Bjs Wholesale Club Stock Z Score

BJ Stock

USD 72.57 2.71 3.60%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out BJs Wholesale Piotroski F Score and BJs Wholesale Valuation analysis.

At this time, BJs Wholesale's Capital Stock is relatively stable compared to the past year. Long Term Debt To Capitalization is expected to hike to 1.68 this year, although the value of Net Invested Capital will most likely fall to nearly 1.8 B. At this time, BJs Wholesale's Income Tax Expense is relatively stable compared to the past year.

BJs Wholesale Club Company Z Score Analysis

BJs Wholesale's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

BJs Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for BJs Wholesale is extremely important. It helps to project a fair market value of BJs Stock properly, considering its historical fundamentals such as Z Score. Since BJs Wholesale's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of BJs Wholesale's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of BJs Wholesale's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Current Deferred Revenue	Net Debt	Retained Earnings	Accounts Payable	Long Term Debt	Net Receivables	Good Will	Long Term Debt Total	Capital Surpluse	Total Liab	Short Long Term Debt	Total Current Assets	Cash And Equivalents	Short Term Debt	Intangible Assets	Common Stock	Property Plant Equipment	Net Invested Capital	Net Working Capital	Treasury Stock	Capital Stock	Deferred Long Term Liab
Total Assets		0.88	0.81	0.91	0.82	0.73	0.94	-0.94	0.77	0.69	-0.94	0.9	0.94	0.85	0.93	0.65	0.85	-0.96	0.88	0.99	0.02	-0.95	-0.93	0.76	0.79
Total Stockholder Equity	0.88		0.95	0.87	0.56	0.93	0.9	-0.96	0.73	0.81	-0.96	0.79	0.74	0.66	0.92	0.56	0.67	-0.84	0.79	0.83	0.14	-0.91	-0.91	0.91	0.86
Net Tangible Assets	0.81	0.95		0.84	0.51	0.94	0.85	-0.88	0.84	0.89	-0.88	0.7	0.7	0.61	0.93	0.42	0.71	-0.77	0.69	0.75	0.38	-0.89	-0.85	0.89	0.91
Current Deferred Revenue	0.91	0.87	0.84		0.62	0.75	0.9	-0.87	0.82	0.87	-0.87	0.88	0.79	0.78	0.95	0.53	0.79	-0.89	0.83	0.9	0.2	-0.85	-0.85	0.71	0.91
Net Debt	0.82	0.56	0.51	0.62		0.38	0.63	-0.67	0.62	0.37	-0.67	0.71	0.96	0.8	0.65	0.54	0.81	-0.83	0.73	0.83	-0.08	-0.77	-0.66	0.61	0.43
Retained Earnings	0.73	0.93	0.94	0.75	0.38		0.78	-0.81	0.62	0.85	-0.81	0.53	0.57	0.41	0.83	0.51	0.46	-0.63	0.52	0.67	0.28	-0.76	-0.82	0.86	0.88
Accounts Payable	0.94	0.9	0.85	0.9	0.63	0.78		-0.94	0.75	0.71	-0.94	0.88	0.83	0.83	0.97	0.68	0.76	-0.92	0.85	0.91	-0.02	-0.94	-0.98	0.78	0.85
Long Term Debt	-0.94	-0.96	-0.88	-0.87	-0.67	-0.81	-0.94		-0.73	-0.69	1.0	-0.91	-0.83	-0.8	-0.92	-0.61	-0.78	0.94	-0.91	-0.91	0.0	0.96	0.93	-0.86	-0.78
