Is It Too Late To Consider TJX Companies (TJX) After Strong Multi Year Share Gains

Simply Wall St.02-13

If you are wondering whether TJX Companies is still good value at around US$150.75 per share, you are not alone. Many investors are asking if the current price fairly reflects the off price retailer's...

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Many investors are asking if the current price fairly reflects the off price retailer's...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-tjx/tjx-companies/news/is-it-too-late-to-consider-tjx-companies-tjx-after-strong-mu\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late To Consider TJX Companies (TJX) After Strong Multi Year Share Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late To Consider TJX Companies (TJX) After Strong Multi Year Share Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-13 00:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/retail/nyse-tjx/tjx-companies/news/is-it-too-late-to-consider-tjx-companies-tjx-after-strong-mu><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are wondering whether TJX Companies is still good value at around US$150.75 per share, you are not alone. Many investors are asking if the current price fairly reflects the off price retailer's...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-tjx/tjx-companies/news/is-it-too-late-to-consider-tjx-companies-tjx-after-strong-mu\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1623119135.USD","symbol_name":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","start_time":0,"source_url":"https://simplywall.st/stocks/us/retail/nyse-tjx/tjx-companies/news/is-it-too-late-to-consider-tjx-companies-tjx-after-strong-mu","article_id":"2611975415","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/306688-main-header/1756202935158"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/retail/nyse-tjx/tjx-companies/news/is-it-too-late-to-consider-tjx-companies-tjx-after-strong-mu","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611975415","pubTimestamp":1770913820,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"If you are wondering whether TJX Companies is still good value at around US$150.75 per share, you are not alone. Many investors are asking if the current price fairly reflects the off price retailer's strengths and risks.\nThe stock has seen a 2.1% decline over the past week and a 4.0% decline over the last month, yet it sits on a 23.0% return over 1 year, 94.7% over 3 years and 142.7% over 5 years, which raises questions about what is already priced in.\nRecent coverage around TJX has focused...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4588":"碎股","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4094":"服装零售","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","TJX":"The TJX Companies Inc.","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","BK4585":"ETF&股票定投概念","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","BK4592":"伊斯兰概念","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD"},"translate_title":"在多年股价强劲上涨后，考虑TJX Companies(TJX)是否为时已晚","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCF":1,"TJX":1.5},"content_text":"If you are wondering whether TJX Companies is still good value at around US$150.75 per share, you are not alone. Many investors are asking if the current price fairly reflects the off price retailer's strengths and risks. The stock has seen a 2.1% decline over the past week and a 4.0% decline over the last month, yet it sits on a 23.0% return over 1 year, 94.7% over 3 years and 142.7% over 5 years, which raises questions about what is already priced in. Recent coverage around TJX has focused on its position as a major off price retailer and how that role fits into consumer spending trends. This helps frame how investors think about resilience and sensitivity to shifts in demand and provides context when weighing short term price moves against the longer term story that the market appears to be reacting to. Despite all of this, TJX holds a valuation score of 0 out of 6, which suggests the usual valuation checks do not currently flag it as undervalued. Next, we will look at how different valuation methods assess the stock and later return to a more practical way to think about what that means for your own process.  TJX Companies scores just 0/6 on our valuation checks. See what other red flags we found in the full valuation breakdown. AdvertisementApproach 1: TJX Companies Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow, or DCF, model estimates what a company might be worth by projecting its future cash flows and then discounting those back to today to reflect risk and the time value of money. For TJX Companies, the model used is a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The latest twelve month free cash flow is about $4.49b. Analyst inputs and subsequent extrapolations suggest free cash flow of $4.54b in 2026 and $6.48b by 2030, with Simply Wall St extending estimates out to 2035 using gradually moderating growth assumptions. When all these projected cash flows are discounted back to today in US$, the model arrives at an estimated intrinsic value of about $99.62 per share. Compared with a current share price around $150.75, the DCF output points to the stock trading at roughly a 51.3% premium to this cash flow based estimate. On this model, TJX screens as overvalued. Result: OVERVALUED Our Discounted Cash Flow (DCF) analysis suggests TJX Companies may be overvalued by 51.3%. Discover 51 high quality undervalued stocks or create your own screener to find better value opportunities. TJX Discounted Cash Flow as at Feb 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for TJX Companies. Approach 2: TJX Companies Price vs Earnings For a profitable business like TJX Companies, the P/E ratio is a useful way to relate what you pay for each share to the earnings that support it. Investors usually accept a higher P/E when they expect stronger growth or see lower risk, and a lower P/E when they are more cautious about a company’s outlook or volatility. TJX currently trades on a P/E of about 32.7x. That is higher than the Specialty Retail industry average of around 20.4x and also above the peer group average of roughly 22.2x. This suggests the market is willing to pay a premium for TJX compared with many of its retail peers. Simply Wall St’s Fair Ratio for TJX is 23.0x. This is a proprietary estimate of what the P/E might be, given factors such as the company’s earnings growth profile, its industry, profit margins, market cap and identified risks. Because it adjusts for these company specific drivers, it can be more tailored than a simple comparison against peers or an industry average. With TJX trading at 32.7x against a Fair Ratio of 23.0x, the shares look expensive on this earnings based yardstick. Result: OVERVALUED NYSE:TJX P/E Ratio as at Feb 2026 P/E ratios tell one story, but what if the real opportunity lies elsewhere? Start investing in legacies, not executives. Discover our 22 top founder-led companies. Upgrade Your Decision Making: Choose your TJX Companies Narrative Earlier we mentioned that there is an even better way to think about valuation, and on Simply Wall St that is through Narratives. On the Community page, you and other investors connect a clear story about TJX Companies to specific forecasts for revenue, earnings and margins. These then roll into a Fair Value you can compare with the current share price to help decide whether to buy, hold or sell. Those Narratives refresh automatically when new news or earnings arrive. For example, one TJX Narrative might lean cautious and anchor on a Fair Value around US$117 based on lower growth and a future P/E near 26x. Another might be more optimistic and support a Fair Value closer to US$181 using higher growth assumptions and a future P/E near 36x. This gives you a simple way to see where your own view fits along that spectrum. For TJX Companies, we will make it really easy for you with previews of two leading TJX Companies Narratives: 🐂 TJX Companies Bull Case Fair value: US$164.11 per share Price vs fair value: around 8.1% above this narrative fair value Revenue growth assumption: about 5.42% per year  Analysts in this camp see broad based customer demand for off price value supporting revenue and market share, helped by strong merchandise availability and a focus on in store experience. They factor in gradual margin improvement, supported by sourcing terms, operational efficiencies, global expansion and store investments. They anchor on a consensus style price target that implies TJX is close to fairly priced, with upside or downside depending on how actual growth, margins and the future P/E compare to these assumptions.  🐻 TJX Companies Bear Case Fair value: US$129.14 per share Price vs fair value: around 16.8% above this narrative fair value Revenue growth assumption: about 6.95% per year  The more cautious view highlights headwinds such as foreign exchange, tariffs, higher wage and operating costs, and real estate constraints that could limit store expansion and weigh on profitability. This group assumes earnings growth but at levels that, in their view, do not fully support the current valuation, even with expectations for margin improvement and share count reductions. Their fair value of about US$129.14 per share is framed around a lower price target cohort, with the current price implying less room for error if sales, margins or the P/E ratio fall short of these expectations.  If you want to see these views in full and how other investors are framing TJX's risks and potential, Curious how numbers become stories that shape markets? Explore Community Narratives. Do you think there's more to the story for TJX Companies? Head over to our Community to see what others are saying! NYSE:TJX 1-Year Stock Price Chart  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if TJX Companies might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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