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BURL Stock Analysis - Burlington Stores, Inc. AI Rating

BURL NYSE Retail-Department Stores DE CIK: 0001579298
Recently Updated • Analysis: Mar 21, 2026 • SEC Data: 2026-01-31
AI Rating
HOLD
62% Confidence

📊 BURL Key Takeaways

Revenue: $11.6B
Net Margin: 5.3%
Free Cash Flow: $171.6M
Current Ratio: 1.23x
Debt/Equity: 1.12x
EPS: $9.51
AI Rating: HOLD with 62% confidence

Investment Thesis

Burlington demonstrates solid operational profitability with strong ROE (33.8%) and excellent interest coverage (28.7x), but faces significant headwinds from stagnant revenue growth (0.1% YoY) and weak free cash flow generation (1.5% FCF margin). The company's heavy debt load (1.12x D/E) combined with minimal top-line expansion raises concerns about capital allocation efficiency and long-term sustainability.

BURL Strengths

  • + Exceptional return on equity of 33.8% indicates efficient use of shareholder capital
  • + Fortress balance sheet metrics with 28.7x interest coverage ratio demonstrates strong debt servicing capacity
  • + Solid operating margins of 7.1% with disciplined cost management
  • + Strong operating cash flow generation at $1.2B supporting capital investments

BURL Risks

  • ! Revenue growth stalled at 0.1% YoY indicating significant retail headwinds and competitive pressures
  • ! Weak free cash flow margin of 1.5% despite $1.2B operating cash flow raises concerns about capital intensity and returns on $1.1B capex
  • ! Elevated leverage at 1.12x debt-to-equity limits financial flexibility and increases refinancing risk
  • ! Quick ratio of 0.65x suggests potential near-term liquidity constraints despite adequate current ratio

Key Metrics to Watch

BURL Financial Metrics

Revenue
$11.6B
Net Income
$610.2M
EPS (Diluted)
$9.51
Free Cash Flow
$171.6M
Total Assets
$9.9B
Cash Position
$1.2B

💡 AI Analyst Insight

The relatively thin 1.5% FCF margin may limit capital allocation flexibility.

BURL Profitability Ratios

Gross Margin 8.4%
Operating Margin 7.1%
Net Margin 5.3%
ROE 33.8%
ROA 6.2%
FCF Margin 1.5%

BURL vs Consumer Sector

How Burlington Stores, Inc. compares to Consumer sector averages

Net Margin
BURL 5.3%
vs
Sector Avg 8.0%
BURL Sector
ROE
BURL 33.8%
vs
Sector Avg 18.0%
BURL Sector
Current Ratio
BURL 1.2x
vs
Sector Avg 1.5x
BURL Sector
Debt/Equity
BURL 1.1x
vs
Sector Avg 0.8x
BURL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BURL Balance Sheet & Liquidity

Current Ratio
1.23x
Quick Ratio
0.65x
Debt/Equity
1.12x
Debt/Assets
0.0%
Interest Coverage
28.74x
Long-term Debt
$2.0B

BURL 5-Year Financial Trend

BURL 5-year financial data: Year 2021: Revenue $9.3B, Net Income $465.1M, EPS $6.91. Year 2022: Revenue $9.3B, Net Income -$216.5M, EPS $-3.28. Year 2023: Revenue $9.7B, Net Income $408.8M, EPS $6.00. Year 2024: Revenue $10.6B, Net Income $230.1M, EPS $3.49. Year 2025: Revenue $11.5B, Net Income $339.6M, EPS $5.23.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Burlington Stores, Inc.'s revenue has grown significantly by 24% over the 5-year period, indicating strong business expansion. The most recent EPS of $5.23 reflects profitable operations.

BURL Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
1.5%
Free cash flow / Revenue

BURL Quarterly Performance

Quarterly financial performance data for Burlington Stores, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $2.5B $73.8M $1.40
Q2 2025 $2.5B $73.8M $1.15
Q1 2025 $2.4B $78.5M $1.22
Q3 2024 $2.3B $30.9M $0.75
Q2 2024 $2.2B $30.9M $0.47
Q1 2024 $2.1B $32.7M $0.50
Q3 2023 $2.0B $12.0M $0.26
Q2 2023 $2.0B $12.0M $0.18

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BURL Capital Allocation

Operating Cash Flow
$1.2B
Cash generated from operations
Stock Buybacks
$278.4M
Shares repurchased (TTM)
Capital Expenditures
$1.1B
Investment in assets
Dividends Paid
$336.0M
Returned to shareholders

BURL SEC Filings

Access official SEC EDGAR filings for Burlington Stores, Inc. (CIK: 0001579298)

📋 Recent SEC Filings

Date Form Document Action
Mar 19, 2026 10-K burl-20260131.htm View →
Mar 13, 2026 8-K burl-20260312.htm View →
Mar 5, 2026 8-K burl-20260305.htm View →
Mar 4, 2026 4 xslF345X05/ownership.xml View →
Feb 19, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about BURL

What is the AI rating for BURL?

Burlington Stores, Inc. (BURL) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BURL's key strengths?

Exceptional return on equity of 33.8% indicates efficient use of shareholder capital. Fortress balance sheet metrics with 28.7x interest coverage ratio demonstrates strong debt servicing capacity.

What are the risks of investing in BURL?

Revenue growth stalled at 0.1% YoY indicating significant retail headwinds and competitive pressures. Weak free cash flow margin of 1.5% despite $1.2B operating cash flow raises concerns about capital intensity and returns on $1.1B capex.

What is BURL's revenue and growth?

Burlington Stores, Inc. reported revenue of $11.6B.

Does BURL pay dividends?

Burlington Stores, Inc. pays dividends, with $336.0M distributed to shareholders in the trailing twelve months.

Where can I find BURL SEC filings?

Official SEC filings for Burlington Stores, Inc. (CIK: 0001579298) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BURL's EPS?

Burlington Stores, Inc. has a diluted EPS of $9.51.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2026-01-31 | Powered by Claude AI