Burlington Stores Inc. Common Stock (BURL)

FairStock Score: 47/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach Burlington as I would any retailer: I ask whether its earning power is durable and whether the price leaves a margin of safety. The filed record shows progress. In fiscal Q2 2026, the quarter ended 2026-08-01, revenue was $3.0B and net income $184.3M, or $2.88 per diluted share. A year earlier, in fiscal Q2 2025, the quarter ended 2025-08-02, revenue was $2.7B and net income $94.2M, or $1.47 per diluted share. That is a sharp earnings jump. For full fiscal 2025, ended 2026-01-31, revenue was $11.5B, net income $610.2M, and EPS $9.51; fiscal 2024, ended 2025-02-01, was $10.6B, $503.6M, and $7.80; fiscal 2023, ended 2024-02-03, was $9.7B, $339.6M, and $5.23. FairStock's Lynch category is STALWART, citing 27.6% yearly profit growth over four years and 5.5% revenue growth. The Piotroski score is 9/9, a sign of accounting strength. But I cannot ignore the balance sheet and price. The debt-to-equity ratio is 2.95, Altman Z is 2.00, ROCE is only 6.15%, and trailing FCF yield is 2.4%. At the 2026-10-13 close of $263.31, the FairStock P/E is 23.68, P/B is 8.26, and the Graham Number is $89.31, giving a margin of safety of -194.83%. The PEG of 0.25 is attractive only if growth persists. FairStock score 47/100 suggests a fair-to-full price. A good business, but not a Graham bargain.

In plain English: Burlington Stores sells clothing, footwear, home goods and other merchandise through its stores. The business has been growing sales and profits, and recent profit growth was very strong, though it carries a lot of debt and the stock price looks high compared with its accounting value and cash flow. Overall, it looks like a decent but not obviously cheap retailer.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-08-01) · fiscal Q1 2026 10-Q (period ended 2026-05-02) · fiscal Q3 2025 10-Q (period ended 2025-11-01) · fiscal Q2 2025 10-Q (period ended 2025-08-02) · FY2025 10-K (period ended 2026-01-31) · FY2024 10-K (period ended 2025-02-01) · FY2023 10-K (period ended 2024-02-03)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer