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Upturn AI Summary - About
Burlington Stores Inc(BURL)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BURL
11/09/2026: BURL (1-star) is currently NOT-A-BUY. Pass it for now.
Burlington Stores is a major off-price retailer that specializes in providing a variety of branded apparel and home goods at discounted prices. The company is currently executing a growth strategy centered on its efficient 'Burlington 2.0' store format, which has strengthened its competitive position in the retail sector. While the business benefits from a high-turnover, opportunistic buying model, it faces significant risks from intense competition and sensitivity to macroeconomic shifts affecting discretionary spending. It is best suited for growth-oriented investors interested in the retail sector. Key developments to monitor include the company's progress on store expansion and its ability to maintain margins amidst rising operational costs.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Burlington exhibits significant unit growth potential through its store expansion strategy. |
| Momentum investor | Strong fit while signal remains positive | Strong price trends often follow positive earnings surprises in the off-price sector. |
| Value investor | Mixed fit | Valuation levels fluctuate based on the market's pricing of retail growth vs. economic sensitivity. |
| Dividend investor | Weak fit | The company does not pay a dividend, focusing instead on capital reinvestment. |
| Low-risk investor | Weak fit | Retail stocks in the off-price sector can be subject to significant consumer spending volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock's beta reflects retail sector sensitivity to macroeconomic cycles. |
| Valuation risk | Medium | Growth expectations are often fully priced into the shares. |
| Competition risk (Off-price retail) | High | The sector is highly competitive, with established incumbents holding significant scale advantages. |
| Business quality | Medium / high | The business model is robust but depends heavily on external inventory sourcing. |
| Dividend income | Low / none | Investors receive no direct income from the holding. |
| Execution risk | Medium | The success of the 2.0 store format is critical to long-term profitability. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -4.48% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.50B USD | Price to earnings Ratio 22.17 | 1Y Target Price 364.25 |
Price to earnings Ratio 22.17 | 1Y Target Price 364.25 | ||
Volume (30-day avg) 1.3M shares | Beta 1.51 | 52 Weeks Range 226.85 - 378.33 | Updated Date 11/08/2026 |
52 Weeks Range 226.85 - 378.33 | Updated Date 11/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 11.13 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Off-Price Retail | Apparel, footwear, and home merchandise. | Burlington buys excess inventory from brands and sells it at lower prices to consumers. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 22.17 | Forward PE 17.3 | Enterprise Value 20.70B | Price to Sales(TTM) 1.27 |
Enterprise Value 20.70B | Price to Sales(TTM) 1.27 | ||
Enterprise Value to Revenue 1.69 | Enterprise Value to EBITDA 14.14 | Shares Outstanding 62.82M | Shares Floating 62.45M |
Shares Outstanding 62.82M | Shares Floating 62.45M | ||
Percent Insiders 0.56 | Percent Institutions 105.9 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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