AEO vs TJX
American Eagle Outfitters Inc. and TJX Companies Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | AEO | TJX |
|---|---|---|
| Revenue | $5.5B | $60.4B |
| Net income | $192.0M | $5.5B |
| Gross margin | 36.5% | 31.0% |
| Net margin | 3.3% | 9.1% |
| Return on equity | 11.1% | 59.1% |
| Diluted EPS | $1.09 | $4.87 |
| Dividend / share | $0.50 | $1.70 |
| Payout ratio | 44.4% | 33.5% |
| Free cash flow | $195.4M | $4.9B |
| Equity | $1.7B | $10.2B |
| Net debt / equity | −0.14× | −0.33× |
| Current ratio | 1.51× | 1.14× |
| Revenue CAGR 5y | 8.1% | 13.4% |
| Profit CAGR 5y | · | 127.6% |
TJX bills 10.9× the revenue of AEO, and keeps more of each dollar of revenue as profit (9.1% against 3.3%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | AEO | TJX |
|---|---|---|
| FY2025 | $5.5B | $60.4B |
| FY2024 | $5.3B | $56.4B |
| FY2023 | $5.3B | $54.2B |
| FY2022 | $5.0B | $49.9B |
| FY2021 | $5.0B | $48.5B |
| FY2020 | $3.8B | $32.1B |
| FY2019 | $4.3B | $41.7B |
| FY2018 | $4.0B | $39.0B |
| FY2017 | $3.8B | $35.9B |
| FY2016 | $3.6B | $33.2B |
Bottom line
| Fiscal year | AEO | TJX |
|---|---|---|
| FY2025 | $192.0M | $5.5B |
| FY2024 | $329.4M | $4.9B |
| FY2023 | $170.0M | $4.5B |
| FY2022 | $125.1M | $3.5B |
| FY2021 | $419.6M | $3.3B |
| FY2020 | $-209.3M | $90.0M |
| FY2019 | $191.3M | $3.3B |
| FY2018 | $261.9M | $3.1B |
| FY2017 | $204.2M | $2.6B |
| FY2016 | $212.4M | $2.3B |
18 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$54,824,764,000 | TJX |
| FY2024 | −$51,031,348,000 | TJX |
| FY2023 | −$48,955,230,000 | TJX |
| FY2022 | −$44,946,167,000 | TJX |
| FY2021 | −$43,539,215,000 | TJX |
| FY2020 | −$28,377,887,000 | TJX |
| FY2019 | −$37,408,765,000 | TJX |
| FY2018 | −$34,937,214,000 | TJX |
| FY2017 | −$32,069,115,000 | TJX |
| FY2016 | −$29,573,879,000 | TJX |
| FY2015 | −$27,423,090,000 | TJX |
| FY2014 | −$25,795,540,000 | TJX |
| FY2013 | −$24,116,894,000 | TJX |
| FY2012 | −$22,402,570,000 | TJX |
| FY2011 | −$20,071,390,000 | TJX |
| FY2010 | −$18,996,899,000 | TJX |
| FY2009 | −$17,348,175,000 | TJX |
| FY2008 | −$16,050,826,000 | TJX |
TJX has reported the higher revenue in every one of these 18 fiscal years. The gap has widened since the earliest year compared.
18 of 19 comparable fiscal years — a year missing data on either side is not counted.
18 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −5.8 pp | TJX |
| FY2024 | −2.5 pp | TJX |
| FY2023 | −5.0 pp | TJX |
| FY2022 | −4.5 pp | TJX |
| FY2021 | +1.6 pp | AEO |
| FY2020 | −5.8 pp | TJX |
| FY2019 | −3.4 pp | TJX |
| FY2018 | −1.4 pp | TJX |
| FY2017 | −1.9 pp | TJX |
| FY2016 | −1.0 pp | TJX |
| FY2015 | −1.2 pp | TJX |
| FY2014 | −5.2 pp | TJX |
| FY2013 | −5.3 pp | TJX |
| FY2012 | −0.7 pp | TJX |
| FY2011 | −1.6 pp | TJX |
| FY2010 | −1.3 pp | TJX |
| FY2009 | −0.2 pp | TJX |
| FY2008 | +1.4 pp | AEO |
The higher net margin has changed hands between AEO and TJX over this period.
18 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
AEO's net margin has been more volatile than TJX's over the 18 comparable fiscal years — 2.9 percentage points of standard deviation against 1.9.
18 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between AEO and TJX over these 18 fiscal years — AEO led in 2 and TJX in 16.
18 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
TJX's return on equity has been more volatile than AEO's over the 18 comparable fiscal years — 13.4 percentage points of standard deviation against 9.8.
18 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
TJX led in return on equity in every one of the 18 comparable fiscal years — a structural lead, not a recent swing.
18 of 19 comparable fiscal years — a year missing data on either side is not counted.