Loading…
Burlington Stores, Inc.
$20.6B
Market Cap
31.1
P/E
1.47
PEG
10.1%
ROCE
38.4%
ROE
3.05
D/E
7.2%
OPM
-15.6%
% from 52W High
56
α RS
🔍 BURL is showing a high-conviction setup because it matches 5 of 37 tracked screener presets and it's within 15.6% of its 52-week high. Net: Partial signal stack, not a recommendation. ? Conviction 52W High
Sources
Conviction 5/37 · 15.6% from 52W high
⚖️ Compare 🔒 Generate Report 🔒 Research Packet 📚 Guides
🌏 Global Investor Returns
Currency-adjusted total returns for BURL including FX impact
🌏
Click 🌏 Returns tab to load data
📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

Burlington Stores, Inc. operates as a retailer of branded merchandise in the United States and Puerto Rico.

Key Ratios Snapshot
📈 Growth Pattern
📊 Quick Scorecard
Loading…
🔒
Premium Feature
AI-generated 10-section company profile — business model, financials, strengths, risks & management quality
Upgrade to Premium
Already a member? Log in
📐
3-Statement Financial Model
Bear / Base / Bull projections · DCF fair value · Reverse-DCF
Open Model →
🎙 Management Tone Confident Specific ↑ Improving 4 quarters Full tone analysis in Intelligence →
Good quarter Investor Presentation One-Pager? Q1 2027
Revenue
$2.85B
+14% YoY
Operating Income
$179M
+18% YoY
Operating Margin
6.3%
+0.2pp YoY
Net Income
$134M
+25% YoY
What Went Right
  • Comparable store sales up 6%, well above 2-4% guidance
  • Adjusted EPS grew 26% to $2.10, 14th consecutive quarter of double-digit EPS growth
  • Gross margin expanded 30 bps to 44.1% with merchants margin up 20 bps
What to Watch
  • Management wary of higher gas prices and potential consumer spending shifts
  • Freight costs expected to delever modestly for full year due to fuel surcharges
  • SG&A deleverage in Q1 from higher incentive comp and marketing spend
Management Guidance
  • Q2: comp +1-3%, total sales +10-12%, EPS $2.05-$2.20 (19-28% growth)
  • Full year: comp +2-4%, total sales +9-11%, adj. EBIT margin +10-30 bps, EPS $11.45-$11.80 (13-16% growth)
  • Net new stores: 115 for FY2026 (up from prior 110)
Investor Lens
The thesis is stronger after this call. Burlington posted a clear beat-and-raise quarter, demonstrating consistent ability to convert sales into margin expansion and double-digit EPS growth. Strong execution on merchandising and supply chain offset planned headwinds. However, macro risks from rising gas prices and inflation bear watching. The off-price model offers downside protection, and the elevated full-year guidance signals management confidence.
From investor presentation · AI-generated analysis · Not investment advice
🔒
Premium Feature
Investor Presentation One-Pager — quarterly highlights, what went right/wrong & management guidance
Upgrade to Premium
Already a member? Log in
📈 STRONG Strong beat and raise: 26% EPS growth on 6% comp
Revenue
Total sales grew 14% to $2.852 billion, driven by 6% comparable store sales growth, well above the 2-4% guidance. Strength was broad-based with particular gains in ladies' apparel, beauty, and accessories.
Profitability
GAAP net income was $115 million; adjusted net income rose 26% to $134 million. Adjusted EPS of $2.10 surpassed the $1.60-$1.75 guidance range.
Margins
Gross margin expanded 30 bps to 44.1% (merchandise margin +20 bps, freight -10 bps). Adjusted EBIT margin improved 20 bps to 6.3%, ahead of the guided decline of 60-100 bps, driven by disciplined markdown execution and supply chain productivity.
Balance Sheet
Ended Q1 with $1.689 billion in liquidity ($747M cash, $942M ABL availability) and no ABL borrowings. Repurchased $81 million in common stock and $111 million of convertible notes during the quarter.
Key Risks
Management flagged wariness over higher gas prices and potential inflation impact on consumer spending. Freight costs are expected to delever modestly for the full year due to higher fuel rates. The back-half comp outlook remains unchanged but faces tougher prior-year comparisons.
Outlook
Q2 comp guidance of 1-3% with EPS of $2.05-$2.20 (19-28% growth). Full-year EPS guidance raised to $11.45-$11.80, representing 13-16% growth, incorporating the Q1 beat.
Generated by AI · Q1 2027 results · Not investment advice
🔒
Free Account Required

Create a free Finmagine account to access Finmagine™ Scorecard.

