Walmart vs BJ's Wholesale: Which Retailer Is a Better Buy?

2026-03-06 21:56:00 ET

If you compare the latest quarterly results from Walmart (NASDAQ: WMT) and BJ's Wholesale Club (NYSE: BJ) , one contrast is impossible to ignore. In its fiscal fourth quarter, Walmart's operating income jumped 10.8% year over year, easily outpacing its 5.6% revenue growth. BJ's, meanwhile, saw its total revenue increase by the exact same 5.6% in its most recent quarter, but its operating income actually slipped 0.2% year over year.

But BJ's does have an edge on its much larger competitor in one crucial area: valuation .

So, which stock is the better buy today: the better operator with a demanding valuation, or the cheaper warehouse club?

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