Nama Insights

BJ's Wholesale Club (BJ)

Consumer Defensive · Discount Stores · NYSE

BJ's Wholesale Club (BJ) is a Consumer Defensive company in the Discount Stores industry. It has a market capitalization of $13.82B, a trailing price-to-earnings ratio of 23.9 and a free-cash-flow yield of 2.3%. Over the most recent reported fiscal year, revenue grew 4.7% and free cash flow per share grew 6.0%. Nama's AI scorecard rates it Hold, 5.3 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Hold · 5.3/10
The sections balance. As of Nov 7, 2026.
Momentum
Middle · +7.9% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Questionable
Ratios pass, but its industry often sells things we can't check.
Off its high
-9.7%
How far the last close sits under the highest price of the past five years.
Market cap$13.82B
Trailing P/E23.9
Price / book6.3
Price / sales0.6
FCF yield2.3%
Dividend yield—
Gross margin18.2%
Operating margin3.9%
Net margin2.6%
Revenue growth (YoY)+4.7%
Revenue growth (3-yr annual)+3.6%
EPS growth (YoY)+8.6%
FCF/share growth (YoY)+6.0%
Beta0.2
ExchangeNYSE
SectorConsumer Defensive
IndustryDiscount Stores

BJ earnings

Next report: Nov 20, 2026 (Q3 2027, EPS estimate $1.24). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2027 Aug 21, 2026 $1.36 $1.17 +16.2% $6.23B
Q1 2027 May 22, 2026 $1.10 $1.03 +6.8% $5.66B
Q4 2026 Mar 5, 2026 $0.96 $0.93 +3.2% $5.58B
Q3 2026 Nov 21, 2025 $1.16 $1.09 +6.4% $5.35B

BJ analyst price target

Median target $105.50 from 20 analysts, ranging $82.00 – $120.00.

Discount Stores peers

TickerCompanyMarket capP/E
WMT Walmart $998.90B 44.4
COST Costco Wholesale $466.86B 50.8
TGT Target $71.97B 15.8
DG Dollar General $29.51B 17.4
DLTR Dollar Tree $24.61B 16.0
TBBB BBB Foods $7.91B —
OLLI Ollie's Bargain Outlet $5.37B 22.4
PSMT PriceSmart $5.02B 30.1
Explore live BJ data on Nama Insights →

Recent Congressional trades

BJ's Wholesale Club trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
April McClain Delaney House Sell $1,001 - $15,000 Apr 6, 2026
April McClain Delaney House Sell $1,001 - $15,000 Apr 6, 2026
April McClain Delaney House Sell $1,001 - $15,000 Mar 10, 2026
April McClain Delaney House Sell $1,001 - $15,000 Mar 10, 2026
April McClain Delaney House Sell $1,001 - $15,000 Mar 10, 2026
April McClain Delaney House Sell $1,001 - $15,000 Mar 10, 2026
April McClain Delaney House Sell $1,001 - $15,000 Mar 10, 2026
April McClain Delaney House Sell $1,001 - $15,000 Feb 2, 2026
April McClain Delaney House Buy $1,001 - $15,000 Nov 4, 2025
April McClain Delaney House Buy $1,001 - $15,000 Nov 4, 2025
April McClain Delaney House Buy $1,001 - $15,000 Sep 2, 2025
Lisa McClain House Sell $1,001 - $15,000 Aug 13, 2025

BJ FAQ

Is BJ a buy?
Nama's AI scorecard currently rates BJ's Wholesale Club Hold (5.3 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is BJ's P/E ratio?
BJ's Wholesale Club trades at a trailing price-to-earnings ratio of 23.9.
When does BJ report earnings?
BJ's Wholesale Club's next scheduled report is on Nov 20, 2026. Analysts expect EPS of $1.24.
What is the BJ price target?
The median analyst price target from 20 analysts is $105.50, with a range of $82.00 – $120.00.
Is BJ Shariah compliant?
Nama's AAOIFI-style screen reads BJ's Wholesale Club as Questionable. Ratios pass, but its industry often sells things we can't check.