COMP <GO>
M vs BJ // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Macy's Inc (NYSE) VS. BJ's Wholesale Club Holdings Inc. (NYSE) • 15-METRIC TALLY: M 9
— BJ 5
■ METRIC PARITY
LAST: $24.11 (-2.47%) • MKT CAP: $6.46B
options-implied-move
—
LAST: $107.32 (+1.81%) • MKT CAP: $13.31B
options-implied-move
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (M VS. BJ)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | M | BJ | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 38.00% | 18.60% | +19.40 | M | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 11.80% | 25.30% | -13.50 | BJ | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.3x | 9.7x | -3.40 | M | /valuation <GO> |
| Free Cash Flow Yield | 16.37% | 2.46% | +13.91 | M | /fcf-yield <GO> |
| Operating Margin | 4.70% | 3.80% | +0.90 | M | /operating-margins <GO> |
| Net Profit Margin | 2.90% | 2.70% | +0.20 | M | /net-margins <GO> |
| Revenue Growth (YoY) | -2.40% | 4.70% | -7.10 | BJ | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.05% | 0.00% | +3.05 | M | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.81 | 4.83 | -2.02 | BJ | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | M | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.5 | 61.0 | +0.50 | M | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 1.14 | -0.19 | BJ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.4x | 21.4x | -12.00 | M | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.46B | $13.31B | -$6.86B | BJ | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | M REV | BJ REV | M GROSS % | BJ GROSS % | M FCF | BJ FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $21.76B | $21.46B | 38.0% | 18.6% | $1.06B | $328.0M |
| FY 2024 | $22.29B | $20.50B | 38.4% | 18.4% | $760.0M | $312.9M |
| FY 2023 | $23.09B | $19.97B | — | — | $265.9M | -$179.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
M // BETA 0.95
BJ // BETA 1.14