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BJ vs AFG

Comparison between BJ`s Wholesale Club Holdings Inc (BJ, Company) and American Financial Group Inc (AFG, Company).

BJ is from the Consumer Defensive sector, while AFG is from the Financial Services sector.

5-Year PerformanceBJ has outperformed AFG, delivering a return of +13.1% compared to +10.8%

BJ vs AFG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BJ
$12B
AFG
$11B
Max Drawdown
Winner
BJ
38.76%
AFG
64.27%
Sharpe Ratio
BJ
-0.40
Winner
AFG
0.73
5Y Beta
BJ
-0.03
AFG
N/A
Industry
BJ
Discount Stores
AFG
Insurance - Property & Casualty
P/E Ratio
BJ
20.54
Winner
AFG
13.07
Forward P/E
BJ
20.66
Winner
AFG
11.53
PEG Ratio
BJ
15.54
Winner
AFG
1.22
Dividend Yield
BJ
N/A
AFG
2.46%
5Y Dividends CAGR
BJ
N/A
AFG
-14.58%
5Y EPS CAGR
Winner
BJ
8.22%
AFG
-8.90%
Debt to Equity
Winner
BJ
36.41%
AFG
38.91%
Free Cash Flow Yield
BJ
1.89%
Winner
AFG
14.54%
P/S Ratio
Winner
BJ
0.53
AFG
1.48
P/B Ratio
BJ
5.39
Winner
AFG
2.48

BJ vs AFG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BJ
+10.20%
AFG
+5.97%
3M
BJ
-3.78%
Winner
AFG
+9.23%
6M
BJ
-2.41%
Winner
AFG
+10.64%
1Y
BJ
-11.79%
Winner
AFG
+18.73%
5Y(CAGR)
Winner
BJ
+13.13%
AFG
+10.76%
10Y(CAGR)
Winner
BJ
+19.48%
AFG
+15.33%
Max(CAGR)
Winner
BJ
+19.48%
AFG
+12.50%

BJ vs AFG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBJAFG
2026+0.49%+8.57%
2025+2.07%+6.63%
2024+32.72%+23.21%
2023-1.81%-7.29%
2022+0.72%+12.38%
2021+79.35%+100.41%
2020+64.96%-17.32%
2019-1.22%+28.58%
2018+0.73%-11.62%
2017N/A+29.61%
2016N/A+28.46%
2015N/A+23.23%
2014N/A+11.05%
2013N/A+49.47%
2012N/A+8.30%
2011N/A+14.20%
2010N/A+29.55%
2009N/A+9.06%
2008N/A-18.23%
2007N/A-19.89%
2006N/A+42.58%
2005N/A+25.44%
2004N/A+20.43%
2003N/A+16.50%
2002N/A-1.88%
2001N/A-3.80%
2000N/A+9.32%
1999N/A-8.43%

BJ vs AFG Drawdown Comparison

The maximum drawdown for BJ was -38.76%, occurring on Feb 28, 2020. Recovery took 429 trading sessions.

The maximum drawdown for AFG was -62.93%, occurring on Mar 9, 2009. Recovery took 999 trading sessions.

The current BJ drawdown is -22.99%. The current AFG drawdown is -0.70%.

RankBJAFG
#1-38.76%
Sep 6, 2018 - May 21, 2020
-62.93%
Feb 21, 2007 - Feb 7, 2011
#2-30.12%
Apr 14, 2025 - Jun 22, 2026
-58.98%
Feb 11, 2020 - Feb 22, 2021
#3-27.30%
Nov 18, 2021 - Aug 18, 2022
-38.10%
Apr 19, 2002 - Feb 2, 2004
#4-23.67%
Nov 10, 2022 - May 20, 2024
-38.06%
Jul 13, 2001 - Apr 17, 2002
#5-21.78%
Jan 27, 2021 - Jul 20, 2021
-37.71%
Nov 5, 1999 - Feb 5, 2001
#6-21.29%
Aug 24, 2020 - Jan 27, 2021
-26.46%
Feb 1, 2018 - Nov 27, 2019
#7-15.92%
Jul 16, 2024 - Nov 21, 2024
-23.79%
Nov 10, 2022 - Mar 25, 2024
#8-11.78%
Dec 11, 2024 - Jan 30, 2025
-22.41%
Feb 5, 2001 - Jun 11, 2001
#9-11.63%
Sep 9, 2022 - Nov 10, 2022
-19.87%
Nov 25, 2024 - Sep 24, 2025
#10-9.98%
May 22, 2020 - Jun 22, 2020
-16.15%
Jun 7, 2022 - Oct 28, 2022
#11-9.95%
Sep 3, 2021 - Oct 21, 2021
-16.07%
Jul 7, 2011 - Oct 24, 2011
#12-9.65%
Jul 13, 2018 - Aug 23, 2018
-13.18%
Oct 3, 2025 - Jul 2, 2026
#13-7.41%
Aug 24, 2018 - Aug 30, 2018
-12.24%
Nov 16, 2004 - May 4, 2005
#14-7.07%
Feb 11, 2025 - Mar 6, 2025
-12.05%
Mar 27, 2024 - Sep 9, 2024
#15-6.47%
Mar 7, 2025 - Apr 3, 2025
-11.76%
Dec 4, 2015 - Jun 23, 2016

Correlation

Correlation between BJ and AFG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

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