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Burlington Stores, Inc. (BURL) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Burlington Stores, Inc.

BURLMarket cap $17BPrice $276.4

Country🇺🇸United States

SectorConsumer

IndustrySpecialty Retail

Sells brand-name clothing and home goods at deep discounts through off-price retail stores. Burlington beats rivals by buying overstock and closeout inventory cheap, letting shoppers score designer finds for 60% less than department store prices.

In Bastion Portfolios?

52W Return+1%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+10%7

Revenue Forecast

Rev CAGR (1y)+11%6

Rev CAGR (3y)+10%7

Rev CAGR (5y)+8%7

Earnings Forecast

EPS Growth Y+1+27%8

EPS Growth Y+2+14%7

EPS Growth Y+3+23%8

Quality

Margins

EBIT Margin8%4

Net Income Margin6%4

Free Cash Flow Margin3%3

Debt

Net Debt/EBITDA2.24

Efficiency

ROE41%10

ROA7%7

Earnings Stability77

GEAR+AVERAGE49

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)223

P/E Ratio (Forward 3y)164

P/BV8.72

EV Multiples

EV/EBITDA Fwd154

EV/EBIT Fwd214

Yield

Free Cash Flow Yield2.4%4

Dividend Yieldna–

Momentum

Short term

1 month return+4%9

3 month return-13%3

YTD return-4%4

Mid term

Price vs 52wHigh73%4

1 year return+6%5

Long term

3 year return+124%8

5 year return-1%3

Risk Shield

Price Risk

Beta0.76

Volatility41%4

Free Cash Flow

Free Cash Flow Margin3%3

Free Cash Flow Yield2.4%4

Quality

ROCE13%7

Earnings Stability77

Net Debt/EBITDA2.24

02Growth

Is it actually growing, and how fast?

BURLBurlington Stores

Revenue FY26$11.5B

GROWTH RATING↗

STRONG68 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+11%6

Revenue, next 3Y, CAGR+10%7

Revenue, next 5Y, CAGR+8%7

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+27%8

EPS growth, FY28E+14%7

EPS growth, FY29E+23%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 68% of companies worldwide.

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 10%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 10%/yr over the last 3 years and is set to keep growing around 10%/yr.

The runway holds up: revenue is set to grow 8%/yr over five years.7/10

Earnings are set to grow faster than sales (EPS about 23%/yr vs revenue 10%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A top-tier grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE43 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+4%9

3-month return-13%3

YTD return-4%4

MID & LONG-TERM▾SCORE

% of 52-week high73%4

1-year return+6%5

3-year return+124%8

5-year return-1%3

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+4%).

WATCH

Average long-term results. Multi-year returns are middling (+124% over three years and -0.8% over five), roughly average for the market.

It's up 6% over the past year, but 27% below its 52-week high. That is right in line with the market.

Returns sit at the market level so far this year (-4%).

WEAKNESSES

The stock is underperforming over three months (-13%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Burlington. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

BURLBurlington Stores

Revenue FY26$11.5B

GROWTH RATING↗

STRONG68 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+11%6

Revenue, next 3Y, CAGR+10%7

Revenue, next 5Y, CAGR+8%7

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+27%8

EPS growth, FY28E+14%7

EPS growth, FY29E+23%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 68% of companies worldwide.

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 10%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 10%/yr over the last 3 years and is set to keep growing around 10%/yr.

The runway holds up: revenue is set to grow 8%/yr over five years.7/10

Earnings are set to grow faster than sales (EPS about 23%/yr vs revenue 10%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A top-tier grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE43 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+4%9

3-month return-13%3

YTD return-4%4

MID & LONG-TERM▾SCORE

% of 52-week high73%4

1-year return+6%5

3-year return+124%8

5-year return-1%3

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+4%).

WATCH

Average long-term results. Multi-year returns are middling (+124% over three years and -0.8% over five), roughly average for the market.

It's up 6% over the past year, but 27% below its 52-week high. That is right in line with the market.

Returns sit at the market level so far this year (-4%).

WEAKNESSES

The stock is underperforming over three months (-13%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Burlington. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community