BJ vs DLTR
BJ's Wholesale Club Holdings, Inc. and Dollar Tree, both Consumer Defensive
Dollar Tree is the larger company at $21B against $11B. On trailing earnings DLTR is the cheaper of the two at a P/E of 20.8 against 21.5, a gap that is only a bargain if the two are growing at similar rates. Over the past year DLTR returned +14% against -14% for BJ. Ryufin's sector-relative Smart Score puts DLTR ahead, 9/10 against 8/10.
| Figure | BJ | DLTR |
|---|---|---|
| Last close | $93.34 | $132 |
| Market cap | $11B | $21B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 21.5 | 20.8 |
| 1-year return | -14% | +14% |
| 5-year return | +86% | +33% |
| Ryufin Smart Scoresector-relative, 1–10 | 8/10 | 9/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
BJ's Wholesale Club Holdings, Inc.
Revenue of $5.7B in Q1 2026, net income $143M. Its largest reported line is Membership, 89% of the disclosed total.
Dollar Tree
Revenue of $4.9B in Q2 2026, net income $515M. Its largest reported line is Consumable, 50% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or read the correlation.