BJ's Wholesale Club (BJ) vs Macy's (M)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Macy's (M) has outperformed BJ's Wholesale Club (BJ) over the past year, gaining 28.2% versus a gain of 6.6%. Over five years, BJ leads with a +66.2% price change compared with -5.2% for M. BJ's Wholesale Club is the larger company by market cap ($12.11 billion vs $5.95 billion), about 2.0 times the size.
On valuation, Macy's trades at a lower forward P/E (9.5x vs 19.1x for BJ's Wholesale Club). Macy's pays a dividend yielding 3.28%, while BJ's Wholesale Club does not currently pay one. Macy's converts more of its revenue into profit, with a net margin of 2.8% versus 2.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | BJ | M |
|---|---|---|
| Share price | $95.90 | $22.79 |
| Market cap | $12.11B | $5.95B |
| 1-day change | +0.29% | +1.47% |
| YTD return | +6.52% | +3.36% |
| 1-year return | +6.64% | +28.25% |
| 5-year return | +66.23% | -5.20% |
| P/E ratio (TTM) | 20.98 | 8.35 |
| Forward P/E | 19.08 | 9.53 |
| EPS (TTM) | $4.57 | $2.73 |
| Dividend yield | 0.00% | 3.28% |
| Annual dividend | $0.00 | $0.748 |
| Revenue (latest FY) | $21.46B | $22.62B |
| Revenue growth (YoY) | +4.66% | -1.67% |
| Net income (latest FY) | $578.38M | $642.00M |
| Gross margin | 18.64% | 40.33% |
| Operating margin | 3.81% | 4.55% |
| Net margin | 2.70% | 2.84% |
| 52-week high | $105.78 | $26.59 |
| 52-week low | $83.21 | $16.41 |
| Distance from 52-week high | -9.34% | -14.29% |
| Analyst consensus | buy | hold |
| Avg. price target upside | +10.32% | +2.50% |
| Average volume | 1.78M | 5.66M |
| Shares outstanding | 126.31M | 261.18M |
| Employees | 35,000 | 90,134 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Department/Specialty Retail Stores | Department/Specialty Retail Stores |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- BJ's Wholesale Club is about 2.0 times larger than Macy's by market value ($12.11B vs $5.95B).
- M has outperformed BJ by 21.6 percentage points over the past year.
- BJ's Wholesale Club trades at a higher earnings multiple (21.0x vs 8.3x trailing P/E).
- Macy's offers a meaningfully higher dividend yield (3.28% vs 0.00%).
- BJ's Wholesale Club grew revenue faster in its latest fiscal year (+4.66% vs -1.67%).
About BJ's Wholesale Club
BJ stock →BJ's Wholesale Club Holdings, Inc., together with its subsidiaries, operates membership warehouse clubs on the eastern half of the United States. The company offers groceries, fresh food, general merchandise, gasoline, and other ancillary services.
Consumer Discretionary · Department/Specialty Retail Stores · 35,000 employees
About Macy's
M stock →Macy's, Inc., an omni-channel retail organization, operates stores, websites, and mobile applications in the United States. The company sells various merchandise, such as apparel and accessories for men, women, and kids; cosmetics; home furnishings; and other consumer goods under the Macy's, Bloomingdale's, and Bluemercury brands.
Consumer Discretionary · Department/Specialty Retail Stores · 90,134 employees
BJ vs M FAQ
Which is bigger, BJ's Wholesale Club or Macy's?
BJ's Wholesale Club (BJ) is larger, with a market capitalization of $12.11B compared with $5.95B for Macy's (M).
Which stock has performed better over the past year, BJ or M?
M returned +28.25% over the past 12 months, compared with +6.64% for BJ (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, BJ or M?
M has the lower trailing P/E at 8.3, versus 21.0 for BJ. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, BJ's Wholesale Club or Macy's?
Macy's pays a dividend yielding 3.28%, while BJ's Wholesale Club does not currently pay a regular dividend.
Are BJ's Wholesale Club and Macy's in the same industry?
Yes. Both are classified in the Department/Specialty Retail Stores industry within the Consumer Discretionary sector.