BJ vs TGT
BJ's Wholesale Club Holdings, Inc. and Target Corp., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | BJ | TGT |
|---|---|---|
| Revenue | $21.5B | $104.8B |
| Net income | $578.4M | $3.7B |
| Gross margin | 18.6% | 27.9% |
| Net margin | 2.7% | 3.5% |
| Return on equity | 28.6% | 24.0% |
| Diluted EPS | $4.38 | $8.13 |
| Dividend / share | · | $4.54 |
| Payout ratio | · | 55.4% |
| Free cash flow | $328.0M | $2.8B |
| Equity | $2.2B | $16.2B |
| Net debt / equity | 0.22× | 0.55× |
| Current ratio | 0.75× | 0.94× |
| Revenue CAGR 5y | 6.8% | 2.3% |
| Profit CAGR 5y | 6.6% | −3.2% |
TGT bills 4.9× 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 | TGT |
|---|---|---|
| FY2025 | $21.5B | $104.8B |
| FY2024 | $20.5B | $106.6B |
| FY2023 | $20.0B | $107.4B |
| FY2022 | $19.3B | $109.1B |
| FY2021 | $16.7B | $106.0B |
| FY2020 | $15.4B | $93.6B |
| FY2019 | $13.2B | $78.1B |
| FY2018 | $13.0B | $75.4B |
| FY2017 | $12.8B | $72.7B |
| FY2016 | $12.4B | $70.3B |
Bottom line
| Fiscal year | BJ | TGT |
|---|---|---|
| FY2025 | $578.4M | $3.7B |
| FY2024 | $534.4M | $4.1B |
| FY2023 | $523.7M | $4.1B |
| FY2022 | $513.2M | $2.8B |
| FY2021 | $426.7M | $6.9B |
| FY2020 | $421.0M | $4.4B |
| FY2019 | $187.2M | $3.3B |
| FY2018 | $127.3M | $2.9B |
| FY2017 | $50.3M | $2.9B |
| FY2016 | $44.2M | $2.7B |
10 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$83,322,726,000 | TGT |
| FY2024 | −$86,064,196,000 | TGT |
| FY2023 | −$87,443,311,000 | TGT |
| FY2022 | −$89,804,835,000 | TGT |
| FY2021 | −$89,337,698,000 | TGT |
| FY2020 | −$78,130,983,000 | TGT |
| FY2019 | −$64,921,293,000 | TGT |
| FY2018 | −$62,348,653,000 | TGT |
| FY2017 | −$59,959,411,000 | TGT |
| FY2016 | −$57,920,463,000 | TGT |
TGT has reported the higher revenue in every one of these 10 fiscal years. The gap has widened since the earliest year compared.
10 of 19 comparable fiscal years — a year missing data on either side is not counted.
6 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −0.8 pp | TGT |
| FY2024 | −1.2 pp | TGT |
| FY2023 | −1.2 pp | TGT |
| FY2022 | +0.1 pp | BJ |
| FY2021 | −4.0 pp | TGT |
| FY2020 | −1.9 pp | TGT |
The higher net margin has changed hands between BJ and TGT over this period.
6 of 15 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
TGT's net margin has been more volatile than BJ's over the 6 comparable fiscal years — 1.2 percentage points of standard deviation against 0.1.
6 of 15 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 TGT over these 6 fiscal years — BJ led in 1 and TGT in 5.
6 of 15 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 TGT's over the 5 comparable fiscal years — 21.9 percentage points of standard deviation against 10.1.
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.