Professional
Added to YB: 2026-09-23
Pitch date: 2026-07-24
TJX [bullish]
The TJX Companies, Inc.
-15.38%
current return
Author Info
No bio for this author
Company Info
The TJX Companies, Inc., together with its subsidiaries, operates as an off-price apparel and home fashions retailer worldwide.
Market Cap
$140.0B
Pitch Price
$155.50
Price Target
N/A
Dividend
1.51%
EV/EBITDA
11.59
P/E
23.55
EV/Sales
2.38
Sector
Specialty Retail
Category
growth
Fundsmith Equity Fund New Position: The TJX Companies, Inc.
TJX: TJX’s agile supply chain, 1,400+ specialized buyers and decades-long relationships with premium brands enable it to source excess inventory at steep discounts from 21,000 global vendors. Its unpredictable “treasure hunt” experience is difficult for e-commerce to replicate, while store expansion and share gains from traditional department stores support growth. ROIC is 33%, though the free-cash-flow yield is only 3.1%.
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