TJX

The TJX Companies, Inc. ·NYSE·Consumer Discretionary
152.60 live · 2026-08-12 15:59

Some scores are at the bottom of their range

This score sits at the bottom of the 0–100 range. The underlying calculation was negative, so the displayed value is a floor, not a measurement of zero.

  • Tactical Score: displayed 0, underlying value -17.3
29.8%
Brown Bear Score
55.8%
Business Conviction Score
16.3%
Position Health Score
35.0%
Chase Risk
Daily closes

Daily closes · 1Y (252 sessions) · +14.4% · range 132.62–168.41

The Businesswhat the company reports

Business & cash flow

FCF / assets 13.7%
OCF / assets 19.2%
FCF / revenue 11.4%
Gross margin 31.4%
ROIC 32.9%
Forward P/E 26.5

FCF/assets and OCF/assets are the cash-flow measures Brown Bear's own testing found to survive; FCF/revenue is shown alongside for context. Assets are from the latest annual filing (FY2026).

Price vs Earnings growth

Price has run ahead of forward EPS growth by 0.3pp

Confidence 95.0/100

Takeaway Price and forward earnings growth are broadly in step; no strong valuation lean either way.

Reported earnings

Next report 2026-08-19 before the open · consensus EPS 1.20

Q3 15 revenue: 7.36bnQ3 15 net income: 549.34mQ3 15 EPS: 0.40Q4 15 revenue: 7.75bnQ4 15 net income: 587.26mQ4 15 EPS: 0.43Q4 15Q1 16 revenue: 8.96bnQ1 16 net income: 666.47mQ1 16 EPS: 0.49Q2 16 revenue: 7.54bnQ2 16 net income: 508.35mQ2 16 EPS: 0.38Q2 16Q3 16 revenue: 7.88bnQ3 16 net income: 562.17mQ3 16 EPS: 0.42Q4 16 revenue: 8.29bnQ4 16 net income: 549.79mQ4 16 EPS: 0.42Q4 16Q1 17 revenue: 9.47bnQ1 17 net income: 677.93mQ1 17 EPS: 0.51Q2 17 revenue: 7.78bnQ2 17 net income: 536.28mQ2 17 EPS: 0.41Q2 17Q3 17 revenue: 8.36bnQ3 17 net income: 552.96mQ3 17 EPS: 0.43Q4 17 revenue: 8.76bnQ4 17 net income: 641.44mQ4 17 EPS: 0.50Q4 17Q1 18 revenue: 10.96bnQ1 18 net income: 877.28mQ1 18 EPS: 0.68Q2 18 revenue: 8.69bnQ2 18 net income: 716.38mQ2 18 EPS: 0.56Q2 18

Revenue Net incomeEPS (GAAP) (0.38–0.68, own scale) Derived Q4

12 quarters to Q2 18. Revenue and net income share one scale, so the gap between them is the margin. The line is GAAP EPS — it spans every quarter shown, where the reported figure only goes back as far as the consensus feed does.

Quarter endingRevenueYoY Net incomeEPS (GAAP) Filed
2018-05-05 8.69bn +11.6% 716.38m 0.56 2018-06-01
2018-02-03 (derived) 10.96bn +15.8% 877.28m 0.68 2018-04-04
2017-10-28 8.76bn +5.7% 641.44m 0.50 2017-11-28
2017-07-29 8.36bn +6.0% 552.96m 0.43 2017-08-25

Share count

Diluted shares over time

Diluted shares Return since the previous filing

Direction Shrinking — shares retired
Diluted shares 1,120.0M as at 2026-05-02
Change over 1 year -2.3%
Change over 3 years -6.5%
Public float $140.00bn as at 2025-08-02 (10-K)

History before 2012-01-28 is not shown. The share count jumps at that date by a ratio no ordinary issuance produces — a split whose factor is not in Brown Bear's split store — so earlier figures are on a different basis and cannot be compared with today's.

