TORVANTA
Consumer Discretionary · S&P 500 · data as of 2026-10-05

TJX stock analysis: TJX Companies

TJX Companies (TJX) is an S&P 500 company in Apparel Retail. It grades weakest on value.

The model's view of TJX · subscribers

Where TJX ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with TJX · updated 2026-10-05 · from prices and SEC filings

TJX price performance

TJX against the S&P 500, one year
-10%+0%+10%+20%S&P 500 +18%TJX -5%2025-09-292026-10-05
Year to date-11.7%S&P 500 +14.5% · behind by 26.2 pts
1 year-3.8%S&P 500 +17.0% · behind by 20.8 pts
3 years+59.1%S&P 500 +89.3% · behind by 30.2 pts
5 years+121.9%S&P 500 +91.3% · ahead by 30.6 pts

Total returns with dividends reinvested.

TJX factor grades

Each grade compares TJX with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

C-ValueP/E 24.9x (sector 18.9x)FCF yield 4.0% (sector 5.3%)
BGrowthRevenue growth +8% (sector +6%)EPS growth +23% (sector +5%)
C+Profitability
C+Momentum12-month change -4%From 52-wk high -20%

TJX in plain numbers

TJX key statistics

SectorConsumer Discretionary
IndustryApparel Retail
IndexS&P 500
Market value$147.8B
Revenue growth (y/y)+8%
Free-cash-flow yield4.0%
Dividend yield1.4%
Next earnings (expected)2026-11-18
Valuation measures
Market value$147.8B
Enterprise value$144.7B
P/E (trailing)24.9x
Forward P/E (Torvanta estimate)22.9x
PEG (Torvanta estimate)2.65
Price / sales2.4x
Price / book13.9x
EV / revenue2.3x
Financial highlights
Revenue, last 12 months$62.4B
Net income, last 12 months$6.1B
EPS, last 12 months (GAAP)$5.40
Gross margin32.0%
Net margin9.7%
Return on equity62.2%
Cash$6.0B
Total debt$2.9B
Debt / equity0.27x
Free cash flow, last 12 months$5.9B
Current ratio1.15x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

TJX earnings trends

Revenue vs earnings
$0$4.4B$8.9B$13.3B$17.7BOct 2024 Revenue: $14.1BJan 2025 Revenue: $16.4BApr 2025 Revenue: $13.1BJul 2025 Revenue: $14.4BOct 2025 Revenue: $15.1BJan 2026 Revenue: $17.7BApr 2026 Revenue: $14.3BJul 2026 Revenue: $15.2BOct 2024 Net income: $1.3BJan 2025 Net income: $1.4BApr 2025 Net income: $1.0BJul 2025 Net income: $1.2BOct 2025 Net income: $1.4BJan 2026 Net income: $1.8BApr 2026 Net income: $1.3BJul 2026 Net income: $1.5BOct 2024Jan 2025Apr 2025Jul 2025Oct 2025Jan 2026Apr 2026Jul 2026Net margin: 9.2%Net margin: 8.6%Net margin: 7.9%Net margin: 8.6%Net margin: 9.5%Net margin: 10.0%Net margin: 9.3%Net margin: 10.0%0%5%10%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.4$0.8$1.2$1.6Oct 2024 EPS (GAAP, diluted): $1.1Jan 2025 EPS (GAAP, diluted): $1.2Apr 2025 EPS (GAAP, diluted): $0.9Jul 2025 EPS (GAAP, diluted): $1.1Oct 2025 EPS (GAAP, diluted): $1.3Jan 2026 EPS (GAAP, diluted): $1.6Apr 2026 EPS (GAAP, diluted): $1.2Jul 2026 EPS (GAAP, diluted): $1.4Oct 2024Jan 2025Apr 2025Jul 2025Oct 2025Jan 2026Apr 2026Jul 2026■ EPS (GAAP, diluted) Change from a year earlier: Oct 2025 +12% · Jan 2026 +28% · Apr 2026 +29% · Jul 2026 +24%

From the company's 10-Q and 10-K filings with the SEC.

TJX Companies financials (from SEC filings)

Fiscal yearFY2022FY2023FY2024FY2025FY2026
Revenue$48.5B$49.9B$54.2B$56.4B$60.4B
Net income$3.3B$3.5B$4.5B$4.9B$5.5B
EPS (GAAP)$2.70$2.98$3.85$4.26$4.87
Free cash flow$2.0B$2.6B$4.3B$4.2B$4.9B

TJX earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-19$1.36+24%+5%-6.1%
2026-05-20$1.19+29%+9%+3.3%
2026-02-25$1.57+28%+9%+0.4%
2025-11-19$1.28+12%+7%+2.9%
2025-08-20$1.10+15%+7%+2.8%
2025-05-21$0.92-1%+5%-2.3%

About TJX Companies

HeadquartersFramingham, MA
Industry (SEC code)Retail-Family Clothing Stores
Fiscal year endsFebruary 1
Incorporated inDE
Listed onNYSE
FormerlyTJX COMPANIES INC /DE/

From the company's SEC registration record.

Companies similar to TJX

CompanyMarket valueP/ERevenue growthOperating margin12-month change
TJX TJX Companies$147.8B24.9x+8%n/a-4%
MCD McDonalds$164.9B18.9x+6%46.2%-21%compare
BKNG Booking Holdings$119.0B1.2x+13%32.9%-26%compare
SBUX Starbucks$107.7B54.3x+4%7.8%+12%compare
LOW Lowes$100.7B15.2x+8%11.4%-26%
ABNB Airbnb$97.9Bn/a+14%20.8%+36%
MAR Marriott$92.8B36.8x+5%15.8%+34%

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Frequently asked questions

Is TJX stock a buy?

Torvanta does not tell individuals what to buy. Its grades for TJX are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is TJX's P/E ratio?

TJX trades at about 24.9 times its last 12 months of GAAP earnings reported to the SEC, and about 22.9 times Torvanta's own estimate of the next 12 months.

When does TJX report earnings next?

Based on its filing history, Torvanta expects TJX Companies to report around 2026-11-18.

Does TJX pay a dividend?

Yes. Its dividend yield is about 1.4%, and it has raised its dividend 5 years in a row.

How has TJX performed against the S&P 500?

Over the past year TJX returned -3.8%, against +17.0% for the S&P 500, dividends reinvested.

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Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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