BJ vs. ELV
Compare and contrast key facts about BJ's Wholesale Club Holdings, Inc. (BJ) and Elevance Health Inc (ELV).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BJ or ELV.
Correlation
The correlation between BJ and ELV is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BJ vs. ELV - Performance Comparison
Key characteristics
BJ:
1.71
ELV:
-0.79
BJ:
2.60
ELV:
-0.94
BJ:
1.31
ELV:
0.88
BJ:
3.16
ELV:
-0.61
BJ:
8.93
ELV:
-1.01
BJ:
5.63%
ELV:
20.77%
BJ:
29.81%
ELV:
27.43%
BJ:
-38.76%
ELV:
-67.19%
BJ:
-4.34%
ELV:
-25.83%
Fundamentals
BJ:
$15.46B
ELV:
$92.63B
BJ:
$4.00
ELV:
$25.71
BJ:
29.35
ELV:
15.95
BJ:
3.10
ELV:
0.74
BJ:
0.75
ELV:
0.51
BJ:
8.37
ELV:
2.18
BJ:
$15.58B
ELV:
$183.12B
BJ:
$2.88B
ELV:
$114.62B
BJ:
$808.29M
ELV:
$10.09B
Returns By Period
In the year-to-date period, BJ achieves a 28.41% return, which is significantly higher than ELV's 12.26% return.
BJ
28.41%
2.45%
28.43%
50.64%
33.36%
N/A
ELV
12.26%
-4.30%
-3.15%
-21.57%
9.89%
11.55%
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Risk-Adjusted Performance
BJ vs. ELV — Risk-Adjusted Performance Rank
BJ
ELV
BJ vs. ELV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BJ's Wholesale Club Holdings, Inc. (BJ) and Elevance Health Inc (ELV). 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.
Dividends
BJ vs. ELV - Dividend Comparison
BJ has not paid dividends to shareholders, while ELV's dividend yield for the trailing twelve months is around 1.60%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ELV Elevance Health Inc | 1.60% | 1.77% | 1.26% | 1.00% | 0.98% | 1.18% | 1.06% | 1.14% | 1.20% | 1.81% | 1.79% | 1.39% |
Drawdowns
BJ vs. ELV - Drawdown Comparison
The maximum BJ drawdown since its inception was -38.76%, smaller than the maximum ELV drawdown of -67.19%. Use the drawdown chart below to compare losses from any high point for BJ and ELV. For additional features, visit the drawdowns tool.
Volatility
BJ vs. ELV - Volatility Comparison
BJ's Wholesale Club Holdings, Inc. (BJ) has a higher volatility of 9.05% compared to Elevance Health Inc (ELV) at 8.02%. This indicates that BJ's price experiences larger fluctuations and is considered to be riskier than ELV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BJ vs. ELV - Financials Comparison
This section allows you to compare key financial metrics between BJ's Wholesale Club Holdings, Inc. and Elevance Health 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.
Total Revenue: Total amount of money received from sales and other business activities
BJ vs. ELV - Profitability Comparison
BJ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, BJ's Wholesale Club Holdings, Inc. reported a gross profit of 948.98M and revenue of 5.28B. Therefore, the gross margin over that period was 18.0%.
ELV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Elevance Health Inc reported a gross profit of 43.91B and revenue of 48.89B. Therefore, the gross margin over that period was 89.8%.
BJ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, BJ's Wholesale Club Holdings, Inc. reported an operating income of 178.39M and revenue of 5.28B, resulting in an operating margin of 3.4%.
ELV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Elevance Health Inc reported an operating income of 3.14B and revenue of 48.89B, resulting in an operating margin of 6.4%.
BJ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, BJ's Wholesale Club Holdings, Inc. reported a net income of 122.66M and revenue of 5.28B, resulting in a net margin of 2.3%.
ELV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Elevance Health Inc reported a net income of 2.18B and revenue of 48.89B, resulting in a net margin of 4.5%.