Ross Stores vs TJX Companies
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KIRA’s take AI analyst
I put Ross Stores and TJX Companies side by side, using each one’s latest annual report. Here is what stands out:
- TJX Companies is the larger business, with $60.4B of revenue in fiscal 2026 against $22.8B for Ross Stores, about 2.7 times as much.
- Ross Stores grew revenue faster (7.7%, against 7.1%).
- Ross Stores turned more of its sales into free cash flow (9.7% FCF margin, against 8.1%).
- TJX Companies earned a higher return on the capital invested in it (87.1%, against 67.0%).
- Investors pay more for each dollar of Ross Stores’s earnings: a P/E of 27.8x against 26.9x for TJX Companies.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Ross Stores
ROST
5/10
Revenue growthNet marginFCF marginNet debt / EBITDAShare count change
TJX Companies
TJX
5/10
5-year growthGross marginReturn on capitalReturn on equityPiotroski F-score
Side by side
Best in the row
| Latest fiscal year | ROST FY25 | TJX FY26 |
|---|---|---|
| Size | ||
| Market cap | $73.2B | $162.0B |
| Revenue | $22.8B | $60.4B |
| Free cash flow | $2.2B | $4.9B |
| Net income | $2.1B | $5.5B |
| Growth | ||
| Revenue growth | 7.7% | 7.1% |
| 5-year growth | 12.7% | 13.4% |
| Share count change | −2.0% | −1.2% |
| Profitability | ||
| Gross margin | 27.7% | 31.0% |
| Operating margin | 11.9% | — |
| Net margin | 9.4% | 9.1% |
| FCF margin | 9.7% | 8.1% |
| Return on capital | 67.0% | 87.1% |
| Return on equity | 36.7% | 59.1% |
| Balance sheet | ||
| Net debt | −$3.1B | −$3.4B |
| Net debt / EBITDA | −1.0x | −0.4x |
| Dividends and buybacks | $1.6B | $4.4B |
| Valuation & quality | ||
| P/E | 27.8x | 26.9x |
| Piotroski F-score | 6 | 8 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.