BJ's Wholesale Club Holdings, Inc. (BJ)

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BJ's Wholesale Club Holdings, Inc. (BJ) is down 0.9% since the beginning of the year. At $89 per share, BJ is trading 22.7% below its 52-week high of $115. Investors who bought $1,000 worth of BJ shares 5 years ago would now be looking at an investment worth $1,909.

BJ's Wholesale Club Holdings, Inc. (BJ) has returned -0.91% so far this year and -19.71% over the past 12 months.

Based on dividend-adjusted daily data since Jun 28, 2018, BJ's average daily return is +0.10%, while the average monthly return is +1.85%. At this rate, an investment would double in approximately 3.2 years.

Historically, 58% of months were positive and 42% were negative. The best month was May 2020 with a return of +36.8%, while the worst month was May 2023 at -18.0%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.

On a daily basis, BJ closed higher 51% of trading days. The best single day was May 21, 2020 with a return of +21.7%, while the worst single day was May 18, 2022 at -16.3%.

BJ's Wholesale Club Holdings, Inc. has an annualized alpha of 19.67%, beta of 0.45, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since June 29, 2018.

• This stock captured 48.76% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -6.17%) - a profile typical of hedging or uncorrelated assets.
• Beta of 0.45 may look defensive, but with R2 of 0.06 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.06 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BJ ranks 17 for risk / return — in the bottom 17% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for BJ's Wholesale Club Holdings, Inc. (BJ) and compare them to S&P 500 Index.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the BJ's Wholesale Club Holdings, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the BJ's Wholesale Club Holdings, Inc. was 38.76%, occurring on Feb 28, 2020. Recovery took 58 trading sessions.

The current BJ's Wholesale Club Holdings, Inc. drawdown is 25.62%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of BJ's Wholesale Club Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how BJ's Wholesale Club Holdings, Inc. is priced in the market compared to other companies in the Discount Stores industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.