COMP <GO>
BJ vs DG // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
BJ's Wholesale Club Holdings Inc. (NYSE) VS. Dollar General Corporation (NYSE) • 15-METRIC TALLY: BJ 4
— DG 9
■ METRIC PARITY
LAST: $107.32 (+1.81%) • MKT CAP: $13.31B
options-implied-move
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LAST: $132.30 (+1.70%) • MKT CAP: $28.70B
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BJ VS. DG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BJ | DG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 18.60% | 30.70% | -12.10 | DG | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 25.30% | 10.40% | +14.90 | BJ | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 9.6x | +0.10 | DG | /valuation <GO> |
| Free Cash Flow Yield | 2.46% | 5.96% | -3.50 | DG | /fcf-yield <GO> |
| Operating Margin | 3.80% | 5.20% | -1.40 | DG | /operating-margins <GO> |
| Net Profit Margin | 2.70% | 3.50% | -0.80 | DG | /net-margins <GO> |
| Revenue Growth (YoY) | 4.70% | 5.20% | -0.50 | DG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.81% | -1.81 | DG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.83 | 2.62 | +2.21 | BJ | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.0 | 52.4 | +8.60 | BJ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 0.97 | +0.17 | BJ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 17.7x | +3.70 | DG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.31B | $28.70B | -$15.39B | DG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BJ REV | DG REV | BJ GROSS % | DG GROSS % | BJ FCF | DG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $21.46B | $42.72B | 18.6% | 30.7% | $328.0M | $1.71B |
| FY 2024 | $20.50B | $40.61B | 18.4% | 29.6% | $312.9M | $1.17B |
| FY 2023 | $19.97B | $38.69B | — | — | -$179.7M | $650.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BJ // BETA 1.14
DG // BETA 0.97