Gap Inc vs TJX Companies Inc

Gap Inc (GAP) is undervalued and TJX Companies Inc (TJX) is overvalued.

Against our estimates of intrinsic value, GAP trades at the wider discount: a margin of safety of +49%, against -56% for TJX.

Values as of the 22 Sept 2026 close.

Gap Inc (GAP)

Discounting its cash flows at 10.1% (average of 3 methods) values the shares at $41.67; the price of $21.46 is 49% below that value, and 72% of that value comes from beyond year five.

Leak Score 100/100 on 3 of 12 signals

TJX Companies Inc (TJX)

Discounting its cash flows at 8.4% (average of 3 methods) values the shares at $83.94; the price of $130.79 is 56% above that value, and 78% of that value comes from beyond year five.

Leak Score 62/100 on 10 of 12 signals

MetricGAPTJX
VerdictUndervaluedOvervalued
Price$21.46$130.79
Intrinsic value$41.67$83.94
Margin of safety+49%-56%
Leak Score100/100 (3/12)62/100 (10/12)
Market cap$7.5B$143.9B
Revenue growth, 5 years2.2%13.4%
Operating margin10.8%12.4%
Net margin8.1%9.7%
Return on equity33.8%62.2%
Debt to equity1.451.34
P/E6.4x24.2x
Forward P/E8.1x22.6x
P/B1.9x13.5x
Dividend yield3.2%1.4%

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