BJ's Restaurants, Inc. (BJRI)
NASDAQConsumer DiscretionaryRestaurantsSnapshot 2026-09-04
NASDAQConsumer DiscretionaryRestaurantsSnapshot 2026-09-04
Research Workspace
Put BJRI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Restaurants is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is slowing — up about 4% over the past year and decelerating.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskBJRI's growth depends on maintaining strong comparable restaurant sales growth. The company projects 3%-4% growth for FY2026, supported by recent earnings that beat expectations by 8%. It trades at 27× P/E versus a peer median of 17×, indicating that the price reflects less growth than anticipated. If BJRI cuts guidance after recently raising it, that could damage credibility and the stock. Peer multiples imply a price about 13% below where it trades (it looks expensive on this basis). Our read is provisional.
Trailing returns as of 2026-09-04. BJRI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering BJRI (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare BJRI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BJRI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Restaurants — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put BJRI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Executive departure may impact strategic direction and investor confidence.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Executive selling shares may raise concerns about leadership confidence.

Advances: Drive comparable restaurant sales growth
Continued traffic growth supports sales growth objective.
Advances: Drive comparable restaurant sales growth
Positive sales growth projection supports growth objectives.

Advances: Comparable restaurant sales growth of 1% to 3%
Q2 sales growth aligns with comparable sales objectives.
Threatens: Comparable restaurant sales growth of 1% to 3%
Stock slip indicates market skepticism despite sales forecast.
