BJ vs DLTR
BJ's Wholesale Club Holdings, Inc. and Dollar Tree, Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | BJ | DLTR |
|---|---|---|
| Revenue | $21.5B | $19.4B |
| Net income | $578.4M | $1.3B |
| Gross margin | 18.6% | 36.3% |
| Net margin | 2.7% | 6.6% |
| Return on equity | 28.6% | 33.2% |
| Diluted EPS | $4.38 | $6.22 |
| Dividend / share | · | · |
| Payout ratio | · | · |
| Free cash flow | $328.0M | $1.1B |
| Equity | $2.2B | $3.8B |
| Net debt / equity | 0.22× | 0.46× |
| Current ratio | 0.75× | 1.07× |
| Revenue CAGR 5y | 6.8% | −5.3% |
| Profit CAGR 5y | 6.6% | −0.9% |
BJ and DLTR book revenue within 15% of each other, and DLTR keeps more of each dollar of revenue as profit (6.6% 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 | DLTR |
|---|---|---|
| FY2025 | $21.5B | $19.4B |
| FY2024 | $20.5B | $17.6B |
| FY2023 | $20.0B | $16.8B |
| FY2022 | $19.3B | $15.4B |
| FY2021 | $16.7B | $26.3B |
| FY2020 | $15.4B | $25.5B |
| FY2019 | $13.2B | $23.6B |
| FY2018 | $13.0B | $22.8B |
| FY2017 | $12.8B | $22.2B |
| FY2016 | $12.4B | $20.7B |
Bottom line
| Fiscal year | BJ | DLTR |
|---|---|---|
| FY2025 | $578.4M | $1.3B |
| FY2024 | $534.4M | $-3.0B |
| FY2023 | $523.7M | $-998.4M |
| FY2022 | $513.2M | $1.6B |
| FY2021 | $426.7M | $1.3B |
| FY2020 | $421.0M | $1.3B |
| FY2019 | $187.2M | $827.0M |
| FY2018 | $127.3M | $-1.6B |
| FY2017 | $50.3M | $1.7B |
| FY2016 | $44.2M | $896.2M |
10 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$2,045,474,000 | BJ |
| FY2024 | +$2,923,304,000 | BJ |
| FY2023 | +$3,187,589,000 | BJ |
| FY2022 | +$3,903,665,000 | BJ |
| FY2021 | −$9,653,898,000 | DLTR |
| FY2020 | −$10,079,283,000 | DLTR |
| FY2019 | −$10,420,093,000 | DLTR |
| FY2018 | −$9,815,953,000 | DLTR |
| FY2017 | −$9,490,911,000 | DLTR |
| FY2016 | −$8,368,663,000 | DLTR |
The higher-revenue side has changed between BJ and DLTR over this period. The gap has narrowed since the earliest year compared.
10 of 18 comparable fiscal years — a year missing data on either side is not counted.
10 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −3.9 pp | DLTR |
| FY2024 | +19.8 pp | BJ |
| FY2023 | +8.6 pp | BJ |
| FY2022 | −7.8 pp | DLTR |
| FY2021 | −2.5 pp | DLTR |
| FY2020 | −2.5 pp | DLTR |
| FY2019 | −2.1 pp | DLTR |
| FY2018 | +7.9 pp | BJ |
| FY2017 | −7.3 pp | DLTR |
| FY2016 | −4.0 pp | DLTR |
The higher net margin has changed hands between BJ and DLTR over this period.
10 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
DLTR's net margin has been more volatile than BJ's over the 10 comparable fiscal years — 8.1 percentage points of standard deviation against 1.0.
10 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between BJ and DLTR over these 10 fiscal years — BJ led in 3 and DLTR in 7.
10 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
DLTR's return on equity has been more volatile than BJ's over the 5 comparable fiscal years — 31.1 percentage points of standard deviation against 21.9.
5 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between BJ and DLTR over these 5 fiscal years — BJ led in 4 and DLTR in 1.
5 of 18 comparable fiscal years — a year missing data on either side is not counted.