BJ vs SF

Comparison between BJ`s Wholesale Club Holdings Inc (BJ, Company) and Stifel Financial Corp (SF, Company).

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

5-Year PerformanceBJ has outperformed SF, delivering a return of +13.7% compared to +10.9%

BJ vs SF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BJ(COMPANY)	SF(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	38.76%	55.25%
Sharpe Ratio	-1.08	0.56
5Y Beta	0.02	1.31
Industry	Discount Stores	Capital Markets
P/E Ratio	19.09	16.35
Forward P/E	19.05	11.14
PEG Ratio	2.08	0.75
Dividend Yield	N/A	1.73%
5Y Dividends CAGR	N/A	36.82%
5Y EPS CAGR	7.61%	11.92%
Debt to Equity	23.62%	10.32%
Free Cash Flow Yield	3.00%	8.97%

Market Cap

$11B

Winner

$11B

Max Drawdown

Winner

38.76%

55.25%

Sharpe Ratio

-1.08

Winner

0.56

5Y Beta

Winner

0.02

1.31

Industry

Discount Stores

Capital Markets

P/E Ratio

19.09

Winner

16.35

Forward P/E

19.05

Winner

11.14

PEG Ratio

2.08

Winner

0.75

Dividend Yield

N/A

1.73%

5Y Dividends CAGR

N/A

36.82%

5Y EPS CAGR

7.61%

Winner

11.92%

Debt to Equity

23.62%

Winner

10.32%

Free Cash Flow Yield

3.00%

Winner

8.97%

BJ vs SF - Historical Returns

Returns include dividend reinvestment.

Period	BJ	SF
1 month	-9.36%	-9.19%
3 months	-14.77%	-4.19%
6 months	-7.24%	-11.83%
1 year	-26.75%	+12.73%
5 years(CAGR)	+13.66%	+10.88%
10 years(CAGR)	N/A	+16.90%
Max(CAGR)	+18.49%	+16.07%

-9.36%

Winner

-9.19%

-14.77%

Winner

-4.19%

Winner

-7.24%

-11.83%

-26.75%

Winner

+12.73%

5Y(CAGR)

Winner

+13.66%

+10.88%

10Y(CAGR)

N/A

+16.90%

Max(CAGR)

Winner

+18.49%

+16.07%

BJ vs SF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BJ	SF
2026	-8.40%	-17.06%
2025	+2.07%	+20.03%
2024	+32.72%	+56.07%
2023	-1.81%	+19.01%
2022	+0.72%	-17.01%
2021	+79.35%	+45.12%
2020	+64.96%	+24.74%
2019	-1.22%	+48.01%
2018	+0.73%	-30.66%
2017	N/A	+19.75%
2016	N/A	+20.54%
2015	N/A	-16.30%
2014	N/A	+8.46%
2013	N/A	+44.21%
2012	N/A	-4.60%
2011	N/A	-23.70%
2010	N/A	+4.94%
2009	N/A	+29.63%
2008	N/A	+35.57%
2007	N/A	+34.90%
2006	N/A	+2.56%
2005	N/A	+85.90%
2004	N/A	+50.83%
2003	N/A	+77.28%
2002	N/A	+7.63%
2001	N/A	-4.65%
2000	N/A	+19.52%
1999	N/A	-6.80%

BJ vs SF Drawdown Comparison

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

The maximum drawdown for SF was -55.25%, occurring on Feb 24, 2016. Recovery took 618 trading sessions.

The current BJ drawdown is -29.80%. The current SF drawdown is -20.12%.

Rank	BJ	SF
#1	-38.76% Sep 6, 2018 - May 21, 2020	-55.25% Jun 23, 2015 - Dec 4, 2017
#2	-29.80% Apr 14, 2025 - May 27, 2026	-51.89% Feb 20, 2020 - Nov 9, 2020
#3	-27.30% Nov 18, 2021 - Aug 18, 2022	-50.85% Mar 8, 2011 - Jan 16, 2014
#4	-23.67% Nov 10, 2022 - May 20, 2024	-42.10% Feb 1, 2018 - Feb 4, 2020
#5	-21.78% Jan 27, 2021 - Jul 20, 2021	-41.41% Sep 19, 2008 - May 4, 2009
#6	-21.29% Aug 24, 2020 - Jan 27, 2021	-40.06% Oct 11, 2007 - Jul 23, 2008
#7	-15.92% Jul 16, 2024 - Nov 21, 2024	-36.25% Feb 8, 2022 - Mar 28, 2024
#8	-11.78% Dec 11, 2024 - Jan 30, 2025	-34.67% Jan 30, 2025 - Oct 22, 2025
#9	-11.63% Sep 9, 2022 - Nov 10, 2022	-32.45% Oct 16, 2000 - Nov 3, 2003
#10	-9.98% May 22, 2020 - Jun 22, 2020	-31.50% Mar 30, 2006 - Jan 11, 2007
#11	-9.95% Sep 3, 2021 - Oct 21, 2021	-27.20% Dec 30, 2009 - Dec 14, 2010
#12	-9.65% Jul 13, 2018 - Aug 23, 2018	-25.97% Mar 9, 2004 - Nov 22, 2004
#13	-7.41% Aug 24, 2018 - Aug 30, 2018	-21.42% Feb 21, 2007 - May 25, 2007
#14	-7.07% Feb 11, 2025 - Mar 6, 2025	-21.02% Jan 6, 2026 - Mar 16, 2026
#15	-6.47% Mar 7, 2025 - Apr 3, 2025	-19.86% Dec 3, 2004 - Jun 23, 2005