تحلیل اختیاری محصول
با اجازه شما، از تحلیلهای محدود و حریمخصوصیمحور استفاده میکنیم تا مسیرهای پژوهشی مؤثر را بشناسیم. از ردیاب تبلیغاتی یا بازپخش نشست استفاده نمیکنیم. این انتخاب را میتوانید در تنظیمات تغییر دهید. بخوانید سیاست حفظ حریم خصوصی.
The TJX Companies, Inc.'s published Reduce conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $145.4B | |
|---|---|---|
| P/E (forward) | 24.9x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-01-29 | 2023-01-28 | 2024-02-03 | 2025-02-01 | 2026-01-31 | Trend |
| Revenue | $48.55B | $49.94B | $54.22B | $56.36B | $60.37B | +5.6% |
| Gross profit | $13.84B | $13.79B | $16.27B | $17.25B | $18.69B | +7.8% |
| Operating income | $4.52B | $4.72B | $6.05B | $6.56B | $7.30B | +12.7% |
| Net income | $3.28B | $3.50B | $4.47B | $4.86B | $5.49B | +13.7% |
| EPS (diluted) | $2.70 | $2.97 | $3.86 | $4.26 | $4.87 | +15.9% |
| EBITDA | $5.39B | $5.61B | $7.01B | $7.66B | $8.55B | +12.2% |
| R&D | — | — | — | — | — | — |
| SG&A | $9.08B | $8.93B | $10.47B | $10.95B | $11.52B | +6.1% |
Recent company headlines from major financial publishers.
The base case represents the modal expected compounding path. Consolidated revenue grows at 4.5% to 5.5% annually, anchored by Marmaxx same-store sales growth of 3% to 4% and disciplined store expansion across Europe and Canada. Operating margins normalize around 12.0% in line with management guidance. Free cash flow conversion remains robust, supporting ongoing dividend growth and share repurchases at approximately 1% annually, aligning with our Fair value midpoint of $112.24.
In the bull case, off-price retail captures accelerated market share from accelerated department store closures and competitor rationalization. HomeGoods maintains elevated comparable sales growth, while international banners achieve rapid scale and margin expansion. Top-line revenue expands at accelerated rates with operating margins reaching peak levels, driving robust earnings growth and valuation multiple expansion toward historical peaks.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 7.2% | $119 | $124 | $130 | $138 | $148 |
| 7.7% | $112 | $115 | $120 | $126 | $133 |
| 8.2% | $106 | $109 | $112 | $117 | $122 |
| 8.7% | $101 | $103 | $106 | $109 | $113 |
| 9.2% | $96.0 | $98.0 | $100 | $103 | $106 |
Upcoming earnings date and setup when available.
رتبهای که نسخهٔ پژوهشی منتشرشدهٔ هر ماه داشت. رتبه قیمت در تاریخ تحلیل را با ارزش منصفانه مقایسه میکند و سابقهای از درستی یا نادرستی ارزیابی نیست.
| سال | دی | بهمن | اسفند | فروردین | اردیبهشت | خرداد | تیر | مرداد | شهریور | مهر | آبان | آذر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
