BJ's Wholesale Club runs membership warehouse clubs on the U.S. East Coast, selling groceries, fuel, and general merchandise in bulk to households and small businesses who pay an annual fee. That fee-based model is the moat: membership income is recurring and sits alongside a gross margin of 18.2% and an operating margin of 4.0%, which lets the company price aggressively against larger rivals without giving up profitability. Its growth driver is the store footprint and gasoline volume, with revenue growth of 15.7% and a return on equity of 27.7% showing the expansion is being funded profitably rather than with dilution. At a trailing P/E of 22.5 and a forward P/E of 20.5, the market is paying for continued earnings growth, so the question for a deeper look is whether the 4.0% operating margin can hold as new clubs mature and fuel prices move. The company carries no index membership at a $13.0B market cap, which is worth checking for any mispricing or flow-driven effect, and the 66/100 score puts it in the middle of our screen rather than at the top.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 24 Oct 2026, 17:04 CEST | Fair value | $73.08 | $72.15 | $106 |
| 24 Oct 2026, 17:04 CEST | Rating | Overvalued | first publication | $106 |
| 17 Oct 2026, 00:00 CEST | Fair value | $72.15 | $76.33 | $103 |
| 12 Oct 2026, 00:00 CEST | Fair value | $76.33 | $73.28 | $98.58 |
| 10 Oct 2026, 00:00 CEST | ACCE price target | $98.00 | first publication | $99.04 |
| 28 Sept 2026, 00:00 CEST | Fair value | $73.28 | $74.24 | $93.79 |
| 15 Sept 2026, 00:00 CEST | Fair value | $74.24 | $76.36 | $91.49 |
| 7 Sept 2026, 00:00 CEST | Fair value | $76.36 | $77.30 | $93.19 |
| 30 Aug 2026, 00:00 CEST | Fair value | $77.30 | $75.62 | $90.60 |
| 21 Aug 2026, 00:00 CEST | Fair value | $75.62 | $69.36 | $94.22 |
Answered from BJ's Wholesale Club Holdings Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| BJ BJ's Wholesale Club Holdings Inc. Common Stock | $105.84 | $73 | 45% above | 23.2x | 27.7% | 58 | 67 |
| 7532.T Pan Pacific International Holdings Corporation | ¥744.50 | - | - | 20.3x | 16.5% | 57 | 53 |
| DMART.NS Avenue Supermarts Limited | ₹3157.70 | - | - | 66.0x | 12.7% | 53 | 38 |
| DLTR Dollar Tree Inc. Common Stock | $125.31 | $97 | 30% above | 15.3x | 46.0% | 60 | 74 |
| TBBB BBB Foods Inc. Class A Common Shares | $58.50 | - | - | - | -67.3% | 17 | 59 |
| DG Dollar General Corporation Common Stock | $132.69 | $109 | 21% above | 18.1x | 19.7% | 52 | 72 |
| PSMT PriceSmart Inc. Common Stock | $170.95 | $96 | 78% above | 33.1x | 12.3% | 57 | 60 |
Where BJ ranks against its sector peers on each metric.