BJ vs TGT

BJ's Wholesale Club Holdings, Inc. and Target Corporation, both Consumer Defensive

Target Corporation is the larger company at $59B against $11B. On trailing earnings TGT is the cheaper of the two at a P/E of 16.9 against 20.7, a gap that is only a bargain if the two are growing at similar rates. Over the past year TGT returned +63% against -14% for BJ. Ryufin's sector-relative Smart Score puts TGT ahead, 6/10 against 4/10.

BJ's Wholesale Club Holdings, Inc. and Target Corporationcompared on valuation, return and Ryufin’s Smart Score
FigureBJTGT
Last close$89.85$163
Market cap$11B$59B
Trailing P/Elower is cheaper for the same earnings, not automatically better20.716.9
Dividend yieldn/a2.8%
1-year return-14%+63%
5-year return+71%-28%
Ryufin Smart Scoresector-relative, 1–104/106/10

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

BJ's Wholesale Club Holdings, Inc.

Revenue of $5.7B in Q1 2026, net income $143M. Its largest reported line is Membership, 89% of the disclosed total.

Target Corporation

Revenue of $27B in Q2 2026, net income $1.9B. Its largest reported line is Food And Beverage, 23% of the disclosed total.

Open these two in the interactive comparison to add more names, change the period or see the correlation.