Correlation
The correlation between BJ and WMT is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
BJ vs. WMT
Compare and contrast key facts about BJ's Wholesale Club Holdings, Inc. (BJ) and Walmart Inc. (WMT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BJ or WMT.
Performance
BJ vs. WMT - Performance Comparison
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Key characteristics
BJ:
1.07
WMT:
2.25
BJ:
1.69
WMT:
2.97
BJ:
1.20
WMT:
1.41
BJ:
1.88
WMT:
2.43
BJ:
5.17
WMT:
7.88
BJ:
5.79%
WMT:
6.77%
BJ:
29.73%
WMT:
24.07%
BJ:
-38.76%
WMT:
-77.24%
BJ:
-5.61%
WMT:
-5.54%
Fundamentals
BJ:
$14.95B
WMT:
$789.85B
BJ:
$4.30
WMT:
$2.34
BJ:
26.33
WMT:
42.19
BJ:
2.81
WMT:
3.77
BJ:
0.72
WMT:
1.15
BJ:
7.58
WMT:
9.43
BJ:
$15.58B
WMT:
$519.48B
BJ:
$2.88B
WMT:
$129.16B
BJ:
$808.29M
WMT:
$28.91B
Returns By Period
In the year-to-date period, BJ achieves a 26.70% return, which is significantly higher than WMT's 9.83% return.
BJ
26.70%
-3.56%
17.56%
28.55%
25.07%
25.75%
N/A
WMT
9.83%
0.21%
7.51%
51.66%
33.83%
20.72%
17.03%
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Risk-Adjusted Performance
BJ vs. WMT — Risk-Adjusted Performance Rank
BJ
WMT
BJ vs. WMT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BJ's Wholesale Club Holdings, Inc. (BJ) and Walmart Inc. (WMT). 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.
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Dividends
BJ vs. WMT - Dividend Comparison
BJ has not paid dividends to shareholders, while WMT's dividend yield for the trailing twelve months is around 0.90%.
| 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% |
WMT Walmart Inc. | 0.90% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% |
Drawdowns
BJ vs. WMT - Drawdown Comparison
The maximum BJ drawdown since its inception was -38.76%, smaller than the maximum WMT drawdown of -77.24%. Use the drawdown chart below to compare losses from any high point for BJ and WMT.
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Volatility
BJ vs. WMT - Volatility Comparison
BJ's Wholesale Club Holdings, Inc. (BJ) has a higher volatility of 9.39% compared to Walmart Inc. (WMT) at 4.34%. This indicates that BJ's price experiences larger fluctuations and is considered to be riskier than WMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
BJ vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between BJ's Wholesale Club Holdings, Inc. and Walmart 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. WMT - Profitability Comparison
BJ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Walmart Inc. reported a gross profit of 44.38B and revenue of 180.55B. Therefore, the gross margin over that period was 24.6%.
BJ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Walmart Inc. reported an operating income of 7.86B and revenue of 180.55B, resulting in an operating margin of 4.4%.
BJ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Walmart Inc. reported a net income of 5.25B and revenue of 180.55B, resulting in a net margin of 2.9%.