WallStSmart

The TJX Companies Inc (TJX)vsUBS Group AG (UBS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The TJX Companies Inc generates 22% more annual revenue ($60.37B vs $49.60B). UBS leads profitability with a 15.7% profit margin vs 9.1%. UBS appears more attractively valued with a PEG of 0.44. UBS earns a higher WallStSmart Score of 77/100 (B+).

TJX

Buy

56

out of 100

Grade: C

Growth: 6.7Profit: 7.5Value: 7.3Quality: 6.3
Piotroski: 5/9Altman Z: 3.30

UBS

Strong Buy

77

out of 100

Grade: B+

Growth: 8.0Profit: 7.0Value: 10.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TJXUndervalued (+30.8%)

Margin of Safety

+30.8%

Fair Value

$227.92

Current Price

$159.74

$68.18 discount

UndervaluedFair: $227.92Overvalued
UBSUndervalued (+61.2%)

Margin of Safety

+61.2%

Fair Value

$109.04

Current Price

$38.10

$70.94 discount

UndervaluedFair: $109.04Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TJX5 strengths · Avg: 9.0/10
Return on EquityProfitability
59.1%10/10

Every $100 of equity generates 59 in profit

Altman Z-ScoreHealth
3.3010/10

Safe zone — low bankruptcy risk

Market CapQuality
$177.78B9/10

Large-cap with strong market position

EPS GrowthGrowth
28.3%8/10

Earnings expanding 28.3% YoY

Free Cash FlowQuality
$2.63B8/10

Generating 2.6B in free cash flow

UBS6 strengths · Avg: 9.5/10
PEG RatioValuation
0.4410/10

Growing faster than its price suggests

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
54.6%10/10

Strong operational efficiency at 54.6%

EPS GrowthGrowth
58.0%10/10

Earnings expanding 58.0% YoY

Market CapQuality
$116.88B9/10

Large-cap with strong market position

P/E RatioValuation
15.9x8/10

Attractively priced relative to earnings

Areas to Watch

TJX3 concerns · Avg: 3.3/10
P/E RatioValuation
32.8x4/10

Premium valuation, high expectations priced in

Price/BookValuation
17.6x4/10

Trading at 17.6x book value

PEG RatioValuation
3.242/10

Expensive relative to growth rate

UBS1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-11.34B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : TJX

The strongest argument for TJX centers on Return on Equity, Altman Z-Score, Market Cap.

Bull Case : UBS

The strongest argument for UBS centers on PEG Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 15.7% and operating margin at 54.6%. Revenue growth of 12.4% demonstrates continued momentum.

Bear Case : TJX

The primary concerns for TJX are P/E Ratio, Price/Book, PEG Ratio.

Bear Case : UBS

The primary concerns for UBS are Free Cash Flow.

Key Dynamics to Monitor

TJX profiles as a value stock while UBS is a mature play — different risk/reward profiles.

UBS carries more volatility with a beta of 0.82 — expect wider price swings.

UBS is growing revenue faster at 12.4% — sustainability is the question.

TJX generates stronger free cash flow (2.6B), providing more financial flexibility.

Bottom Line

UBS scores higher overall (77/100 vs 56/100), backed by strong 15.7% margins and 12.4% revenue growth. TJX offers better value entry with a 30.8% margin of safety. Both earn "Strong 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.

The TJX Companies Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

The TJX Companies, Inc. (abbreviated TJX) is an American multinational off-price department store corporation, headquartered in Framingham, Massachusetts.

UBS Group AG

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland.

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