TJX Companies, Inc.

TJX Companies, Inc.

TJX

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Market Cap$171.28B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
TJX Companies, Inc.TJX Companies, Inc.29.91.13%56%2.91.4

Earnings Call Q1 2027

May 20, 2026 - AI Summary

Q1 results: strong beat vs plan across the board (good + surprising) - Consolidated comp sales +6% (above plan), driven equally by higher average basket and more customer transactions. - All divisions delivered comp growth and transaction increases (no division “lagging”). - Pretax profit margin: 12% (+170 bps YoY), well above plan; gross margin: 31.3% (+180 bps YoY). - EPS: $1.19 (+29% YoY), well above plan (profitability leverage + merchandise margin strength + fuel hedge benefit). - Key margin drivers cited: higher merchandise margin, favorable inventory, fuel hedges, and SG&A expense leverage.
Divisional performance highlights (good, broadly based) - Marmaxx: comp +6%; segment profit margin +100 bps to 14.7%. - HomeGoods: comp +9% (remarkable); segment profit margin +270 bps to 12.9%. - TJX Canada: comp +7%; profit margin +100 bps (constant currency) to ~4.7–ish (exact figure partly obscured). - TJX International: comp +4%; profit margin +40 bps (constant currency) to 4.7%. - Spain expansion: opened first store in Spain with “terrific” customer response; management confident in further share gains.
Inventory + capital return (good, with shareholder focus) - Inventory balance up 8% and inventory per store up 7%, with management saying availability/positioning is strong (supports growth and assortment freshness). - Capital return: returned $1.1B to shareholders in Q1 via buyback + dividend. - Raised fiscal 2027 share buyback guidance to $2.75B–$3.0B (more opportunistic repurchases at favorable prices).

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$182.20

Target Price by Analysts

14.9% upsideTJX Companies Target Price DetailsTarget Price
$100.19

Current Fair Value

36.8% downside

Overvalued by 36.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$171.28 Billion
Enterprise Value$179.88 Billion
Dividend Yield$1.75 (1.13%)
Earnings per Share$4.89
Beta0.64
Outstanding Shares1,120,000,000

Return

Return on Equity55.66%ROE
Return on Assets16.01%
Return on Invested Capital32.79%

Valuation & Multiples

P/E Ratio29.93P/E Ratio
PEG104.77PEG
Price to Sales2.94Price to Sales
Price to Book Ratio17.63Price to Book Ratio
Enterprise Value to Revenue2.92
Enterprise Value to EBIT23.54
Enterprise Value to Net Income31
Total Debt to Enterprise0.08
Debt to Equity1.36Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 20, 2026
EPS Estimate
$1.02
Average shareholder expectation
Revenue Estimate
$14.02 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 19, 2026
EPS Estimate
$1.17
Average shareholder expectation
Revenue Estimate
$15.18 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.8315▼ 6.27%
Total Calls4,561,469▼ 22.91%
Total Puts3,793,058▼ 28.32%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %88.85%▼ 0.70%
Total Invested$158.74B▲ 2.60%
Investors Holding2,770▲ 23.00%

ESG Score

No data

About TJX Companies, Inc.

CEO: Ernie Herrman

Relevant Senate Committees

Joint Committee on Taxation

This committee's role in developing and analyzing tax legislation, and providing revenue estimates, directly influences corporate tax structures and the overall tax burden, significantly impacting TJX's financial performance.

Finance

As the primary committee for taxation and trade, its decisions on corporate tax policy and tariffs on imported goods (clothing, accessories) have a direct and substantial impact on TJX's profitability and supply chain costs.

Health, Education, Labor, and Pensions

This committee directly influences labor laws, including minimum wage, workplace safety, and union regulations. These policies have a significant and direct impact on TJX's operational costs and workforce management.

Commerce, Science, and Transportation

This committee's oversight of the FTC directly impacts consumer protection, advertising standards, and antitrust regulations relevant to all retailers. Its jurisdiction over interstate commerce also affects TJX's logistics and operations.