WallStSmart

BJs Wholesale Club Holdings Inc (BJ)vsUniversal Technical Institute Inc (UTI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BJs Wholesale Club Holdings Inc generates 2410% more annual revenue ($21.46B vs $855.03M). UTI leads profitability with a 6.3% profit margin vs 2.7%. BJ appears more attractively valued with a PEG of 2.36. BJ earns a higher WallStSmart Score of 52/100 (C-).

BJ

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 6.0Value: 6.0Quality: 5.8
Piotroski: 5/9Altman Z: 3.87

UTI

Hold

40

out of 100

Grade: D

Growth: 6.0Profit: 6.0Value: 3.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BJUndervalued (+24.9%)

Margin of Safety

+24.9%

Fair Value

$132.45

Current Price

$91.43

$41.02 discount

UndervaluedFair: $132.45Overvalued
UTIOvervalued (-10.1%)

Margin of Safety

-10.1%

Fair Value

$24.67

Current Price

$37.53

$12.86 premium

UndervaluedFair: $24.67Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BJ2 strengths · Avg: 9.5/10
Altman Z-ScoreHealth
3.8710/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
28.6%9/10

Every $100 of equity generates 29 in profit

UTI0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

BJ4 concerns · Avg: 3.5/10
PEG RatioValuation
2.364/10

Expensive relative to growth rate

EPS GrowthGrowth
3.5%4/10

3.5% earnings growth

Profit MarginProfitability
2.7%3/10

2.7% margin — thin

Operating MarginProfitability
3.2%3/10

Operating margin of 3.2%

UTI4 concerns · Avg: 3.0/10
P/E RatioValuation
37.6x4/10

Premium valuation, high expectations priced in

Market CapQuality
$1.99B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
6.3%3/10

6.3% margin — thin

PEG RatioValuation
3.122/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : BJ

The strongest argument for BJ centers on Altman Z-Score, Return on Equity.

Bull Case : UTI

UTI has a balanced fundamental profile.

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 : UTI

The primary concerns for UTI are P/E Ratio, Market Cap, Profit Margin.

Key Dynamics to Monitor

UTI carries more volatility with a beta of 1.33 — expect wider price swings.

UTI is growing revenue faster at 9.6% — sustainability is the question.

BJ generates stronger free cash flow (193M), providing more financial flexibility.

Monitor DISCOUNT STORES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BJ scores higher overall (52/100 vs 40/100). 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.

Universal Technical Institute Inc

CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA

Universal Technical Institute, Inc. offers postsecondary education for students seeking careers as professional automotive, diesel, collision repair, motorcycle and marine technicians in the United States. The company is headquartered in Phoenix, Arizona.

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