WallStSmart

The TJX Companies Inc (TJX)vsTillys Inc (TLYS)

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Smart Verdict

WallStSmart Research — data-driven comparison

The TJX Companies Inc generates 10691% more annual revenue ($61.58B vs $570.69M). TJX leads profitability with a 9.4% profit margin vs -0.6%. TLYS appears more attractively valued with a PEG of 0.88. TJX earns a higher WallStSmart Score of 56/100 (C).

TJX

Buy

56

out of 100

Grade: C

Growth: 6.7Profit: 7.5Value: 2.7Quality: 6.0
Piotroski: 5/9Altman Z: 3.03

TLYS

Hold

48

out of 100

Grade: D+

Growth: 4.0Profit: 2.0Value: 6.0Quality: 4.0
Piotroski: 4/9Altman Z: 1.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TJXSignificantly Overvalued (-15.8%)

Margin of Safety

-15.8%

Fair Value

$138.81

Current Price

$159.27

$20.46 premium

UndervaluedFair: $138.81Overvalued

Intrinsic value data unavailable for TLYS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TJX4 strengths · Avg: 9.3/10
Return on EquityProfitability
55.7%10/10

Every $100 of equity generates 56 in profit

Altman Z-ScoreHealth
3.0310/10

Safe zone — low bankruptcy risk

Market CapQuality
$171.28B9/10

Large-cap with strong market position

EPS GrowthGrowth
29.3%8/10

Earnings expanding 29.3% YoY

TLYS3 strengths · Avg: 8.7/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

PEG RatioValuation
0.888/10

Growing faster than its price suggests

Revenue GrowthGrowth
15.9%8/10

15.9% revenue growth

Areas to Watch

TJX4 concerns · Avg: 3.3/10
P/E RatioValuation
30.3x4/10

Premium valuation, high expectations priced in

Price/BookValuation
16.9x4/10

Trading at 16.9x book value

Debt/EquityHealth
1.363/10

Elevated debt levels

PEG RatioValuation
3.312/10

Expensive relative to growth rate

TLYS4 concerns · Avg: 2.3/10
Market CapQuality
$120.73M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-18.8%2/10

ROE of -18.8% — below average capital efficiency

EPS GrowthGrowth
-97.4%2/10

Earnings declined 97.4%

Free Cash FlowQuality
$-5.27M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : TJX

The strongest argument for TJX centers on Return on Equity, Altman Z-Score, Market Cap.

Bull Case : TLYS

The strongest argument for TLYS centers on Price/Book, PEG Ratio, Revenue Growth. Revenue growth of 15.9% demonstrates continued momentum. PEG of 0.88 suggests the stock is reasonably priced for its growth.

Bear Case : TJX

The primary concerns for TJX are P/E Ratio, Price/Book, Debt/Equity.

Bear Case : TLYS

The primary concerns for TLYS are Market Cap, Return on Equity, EPS Growth. Debt-to-equity of 2.26 is elevated, increasing financial risk.

Key Dynamics to Monitor

TJX profiles as a value stock while TLYS is a growth play — different risk/reward profiles.

TJX carries more volatility with a beta of 0.62 — expect wider price swings.

TLYS is growing revenue faster at 15.9% — sustainability is the question.

TJX generates stronger free cash flow (457M), providing more financial flexibility.

Bottom Line

TJX scores higher overall (56/100 vs 48/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

The TJX Companies Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

The TJX Companies, Inc. (abbreviated TJX) is an American multinational off-price department store corporation, headquartered in Framingham, Massachusetts.

Tillys Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Tilly's, Inc. is a specialty retailer of casual clothing, footwear, accessories and consumer goods for young men and women and boys and girls in the United States. The company is headquartered in Irvine, California.

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