PortfoliosLab logoPortfoliosLab logo
BBY vs. BJ
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BBY vs. BJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Best Buy Co., Inc. (BBY) and BJ's Wholesale Club Holdings, Inc. (BJ). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, BBY achieves a 12.50% return, which is significantly higher than BJ's 1.75% return.


BBY

1D
3.68%
1M
24.87%
YTD
12.50%
6M
5.15%
1Y
7.30%
3Y*
4.53%
5Y*
-4.23%
10Y*
13.55%

BJ

1D
2.69%
1M
-1.46%
YTD
1.75%
6M
0.15%
1Y
-17.55%
3Y*
13.72%
5Y*
14.17%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBY vs. BJ - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BBY
Best Buy Co., Inc.
12.50%-17.80%14.35%2.51%-17.49%4.44%16.71%70.50%-27.56%
BJ
BJ's Wholesale Club Holdings, Inc.
1.75%0.76%34.04%0.76%-1.21%79.64%63.94%2.62%4.28%

Correlation

The correlation between BBY and BJ is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Jun 28, 2018

0.26

Over the past year, the correlation between BBY and BJ has dropped to 0.02 - well below their long-term average of 0.26, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

BBY:

$15.67B

BJ:

$11.85B

EPS

BBY:

$5.39

BJ:

$4.35

PE Ratio

BBY:

13.76

BJ:

21.04

PS Ratio

BBY:

0.38

BJ:

0.55

PB Ratio

BBY:

4.36

BJ:

4.72

Total Revenue (TTM)

BBY:

$41.86B

BJ:

$21.97B

Gross Profit (TTM)

BBY:

$9.42B

BJ:

$4.06B

EBITDA (TTM)

BBY:

$2.01B

BJ:

$1.05B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BBY vs. BJ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBY
BBY Risk / Return Rank: 4747
Overall Rank
BBY Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
BBY Sortino Ratio Rank: 4747
Sortino Ratio Rank
BBY Omega Ratio Rank: 4444
Omega Ratio Rank
BBY Calmar Ratio Rank: 4848
Calmar Ratio Rank
BBY Martin Ratio Rank: 4848
Martin Ratio Rank

BJ
BJ Risk / Return Rank: 1818
Overall Rank
BJ Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
BJ Sortino Ratio Rank: 1717
Sortino Ratio Rank
BJ Omega Ratio Rank: 1818
Omega Ratio Rank
BJ Calmar Ratio Rank: 1818
Calmar Ratio Rank
BJ Martin Ratio Rank: 2020
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBY vs. BJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Best Buy Co., Inc. (BBY) and BJ's Wholesale Club Holdings, Inc. (BJ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BBYBJDifference
Sharpe ratioReturn per unit of total volatility

+0.79

Sortino ratioReturn per unit of downside risk

+1.29

Omega ratioGain probability vs. loss probability

1.07

0.92

+0.15

Calmar ratioReturn relative to maximum drawdown

0.23

-0.66

+0.89

Martin ratioReturn relative to average drawdown

0.47

-1.06

+1.53

BBY vs. BJ - Sharpe Ratio Comparison

The current BBY Sharpe Ratio is 0.19, which is higher than the BJ Sharpe Ratio of -0.60. The chart below compares the historical Sharpe Ratios of BBY and BJ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


BBYBJDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.19

-0.60

+0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.11

0.44

-0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.53

-0.18

Drawdowns

BBY vs. BJ - Drawdown Comparison

The maximum BBY drawdown since its inception was -80.90%, which is greater than BJ's maximum drawdown of -38.76%. Use the drawdown chart below to compare losses from any high point for BBY and BJ.


Loading charts...

Drawdown Indicators


BBYBJDifference

Max Drawdown

Largest peak-to-trough decline

-80.90%

-38.76%

-42.14%

Max Drawdown (1Y)

Largest decline over 1 year

-32.01%

-26.66%

-5.35%

Max Drawdown (3Y)

Largest decline over 3 years

-44.34%

-29.80%

-14.54%

Max Drawdown (5Y)

Largest decline over 5 years

-52.60%

-29.80%

-22.80%

Max Drawdown (10Y)

Largest decline over 10 years

-52.60%

Current Drawdown

Current decline from peak

-33.70%

-23.62%

-10.08%

Average Drawdown

Average peak-to-trough decline

-30.80%

-12.47%

-18.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.58%

16.55%

-0.97%

Volatility

BBY vs. BJ - Volatility Comparison

Best Buy Co., Inc. (BBY) has a higher volatility of 17.92% compared to BJ's Wholesale Club Holdings, Inc. (BJ) at 11.66%. This indicates that BBY's price experiences larger fluctuations and is considered to be riskier than BJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


BBYBJDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.92%

11.66%

+6.26%

Volatility (6M)

Calculated over the trailing 6-month period

28.32%

22.41%

+5.91%

Volatility (1Y)

Calculated over the trailing 1-year period

37.77%

29.57%

+8.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.73%

32.27%

+5.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.32%

37.14%

+1.18%

Dividends

BBY vs. BJ - Dividend Comparison

BBY's dividend yield for the trailing twelve months is around 5.14%, while BJ has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
BBY
Best Buy Co., Inc.
5.14%5.68%4.38%4.70%4.39%2.76%2.20%2.28%3.40%1.99%3.68%4.70%
BJ
BJ's Wholesale Club Holdings, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

BBY vs. BJ - Financials Comparison

This section allows you to compare key financial metrics between Best Buy Co., Inc. and BJ's Wholesale Club Holdings, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


4.00B6.00B8.00B10.00B12.00B14.00B16.00B20222023202420252026
8.94B
5.66B
(BBY) Total Revenue
(BJ) Total Revenue
Values in USD except per share items

BBY vs. BJ - Profitability Comparison

The chart below illustrates the profitability comparison between Best Buy Co., Inc. and BJ's Wholesale Club Holdings, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

16.0%18.0%20.0%22.0%24.0%20222023202420252026
23.5%
18.2%
Portfolio components
BBY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Best Buy Co., Inc. reported a gross profit of 2.10B and revenue of 8.94B. Therefore, the gross margin over that period was 23.5%.

BJ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BJ's Wholesale Club Holdings, Inc. reported a gross profit of 1.03B and revenue of 5.66B. Therefore, the gross margin over that period was 18.2%.

BBY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Best Buy Co., Inc. reported an operating income of 370.00M and revenue of 8.94B, resulting in an operating margin of 4.1%.

BJ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BJ's Wholesale Club Holdings, Inc. reported an operating income of 207.91M and revenue of 5.66B, resulting in an operating margin of 3.7%.

BBY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Best Buy Co., Inc. reported a net income of 276.00M and revenue of 8.94B, resulting in a net margin of 3.1%.

BJ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BJ's Wholesale Club Holdings, Inc. reported a net income of 142.73M and revenue of 5.66B, resulting in a net margin of 2.5%.


Frequently Asked Questions


BBY and BJ have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BBY has higher volatility (17.92%) compared to BJ (11.66%). In terms of maximum drawdown, BBY dropped -80.90% vs BJ's -38.76%.

BBY currently has the higher Sharpe Ratio (0.19 vs -0.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BBY and BJ

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer