COMP <GO>
BJ vs FIVE // ALTMAN Z-SCORE & DEBT/EQUITY
BJ's Wholesale Club Holdings Inc. (NYSE) VS. Five Below Inc. (NASDAQ) • 15-METRIC TALLY: BJ 4
— FIVE 9
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: FIVE
LAST: $107.32 (+1.81%) • MKT CAP: $13.31B
balance-sheet
4.83
LAST: $240.96 (-1.85%) • MKT CAP: $13.52B
balance-sheet
5.03
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BJ VS. FIVE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BJ | FIVE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 18.60% | 36.00% | -17.40 | FIVE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 25.30% | 13.80% | +11.50 | BJ | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 23.0x | -13.30 | BJ | /valuation <GO> |
| Free Cash Flow Yield | 2.46% | 3.05% | -0.59 | FIVE | /fcf-yield <GO> |
| Operating Margin | 3.80% | 9.60% | -5.80 | FIVE | /operating-margins <GO> |
| Net Profit Margin | 2.70% | 7.50% | -4.80 | FIVE | /net-margins <GO> |
| Revenue Growth (YoY) | 4.70% | 22.90% | -18.20 | FIVE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 4.83 | 5.03 | -0.20 | FIVE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | FIVE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.0 | 66.2 | -5.20 | FIVE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.02 | +0.12 | BJ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 31.7x | -10.30 | BJ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.31B | $13.52B | -$200.9M | FIVE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BJ REV | FIVE REV | BJ GROSS % | FIVE GROSS % | BJ FCF | FIVE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $21.46B | $4.76B | 18.6% | 36.0% | $328.0M | $411.7M |
| FY 2024 | $20.50B | $3.88B | 18.4% | 34.9% | $312.9M | $106.7M |
| FY 2023 | $19.97B | $3.56B | — | — | -$179.7M | $339.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BJ // BETA 1.14
FIVE // BETA 1.02