Burlington Stores Inc

Burlington Stores Inc

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Market Cap$20.38B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Burlington Stores IncBurlington Stores Inc33.3-16%1.81

Earnings Call Q1 2026

May 28, 2026 - AI Summary

Q1 results: strong, broad-based growth + earnings flow-through - EPS: +$2.10, up 26% YoY (14th straight quarter of double-digit EPS growth). - Sales: Total sales +14% YoY; comp sales +6% YoY (well ahead of guidance 2%–4%). - Profitability: Operating margin +20 bps YoY, 100 bps above the midpoint of guidance (management had expected margin decline). - Drivers cited: merchant margin +20 bps (better markdown discipline + buy quality) and supply chain productivity +30 bps, plus freight leveraging +10 bps despite fuel pressure.
Updated full-year 2026 guidance: raised across sales and EPS - Comp sales: now +2% to +4% (no change in range stated, but raised implied by passing through Q1 upside). - Total sales: now expected +9% to +11% (vs original 8%–10%). - EPS: now expected +$11.45 to $11.80, i.e. +13% to +16% YoY (raised by passing through Q1 upside). - Margin expectation (full year): adjusted EBIT margin expansion 10–30 bps YoY. - Capital expenditures: ~$875M (net of landlord allowances).
Near-term outlook (Q2 and “back half”): confidence even with tougher comps - Q2 comp sales: guided +1% to +3% (modest growth). - Q2 operating margin: guided +30 to +60 bps YoY, implying strong bottom-line growth despite slower comps. - Q2 EPS: $2.05 to $2.20 (vs $1.72 prior year second quarter), i.e. +19% to +28% YoY. - Back half (unchanged): comps expected +1% to +3%; EPS expected $7.30 to $7.50.

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$365.25

Target Price by Analysts

11.1% upsideBurlington Stores Target Price DetailsTarget Price
$8.32

Current Fair Value

97.5% downside

Overvalued by 97.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$20.38 Billion
Enterprise Value$23.61 Billion
Dividend Yield$- (-)
Earnings per Share$9.51
Beta1.48
Outstanding Shares64,144,000

Return

Return on Equity16.39%ROE
Return on Assets6.38%
Return on Invested Capital11.50%

Valuation & Multiples

P/E Ratio33.28P/E Ratio
PEG241.26PEG
Price to Sales1.78Price to Sales
Price to Book Ratio5.57Price to Book Ratio
Enterprise Value to Revenue1.98
Enterprise Value to EBIT26.93
Enterprise Value to Net Income37
Total Debt to Enterprise0.17
Debt to Equity1.04Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 28, 2026
EPS Estimate
$1.80
Average shareholder expectation
Revenue Estimate
$2.80 B
Average shareholder expectation

Next Earnings Call

Expected Date
June 4, 2026
EPS Estimate
$1.70
Average shareholder expectation
Revenue Estimate
$2.78 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio6.3522▲ 262.61%
Total Calls272,453▼ 49.28%
Total Puts1,730,663▼ 13.54%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %100.87%▼ 5.46%
Total Invested$20.94B▲ 6.42%
Investors Holding656▲ 50.00%

ESG Score

No data

About Burlington Stores Inc

CEO: Michael O'Sullivan

Relevant Senate Committees

Joint Committee on Taxation

By providing official 'revenue estimates' and analysis for all tax bills, this committee directly influences corporate tax structures and policy, significantly impacting Burlington Stores' bottom line.

Finance

This powerful committee controls taxation and trade. Tax policy directly impacts Burlington Stores' profitability, and trade policy (tariffs, import duties) is extremely relevant for a retailer that sources globally.

Health, Education, Labor, and Pensions

This committee regulates labor laws (minimum wage, unionization, worker safety) and employer healthcare mandates, which directly impact Burlington Stores' significant labor costs and operational compliance.

Commerce, Science, and Transportation

With vast jurisdiction over interstate commerce, the FCC, and FTC, this committee directly impacts consumer protection laws, product safety, advertising regulations, and transportation logistics, which are crucial for a national retailer.