- ISIN
- US1220171060
- CUSIP
- 122017106
- Sector
- Consumer Cyclical
- Industry
- Apparel Retail
- IPO Date
- Oct 2, 2013
Highlights
- Market Cap
- $23.19B
- Enterprise Value
- $26.88B
- EPS (TTM)
- $9.74
- PE Ratio
- 37.82
- PEG Ratio
- 1.95
- Total Revenue (TTM)
- $11.92B
- Gross Profit (TTM)
- $5.24B
- EBITDA (TTM)
- $1.33B
- Year Range
- $240.49 - $378.33
- Target Price
- $355.67
- ROA (TTM)
- 6.38%
- ROE (TTM)
- 16.39%
- Avg. Volume (1M)
- 615K
- Avg. Volume Value (1M)
- $212.05M
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
BURL Performance Chart
Burlington Stores, Inc. (BURL) is up 27.6% since the beginning of the year. At $368 per share, BURL is trading just below its 52-week high of $378. Investors who bought $1,000 worth of BURL shares 5 years ago would now be looking at an investment worth $1,101.
Loading charts...
Compare this symbol against anything
Returns By Period
Burlington Stores, Inc. (BURL) has returned 27.57% so far this year and 34.89% over the past 12 months. Looking at the last ten years, BURL has achieved an annualized return of 17.43%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
Burlington Stores, Inc.
- 1D
- -1.00%
- 1M
- 17.66%
- 6M
- 24.55%
- YTD
- 27.57%
- 1Y
- 34.89%
- 3Y*
- 28.39%
- 5Y*
- 1.94%
- 10Y*
- 17.43%
- ALL TIME*
- 24.12%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
BURL Monthly Returns History
Based on dividend-adjusted daily data since Oct 2, 2013, BURL's average daily return is +0.12%, while the average monthly return is +2.39%. At this rate, an investment would double in approximately 2.4 years.
Historically, 58% of months were positive and 42% were negative. The best month was Nov 2023 with a return of +40.1%, while the worst month was Mar 2020 at -26.7%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.
On a daily basis, BURL closed higher 51% of trading days. The best single day was Nov 21, 2023 with a return of +20.7%, while the worst single day was Mar 16, 2020 at -29.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.43% | 3.72% | 6.03% | -1.65% | 1.19% | -2.17% | 16.31% | 27.57% | |||||
| 2025 | -0.40% | -12.19% | -4.41% | -5.58% | 1.44% | 1.91% | 17.33% | 6.49% | -12.45% | 7.50% | -7.81% | 14.52% | 1.33% |
| 2024 | -1.71% | 7.30% | 13.21% | -22.50% | 33.41% | -0.02% | 8.47% | 3.04% | -1.77% | -5.96% | 13.77% | 1.13% | 46.58% |
| 2023 | 13.35% | -6.78% | -5.67% | -4.60% | -21.96% | 4.61% | 12.85% | -8.65% | -16.62% | -10.55% | 40.12% | 14.68% | -4.08% |
| 2022 | -18.72% | -4.66% | -19.35% | 11.74% | -17.32% | -19.06% | 3.60% | -0.67% | -20.19% | 27.77% | 36.88% | 3.62% | -30.44% |
| 2021 | -4.84% | 3.99% | 15.45% | 9.21% | -0.91% | -0.43% | 3.98% | -10.55% | -5.32% | -2.57% | 6.10% | -0.55% | 11.45% |
Benchmark Metrics
Burlington Stores, Inc. has an annualized alpha of 16.78%, beta of 1.10, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since October 02, 2013.
- This stock captured 126.65% of S&P 500 Index gains but only 72.47% of its losses - a favorable profile for investors.
- R2 of 0.22 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 16.78%
- Beta
- 1.10
- R²
- 0.22
- Upside Capture
- 126.65%
- Downside Capture
- 72.47%
Return for Risk
Risk / Return Rank
BURL ranks 73 for risk / return — above 73% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Burlington Stores, Inc. (BURL) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BURL | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.80 | 2.00 | -0.21 |
| Martin ratioReturn relative to average drawdown | 4.43 | 8.49 | -4.06 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Burlington Stores, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Burlington Stores, