TJX Companies Inc vs Wayfair Inc — how do they compare? TJX Companies Inc trades at $155 (market cap $172.00B), while Wayfair Inc trades at $84.79 (market cap $11.58B). The key difference: TJX Companies Inc is far larger — about 14.9× Wayfair Inc's market cap, and TJX Companies Inc pays a 1.23% dividend while Wayfair Inc pays none. Which is the better fit depends on your goals.
| TJX | W | |
|---|---|---|
Market Cap | $172.00B | $11.58B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $168.41 | $119.05 |
52-Week Low | $124.53 | $56.42 |
Enterprise Value | $180.60B | $14.16B |
Dividend Yield | 1.23% | — |
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Wayfair (W) trades at $87.76, down 1.74% on the day, with a neutral technical signal and mixed earnings history. The company reported revenue of $12.46 billion in 2025 but a net loss of $313 million, reflecting a -2.41% net margin. Positive cash flow from operations of $534 million supports ongoing investments in logistics and new physical stores, as highlighted in recent Bloomberg coverage. Analyst consensus is a Moderate Buy with a $93.58 price target, suggesting modest upside from current levels.
The outlook balances growth initiatives like store expansion and AI integration against persistent profitability challenges. Key risks include high debt-to-asset ratio of 95.11% and competitive e-commerce pressures. Near-term catalyst is the Q2 2026 earnings report on August 4, 2026, where beating the $0.93 EPS expectation could drive momentum. Investors should weigh analyst optimism against fundamental headwinds in the housing market.
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Latest headlines on both assets
TJX is a leading off-price retailer of apparel, home fashions, and other merchandise. It sells a variety of branded goods, opportunistically buying inventory from a network of over 21,000 vendors worldwide. TJX targets undercutting conventional retailers' regular prices by 20%-60%, capitalizing on a flexible merchandising network, relatively low-frills stores, and a treasure-hunt shopping experience to drive margins and inventory turnover. TJX derived 79% of fiscal 2022 revenue from the United States, with 11% from Europe (mostly the United Kingdom and Germany), 9% from Canada, and the remainder from Australia. The company operated 4,689 stores at the end of fiscal 2022 under the T.J. Maxx, T.K. Maxx, Marshalls, HomeGoods, Winners, Homesense, Winners, and Sierra banners.
Read more on TJX →Wayfair is a global leader in home goods, operating a massive digital marketplace that connects millions of consumers with thousands of suppliers. It utilizes an asset-light, inventory-light model combined with a proprietary logistics network (CastleGate) and an accelerating brick-and-mortar presence to deliver an end-to-end shopping experience for everything from decor to full home renovations.
Read more on W →