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BJ's Wholesale Club Holdings (BJ's Wholesale Club Holdings) ROE % : 41.49% (As of Jan. 2024)


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What is BJ's Wholesale Club Holdings ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. BJ's Wholesale Club Holdings's annualized net income for the quarter that ended in Jan. 2024 was $583 Mil. BJ's Wholesale Club Holdings's average Total Stockholders Equity over the quarter that ended in Jan. 2024 was $1,406 Mil. Therefore, BJ's Wholesale Club Holdings's annualized ROE % for the quarter that ended in Jan. 2024 was 41.49%.

The historical rank and industry rank for BJ's Wholesale Club Holdings's ROE % or its related term are showing as below:

BJ' s ROE % Range Over the Past 10 Years
Min: 41.8   Med: 5158.89   Max: Negative Equity
Current: 42.09

During the past 9 years, BJ's Wholesale Club Holdings's highest ROE % was Negative Equity%. The lowest was 41.80%. And the median was 5,158.89%.

BJ's ROE % is ranked better than
90.43% of 303 companies
in the Retail - Defensive industry
Industry Median: 9.67 vs BJ: 42.09

BJ's Wholesale Club Holdings ROE % Historical Data

The historical data trend for BJ's Wholesale Club Holdings's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

BJ's Wholesale Club Holdings ROE % Chart

BJ's Wholesale Club Holdings Annual Data
Trend Jan16 Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24
ROE %
Get a 7-Day Free Trial Premium Member Only Negative Equity 317.78 88.20 60.55 41.80

BJ's Wholesale Club Holdings Quarterly Data
Apr19 Jul19 Oct19 Jan20 Apr20 Jul20 Oct20 Jan21 Apr21 Jul21 Oct21 Jan22 Apr22 Jul22 Oct22 Jan23 Apr23 Jul23 Oct23 Jan24
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 52.18 42.63 44.46 40.38 41.49

Competitive Comparison of BJ's Wholesale Club Holdings's ROE %

For the Discount Stores subindustry, BJ's Wholesale Club Holdings's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


BJ's Wholesale Club Holdings's ROE % Distribution in the Retail - Defensive Industry

For the Retail - Defensive industry and Consumer Defensive sector, BJ's Wholesale Club Holdings's ROE % distribution charts can be found below:

* The bar in red indicates where BJ's Wholesale Club Holdings's ROE % falls into.



BJ's Wholesale Club Holdings ROE % Calculation

BJ's Wholesale Club Holdings's annualized ROE % for the fiscal year that ended in Jan. 2024 is calculated as

ROE %=Net Income (A: Jan. 2024 )/( (Total Stockholders Equity (A: Jan. 2023 )+Total Stockholders Equity (A: Jan. 2024 ))/ count )
=523.741/( (1046.837+1458.851)/ 2 )
=523.741/1252.844
=41.80 %

BJ's Wholesale Club Holdings's annualized ROE % for the quarter that ended in Jan. 2024 is calculated as

ROE %=Net Income (Q: Jan. 2024 )/( (Total Stockholders Equity (Q: Oct. 2023 )+Total Stockholders Equity (Q: Jan. 2024 ))/ count )
=583.488/( (1353.696+1458.851)/ 2 )
=583.488/1406.2735
=41.49 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Jan. 2024) net income data. ROE % is displayed in the 30-year financial page.


BJ's Wholesale Club Holdings  (NYSE:BJ) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Jan. 2024 )
=Net Income/Total Stockholders Equity
=583.488/1406.2735
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(583.488 / 21429.136)*(21429.136 / 6757.433)*(6757.433 / 1406.2735)
=Net Margin %*Asset Turnover*Equity Multiplier
=2.72 %*3.1712*4.8052
=ROA %*Equity Multiplier
=8.63 %*4.8052
=41.49 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Jan. 2024 )
=Net Income/Total Stockholders Equity
=583.488/1406.2735
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (583.488 / 793.784) * (793.784 / 888.616) * (888.616 / 21429.136) * (21429.136 / 6757.433) * (6757.433 / 1406.2735)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7351 * 0.8933 * 4.15 % * 3.1712 * 4.8052
=41.49 %

Note: The net income data used here is four times the quarterly (Jan. 2024) net income data. The Revenue data used here is four times the quarterly (Jan. 2024) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


BJ's Wholesale Club Holdings ROE % Related Terms

Thank you for viewing the detailed overview of BJ's Wholesale Club Holdings's ROE % provided by GuruFocus.com. Please click on the following links to see related term pages.


BJ's Wholesale Club Holdings (BJ's Wholesale Club Holdings) Business Description

Traded in Other Exchanges
Address
350 Campus Drive, Marlborough, MA, USA, 01752
BJ's Wholesale Club Holdings Inc is a warehouse club and gas station operator. The company provides various products such as television and electronics, furniture, computers and tablets, appliances, food products, and others. It generates its revenue from the sale of merchandise.
Executives
Joseph Mcgrail officer: SVP, Controller C/O BJ'S WHOLESALE CLUB HOLDINGS, INC., 350 CAMPUS DRIVE, MARLBOROUGH MA 01752
Jeff Desroches officer: EVP, Club Operations Officer C/O BJ'S WHOLESALE CLUB, INC., 350 CAMPUS DRIVE, MARLBOROUGH MA 01752
Laura L. Felice officer: SVP, Controller C/O BJ'S WHOLESALE CLUB, INC., 350 CAMPUS DRIVE, MARLBOROUGH MA 01752
William C. Werner officer: SVP, Strat. Planning & Anlys. C/O BJ'S WHOLESALE CLUB, INC., 350 CAMPUS DRIVE, MARLBOROUGH MA 01752
Robert W. Eddy officer: EVP, Chief Fin. & Admin Off. 350 CAMPUS DRIVE, MARLBOROUGH MA 01752
Anjana Harve officer: EVP, Chief Information Officer C/O BJ'S WHOLESALE CLUB HOLDINGS, INC., 350 CAMPUS DRIVE, MARLBOROUGH MA 01752
Monica Schwartz officer: SVP, Chief Digital Officer C/O BJ'S WHOLESALE CLUB HOLDINGS, INC., 350 CAMPUS DRIVE, MARLBOROUGH MA 01752
Steven L Ortega director C/O L CATTERTON, 599 WEST PUTNAM AVENUE, GREENWICH CT 06830
Cathy Marie Robinson director C/O MICHAEL KORS (USA), INC., 11 WEST 42ND STREET, NEW YORK NY 10036
Scott Kessler officer: EVP, Chief Information Officer C/O BJ'S WHOLESALE CLUB, INC., 350 CAMPUS DRIVE, MARLBOROUGH MA 01752
Graham Luce officer: SVP, Secretary C/O BJ'S WHOLESALE CLUB, INC., 350 CAMPUS DRIVE, MARLBOROUGH MA 01752
Kenneth M. Parent director C/O BJ'S WHOLESALE CLUB, INC., 350 CAMPUS DRIVE, MARLBOROUGH MA 01752
Robert Allan Steele director 1 PROCTER & GAMBLE PLAZA, CINCINNATI OH 45202
Brian Poulliot officer: EVP, Chief Membrship Officer C/O BJ'S WHOLESALE CLUB, INC., 25 RESEARCH DRIVE, WESTBOROUGH MA 01581
Kristyn M. Sugrue officer: SVP, Treasurer C/O BJ'S WHOLESALE CLUB, INC., 25 RESEARCH DRIVE, WESTBOROUGH MA 01581