See how this company scores across 5 dimensions — Financial Health, Growth Prospects, Competitive Position, Management Quality, and Valuation — powered by 30+ computed ratios.

Create Free AccountLog In
🔒
Premium Feature

Upgrade to Finmagine Premium to unlock Ask AI.

Get 25 expert AI analysis templates — Business KPIs, Comprehensive, Forensic Governance, Peer Comparison, Risk-Reward, Full Research Report, IPO Decoder, Red Flag Detector, and more — ready to paste into ChatGPT, Claude, Gemini, or Perplexity.

Upgrade to PremiumCreate Free Account
🔒
Premium Feature

Upgrade to Finmagine Premium to unlock Peer Comparison.

Compare this company side-by-side against its sector peers with financial metrics, ratio benchmarking, and relative performance across all key dimensions.

Upgrade to PremiumCreate Free Account
✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
🔍
🔎 See cross-company document search → ?
📞 Earnings Call Transcripts (5)
Q1 2027 Q1 2027 2026-05-28
Q1 delivered 14% sales growth, 6% comp growth, and 26% EPS growth, with margin expansion and strong performance in warm weather categories. Full-year guidance was raised, with 13%-16% EPS growth expected and continued investment in new stores and productivity initiatives.
Q4 2026 Q4 2026 2026-03-05
Q4 and full year 2025 delivered strong sales and margin growth, driven by strategic actions to offset tariffs and focus on profitable categories. 2026 guidance is bullish, with raised comp and sales targets, continued margin expansion, and robust new store growth planned.
Q3 2026 Q3 2026 2025-11-25
Q3 sales grew 7% with margin and EPS exceeding guidance, despite weather-driven comp headwinds. FY25 outlook was raised for margin and EPS, with strong new store growth and continued margin expansion expected, while economic uncertainty and tariffs remain key risks.
Q2 2026 Q2 2026 2025-08-28
Q2 delivered double-digit sales growth, margin expansion, and a 39% EPS increase, driven by Burlington 2.0 initiatives and strong new store performance. Full-year guidance was raised despite ongoing tariff and macro risks, with robust liquidity and continued market share gains.
Q1 2026 Q1 2026 2025-05-29
Q1 sales grew 6% year-over-year with flat comps, while adjusted EPS rose 18% and EBIT margin improved. FY2025 guidance is reaffirmed, with risks from tariffs and macroeconomic uncertainty, but strong liquidity and inventory positions support flexibility.
🔒
Premium Feature

Upgrade to Finmagine Premium to unlock Catalyst Timeline.

Every result, order win, insider trade, ECS update, earnings-call, and SEC announcement for this company — in one chronological lane.

Upgrade to PremiumCreate Free Account
🔒
Premium Feature

Upgrade to Finmagine Premium to unlock Full Report.

Read the complete Finmagine™ investment research report — comprehensive fundamental analysis, business model assessment, competitive positioning, and investment recommendation.

Upgrade to PremiumCreate Free Account

📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

🎯
Discover Our Proven Investment Framework Learn how we analyze and rank stocks using advanced quantitative models, multi-dimensional scoring systems, and dynamic discriminatory ranking techniques that have guided successful investment decisions across market cycles.
📊 Explore The Finmagine™ Methodology

A comprehensive, bias-free framework for analyzing and ranking stocks by Financial Strength, Growth Potential, Competitive Edge, Management Quality, and Value.

Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

⚠️ Important Disclaimers — Please read without fail.

Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

Not SEC-Registered:
Finmagine is not registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) or any state securities authority. Nothing on this platform constitutes investment advice as defined under the Investment Advisers Act of 1940.

Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

Forward-Looking Statements:
This analysis may contain forward-looking statements, forecasts, or projections that are inherently subject to risks, uncertainties, and assumptions. Actual results may differ materially from those expressed or implied. Finmagine does not undertake any obligation to update such statements in the future.

Limitation of Liability:
The content is provided "as is" without any warranties, express or implied. Finmagine expressly disclaims any liability for errors, omissions, or any losses incurred as a result of reliance on the information provided. Readers assume full responsibility for their investment decisions.