The Pricewhat the chart is doingTop ↑

Price Levels

StrategyCurrent Price Reasonable
Reference band 150.32 — 154.14
Protective stop 148.07 (Structure, 2.7% risk)
Support 149.60 (4 touches, 2.0% away)
Resistance 156.89 (2.8% away)

Takeaway The shares are nearer the floor than the ceiling: about 2.0% above 149.60, a price buyers have stepped in at before, and 2.8% below 156.89, where sellers have turned up before. That floor has held 4 times, which is how it was spotted. If someone bought at today's price and sold if it dropped through the level below, they would be about 2.7% out of pocket. That is all this figure means — an illustration of the risk, not a price to sell at.

Levels are computed from price structure. They describe where the engine locates support and extension — they are not targets, and not advice.

Ichimoku Cloud (Adaptive)

Daily cloudPrice BELOW the cloud | periods 6/17/33 (64% of classic 9/26/52)
LinesTenkan/Kijun BEAR (fresh down cross, 3d ago) | cloud twist BULL (fresh up, 0d ago)
Cloud eventFresh down breakout 1d ago
Cloud thickness39% percentile
Chikou spanNot clear of price from 26 periods ago
Weekly cloudPrice BELOW the weekly cloud (context only, not scored)

Takeaway The stock is trading below its cloud — a shaded band drawn from several of its own moving averages, currently 155.66 to 157.03. Being below it means the medium-term picture is pointing downwards, and that band is the first hurdle it would have to climb back through. Its shorter-term averages agree with that.

Trailing returns

21 days +1.5%
63 days +1.6%
126 days -0.4%
252 days +15.3%
Below 252d high9.4%

Trend context

PositionAt trend
ExtensionNormal
Trend slopeFlat
Direction of travelConverging back to trend

Takeaway The share price is close to the level its own longer-run trend suggests is fair, and that fair level is going sideways. The gap between the two has been closing. Neither is stretched far enough to stand out.

Volatility

State No recent compression
Current band width7.3% of price
Recent tightest7.3% (0 sessions ago, narrower than 59.0% of its history)
Expansion since1.00×
Band 151.44 — 162.97

Takeaway Lately this share price has been swinging around inside a range roughly 7% wide. That is normal for this stock, so there is nothing unusual to read into it either way.

Historical trends

0255075100Share price 150.34–162.062026-07-032026-08-12
Position Health Business Conviction Share price

History begins when the site started recording, not when the company listed, so a short line means a short record and nothing more.

Repair Pathway

  1. Nearest Trigger MACD bullish crossover repair trigger repair engine identifies this as the nearest technical repair catalyst · Broadly stable
  2. Trigger 2 EMA50 reclaim +2.8% gap is improving · Broadly stable
  3. Trigger 3 Volume confirmation above 1.2x +0.20x volume confirmation would improve confidence in the pathway · Broadly stable
  4. Trigger 4 RSI recovery above 50 secondary repair secondary repair catalyst could add confirmation if the primary trigger develops · Deteriorating
  5. Trigger 5 EMA20 reclaim +3.0% gap is deteriorating · Broadly stable

Who's Tradingthe flow behind the priceTop ↑

Insider activity

ActivityNo filings in the window
Buy filings0
Sell filings0

Open-market Form 4 purchases and sales over the last 75 days, read from SEC EDGAR Form 4. Grants, option exercises, gifts and shares withheld for tax are excluded — they are compensation mechanics, not a decision to buy or sell. Reported Form 4 activity. Brown Bear tested insider cluster-buying as a return signal and rejected it as era-unstable; shown as fact, not signal.

Volume confirmation

Volume-price trend Below its signal line
Confirmation Marginal

No absorption or distribution event in the recent window.

Takeaway The heaviest trading has been happening on days when the price falls: when large numbers of shares change hands, the price has tended to go down rather than up. That tells you where the weight of trading has been. It does not tell you what happens next, and it is not a signal to sell.

