Consumer Cyclical
The TJX Companies, Inc.(TJX)
Live Price
Offline$168.34
+0.41% today
Window Change
+18.17%
Window
Jun 23, 2025 β May 15, 2026
- Market Cap
- $174.15B
- Revenue Growth
- +7.1%
- EPS Growth
- +13.5%
- Dividend Yield
- 1.1%
Coverage: 227 bars Β· Jun 23, 2025 β May 15, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
The TJX Companies, Inc. (TJX) is a Consumer Cyclical stock with a market cap of $174.15B and listed on NYSE. The stock last traded around $168.34 and up 18.2% across the available one-year price window (Jun 23, 2025 β May 15, 2026). Baseline metrics include revenue growth of +7.1%, EPS growth of +13.5%, a dividend yield of 1.1%. What stands out right now is revenue +7.1%, EPS +13.5%, free cash flow +15.7% with operating margin 12.0% and ROIC 21.8%. The dividend is present but secondary, with a yield around 1.1%. Valuation already assumes a fairly strong business story at P/E 32.1 and price/sales 2.9. Stock Foundry combines TJX price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+7.1% vs +7.5% peer median
Operating Margin
Above sector median
+12.0% vs +8.4% peer median
P/E
Above sector median
32.1 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 20, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +7.1% and EPS at +13.5%, with operating margin around 12.0%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 1.1%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +2.7% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Feb 25, 2026 | +2.9% | +1.8% | +3.8% | +2.5% |
2025 Nov 19, 2025 | +4.1% | +1.5% | +5.0% | +6.2% |
2025 Aug 20, 2025 | +8.9% | -0.5% | -0.8% | +1.2% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
TJX
β
Normalized return
SPY
β
S&P 500
Excess Return
β
Relative to SPY
TJX Max Drawdown
-10.89%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for TJX and SPY.
Company Overview
The TJX Companies, Inc.
New York Stock Exchange
The TJX Companies, Inc., together with its subsidiaries, operates as an off-price apparel and home fashions retailer. It operates through four segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. The company sells family apparel, including footwear and accessories; home fashions, such as home basics, furniture, rugs, lighting products, giftware, soft home products, decorative accessories, tabletop, and cookware, as well as expanded pet, kids, and gourmet food departments; jewelry and accessories; and other merchandise. As of February 23, 2022, it operated 1,284 T.J. Maxx, 1,148 Marshalls, 850 HomeGoods, 59 Sierra, and 39 Homesense stores, as well as tjmaxx.com, marshalls.com, and sierra.com in the United States; 293 Winners, 147 HomeSense, and 106 Marshalls stores in Canada; 618 T.K. Maxx and 77 Homesense stores, as well as tkmaxx.com in Europe; and 68 T.K. Maxx stores in Australia. The company was incorporated in 1962 and is headquartered in Framingham, Massachusetts.
- Leadership
- Ernie L. Herrman
- IPO Date
- Jun 26, 1987
- Employees
- 364.0k
- Street Address
- 770 Cochituate Road
- Mailing
- Framingham, MA, 01701
- Region
- Framingham, MA, US
- Reporting Currency
- USD
- Investor Line
- 508 390 1000
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 32.1
- EV/EBITDA
- 21.9
- Price/Sales
- 2.9
- Price/Book
- 17.3
Growth
- Revenue
- +7.1%
- EPS
- +13.5%
- Free Cash Flow
- +15.7%
Profitability
- Gross Margin
- 31.1%
- Operating Margin
- 12.0%
- Net Margin
- 9.1%
- ROE
- 59.5%
- ROIC
- 21.8%
Balance Sheet
- Debt/Equity
- 1.32
- Current Ratio
- 1.14
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.