BJs Wholesale Club Holdings Inc (BJ)vsBoston Beer Company Inc (SAM)
BJ
BJs Wholesale Club Holdings Inc
$89.21
+0.92%
CONSUMER DEFENSIVE · Cap: $11.63B
SAM
Boston Beer Company Inc
$164.72
+2.26%
CONSUMER DEFENSIVE · Cap: $1.85B
Smart Verdict
WallStSmart Research — data-driven comparison
BJs Wholesale Club Holdings Inc generates 1029% more annual revenue ($21.97B vs $1.95B). BJ leads profitability with a 2.6% profit margin vs -3.1%. SAM appears more attractively valued with a PEG of 0.78. SAM earns a higher WallStSmart Score of 52/100 (C-).
BJ
Buy50
out of 100
Grade: C-
SAM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.6%
Fair Value
$58.00
Current Price
$89.21
$31.21 premium
Margin of Safety
+25.4%
Fair Value
$336.22
Current Price
$164.72
$171.50 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 23 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 48.6% YoY
Areas to Watch
Expensive relative to growth rate
2.6% margin — thin
Operating margin of 3.7%
Elevated debt levels
Smaller company, higher risk/reward
Operating margin of 5.0%
ROE of -7.8% — below average capital efficiency
Revenue declined 4.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : BJ
The strongest argument for BJ centers on Altman Z-Score, Return on Equity.
Bull Case : SAM
The strongest argument for SAM centers on Debt/Equity, Altman Z-Score, PEG Ratio. PEG of 0.78 suggests the stock is reasonably priced for its growth.
Bear Case : BJ
The primary concerns for BJ are PEG Ratio, Profit Margin, Operating Margin. Thin 2.6% margins leave little buffer for downturns.
Bear Case : SAM
The primary concerns for SAM are Market Cap, Operating Margin, Return on Equity.
Key Dynamics to Monitor
BJ profiles as a value stock while SAM is a turnaround play — different risk/reward profiles.
SAM carries more volatility with a beta of 0.88 — expect wider price swings.
BJ is growing revenue faster at 9.9% — sustainability is the question.
SAM generates stronger free cash flow (-33M), providing more financial flexibility.
Bottom Line
SAM scores higher overall (52/100 vs 50/100). Both earn "Buy" and "Buy" 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.
Boston Beer Company Inc
CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA
The Boston Beer Company, Inc. produces and sells alcoholic beverages primarily in the United States. The company is headquartered in Boston, Massachusetts.
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