BJ's Wholesale Club (BJ) vs Target (TGT)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Target (TGT) has outperformed BJ's Wholesale Club (BJ) over the past year, gaining 69.1% versus a gain of 6.6%. Over five years, BJ leads with a +66.2% price change compared with -38.6% for TGT. Target is the larger company by market cap ($70.11 billion vs $12.46 billion), about 5.6 times the size, while BJ's Wholesale Club is growing revenue faster (+4.7% vs -1.7%).
On valuation, Target trades at a lower forward P/E (16.2x vs 19.6x for BJ's Wholesale Club). Target pays a dividend yielding 2.95%, while BJ's Wholesale Club does not currently pay one. Target converts more of its revenue into profit, with a net margin of 3.5% 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 | TGT |
|---|---|---|
| Share price | $98.61 | $154.32 |
| Market cap | $12.46B | $70.11B |
| 1-day change | +2.83% | +2.25% |
| YTD return | +6.52% | +54.39% |
| 1-year return | +6.64% | +69.06% |
| 5-year return | +66.23% | -38.58% |
| P/E ratio (TTM) | 21.58 | 16.02 |
| Forward P/E | 19.62 | 16.16 |
| EPS (TTM) | $4.57 | $9.63 |
| Dividend yield | 0.00% | 2.95% |
| Annual dividend | $0.00 | $4.56 |
| Revenue (latest FY) | $21.46B | $104.78B |
| Revenue growth (YoY) | +4.66% | -1.68% |
| Net income (latest FY) | $578.38M | $3.71B |
| Gross margin | 18.64% | 27.93% |
| Operating margin | 3.81% | 4.88% |
| Net margin | 2.70% | 3.54% |
| 52-week high | $105.78 | $170.75 |
| 52-week low | $83.21 | $83.44 |
| Distance from 52-week high | -6.78% | -9.62% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +7.29% | +6.71% |
| Average volume | 1.78M | 3.99M |
| Shares outstanding | 126.31M | 454.30M |
| Employees | 35,000 | 400,000 |
| 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
- Target is about 5.6 times larger than BJ's Wholesale Club by market value ($70.11B vs $12.46B).
- TGT has outperformed BJ by 62.4 percentage points over the past year.
- BJ's Wholesale Club trades at a higher earnings multiple (21.6x vs 16.0x trailing P/E).
- Target offers a meaningfully higher dividend yield (2.95% vs 0.00%).
- BJ's Wholesale Club grew revenue faster in its latest fiscal year (+4.66% vs -1.68%).
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 Target
TGT stock →Target Corporation operates as a general merchandise retailer in the United States. It offers apparel for women, men, young adults, kids, toddlers, and babies, as well as jewelry, accessories, and shoes; and beauty products, such as skin and bath care, cosmetics, hair care, oral care, deodorant, and shaving products.
Consumer Discretionary · Department/Specialty Retail Stores · 400,000 employees
BJ vs TGT FAQ
Which is bigger, BJ's Wholesale Club or Target?
Target (TGT) is larger, with a market capitalization of $70.11B compared with $12.46B for BJ's Wholesale Club (BJ).
Which stock has performed better over the past year, BJ or TGT?
TGT returned +69.06% 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 TGT?
TGT has the lower trailing P/E at 16.0, versus 21.6 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 Target?
Target pays a dividend yielding 2.95%, while BJ's Wholesale Club does not currently pay a regular dividend.
Are BJ's Wholesale Club and Target in the same industry?
Yes. Both are classified in the Department/Specialty Retail Stores industry within the Consumer Discretionary sector.