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Stock Comparison · Structural lead, mixed market

BJ's Wholesale Club Holdings vs Carrefour: Which Stock Looks Stronger in 2026?

BJ's Wholesale Club holds the cleaner structural position, with growth as the main driver and profitability adding further support. Carrefour still has the edge on valuation, which keeps the comparison from looking entirely one-sided. The market setup is currently leaning toward Carrefour, which does not confirm the structural lead. That leaves a split case: the structural lead stays with BJ's Wholesale Club, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The clearest separation starts in growth, but profitability adds another real layer to the result. The overall score gap is 14 points in favour of BJ's Wholesale Club Holdings, Inc..

Trajectory Similarity
0.81
Similar
Peer-set rank: #17
within BJ's Wholesale Club Holdings, Inc.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

A solid similarity means the pair shares a clearly comparable long-term financial profile, even if individual dimensions still differ.

The strongest overlap appears in margin consistency and investment intensity.

Similarity drivers
margin consistencyinvestment intensity
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
BJ
BJ's Wholesale Club Holdings, Inc.
57
Peer-Score
Signal qualityMedium
vs
CA.PA
Carrefour SA
43
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: BJ vs CA.PA Profitability 34 13 Stability 68 55 Valuation 75 86 Growth 55 11 BJ CA.PA
Gap Ranking
#1 Growth +44
#2 Profitability +21
#3 Stability +13
#4 Valuation +11
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BJ and CA.PA Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BJCA.PA Relative valuation Structural strength

The setup splits cleanly: structure favours BJ's Wholesale Club Holdings, Inc., while the price setup favours Carrefour SA.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Growth
BJ's Wholesale Club Holdings, Inc. sits in the stronger part of the group on growth, while Carrefour SA is closer to mid-pack.
Profitability
Neither side looks especially strong on profitability, though BJ's Wholesale Club Holdings, Inc. still ranks somewhat higher.
Growth — Dominant Gap
BJ
55
CA.PA
11
Gap+44in favour of BJ

Earnings growth is one contributing factor within the growth lead.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Carrefour, with a forward P/E that is 11.6 turns lower there.

What this means for the comparison

Growth is the clearest driver of the lead, with profitability adding further support — though valuation still provides a real counterweight.

Explore full peer positioning in AssetNext

Break down the BJ vs CA.PA comparison across all dimensions with the full interactive tool.

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Explore how BJ and CA.PA each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.