Burlington Stores, Inc. (BURL) AI Stock Analysis

Burlington Stores, Inc. functions as a prominent retailer specializing in branded apparel across the United States. The company's network of stores offers merchandise including women's ready-to-wear apparel, menswear, youth clothing, baby essentials, beauty products, footwear, accessories, home decor, toys, gifts, and outerwear. As of October 29, 2022, Burlington Stores operated 893 stores across 46 states and Puerto Rico under the Burlington Stores banner. Founded in 1972 and based in Burlington, New Jersey, the retailer focuses on value-driven shopping experiences with competitive pricing on apparel and household goods.

Burlington's revenue increased from $9.32B in FY2022 to $11.57B in FY2026, delivering a 5-year revenue CAGR of 14.9% from FY2021 to FY2026. Net income recovered from $230.1M in FY2023 to $610.2M in FY2026, with net margin improving from 2.6% to 5.3% over that period. Operating margin expanded to 7.3% in FY2026 from 4.4% in FY2023. Over the trailing twelve months, revenue totaled $12.21B with diluted EPS of $11.13 and an operating margin of 6.7%. In the latest quarter ended July 31, 2026, quarterly revenue grew 11.0% year-over-year, while quarterly earnings growth reached 95.9%.

As of July 31, 2026, Burlington held $703.7M in cash and short-term investments against total debt of $5.91B, resulting in net debt of $5.20B. Shareholders' equity stood at $2.00B, creating a debt-to-equity ratio of 2.95 and a current ratio of 1.17. In FY2026, operating cash flow was $1.23B, while capital expenditures were $1.06B, leaving free cash flow of $171.6M. The company directed $278.4M toward share buybacks in FY2026, reducing its share count by 6.3% over five years.

Burlington trades at a trailing P/E of 23.6x and a forward P/E of 21.5x, compared to the median of its US-listed Consumer Cyclical peers at 18.0x and 14.1x, respectively. Its enterprise value to EBITDA ratio is 14.6x, above the peer median of 11.1x, while price-to-sales of 1.4x exceeds the peer median of 0.7x. Over the past year, the stock returned -4.3% compared to a 16.8% return for the S&P 500 (SPY). Over five years, the stock returned -2.3%, trailing the S&P 500 return of 83.0%.

Wall Street analysts cover Burlington with 10 Strong Buy, 3 Buy, and 6 Hold ratings, with no Sell or Strong Sell ratings. The mean price target is $365.38, which is 39.1% above the last close of $262.66. Consensus estimates project FY2027 revenue of $12.83B and EPS of $11.80, representing 20.9% EPS growth. For FY2028, 18 analysts project revenue of $13.98B and EPS of $13.68. Burlington beat EPS expectations in each of the last 4 quarters, and its next earnings date is November 24, 2026.

This page is an AI-written research summary of Burlington Stores, Inc. (BURL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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