BURL
Burlington Stores, Inc.
Next earnings Aug 26, 2026 · consensus $2.19 EPS, $3.08B rev
Last earnings -7.9% on 2026-05-28
$313.18
▼ -0.35%$313.18▲ +35.79%
over 1Y
L $230.63H $347.82
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-0.4%
1W-3.5%
1M-2.5%
3M-4.7%
YTD+5.0%
1Y+35.8%
Buy
Conviction
Horizon
Long (>12mo)
12-mo target
$•••
Street · 25 analysts
Buy
Off-price compounder: 8.8% revenue growth, 21% EPS growth and 33.8% ROE justify paying a premium for a long store runway.
Revenue $11.5B · FY2026
The read
Solid fundamentals at a roughly fair price — reasonable risk/reward at today's level.
Burlington is executing the off-price playbook with conviction. FY2026 revenue grew 8.8% to $11.5B and net income jumped 21.1% to $610M, the fourth straight year of rising sales and earnings (from $9.31B/$230M in FY2022 to $11.5B/$610M in FY2026). Diluted EPS of $9.51 rose 21.9%, and return on equity of 33.8% is exceptional for retail, showing the model converts incremental stores into outsized returns on a thin equity base.
The growth runway is concrete and management-stated: 1,212 stores today versus a long-term target of 2,000, with roughly 110 net new openings planned in Fiscal 2026 at ~25,000 sq ft strip-mall formats. Operating cash flow of $1.23B (up 42.6%) comfortably funds the $1.06B capex required to build that footprint, and the company still returned $278M via buybacks. The off-price treasure-hunt format remains defensive in a value-seeking consumer environment.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 4:41 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Financials · annual, by fiscal year
| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $9.31B | $8.68B | $9.71B | $10.6B | $11.5B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $230M | $230M | $340M | $504M | $610M |
| Diluted EPS | $6.00 | $3.49 | $5.23 | $7.80 | $9.51 |
| Net margin | 2.5% | 2.6% | 3.5% | 4.7% | 5.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$20.6B
EV / EBITDA—
EV / Sales1.8
EV / FCF119.8
P / FCF114.9
PEG (trailing)1.56
Earnings yield3.1%
FCF yield0.9%
Quality & risk
ROIC (est.)—
Free cash flow$172M
Total debt$2.08B
Net cash-$846M
Piotroski F-Score6/8
Capital returns
Buyback yield1.4%
Dividend yield (est.)1.7%
Shareholder yield3.1%
Shares Δ YoY-0.8%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsRoutine disclosure cadence — no material red flags in recent filings.
Recent filings
all on EDGAR ↗144Filing2026-07-01open ↗4Period ending 2026-06-222026-06-24open ↗4Period ending 2026-06-172026-06-22open ↗144Filing2026-06-17open ↗4Period ending 2026-06-122026-06-16open ↗4Period ending 2026-06-112026-06-15open ↗144Filing2026-06-12open ↗4Period ending 2026-06-052026-06-09open ↗144Filing2026-06-09open ↗144Filing2026-06-05open ↗10-QPeriod ending 2026-05-022026-05-28open ↗8-KPeriod ending 2026-05-282026-05-28open ↗
Frequently asked
- Is Burlington Stores, Inc. (BURL) a buy?
- BURL currently carries a Buy rating with 4/5 conviction, derived from its latest SEC filings. Off-price compounder: 8.8% revenue growth, 21% EPS growth and 33.8% ROE justify paying a premium for a long store runway.
- What is BURL's fair value?
- A Modified-Graham model based on BURL's SEC fundamentals estimates a fair value of about $323.79. It is an estimate from reported earnings, not a price target.
- Is BURL overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, BURL currently appears fairly valued relative to its SEC-grounded earnings power.
- What is Burlington Stores, Inc.'s quality score?
- BURL scores 73.82131771893563/100 (grade B) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0001579298, latest 10-Q filed 2026-05-28) · EODHD · Proprietary analysis · as of 6/21/2026, 8:41:29 PM.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.