BJ vs SAIA

Comparison between BJ`s Wholesale Club Holdings Inc (BJ, Company) and Saia Inc (SAIA, Company).

BJ is from the Consumer Defensive sector, while SAIA is from the Industrials sector.

5-Year PerformanceBJ has outperformed SAIA, delivering a return of +15.2% compared to +12.9%

BJ vs SAIA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BJ(COMPANY)	SAIA(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	38.76%	80.35%
Sharpe Ratio	-0.85	1.28
5Y Beta	0.03	1.43
Industry	Discount Stores	Trucking
P/E Ratio	20.95	46.94
Forward P/E	20.75	39.37
PEG Ratio	2.28	2.20
5Y EPS CAGR	7.61%	11.22%
Debt to Equity	23.62%	4.26%
Free Cash Flow Yield	2.74%	1.62%
P/S Ratio	0.56	3.67
P/B Ratio	5.57	4.10

Market Cap

$12B

Winner

SAIA

$12B

Max Drawdown

Winner

38.76%

SAIA

80.35%

Sharpe Ratio

-0.85

Winner

SAIA

1.28

5Y Beta

Winner

0.03

SAIA

1.43

Industry

Discount Stores

SAIA

Trucking

P/E Ratio

Winner

20.95

SAIA

46.94

Forward P/E

Winner

20.75

SAIA

39.37

PEG Ratio

2.28

Winner

SAIA

2.20

5Y EPS CAGR

7.61%

Winner

SAIA

11.22%

Debt to Equity

23.62%

Winner

SAIA

4.26%

Free Cash Flow Yield

Winner

2.74%

SAIA

1.62%

P/S Ratio

Winner

0.56

SAIA

3.67

P/B Ratio

5.57

Winner

SAIA

4.10

BJ vs SAIA - Historical Returns

Returns include dividend reinvestment.

Period	BJ	SAIA
1 month	-2.31%	+12.36%
3 months	-7.30%	+9.81%
6 months	+1.70%	+59.33%
1 year	-18.97%	+69.23%
5 years(CAGR)	+15.17%	+12.92%
10 years(CAGR)	N/A	+32.54%
Max(CAGR)	+20.12%	+18.03%

-2.31%

Winner

SAIA

+12.36%

-7.30%

Winner

SAIA

+9.81%

+1.70%

Winner

SAIA

+59.33%

-18.97%

Winner

SAIA

+69.23%

5Y(CAGR)

Winner

+15.17%

SAIA

+12.92%

10Y(CAGR)

N/A

SAIA

+32.54%

Max(CAGR)

Winner

+20.12%

SAIA

+18.03%

BJ vs SAIA - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	BJ	SAIA
2026	+1.13%	+33.40%
2025	+2.07%	-26.68%
2024	+32.72%	+6.60%
2023	-1.81%	+110.07%
2022	+0.72%	-33.39%
2021	+79.35%	+87.31%
2020	+64.96%	+92.77%
2019	-1.22%	+70.74%
2018	+0.73%	-21.93%
2017	N/A	+57.57%
2016	N/A	+102.62%
2015	N/A	-60.06%
2014	N/A	+81.39%
2013	N/A	+104.14%
2012	N/A	+76.09%
2011	N/A	-25.36%
2010	N/A	+15.45%
2009	N/A	+31.73%
2008	N/A	-14.82%
2007	N/A	-43.95%
2006	N/A	+4.08%
2005	N/A	-7.29%
2004	N/A	+34.62%
2003	N/A	+73.03%
2002	N/A	-25.93%

BJ vs SAIA Drawdown Comparison

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

The maximum drawdown for SAIA was -80.35%, occurring on Nov 20, 2008. Recovery took 1612 trading sessions.

The current BJ drawdown is -22.49%. The current SAIA drawdown is -25.77%.

Rank	BJ	SAIA
#1	-38.76% Sep 6, 2018 - May 21, 2020	-80.35% Oct 16, 2006 - Mar 14, 2013
#2	-27.30% Nov 18, 2021 - Aug 18, 2022	-65.82% Dec 4, 2014 - Aug 31, 2017
#3	-26.65% Apr 14, 2025 - Nov 24, 2025	-60.94% Mar 6, 2024 - Apr 29, 2025
#4	-23.67% Nov 10, 2022 - May 20, 2024	-53.15% Nov 17, 2021 - Jul 17, 2023
#5	-21.78% Jan 27, 2021 - Jul 20, 2021	-49.18% Sep 12, 2002 - Jul 2, 2003
#6	-21.29% Aug 24, 2020 - Jan 27, 2021	-44.51% Jun 23, 2004 - Jan 25, 2006
#7	-15.92% Jul 16, 2024 - Nov 21, 2024	-39.57% Jun 12, 2018 - Sep 4, 2019
#8	-11.78% Dec 11, 2024 - Jan 30, 2025	-39.00% Oct 28, 2019 - May 26, 2020
#9	-11.63% Sep 9, 2022 - Nov 10, 2022	-24.09% Mar 15, 2006 - Aug 16, 2006
#10	-9.98% May 22, 2020 - Jun 22, 2020	-21.51% Sep 1, 2023 - Dec 21, 2023
#11	-9.95% Sep 3, 2021 - Oct 21, 2021	-21.10% May 7, 2021 - Aug 11, 2021
#12	-9.65% Jul 13, 2018 - Aug 23, 2018	-19.00% Sep 22, 2003 - Dec 2, 2003
#13	-7.41% Aug 24, 2018 - Aug 30, 2018	-18.30% Jul 11, 2013 - Oct 22, 2013
#14	-7.07% Feb 11, 2025 - Mar 6, 2025	-17.02% Jan 25, 2018 - May 21, 2018
#15	-6.47% Mar 7, 2025 - Apr 3, 2025	-14.17% Oct 22, 2013 - Mar 4, 2014