BJ vs DG
BJ's Wholesale Club Holdings, Inc. and Dollar General Corp., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | BJ | DG |
|---|---|---|
| Revenue | $21.5B | $42.7B |
| Net income | $578.4M | $1.5B |
| Gross margin | 18.6% | 30.7% |
| Net margin | 2.7% | 3.5% |
| Return on equity | 28.6% | 19.0% |
| Diluted EPS | $4.38 | $6.85 |
| Dividend / share | · | $2.36 |
| Payout ratio | · | 34.4% |
| Free cash flow | $328.0M | $2.4B |
| Equity | $2.2B | $8.5B |
| Net debt / equity | 0.22× | 0.40× |
| Current ratio | 0.75× | 1.13× |
| Revenue CAGR 5y | 6.8% | 4.8% |
| Profit CAGR 5y | 6.6% | −10.6% |
DG bills 2.0× the revenue of BJ, and keeps more of each dollar of revenue as profit (3.5% against 2.7%).
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 | BJ | DG |
|---|---|---|
| FY2025 | $21.5B | $42.7B |
| FY2024 | $20.5B | $40.6B |
| FY2023 | $20.0B | $38.7B |
| FY2022 | $19.3B | $37.8B |
| FY2021 | $16.7B | $34.2B |
| FY2020 | $15.4B | $33.7B |
| FY2019 | $13.2B | $27.8B |
| FY2018 | $13.0B | $25.6B |
| FY2017 | $12.8B | $23.5B |
| FY2016 | $12.4B | $22.0B |
Bottom line
| Fiscal year | BJ | DG |
|---|---|---|
| FY2025 | $578.4M | $1.5B |
| FY2024 | $534.4M | $1.1B |
| FY2023 | $523.7M | $1.7B |
| FY2022 | $513.2M | $2.4B |
| FY2021 | $426.7M | $2.4B |
| FY2020 | $421.0M | $2.7B |
| FY2019 | $187.2M | $1.7B |
| FY2018 | $127.3M | $1.6B |
| FY2017 | $50.3M | $1.5B |
| FY2016 | $44.2M | $1.3B |
10 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$21,267,095,000 | DG |
| FY2024 | −$20,110,504,000 | DG |
| FY2023 | −$18,722,920,000 | DG |
| FY2022 | −$18,529,698,000 | DG |
| FY2021 | −$17,553,147,000 | DG |
| FY2020 | −$18,316,822,000 | DG |
| FY2019 | −$14,563,266,000 | DG |
| FY2018 | −$12,617,696,000 | DG |
| FY2017 | −$10,716,378,000 | DG |
| FY2016 | −$9,636,061,000 | DG |
DG has reported the higher revenue in every one of these 10 fiscal years. The gap has widened since the earliest year compared.
10 of 17 comparable fiscal years — a year missing data on either side is not counted.
10 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −0.8 pp | DG |
| FY2024 | −0.2 pp | DG |
| FY2023 | −1.7 pp | DG |
| FY2022 | −3.7 pp | DG |
| FY2021 | −4.5 pp | DG |
| FY2020 | −5.1 pp | DG |
| FY2019 | −4.8 pp | DG |
| FY2018 | −5.2 pp | DG |
| FY2017 | −6.2 pp | DG |
| FY2016 | −5.3 pp | DG |
DG has kept the higher net margin in every one of these 10 fiscal years.
10 of 11 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
DG's net margin has been more volatile than BJ's over the 10 comparable fiscal years — 1.5 percentage points of standard deviation against 1.0.
10 of 11 comparable fiscal years — a year missing data on either side is not counted.
Year by year
DG led in net margin in every one of the 10 comparable fiscal years — a structural lead, not a recent swing.
10 of 11 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
BJ's return on equity has been more volatile than DG's over the 5 comparable fiscal years — 21.9 percentage points of standard deviation against 9.8.
5 of 17 comparable fiscal years — a year missing data on either side is not counted.
Year by year
BJ led in return on equity in every one of the 5 comparable fiscal years — a structural lead, not a recent swing.
5 of 17 comparable fiscal years — a year missing data on either side is not counted.