BJs Wholesale Club Holdings Inc (BJ)vsMcGraw Hill, Inc. (MH)
BJ
BJs Wholesale Club Holdings Inc
$91.43
-0.82%
CONSUMER DEFENSIVE · Cap: $11.86B
MH
McGraw Hill, Inc.
$12.00
-1.80%
CONSUMER DEFENSIVE · Cap: $2.29B
Smart Verdict
WallStSmart Research — data-driven comparison
BJs Wholesale Club Holdings Inc generates 916% more annual revenue ($21.46B vs $2.11B). BJ leads profitability with a 2.7% profit margin vs -3.4%. BJ earns a higher WallStSmart Score of 52/100 (C-).
BJ
Buy52
out of 100
Grade: C-
MH
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+24.9%
Fair Value
$132.45
Current Price
$91.43
$41.02 discount
Margin of Safety
+28.0%
Fair Value
$17.14
Current Price
$12.00
$5.14 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 29 in profit
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
3.5% earnings growth
2.7% margin — thin
Operating margin of 3.2%
4.2% revenue growth
0.0% earnings growth
ROE of -11.8% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BJ
The strongest argument for BJ centers on Altman Z-Score, Return on Equity.
Bull Case : MH
The strongest argument for MH centers on Price/Book.
Bear Case : BJ
The primary concerns for BJ are PEG Ratio, EPS Growth, Profit Margin. Thin 2.7% margins leave little buffer for downturns.
Bear Case : MH
The primary concerns for MH are Revenue Growth, EPS Growth, Return on Equity.
Key Dynamics to Monitor
BJ profiles as a value stock while MH is a turnaround play — different risk/reward profiles.
BJ is growing revenue faster at 5.6% — sustainability is the question.
MH generates stronger free cash flow (308M), providing more financial flexibility.
Monitor DISCOUNT STORES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BJ scores higher overall (52/100 vs 36/100). MH offers better value entry with a 28.0% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
BJs Wholesale Club Holdings Inc
CONSUMER DEFENSIVE · DISCOUNT STORES · USA
BJ's Wholesale Club Holdings, Inc., operates warehouse clubs on the East Coast of the United States. The company is headquartered in Westborough, Massachusetts.
McGraw Hill, Inc.
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
McGraw Hill, Inc., doing business as McGraw Hill, provides information solutions for K-12, higher education, and professional markets in the United States and internationally.
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