| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 52 | 21.7x | 17.3x | Around median | |
Growth | 60 | 10.9% | 7.1% | Around median | |
Quality | 71 | 10.0% | 4.5% | Top tier | |
Safety | 51 | 3.6x | 2.6x | Around median | |
Capital Return | 44 | 0.00% | 0.06% | Around median | |
Momentum | 32 | -0.4% | -1.6% | Bottom tier | |
Sentiment | 43 | 11 | 3 | Around median |
The floor: what the company is worth if growth stopped today
65% of today's price is what a buyer pays for growth that has not happened yet.
10-year US Treasury yield 5.00% as of 2026-10-23. Estimates computed from company data and analyst targets, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Burlington Stores, Inc., trading under the ticker BURL, operates as an off-price retailer targeting value-seeking households with an assortment that includes outerwear, home goods, beauty products, accessories, and toys. Revenue growth depends on comparable-store sales and network expansion; it ended Q2 FY2026 with 1,287 stores, after opening 51 stores and relocating 6 stores, adding 45 net stores during the quarter. Openings during the twelve months ended August 1, 2026 totaled approximately 178 gross stores and 149 net stores, while the company expects a new store to generate more than $7 million in average annual sales with a payback period of less than two years.
In Q2 FY2026, revenue according to EDGAR data was approximately $3.0 billion, gross profit was $1.4 billion, net income was $184.3 million, and reported earnings per share were $2.88. The call showed total sales growth of 11% and comparable-store sales growth of 2% on top of 5% growth in the comparable period, while gross margin reached 44.3%, up 60 basis points, and adjusted EBIT margin reached 7%, up 100 basis points. Adjusted earnings per share, excluding the impact of the tariff refund for operational comparison purposes, rose 38% to $2.37, driven by a 70-basis-point improvement in merchandise margin, supply-chain savings, and operating leverage in selling, general, and administrative expenses.
The growth mix reflects heavy reliance on new store openings alongside more moderate progress at existing stores; network expansion helped drive total sales growth to 11%, compared with only 2% for comparable stores. At the category level, beauty products and accessories were the strongest in Q2 FY2026, while the home category outperformed the chain average in July and continued to do so in August 2026, with strength in home furnishings, kitchenware, and toys. Liquidity at quarter-end was approximately $1.6 billion, including $704 million in cash and $942 million available under an asset-based credit facility with no outstanding borrowings.
The average analyst price target is $383.44, with a wide range between $310 and $440 and a consensus “Buy” recommendation, reflecting a positive outlook accompanied by meaningful disagreement over the stock's value. The average target is slightly above the top of the 52-week range of $378.33, while the highest target is clearly above it, whereas the lowest target lies within the 52-week range of $240.49–$378.33. No usable price-to-earnings ratio is available in the data, so the positive consensus should be weighed against the wide target range, consumer pressures, and expected margin pressure in the second half of FY2026.
Figures in the text are as of 2026-08-29; the live price is shown at the top of the page.
Total sales grew 11%, while comparable-store sales increased 2% on top of 5% growth in the comparable period. Gross margin was 44.3%, with a 70-basis-point improvement in merchandise margin, 20 basis points of supply-chain leverage, and 50 basis points of leverage in adjusted selling, general, and administrative expenses. As a result, adjusted EBIT margin expanded by 100 basis points to 7%, and adjusted earnings per share rose 38% to $2.37 after excluding the impact of the tariff refund for operational comparison purposes.
In Q2 FY2026, the company received approximately $55 million from a tariff refund, adding $0.64 to reported earnings per share for that quarter. Management decided to reinvest the entire amount in more competitive prices, with approximately 40% in Q3 and 60% in Q4, to support customers affected by rising living costs. Therefore, the company expects the direct impact of the refund on FY2026 earnings to be neutral, rather than retaining it as a one-time increase in profit.
Automated analysis for informational purposes only — not investment advice.
Burlington added approximately 45 net stores in Q2 FY2026 and ended the period with 1,287 stores. During the twelve months ended August 1, 2026, it opened 178 gross stores and 149 net stores, increasing the store count by 13%. This expansion created approximately 1.5 percentage points of pressure on comparable-store sales by drawing some demand away from existing locations, but the company expects a new store to generate more than $7 million in annual sales with a payback period of less than two years.
The primary risks are pressure from fuel prices and living costs on middle- and lower-income customers, in addition to the weak comparable-sales results in the retail sector that management cited on August 27, 2026. Warm weather could also hurt outerwear sales between late September and November 2026, despite increased reliance on home and weather-neutral categories. Reinvesting $55 million pressures operating margin in Q3 and Q4 FY2026, while the 11% increase in comparable-store inventory makes executing sales plans without additional markdowns more important.