Inside the research
Burlington Stores, Inc.
BURL Research profile · latest available data
Price overview
$254.69
▼ -0.14 (-0.1%)
| 52w hi | $372.19 |
|---|---|
| 52w lo | $227.28 |
| Vol | 1.45M |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.53
| Short | -0.63 |
|---|---|
| Medium | -0.62 |
| Long | -0.13 |
computed 2026-09-27
Key fundamentals
Burlington Stores, Inc.
Consumer Cyclical · Apparel Retail
| Market cap | $16.00B |
|---|---|
| Enterprise value | $21.20B |
| Trailing P/E | 22.88x |
| Forward P/E | 18.62x |
| EV / EBITDA | 15.58x |
| P / S (ttm) | 1.31x |
| Profit margin | 5.9% |
| Return on equity | 41.4% |
| Revenue growth | +11.0% |
| Earnings growth | +95.9% |
| Debt / equity | 294.97 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.29 | |
| Sector | -0.03 | |
| Technical | -0.51 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Burlington Stores, Inc. operates as a retailer of branded merchandise in the United States and Puerto Rico. The company offers fashion-focused merchandise, including women's ready-to-wear apparel, menswear, youth apparel, footwear, accessories, home furnishings, toys, gifts, and coats, as well as baby and beauty merchandise products. It operates stores under the Burlington Stores, and Cohoes Fashions brands in Washington D.C. and Puerto Rico. The company was founded in 1972 and is headquartered in Burlington, New Jersey.
Risk Metrics
| Beta vs SPX | 1.09 |
|---|---|
| Corr SPX | 0.44 |
| Annual vol | 39.8% |
| Annual ret | +4.8% |
| Sharpe | 0.12 |
| Max DD | -38.9% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $370.50 |
|---|---|
| High / Low | $430.00 / $300.00 |
| Median | $368.50 |
| Analysts | 14 |
| Strong Buy | 2 | |
|---|---|---|
| Buy | 11 | |
| Hold | 4 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-03-31 | Telsey Advisory Group | → Outperform |
| 2026-03-06 | Wells Fargo | → Overweight |
| 2026-03-06 | Telsey Advisory Group | → Outperform |
| 2026-03-06 | JP Morgan | → Overweight |
| 2026-03-06 | Citigroup | → Buy |
| 2026-03-06 | Barclays | → Overweight |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-04 | Officer / Director Change, Other Material Event | read |
| 2026-05-28 | Earnings Release, Exhibits | read |
| 2026-05-26 | Shareholder Vote | read |
| 2026-03-13 | Other Material Event, Exhibits | read |
| 2026-03-05 | Earnings Release, Exhibits | read |
| 2025-11-25 | Earnings Release, Exhibits | read |
| 2025-08-28 | Earnings Release, Exhibits | read |
| 2025-08-21 | Officer / Director Change, Exhibits | read |
| 2025-07-29 | Material Agreement, Material Obligation… | read |
| 2025-06-13 | Material Agreement, Material Obligation… | read |
| 2025-05-29 | Earnings Release, Exhibits | read |
| 2025-05-27 | Officer / Director Change, Shareholder Vote… | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 95.7% |
| HHI | 2,666 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $742.75M | 2.34M |
| AQR Capital Management | $450.19M | 1.45M |
| Fidelity / FMR LLC | $381.21M | 1.20M |
| Capital Research / Capital World | $109.95M | 347.06K |
| Citadel Advisors | $100.54M | 317.35K |
| Millennium Management | $78.10M | 246.51K |
| Bridgewater Associates | $2.44M | 7.71K |
| T. Rowe Price Group | $332.78K | 1.05M |
As of 2026-06-30
SEC Filings
The Long Run
FY 2013–2025 · 13 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $10.62B | +8.7% | |
| Gross profit | $462.33M | +3.5% | |
| Net income | $339.65M | +29.7% | |
| Cash from ops | $868.74M | +14.7% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $250.01 | $256.65 | $247.65 | $254.69 | 1.45M |
| Sep 24 | $259.20 | $259.27 | $253.24 | $254.83 | 1.15M |
| Sep 23 | $255.66 | $259.93 | $253.23 | $257.33 | 1.10M |
| Sep 22 | $256.62 | $261.71 | $249.94 | $256.85 | 2.01M |
| Sep 21 | $237.95 | $253.39 | $236.83 | $251.80 | 2.44M |
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