Net Receivables	0.77	0.73	0.84	0.82	0.62	0.62	0.75	-0.73		0.78	-0.72	0.75	0.73	0.76	0.86	0.15	0.89	-0.77	0.72	0.73	0.46	-0.83	-0.69	0.66	0.79
Good Will	0.69	0.81	0.89	0.87	0.37	0.85	0.71	-0.69	0.78		-0.69	0.58	0.54	0.44	0.85	0.32	0.59	-0.61	0.52	0.66	0.57	-0.68	-0.67	0.69	0.94
Long Term Debt Total	-0.94	-0.96	-0.88	-0.87	-0.67	-0.81	-0.94	1.0	-0.72	-0.69		-0.91	-0.83	-0.79	-0.92	-0.62	-0.77	0.93	-0.91	-0.91	0.0	0.96	0.94	-0.86	-0.78
Capital Surpluse	0.9	0.79	0.7	0.88	0.71	0.53	0.88	-0.91	0.75	0.58	-0.91		0.83	0.92	0.85	0.5	0.86	-0.96	0.99	0.91	-0.08	-0.89	-0.82	0.65	0.67
Total Liab	0.94	0.74	0.7	0.79	0.96	0.57	0.83	-0.83	0.73	0.54	-0.83	0.83		0.88	0.83	0.65	0.87	-0.94	0.84	0.93	-0.05	-0.9	-0.84	0.74	0.63
Short Long Term Debt	0.85	0.66	0.61	0.78	0.8	0.41	0.83	-0.8	0.76	0.44	-0.79	0.92	0.88		0.79	0.51	0.87	-0.94	0.92	0.85	-0.19	-0.84	-0.8	0.63	0.59
Total Current Assets	0.93	0.92	0.93	0.95	0.65	0.83	0.97	-0.92	0.86	0.85	-0.92	0.85	0.83	0.79		0.59	0.82	-0.9	0.81	0.9	0.21	-0.94	-0.93	0.82	0.92
Cash And Equivalents	0.65	0.56	0.42	0.53	0.54	0.51	0.68	-0.61	0.15	0.32	-0.62	0.5	0.65	0.51	0.59		0.31	-0.64	0.5	0.64	-0.44	-0.56	-0.73	0.6	0.44
Short Term Debt	0.85	0.67	0.71	0.79	0.81	0.46	0.76	-0.78	0.89	0.59	-0.77	0.86	0.87	0.87	0.82	0.31		-0.89	0.86	0.84	0.26	-0.88	-0.69	0.61	0.61
Intangible Assets	-0.96	-0.84	-0.77	-0.89	-0.83	-0.63	-0.92	0.94	-0.77	-0.61	0.93	-0.96	-0.94	-0.94	-0.9	-0.64	-0.89		-0.96	-0.95	0.08	0.95	0.9	-0.78	-0.71
Common Stock	0.88	0.79	0.69	0.83	0.73	0.52	0.85	-0.91	0.72	0.52	-0.91	0.99	0.84	0.92	0.81	0.5	0.86	-0.96		0.87	-0.13	-0.89	-0.81	0.7	0.61
Property Plant Equipment	0.99	0.83	0.75	0.9	0.83	0.67	0.91	-0.91	0.73	0.66	-0.91	0.91	0.93	0.85	0.9	0.64	0.84	-0.95	0.87		-0.01	-0.92	-0.9	0.69	0.76
Net Invested Capital	0.02	0.14	0.38	0.2	-0.08	0.28	-0.02	0.0	0.46	0.57	0.0	-0.08	-0.05	-0.19	0.21	-0.44	0.26	0.08	-0.13	-0.01		-0.1	0.11	0.06	0.34
Net Working Capital	-0.95	-0.91	-0.89	-0.85	-0.77	-0.76	-0.94	0.96	-0.83	-0.68	0.96	-0.89	-0.9	-0.84	-0.94	-0.56	-0.88	0.95	-0.89	-0.92	-0.1		0.92	-0.84	-0.76
Treasury Stock	-0.93	-0.91	-0.85	-0.85	-0.66	-0.82	-0.98	0.93	-0.69	-0.67	0.94	-0.82	-0.84	-0.8	-0.93	-0.73	-0.69	0.9	-0.81	-0.9	0.11	0.92		-0.84	-0.83
Capital Stock	0.76	0.91	0.89	0.71	0.61	0.86	0.78	-0.86	0.66	0.69	-0.86	0.65	0.74	0.63	0.82	0.6	0.61	-0.78	0.7	0.69	0.06	-0.84	-0.84		0.72
Deferred Long Term Liab	0.79	0.86	0.91	0.91	0.43	0.88	0.85	-0.78	0.79	0.94	-0.78	0.67	0.63	0.59	0.92	0.44	0.61	-0.71	0.61	0.76	0.34	-0.76	-0.83	0.72

