| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 51 | 32.0x | 17.8x | Around median | |
Growth | 41 | 3.5% | 7.1% | Around median | |
Quality | 66 | 5.1% | 4.5% | Top tier | |
Safety | 67 | 3.4x | 2.6x | Top tier | |
Capital Return | 35 | 0.00% | 2.12% | Bottom tier | |
Momentum | 91 | 106.4% | 2.9% | Top tier | |
Sentiment | 74 | 7 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
BJ's Restaurants, Inc. operates a chain of 219 restaurants under the BJ's Restaurant and Brewhouse brand and generates revenue from guest spending in its restaurants and across various ordering channels and dayparts. Its offerings center on categories including pizza, burgers, and chicken sandwiches, alongside Pizookie and the Pizookie Meal Deal; the company uses menu refreshes, seasonal promotions, and digital marketing to increase traffic, while investing in restaurant maintenance, remodels, and improvements to the guest experience.
In Q2 fiscal 2026, revenue reached $388.9 million, up 6.4% year over year, and gross profit was $289.8 million, representing a gross margin of approximately 74.5%. Net income was $18.8 million and earnings per share were $0.86, equivalent to a net margin of approximately 4.8%, compared with net income of $9.0 million and earnings per share of $0.41 in Q1 fiscal 2026. Comparable restaurant sales also rose 6.5%, driven by traffic growth of 8.3% despite a 1.8% contraction in average check.
Restaurant-level operating profit was $66.8 million, and its margin expanded by approximately 20 basis points to 17.2% despite 120 basis points of pressure from food inflation. Adjusted earnings before interest, taxes, depreciation, and amortization rose to $44.4 million from $42.1 million, with a margin of 11.4%. The company did not provide a numerical revenue breakdown by product category or channel, but stated that growth spanned all regions, dayparts, channels, and days of the week, and that more than 80 restaurants achieved record daily or weekly results during the quarter.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus is “Buy,” with an average price target of $55 and a wide range of $38 to $74; the highest target is close to the top of the 52-week range of $74.6, while the lowest target reflects greater cost risks and slowing mix. The 52-week range extends from $28.46 to $74.6, and the data do not include a valid price-to-earnings ratio that can be used to compare valuation with earnings, so the breadth of analyst targets remains an important indicator of differing estimates regarding the sustainability of traffic growth and margins.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
BJ's revenue reached approximately $388.9 million in Q2 fiscal 2026, up 6.4% year over year, while comparable restaurant sales rose 6.5%. Performance was driven by traffic growth of 8.3%, with contributions from Biscoff Pizookie, the Pizookie Meal Deal, and category refreshes across the menu. Net income was $18.8 million and earnings per share were $0.86, while restaurant-level operating profit reached $66.8 million.
Yes, on July 30, 2026, the company raised its fiscal 2026 comparable restaurant sales growth outlook to 3%–4% from 1%–3%. It also raised its restaurant-level operating profit range to $228–235 million from $221–233 million. The adjusted earnings before interest, taxes, depreciation, and amortization range increased to $145–152 million from $140–150 million, while the capital expenditure outlook remained at $85–95 million.
Biscoff Pizookie doubled the year-over-year order rate for the seasonal Pizookie during Q2 fiscal 2026 and helped attract trial visits from younger guests. Management also said that the Pizookie Meal Deal drives new customer acquisition and repeat visits, and that it is testing a premium version without providing final results. The trade-off is that the success of these promotions pressured average check by 1.8%, even as sales and profit dollars continued to grow.
Cost of sales margin faced 120 basis points of pressure in Q2 fiscal 2026 due to food basket inflation of approximately 5%. Pressures included an expected 20% increase in beef costs, along with higher produce prices and transportation costs due to severe weather. A 90-basis-point improvement in labor expense offset part of this, allowing restaurant margin to rise 20 basis points to 17.2%, but management did not expect an immediate significant decline in cost of sales.
The company spent $23.3 million on capital expenditures in Q2 fiscal 2026, including restaurant maintenance, five remodel projects, and construction of the Buckeye and Joliet restaurants targeted to open in Q4 fiscal 2026. It also repaid $18 million in debt, reducing net debt to approximately $30 million from $61 million at the beginning of the year. In addition, it repurchased and retired approximately 64 thousand shares for $2.4 million, while maintaining its fiscal 2026 share repurchase limit at $50 million, subject to market conditions.
The provided analyst consensus for the stock is “Buy,” with an average price target of $55. Targets range from $38 to $74, a wide range compared with the 52-week range of $28.46–$74.6. This dispersion indicates a meaningful difference in estimates regarding the sustainability of traffic growth, the company's ability to mitigate food inflation, and its ability to translate menu refreshes into sustained margin expansion.
