TJX Companies (TJX)
NYSEConsumer DiscretionaryApparel RetailSnapshot 2026-07-07
$154.10+1.84%
Close 2026-07-07 · 1-day change
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Track TJX free→Intact: The reason to own it still holds.
TJX grows sales about 6% yearly, beating its 3-4% target. Profit margins are strong near 12%. The company buys back billions in stock, returning cash to shareholders. It has a solid track record of earnings beats.
TJX trades at a high price with a PE near 30, well above peers at 13.6. Revenue growth could slow below 6%. Rising costs or weaker sales could pressure profit margins and cash returns.
The market prices in about 6.4% revenue growth and a stretched valuation 29% above our fair value near $119. Our fair value is 36% below the Street median, reflecting caution on growth sustainability.
Breaks if: pretax profit margin falls below 11.9% in FY27
The company plans to increase its pretax profit margin outlook to 11.9% to 12.0% for FY27.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 2 of last 2 quarters. Q1 FY27 pretax profit margin was 12.0%, up 1.7 percentage points from last year's 10.3%. The company is delivering on its priority to increase the pretax profit margin.
“CEO: 'Pretax profit margin of 12.0%, up 1.7 percentage points versus last year.'”
“CEO: 'Pretax profit margin to be in the range of 11.9% to 12.0%.'”
Breaks if: comparable sales growth falls below 3% in FY27
The company aims to increase its full year FY27 comparable sales growth to 3% to 4%.
Stated in 2 of last 2 quarters. Q1 FY27 consolidated comparable sales increased 6%, exceeding the previous guidance of 3% to 4%. The company is delivering on its stated priority to increase sales growth.
“CEO: 'We are raising our sales and profitability guidance for the full year.'”
“CEO: 'Full year FY27 comp sales growth to be up 3% to 4%.'”
Breaks if: annual share buybacks fall below $2.75 billion in FY27
The company plans to increase its share buyback range to $2.75 to $3.0 billion for FY27.
Stated in 2 of last 2 quarters. The company repurchased 3.8 million shares for $604 million in Q1 FY27, progressing towards the increased buyback range of $2.75 to $3.0 billion. The trajectory is delivering on this capital allocation priority.
“CEO: 'Increasing share buyback range to $2.75 to $3.0 billion.'”
“CEO: 'Plan to repurchase approximately $2.50 to $2.75 billion of TJX stock.'”