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BJ vs WSO

Comparison between BJ`s Wholesale Club Holdings Inc (BJ, Company) and Watsco Inc - Class A (WSO, Company).

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

5-Year PerformanceBJ has outperformed WSO, delivering a return of +13.2% compared to +5.4%

BJ vs WSO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BJ
$12B
WSO
$12B
Max Drawdown
Winner
BJ
38.76%
WSO
57.62%
Sharpe Ratio
Winner
BJ
-0.47
WSO
-0.68
5Y Beta
Winner
BJ
-0.07
WSO
0.90
Industry
BJ
Discount Stores
WSO
Industrial Distribution
P/E Ratio
BJ
21.09
Winner
WSO
19.98
Forward P/E
Winner
BJ
21.28
WSO
25.32
PEG Ratio
BJ
15.95
Winner
WSO
0.78
Dividend Yield
BJ
N/A
WSO
3.76%
5Y Dividends CAGR
BJ
N/A
WSO
15.93%
5Y EPS CAGR
BJ
8.22%
Winner
WSO
19.00%
Debt to Equity
BJ
36.41%
Winner
WSO
0.00%
Free Cash Flow Yield
BJ
1.84%
Winner
WSO
5.90%

BJ vs WSO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BJ
+3.78%
WSO
-20.18%
3M
Winner
BJ
-1.55%
WSO
-24.81%
6M
Winner
BJ
-9.00%
WSO
-24.21%
1Y
Winner
BJ
-9.57%
WSO
-25.61%
5Y(CAGR)
Winner
BJ
+13.21%
WSO
+5.38%
10Y(CAGR)
Winner
BJ
+19.49%
WSO
+11.41%
Max(CAGR)
Winner
BJ
+19.49%
WSO
+16.89%

BJ vs WSO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBJWSO
2026+1.75%-8.09%
2025+2.07%-26.25%
2024+32.72%+15.59%
2023-1.81%+72.85%
2022+0.72%-15.46%
2021+79.35%+42.70%
2020+64.96%+31.13%
2019-1.22%+34.90%
2018+0.73%-15.44%
2017N/A+17.80%
2016N/A+31.98%
2015N/A+12.90%
2014N/A+15.03%
2013N/A+26.23%
2012N/A+25.50%
2011N/A+5.92%
2010N/A+31.75%
2009N/A+27.70%
2008N/A+12.47%
2007N/A-20.57%
2006N/A-24.16%
2005N/A+75.41%
2004N/A+55.09%
2003N/A+39.42%
2002N/A+16.77%
2001N/A+24.98%
2000N/A+2.27%
1999N/A+13.44%

BJ vs WSO Drawdown Comparison

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

The maximum drawdown for WSO was -54.14%, occurring on Jan 18, 2008. Recovery took 1046 trading sessions.

The current BJ drawdown is -22.02%. The current WSO drawdown is -42.41%.

RankBJWSO
#1-38.76%
Sep 6, 2018 - May 21, 2020
-54.14%
Feb 24, 2006 - Apr 22, 2010
#2-30.12%
Apr 14, 2025 - Jun 22, 2026
-43.26%
May 23, 2000 - Mar 7, 2002
#3-27.30%
Nov 18, 2021 - Aug 18, 2022
-42.84%
Nov 25, 2024 - Jul 31, 2026
#4-23.67%
Nov 10, 2022 - May 20, 2024
-35.08%
Nov 15, 1999 - Apr 20, 2000
#5-21.78%
Jan 27, 2021 - Jul 20, 2021
-33.03%
May 3, 2002 - Sep 2, 2003
#6-21.29%
Aug 24, 2020 - Jan 27, 2021
-29.53%
Jun 12, 2018 - Dec 6, 2019
#7-15.92%
Jul 16, 2024 - Nov 21, 2024
-28.58%
Apr 6, 2011 - Feb 1, 2012
#8-11.78%
Dec 11, 2024 - Jan 30, 2025
-27.17%
Dec 15, 2021 - Feb 2, 2023
#9-11.63%
Sep 9, 2022 - Nov 10, 2022
-24.30%
Mar 9, 2020 - Jun 9, 2020
#10-9.98%
May 22, 2020 - Jun 22, 2020
-17.92%
Apr 22, 2014 - Dec 3, 2014
#11-9.95%
Sep 3, 2021 - Oct 21, 2021
-17.41%
Oct 23, 2015 - Mar 18, 2016
#12-9.65%
Jul 13, 2018 - Aug 23, 2018
-17.17%
Apr 22, 2010 - Dec 2, 2010
#13-7.41%
Aug 24, 2018 - Aug 30, 2018
-17.14%
Apr 25, 2000 - May 22, 2000
#14-7.07%
Feb 11, 2025 - Mar 6, 2025
-16.18%
Jul 19, 2012 - Oct 4, 2012
#15-6.47%
Mar 7, 2025 - Apr 3, 2025
-15.96%
Apr 22, 2004 - Sep 21, 2004

Correlation

Correlation between BJ and WSO is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

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