Wholesale Club or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute BJs Wholesale's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | 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 | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
BJs Wholesale Trading Alerts and Improvement Suggestions
| 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: Loop Capital cuts BJs Wholesale stock target by 5 |
BJs Wholesale Returns Distribution Density
The distribution of BJs Wholesale's historical returns is an attempt to chart the uncertainty of BJs Wholesale's future price movements. The chart of the probability distribution of BJs Wholesale daily returns describes the distribution of returns around its average expected value. We use BJs Wholesale Club price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of BJs Wholesale returns is essential to provide solid investment advice for BJs Wholesale.
| Mean Return | 0.14 | Value At Risk | -2.15 | Potential Upside | 2.86 | Standard Deviation | 1.88 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of BJs Wholesale historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
BJs Stock 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 originates 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 | 2023-12-31 | 3 M | Fiduciary Management, Inc. Of Milwaukee | 2023-12-31 | 2.5 M | Thrivent Financial For Lutherans | 2023-12-31 | 2.4 M | Geode Capital Management, Llc | 2023-12-31 | 2.1 M | Timessquare Capital Management, Llc | 2023-12-31 | 1.7 M | Artisan Partners Limited Partnership | 2023-12-31 | 1.6 M | Citadel Advisors Llc | 2023-09-30 | 1.6 M | Amvescap Plc. | 2023-12-31 | 1.6 M | Fidelity International Ltd | 2023-12-31 | 1.5 M | Fmr Inc | 2023-12-31 | 15.9 M | Vanguard Group Inc | 2023-12-31 | 13.4 M |
BJs Wholesale Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (29.2M) | (124.2M) | (37.2M) | (47.5M) | (76.3M) | (72.5M) | |
| Change In Cash | 3.1M | 13.3M | 1.9M | (11.5M) | 2.1M | 2.2M | |
| Net Borrowings | (122.2M) | (577.2M) | (352.3M) | 97.2M | 87.5M | 91.8M | |
| Free Cash Flow | 158.2M | 650.2M | 527.1M | 417.6M | 251.8M | 316.4M | |
| Depreciation | 157M | 167.5M | 180.5M | 200.9M | 227.7M | 197.5M | |
| Other Non Cash Items | 22.7M | 17.8M | 13.3M | 33.8M | (18.5M) | (17.6M) | |
| Capital Expenditures | 196.9M | 218.3M | 304.5M | 370.5M | 467.1M | 252.7M | |
| Net Income | 187.2M | 421.0M | 426.7M | 513.2M | 523.7M | 283.3M | |
| End Period Cash Flow | 30.2M | 43.5M | 45.4M | 33.9M | 36.0M | 39.2M | |
| Change To Netincome | 46.5M | 36.4M | 63.2M | 68.4M | 78.7M | 82.6M | |
| Investments | (175.3M) | (192.4M) | (304.5M) | (747.1M) | (454.8M) | (432.0M) |
BJs Wholesale Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to BJs Wholesale or Consumer Staples Distribution & Retail sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that BJs Wholesale's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a BJs stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.1 | |
β | Beta against NYSE Composite | 0.53 | |
σ | Overall volatility | 1.89 | |
Ir | Information ratio | 0.04 |
BJs Wholesale Volatility Alert
BJs Wholesale Club has relatively low volatility with skewness of 1.56 and kurtosis of 8.06. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure BJs Wholesale's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact BJs Wholesale's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.BJs Wholesale Fundamentals Vs Peers
Comparing BJs Wholesale's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze BJs Wholesale's direct or indirect competition across all of the common fundamentals between BJs Wholesale and the related equities. This way, we can detect undervalued stocks with similar characteristics as BJs Wholesale or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of BJs Wholesale's fundamental indicators could also be used in its relative valuation, which is a method of valuing BJs Wholesale by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare BJs Wholesale to competition |
| Fundamentals | BJs Wholesale | Peer Average |
| Return On Equity | 0.42 | -0.31 |
| Return On Asset | 0.0781 | -0.14 |
| Profit Margin | 0.03 % | (1.27) % |
| Operating Margin | 0.04 % | (5.51) % |
| Current Valuation | 12.6 B | 16.62 B |
| Shares Outstanding | 132.96 M | 571.82 M |
| Shares Owned By Insiders | 1.01 % | 10.09 % |
| Shares Owned By Institutions | 98.99 % | 39.21 % |
| Number Of Shares Shorted | 8.19 M | 4.71 M |
| Price To Earning | 24.27 X | 28.72 X |
| Price To Book | 7.02 X | 9.51 X |
| Price To Sales | 0.51 X | 11.42 X |
| Revenue | 19.97 B | 9.43 B |
| Gross Profit | 3.43 B | 27.38 B |
| EBITDA | 1.05 B | 3.9 B |
| Net Income | 523.65 M | 570.98 M |
| Cash And Equivalents | 33.91 M | 2.7 B |
| Cash Per Share | 1.21 X | 5.01 X |
| Total Debt | 2.99 B | 5.32 B |
| Debt To Equity | 3.91 % | 48.70 % |
| Current Ratio | 0.73 X | 2.16 X |
| Book Value Per Share | 10.99 X | 1.93 K |
| Cash Flow From Operations | 718.88 M | 971.22 M |
| Short Ratio | 4.66 X | 4.00 X |
| Earnings Per Share | 3.88 X | 3.12 X |
| Price To Earnings To Growth | 2.48 X | 4.89 X |
| Target Price | 83.18 | |
| Number Of Employees | 34 K | 18.84 K |
| Beta | 0.26 | -0.15 |
| Market Capitalization | 9.65 B | 19.03 B |
| Total Asset | 6.68 B | 29.47 B |
| Retained Earnings | 1.17 B | 9.33 B |
| Working Capital | (674.04 M) | 1.48 B |
Note: Disposition of 179497 shares by Paul Cichocki of BJs Wholesale at 25.07 subject to Rule 16b-3 [view details]
BJs Wholesale Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as BJs . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About BJs Wholesale Buy or Sell Advice
When is the right time to buy or sell BJs Wholesale Club? Buying financial instruments such as BJs Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 3.0B | 3.1B | 3.0B | 3.1B | Total Assets | 5.7B | 6.3B | 6.7B | 5.4B |
Use Investing Ideas to Build Portfolios
In addition to having BJs Wholesale in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Shipping Containers
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipping Containers theme has 15 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Shipping Containers Theme or any other thematic opportunities.
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Check out BJs Wholesale Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Complementary Tools for BJs Stock analysis
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.