COMP <GO>
BJ vs V // RETURN ON INVESTED CAPITAL (ROIC)
BJ's Wholesale Club Holdings Inc. (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: BJ 3
— V 12
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: V
LAST: $107.32 (+1.81%) • MKT CAP: $13.31B
roic
25.30%
LAST: $413.59 (+0.74%) • MKT CAP: $733.53B
roic
32.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BJ VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BJ | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 18.60% | 41.00% | -22.40 | V | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 25.30% | 32.30% | -7.00 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 28.9x | -19.20 | BJ | /valuation <GO> |
| Free Cash Flow Yield | 2.46% | 2.90% | -0.44 | V | /fcf-yield <GO> |
| Operating Margin | 3.80% | 60.00% | -56.20 | V | /operating-margins <GO> |
| Net Profit Margin | 2.70% | 50.10% | -47.40 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 4.70% | 11.30% | -6.60 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.63% | -0.63 | V | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.83 | 9.09 | -4.26 | V | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 7.10% | +0.30 | V | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.4 | 69.4 | -2.07 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.06 | +0.08 | BJ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 34.0x | -12.60 | BJ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.31B | $733.53B | -$720.22B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BJ REV | V REV | BJ GROSS % | V GROSS % | BJ FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $21.46B | $40.00B | 18.6% | 44.0% | $328.0M | $21.26B |
| FY 2024 | $20.50B | $35.93B | 18.4% | 44.0% | $312.9M | $18.33B |
| FY 2023 | $19.97B | $32.65B | 44.0% | 44.0% | -$179.7M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BJ // BETA 1.14
V // BETA 1.06