BJ vs TBBB: BJs Wholesale Club and BBB Foods compared
The short version
From the latest prices and each company's SEC filings. Who's ahead on each measure, not which to buy.
- BJs Wholesale Club is the larger company, worth $12.8B, about 1.9 times BBB Foods.
- BBB Foods grew revenue faster over the last year (+36.1% vs +15.7%).
- BJs Wholesale Club keeps more of each dollar of revenue as operating profit (3.8% vs -0.9%).
Side by side
The stronger figure is shaded where higher (or, for valuation multiples, lower) reads as better. How the implied growth works.
| Measure | BJ | TBBB |
|---|---|---|
| Market cap | $12.8B | $6.8B |
| Share price | $99.04 | $55.59 |
| Revenue (last fiscal year) | $21.5B | $78.2B |
| Free cash flow (last fiscal year) | $328M | $1.1B |
| Revenue growth, last year | +15.7% | +36.1% |
| Revenue growth per year, last 5 fiscal years | +6.5% | +35.6% |
| Operating margin | 3.8% | -0.86% |
| Net margin | 2.6% | -3.6% |
| Return on equity | 27.1% | -68.8% |
| P/E (trailing) | 23.0x | — |
| Price / free cash flow | 38.8x | 6.00x |
| EV / EBITDA | 13.0x | 99.0x |
| FCF growth the price implies | 13.8% | — |
| Dividend yield | — | — |
| Debt / equity | 2.64x | 6.40x |
| Fundamental grade | C | F |
| Superinvestors holding it | 5 | 3 |
| Insider purchases, last 12 months | 4 | 0 |
Results from SEC filings
Revenue and free cash flow by fiscal year, from each company's 10-K filings.
BJs Wholesale Club
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2022 | $16.7B | $508M | 3.7% |
| 2023 | $19.3B | $390M | 3.8% |
| 2024 | $20.0B | $252M | 4.0% |
| 2025 | $20.5B | $313M | 3.8% |
| 2026 | $21.5B | $328M | 3.8% |
BBB Foods
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2021 | $23.1B | $832M | 1.7% |
| 2022 | $32.6B | $991M | 1.6% |
| 2023 | $44.1B | $1.3B | 1.8% |
| 2024 | $57.4B | $1.3B | 2.3% |
| 2025 | $78.2B | $1.1B | -0.86% |
Where the revenue comes from
BJs Wholesale Club · by products, 2026
Net sales$21.0B98%
Membership fee income$500M2%
BBB Foods · by products, 2025
Private Label$45.4B58%
Branded$28.0B36%
Spot$4.5B6%
Other$82M0%
Compare them in fullFifteen years of statements, quarterly results, DCF and IRR models, and any number of peers side by side.
Open BJ in InvestinglyQuestions
Which is bigger, BJs Wholesale Club or BBB Foods?
BJs Wholesale Club (BJ), at $12.8B against $6.8B.
Which grows faster, BJ or TBBB?
BBB Foods: revenue grew +36.1% over the last year, against +15.7%.
Prices and ratios as of the last daily update; statements from SEC filings. Information only, not investment advice.