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

The structural profiles are close, with BJ's Wholesale Club carrying a narrow edge on valuation. Walmart still leads on profitability and stability, which keeps the comparison from looking entirely one-sided. In the market, Walmart carries the stronger setup — intact trend against BJ's Wholesale Club's broken trend. 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. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

The result is anchored in valuation, but growth also reinforces the same direction.

INDUSTRY COMPARISON

Both operate in: Discount Stores

This comparison is based on industry proximity, not on functional trajectory similarity. BJ and WMT share the same industry classification.

For a similarity-based comparison, see how BJ's Wholesale Club and Walmart each position within their functional peer groups in AssetNext.

Peer-Relative Score
BJ
BJ's Wholesale Club Holdings, Inc.
55
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
WMT
Walmart Inc.
54
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

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 WMT Profitability 29 65 Stability 68 80 Valuation 77 40 Growth 50 34 BJ WMT
Gap Ranking
#1 Valuation +37
#2 Profitability +36
#3 Growth +16
#4 Stability +12
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BJ and WMT Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BJWMT Relative valuation Structural strength

Walmart Inc. occupies the cheaper side of the setup map, although BJ's Wholesale Club Holdings, Inc. still holds the stronger structural profile.

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

Entry today — historical context

Where BJ and WMT each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY BJ Elevated · near norm 0th 50th 100th 17 pct gap WMT Elevated · above norm 0th 50th 100th 82nd 99th
Today BJ sits in the upper portion of its own 5-year history (82nd percentile), while WMT sits higher in its own history (99th). Within each stock's own 5-year context, BJ is at a historically more favourable entry position than WMT. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Valuation
Both rank well on valuation, but BJ's Wholesale Club Holdings, Inc. still holds a clear edge.
Profitability
The same broad pattern appears on profitability: Walmart Inc. ranks near the top of the group, while BJ's Wholesale Club Holdings, Inc. stays in the weaker half.
Valuation — Dominant Gap
BJ
77
WMT
40
Gap+37in favour of BJ

The multiple-based pricing edge comes from a forward P/E that is 20.3 turns lower.

What keeps the gap from being one-sided

Profitability still tilts materially toward Walmart Inc., which stops the result from looking dominant across the whole profile.

What this means for the comparison

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

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how BJ and WMT 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.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

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.