BJ's RestaurantsAmerican Axle

BJ's Restaurants vs American Axle

BJ's Restaurants and American Axle & Manufacturing Holdings I compare business models, financial performance, and market context to present a clear, neutral view of each company. The page explains how...

Which Baskets Do They Appear In?

Restaurant Buyouts (Apollo Interest) Drive Focus

Restaurant Buyouts (Apollo Interest) Drive Focus

Apollo Global's renewed bid for Papa John's highlights a growing trend of private equity interest in the restaurant industry. This theme focuses on other publicly traded restaurant chains that could be the next attractive takeover targets.

Published: October 15, 2025

Explore Basket

Investment Analysis

Pros

  • BJ's Restaurants showed revenue growth of 1.4% to $330.2 million in Q3 2025, with comparable restaurant sales up 0.5%.
  • The company improved restaurant-level operating profit by 8.8% with an operating margin increase to 12.5%.
  • It has an active share repurchase program, recently buying back nearly one million shares, supporting shareholder value.

Considerations

  • Q3 2025 adjusted diluted EPS was $0.04, missing analyst expectations and only recovering from previous losses.
  • Comparable same-store sales growth remains modest at 0.5%, below some analyst forecasts, indicating growth challenges.
  • The stock trades with a moderately high PE ratio near 28, which may limit upside potential given current growth.

Pros

  • American Axle has benefited from increased automotive production trends supporting demand for its driveline components.
  • The company maintains a strong market position as a key supplier to major global auto manufacturers.
  • Recent cost control measures and operational efficiencies have improved profit margins and cash flow.

Considerations

  • American Axle's financial results remain exposed to cyclical auto industry demand fluctuations and economic uncertainty.
  • The company faces execution risks from supply chain constraints and increasing raw material costs.
  • Efforts to diversify end markets remain limited, sustaining dependency on automotive sector cyclicality.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

BJ's RestaurantsNatural Grocers

BJ's Restaurants vs Natural Grocers

BJ's Restaurants vs Natural Grocers

BJ's RestaurantsSweetgreen

BJ's Restaurants vs Sweetgreen

BJ's Restaurants vs Sweetgreen

Natural GrocersAmerican Axle

Natural Grocers vs American Axle

Natural Grocers vs American Axle

Frequently asked questions