BURL Burlington Stores, Inc.

NYSE Retail-Department Stores DE CIK: 0001579298
AI RATING
HOLD
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.

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

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

Financial Metrics

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

Profitability Ratios

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

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
Disclaimer: This analysis is generated by 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 before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: 2026-03-21T16:50:15.731323 | Data as of: 2026-01-31 | Powered by Claude AI