Options Positioning

Binary-event risk flagged

TJX: binary-event risk suspected -- Term structure inverted (near 38% IV vs far 27% IV, ratio 1.44); Implied move 4.8% is 0.80x the ATR-expected 6.0% over 9d. Options market is pricing a discrete catalyst; technical breakout signals are unreliable until it resolves.

Implied volatility 38% near (9d) · 27% far (65d) — Term structure inverted — the market is pricing an event in the near window
Term structure 1.44× near/far
Historical volatility 22%
Implied vs historical 1.73× — Options are priced well above what the stock has actually done
Implied move ±4.8% by 2026-08-21 — Large relative to this stock's normal daily range
Implied move vs ATR 0.80×
Skew Put Skew (1.17×)
Call wall 160.00 (+4.8% away)
Put wall 150.00 (-1.7% away)
Gamma pin 160.00
  • Term structure inverted (near 38% IV vs far 27% IV, ratio 1.44)
  • Implied move 4.8% is 0.80x the ATR-expected 6.0% over 9d

Takeaway Insuring against a move in this stock costs more for the next few weeks than for the next few months. Traders usually pay up like that when they know something is coming soon — results, a court ruling, a regulatory decision. Options traders are positioned for a move of around 4.8% in either direction by 2026-08-21. The overall shape suggests they expect a one-off result that lands either well or badly, rather than a gradual drift.

Chain as at 2026-08-12. This is a risk read on whether a specific event is being priced — not a directional view.

Context & Methodthe record, and how it was builtTop ↑

Relative Rotation

ImprovingLeadingLaggingWeakeningvs sectorvs SPYsector vs SPYRS-Ratio →RS-Momentum →

Stock Rotation Headwind

Rotation health 42.6/100; Negative Rotation.

Rotation health 42.6
Rotation strength 85.0
LegQuadrantRS-RatioRS-Mom
Stock vs sector Lagging 95.3 79.5
Stock vs SPY Lagging 99.4 81.5
Sector vs SPY Leading 112.5 121.1

Direction of travel: South-West / deteriorating rotation

Position only. Brown Bear's RRG redesign programme is closed — five constructions, none beat an appropriate null — so this section describes where the name sits, and is not a signal.

News Headlines

  1. Loading headlines\u2026

Headlines are supplied by third-party feeds and are not written, ranked or interpreted by Brown Bear. They feed no score on this page.

Detailed Scoring

Positive signals

  • Piotroski F-score 6/9 (+15.0)
  • Altman Z-score 8.64 (+10.0)
  • Insider conviction score (+3.0)
  • Gross margin quality: 31.4% (+4.2)
  • ROIC quality: 32.9% (+23.9)
  • FCF margin quality: 11.4% (+7.6)
  • High earnings quality (accrual ratio -0.039) (+2.0)
  • Track 1: 20-day momentum acceleration 0.11 (+6.0)
  • Track 1: bullish DI spread 4.7 (+1.0)
  • Track 1: ADX 42.6 and flat (+8.0)
  • Track 1: relative momentum rank 0.55 (+1.1)
  • Track 1: EMA20 slope improving 0.2% (+0.5)
  • Track 1: EMA50 slope improving 0.4% (+0.7)
  • Track 1: EMA50 support proximity 2.7% (+2.7)
  • Track 1: EMA200 support proximity 0.0% (+7.0)
  • Track 1: Bollinger position 0.10 (+7.2)

Negative signals

  • Track 1: weak volume confirmation (0.63x average)
  • Relative strength versus sector deteriorating
  • Track 1: Bearish MACD divergence
  • Track 1: price below EMA20 by 2.9%
  • Track 1: MACD histogram deteriorating (-0.88)
  • Track 1: weak MACD line/signal structure (-8.0)
  • Track 1: RSI deterioration/extension 48.4, 5-day change -14.8
  • Track 1: weak VPT confirmation (-0.01)
  • Track 1: price below EMA50 by 2.7%

Chase risk is not elevated for this name, so extension penalties are omitted from the negative signals above.