Yahoo · Sep 3, 2026
DG or TJX: Which Is the Better Value Stock Right Now?
DG vs. TJX: Which Stock Is the Better Value Option?

NASDAQ · TJX
Consumer Cyclical · Apparel - Retail
$132.19
Up+$0.91 (+0.69%)
Updated Sep 4, 2026, 11:31 AM
SID Score
5.7/10
Composite research score
Smart Money
49/100
Neutral
Price performance
1M range · 21 trading sessions · Daily adjusted prices
TJX closed at $132.19 after 21 trading sessions, down 18.43% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 3, 2026 | $131.615 | $132.355 | $130.15 | $132.19 | 7.84M |
| Sep 2, 2026 | $133.36 | $133.50 | $131.18 | $131.31 | 7M |
| Sep 1, 2026 | $134.01 | $134.68 | $133.04 | $133.27 | 7.18M |
| Aug 31, 2026 | $135.10 | $135.55 | $133.08 | $133.91 | 11.95M |
| Aug 28, 2026 | $134.75 | $135.5612 | $133.55 | $135.12 | 6.8M |
| Aug 27, 2026 | $135.85 | $135.90 | $134.17 | $134.22 | 7.04M |
| Aug 26, 2026 | $139.20 | $139.25 | $136.74 | $136.83 | 10.47M |
| Aug 25, 2026 | $140.92 | $142.49 | $139.43 | $139.48 | 6.07M |
| Aug 24, 2026 | $141.19 | $141.19 | $139.17 | $140.71 | 7.31M |
| Aug 21, 2026 | $140.61 | $141.925 | $139.5891 | $140.53 | 9.7M |
| Aug 20, 2026 | $142.21 | $142.49 | $139.31 | $140.69 | 12.33M |
| Aug 19, 2026 | $144.14 | $150.535 | $141.94 | $144.50 | 12.89M |
| Aug 18, 2026 | $153.06 | $153.43 | $150.85 | $150.85 | 6.57M |
| Aug 17, 2026 | $151.00 | $153.31 | $150.4099 | $150.85 | 6.91M |
| Aug 14, 2026 | $153.21 | $153.57 | $151.7133 | $152.11 | 3.93M |
| Aug 13, 2026 | $153.00 | $154.04 | $151.43 | $153.81 | 5.38M |
| Aug 12, 2026 | $153.64 | $155.31 | $152.13 | $152.61 | 4.34M |
| Aug 11, 2026 | $157.91 | $158.9999 | $155.49 | $155.74 | 3.9M |
| Aug 10, 2026 | $160.79 | $160.845 | $158.23 | $158.82 | 4.05M |
| Aug 7, 2026 | $160.46 | $162.4999 | $159.23 | $161.36 | 4.72M |
| Aug 6, 2026 | $161.85 | $162.115 | $159.69 | $162.06 | 6.85M |
The latest Smart Investors Daily articles mentioning TJX.
TJX research
Company profile and research snapshot.
TJX Companies is the leading off-price retailer of apparel, accessories, and home merchandise in the United States. The firm leverages its more than 21,000 global vendor relationships to procure and sell branded merchandise at prices 20%-60% cheaper than conventional retail channels. TJX opportunistically purchases excess inventory that stems from manufacturing overruns and retail closeout sales. The retailer disperses its vast and disparate merchandise across its nearly 5,200 global stores, creating a treasure-hunt shopping experience for consumers. Over three quarters of TJX's sales are derived from the United States, primarily via the T.J. Maxx, Marshalls, and HomeGoods banners. About 10% of sales come from Canada and 12% from Europe and Australia.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 26, 2026 | Jefferies | Hold | — |
| Aug 20, 2026 | Wells Fargo | Equal-Weight | — |
| Aug 20, 2026 | Barclays | Overweight | — |
| Aug 20, 2026 | BTIG | Buy | — |
| Aug 20, 2026 | UBS | Buy | — |
Generated Sep 4, 2026, 11:16 AM
TJX Companies gained 0.69% today amid mixed market sentiment and renewed focus on the retailer's valuation proposition. Recent analyst discussions comparing TJX to peers like Dollar General and Five Below suggest investors are actively reassessing the off-price retailer's relative attractiveness in the current market.
Bottom line: TJX is gaining modest traction today as investors reassess its valuation appeal relative to discount retail peers, supported by encouraging HomeGoods momentum. However, the stock's ongoing underperformance versus the S&P 500 suggests structural concerns remain; investors should watch for evidence that strong banner performance can drive broader earnings growth and market re-rating.
Yahoo · Sep 3, 2026
DG vs. TJX: Which Stock Is the Better Value Option?
Yahoo · Sep 2, 2026
TJX Companies has notably underperformed the S&P 500 over the past year, but analysts are highly optimistic about the stock’s prospects.
