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TJX$152.66-1.35%
Fair $152.66+0.0%

TJX

The TJX Companies, Inc.

Consumer Cyclical / Apparel RetailNYSE

$152.66

-2.09 (-1.35%)

Fairly Valued+0.0%Fair Value $152.66Fund rank 32/100 · Data gapFallback financials|
SA 46/C
F-Score: 7/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.3B · quality 63.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

46/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 0unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · TJXLocal privado en este navegador · The TJX Companies, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$168.8B

P/E

29.7x

↑

EV/EBITDA

20.8x

↑

ROE

53.9%

↑

Gross Margin

31.0%

↑

Debt/Equity

1.32

↑
52-Week Range$153
$120$166

TradingView lightweight chart

TJX price, volumen y niveles de valoración

Último $152.66Periodo +5912.5%
Fair value: $152.66

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2026 · 18 años de histórico normalizado

Revenue CAGR

+6.8%

FCF CAGR

+10.3%

FCF margin

8.1%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $60.37B · net income $5.49B · FCF $4.92B

2008-FY → 2026-FY

Gross margin

31.0%— pts

Operating margin

11.9%— pts

Net margin

9.1%+4.9% pts

FCF margin

8.1%+3.5% pts
MetricTTM
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$60.37B$60.37B$56.36B$54.22B$49.94B————$35.86B$33.18B$30.94B$29.08B$27.42B$25.88B$23.19B$21.94B$20.29B$19.00B$18.34B
Net Income$5.49B$5.49B$4.86B$4.47B$3.50B$3.28B$90.0M$3.27B—$2.61B$2.30B$2.28B$2.22B$2.14B$1.91B$1.50B$1.34B$1.21B$880.6M$771.8M
EBITDA$8.62B$8.62B$7.66B$7.01B$5.61B————$5.13B$4.92B$4.72B$4.52B$4.23B$3.95B$469.1M$468.3M———
EPS4.874.874.263.862.972.700.072.67—2.021.731.671.571.471.270.960.820.710.500.41
Gross Margin31.0%31.0%30.6%30.0%27.6%———————————————
Operating Margin11.9%11.9%11.2%10.7%9.7%————12.3%12.8%13.3%13.5%13.4%13.3%-0.1%0.0%———
Net Margin9.1%9.1%8.6%8.3%7.0%————7.3%6.9%7.4%7.6%7.8%7.4%6.5%6.1%6.0%4.6%4.2%
Balance Sheet
Debt/Equity1.321.321.521.722.000.560.910.38—0.430.490.380.380.300.210.24————
Current Ratio1.141.14——————————————————
Cash Flow
Free Cash Flow$4.92B$4.92B$4.20B$4.33B$2.63B$2.01B$3.99B$2.84B—$1.97B$2.60B——$1.64B$2.07B$1.11B$1.27B$1.84B$571.6M$847.8M
Returns
ROE53.9%53.9%58.0%61.3%55.0%54.7%1.5%55.0%—50.7%51.0%52.9%51.9%50.5%52.0%46.6%————
Valuation
P/E29.7029.7029.2725.5827.11———————————————
EV/EBITDA20.8220.8219.5517.3218.21———————————————
P/B16.9016.9016.9715.6714.90———————————————
Growth & Yield
Revenue Growth7.1%7.1%4.0%8.6%—————8.1%7.2%6.4%6.0%6.0%11.6%5.7%8.2%6.8%3.6%—
EPS Growth14.3%14.3%10.4%30.0%—3757.1%-97.4%——16.8%3.9%5.7%7.1%15.3%32.1%17.0%16.2%42.0%20.5%—
Dividend Yield1.2%1.2%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

40.6%

muy exigente

EPS terminal req.

$13.55

Spread vs growth

-26.3%

5Y implied EPS CAGR

27.5%

muy exigente

EPS terminal req.

$16.39

Spread vs growth

-13.2%

10Y implied EPS CAGR

18.4%

exigente

EPS terminal req.

$26.40

Spread vs growth

-4.1%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +21.5%

Total return

+21.5%

Start / end P/E

29.8x → 31.3x

EPS bridge

4.26 → 4.87

Residual

+0.7%

EPS growth+14.3%
Multiple rerating+5.2%
Dividend+1.2%
Residual / FX / buybacks / cross-term+0.7%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.