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict BJs Wholesale

In accordance with the company's disclosures, BJs Wholesale Club has a Z Score of 0.0. This is 100.0% lower than that of the Consumer Staples Distribution & Retail sector and 100.0% lower than that of the Consumer Staples industry. The z score for all United States stocks is 100.0% higher than that of the company.

BJs Wholesale Institutional Holders

Institutional Holdings refers to the ownership stake in BJs Wholesale that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of BJs Wholesale's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing BJs Wholesale's value.

		Shares
Jpmorgan Chase & Co	2023-12-31	3 M
Fiduciary Management, Inc. Of Milwaukee	2023-12-31	2.5 M
Thrivent Financial For Lutherans	2023-12-31	2.4 M
Geode Capital Management, Llc	2023-12-31	2.1 M
Timessquare Capital Management, Llc	2023-12-31	1.7 M
Artisan Partners Limited Partnership	2023-12-31	1.6 M
Citadel Advisors Llc	2023-09-30	1.6 M
Amvescap Plc.	2023-12-31	1.6 M
Fidelity International Ltd	2023-12-31	1.5 M
Fmr Inc	2023-12-31	15.9 M
Vanguard Group Inc	2023-12-31	13.4 M

BJs Fundamentals

	Return On Equity	0.42
	Return On Asset	0.0781
	Profit Margin	0.03 %
	Operating Margin	0.04 %
	Current Valuation	12.96 B
	Shares Outstanding	132.96 M
	Shares Owned By Insiders	1.01 %
	Shares Owned By Institutions	98.99 %
	Number Of Shares Shorted	8.19 M
	Price To Earning	24.27 X
	Price To Book	7.02 X
	Price To Sales	0.51 X
	Revenue	19.97 B
	Gross Profit	3.43 B
	EBITDA	1.05 B
	Net Income	523.65 M
	Cash And Equivalents	33.91 M
	Cash Per Share	1.21 X
	Total Debt	2.99 B
	Debt To Equity	3.91 %
	Current Ratio	0.73 X
	Book Value Per Share	10.99 X
	Cash Flow From Operations	718.88 M
	Short Ratio	4.66 X
	Earnings Per Share	3.88 X
	Price To Earnings To Growth	2.48 X
	Target Price	83.18
	Number Of Employees	34 K
	Beta	0.26
	Market Capitalization	10.01 B
	Total Asset	6.68 B
	Retained Earnings	1.17 B
	Working Capital	(674.04 M)
	Current Asset	1.29 B
	Current Liabilities	987.01 M
	Net Asset	6.68 B

About BJs Wholesale Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze BJs Wholesale Club's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of BJs Wholesale using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of BJs Wholesale Club based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

BJs Wholesale Investors Sentiment

The influence of BJs Wholesale's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in BJs. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.

Investor biases related to BJs Wholesale's public news can be used to forecast risks associated with an investment in BJs. The trend in average sentiment can be used to explain how an investor holding BJs can time the market purely based on public headlines and social activities around BJs Wholesale Club. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

BJs Wholesale's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for BJs Wholesale's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average BJs Wholesale's news discussions. The higher the estimated score, the more favorable is the investor's outlook on BJs Wholesale.

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards BJs Wholesale in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, BJs Wholesale's short interest history, or implied volatility extrapolated from BJs Wholesale options trading.

Pair Trading with BJs Wholesale

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if BJs Wholesale position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in BJs Wholesale will appreciate offsetting losses from the drop in the long position's value.

Moving together with BJs Stock

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0.92	WMT	Walmart Financial Report 16th of May 2024	Pair Corr

Moving against BJs Stock

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0.54	LW	Lamb Weston Holdings Sell-off Trend	Pair Corr

The ability to find closely correlated positions to BJs Wholesale could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BJs Wholesale when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back BJs Wholesale - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling BJs Wholesale Club to buy it.

The correlation of BJs Wholesale is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as BJs Wholesale moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BJs Wholesale Club moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for BJs Wholesale can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

When determining whether BJs Wholesale Club is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if BJs Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Bjs Wholesale Club Stock. Highlighted below are key reports to facilitate an investment decision about Bjs Wholesale Club Stock:

How To Invest In BJs

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Is BJs Stock a good investment?

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What is BJs Wholesale's Net Worth?

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Largest Consumer Staples Distribution & Retail Companies

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Largest Consumer Defensive Companies

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Check out BJs Wholesale Piotroski F Score and BJs Wholesale Valuation analysis.

You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

Complementary Tools for BJs Stock analysis

When running BJs Wholesale's price analysis, check to measure BJs Wholesale's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BJs Wholesale is operating at the current time. Most of BJs Wholesale's value examination focuses on studying past and present price action to predict the probability of BJs Wholesale's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BJs Wholesale's price. Additionally, you may evaluate how the addition of BJs Wholesale to your portfolios can decrease your overall portfolio volatility.

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Is BJs Wholesale's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of BJs Wholesale. If investors know BJs will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about BJs Wholesale listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.144

Earnings Share

3.88

Revenue Per Share

150.087

Quarterly Revenue Growth

0.087

Return On Assets

0.0781

The market value of BJs Wholesale Club is measured differently than its book value, which is the value of BJs that is recorded on the company's balance sheet. Investors also form their own opinion of BJs Wholesale's value that differs from its market value or its book value, called intrinsic value, which is BJs Wholesale's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because BJs Wholesale's market value can be influenced by many factors that don't directly affect BJs Wholesale's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between BJs Wholesale's value and its price as these two are different measures arrived at by different means. Investors typically determine if BJs Wholesale is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BJs Wholesale's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Bjs Wholesale Club Stock Z Score

BJs Wholesale Club Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

BJs Z Score Driver Correlations

BJs Wholesale Institutional Holders

BJs Fundamentals

About BJs Wholesale Fundamental Analysis

BJs Wholesale Investors Sentiment

Pair Trading with BJs Wholesale

Moving together with BJs Stock

Moving against BJs Stock

Complementary Tools for BJs Stock analysis

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