Yahoo · Sep 1, 2026
Miniso shares hit a multi-year low after weak Q2 2026 results exposed deteriorating overseas profitability. Despite analyst downgrades, a cheap valuation and a new buyback-focused capital return plan make it a speculative rental play, not a long-term hold.
Yahoo · Sep 1, 2026
Five Below heads into Q2 earnings with rising estimates, strong merchandising momentum and a favorable setup that points to another potential beat.
Interpretive context generated from the platform’s current data sources.
The TJX Companies has experienced notable downward pressure across multiple timeframes, with shares trading at $132.22, per SID market data. The stock has declined 17.34% over the past month and 16.67% over the trailing three months, reflecting broad selling in the Consumer Cyclical sector. On a one-year basis, TJX has fallen 13.76%, underperforming the broader market. The stock currently trades well below both its 50-day moving average of $150.51 and its 200-day moving average of $155.16, according to Massive/Polygon technical data, indicating sustained bearish momentum. The 14-day relative strength index sits at an extremely oversold reading of 8.2, suggesting potential for a technical rebound. TJX carries a beta of 0.762, meaning it has historically exhibited lower volatility than the broader market. Average daily trading volume stands at approximately 5.2 million shares, with the company maintaining a market capitalization of $173.2 billion.
The TJX Companies trades at a price-to-earnings ratio of 34.22, reflecting a premium valuation relative to many Consumer Cyclical peers, per SID market data. The PEG ratio stands at an elevated 11.61, indicating that the current earnings multiple is not well supported by projected earnings growth rates. The price-to-book ratio of 18.72 further underscores the premium investors have historically assigned to TJX's asset-light, off-price retail model, according to SEC filings. The company offers a modest dividend yield of approximately 1.06%, providing limited income support during the recent drawdown. Despite the steep price decline of over 17% in the past month, valuation multiples remain stretched on both an absolute and growth-adjusted basis. The elevated PEG ratio in particular suggests that the market continues to price in expectations that may exceed the company's current earnings trajectory, leaving limited margin of safety at present levels.
Smart money indicators for The TJX Companies present a mixed picture, with the composite smart money score registering at 49 out of 100, signaling a neutral stance, per SID market data. Institutional ownership sentiment scores a perfect 25 out of 25, indicating robust confidence among large fund managers, according to 13F institutional filings. Congressional trading activity is also elevated at 15.6 out of 25, suggesting notable interest from legislative investors. In contrast, the insider score sits at 0.0 out of 25, and dark pool activity registers at just 8.5 out of 25, reflecting limited conviction from those channels. However, SEC Form 4 filings reveal 20 insider transactions over the past 90 days, with 14 purchases compared to only 6 sales — a ratio that suggests insiders have been net buyers during the recent price weakness. This divergence between the low insider composite score and the favorable buy-to-sell ratio warrants careful monitoring as the stock navigates its current downtrend.
The TJX Companies has delivered four consecutive quarters of earnings beats, according to company earnings reports. In the most recent quarter ending August 2026, TJX reported earnings per share of $1.22 versus the consensus estimate of $1.19, a positive surprise of $0.03. The prior quarter saw a more substantial beat, with actual EPS of $1.19 against estimates of $1.00, representing a $0.19 upside surprise. The February 2026 quarter produced EPS of $1.43 versus the $1.38 estimate, while the December 2025 quarter delivered $1.28 against the $1.2343 consensus, per analyst estimates. The consistent pattern of exceeding expectations demonstrates management's ability to execute operationally, even amid a challenging retail environment. The magnitude of beats has varied from $0.03 to $0.19 per share, with the strongest outperformance occurring in the May 2026 reporting period. The next earnings report is scheduled for August 19, 2026.
Wall Street analyst sentiment on The TJX Companies has shown a recent divergence following the latest earnings release, per SID consensus data. On August 26, 2026, Jefferies downgraded TJX from Buy to Hold, representing the most notable rating change in the recent cycle, according to Wall Street analyst reports. However, multiple firms maintained their constructive outlooks on August 20, 2026: Barclays reiterated an Overweight rating, UBS maintained a Buy rating, and BTIG reiterated its Buy recommendation. Wells Fargo held its Equal-Weight rating unchanged. The balance of recent coverage tilts toward the positive side, with three of five analysts maintaining Buy or Overweight equivalent ratings versus one Hold and one Equal-Weight. The Jefferies downgrade stands out as a contrarian signal among a largely bullish consensus, potentially reflecting concerns about TJX's elevated valuation multiples, including its 34.22 P/E ratio, amid the stock's significant recent decline of over 17% in the trailing month.


The latest Smart Investors Daily articles mentioning TJX.