BJ vs KSS
BJ's Wholesale Club Holdings, Inc. and Kohls Corp., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | BJ | KSS |
|---|---|---|
| Revenue | $21.5B | $15.5B |
| Net income | $578.4M | $272.0M |
| Gross margin | 18.6% | 40.6% |
| Net margin | 2.7% | 1.8% |
| Return on equity | 28.6% | 6.9% |
| Diluted EPS | $4.38 | $2.38 |
| Dividend / share | · | $0.50 |
| Payout ratio | · | 20.6% |
| Free cash flow | $328.0M | $1.0B |
| Equity | $2.2B | $4.0B |
| Net debt / equity | 0.22× | 0.19× |
| Current ratio | 0.75× | 1.46× |
| Revenue CAGR 5y | 6.8% | −0.5% |
| Profit CAGR 5y | 6.6% | · |
BJ bills 1.4× the revenue of KSS, and keeps more of each dollar of revenue as profit (2.7% against 1.8%).
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 | KSS |
|---|---|---|
| FY2025 | $21.5B | $15.5B |
| FY2024 | $20.5B | $16.2B |
| FY2023 | $20.0B | $17.5B |
| FY2022 | $19.3B | $18.1B |
| FY2021 | $16.7B | $19.4B |
| FY2020 | $15.4B | $16.0B |
| FY2019 | $13.2B | $20.0B |
| FY2018 | $13.0B | $20.2B |
| FY2017 | $12.8B | $20.1B |
| FY2016 | $12.4B | $19.7B |
Bottom line
| Fiscal year | BJ | KSS |
|---|---|---|
| FY2025 | $578.4M | $272.0M |
| FY2024 | $534.4M | $109.0M |
| FY2023 | $523.7M | $317.0M |
| FY2022 | $513.2M | $-19.0M |
| FY2021 | $426.7M | $938.0M |
| FY2020 | $421.0M | $-163.0M |
| FY2019 | $187.2M | $691.0M |
| FY2018 | $127.3M | $801.0M |
| FY2017 | $50.3M | $859.0M |
| FY2016 | $44.2M | $556.0M |
10 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$5,930,274,000 | BJ |
| FY2024 | +$4,280,804,000 | BJ |
| FY2023 | +$2,492,689,000 | BJ |
| FY2022 | +$1,217,165,000 | BJ |
| FY2021 | −$2,765,698,000 | KSS |
| FY2020 | −$524,983,000 | KSS |
| FY2019 | −$6,783,293,000 | KSS |
| FY2018 | −$7,221,653,000 | KSS |
| FY2017 | −$7,329,411,000 | KSS |
| FY2016 | −$7,330,463,000 | KSS |
The higher-revenue side has changed between BJ and KSS over this period. The gap has narrowed since the earliest year compared.
10 of 19 comparable fiscal years — a year missing data on either side is not counted.
10 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +0.9 pp | BJ |
| FY2024 | +1.9 pp | BJ |
| FY2023 | +0.8 pp | BJ |
| FY2022 | +2.8 pp | BJ |
| FY2021 | −2.3 pp | KSS |
| FY2020 | +3.8 pp | BJ |
| FY2019 | −2.0 pp | KSS |
| FY2018 | −3.0 pp | KSS |
| FY2017 | −3.9 pp | KSS |
| FY2016 | −2.5 pp | KSS |
The higher net margin has changed hands between BJ and KSS over this period.
10 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
KSS's net margin has been more volatile than BJ's over the 10 comparable fiscal years — 1.9 percentage points of standard deviation against 1.0.
10 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 BJ and KSS over these 10 fiscal years — BJ led in 5 and KSS in 5.
10 of 19 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 KSS's over the 5 comparable fiscal years — 21.9 percentage points of standard deviation against 6.6.
5 of 19 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 19 comparable fiscal years — a year missing data on either side is not counted.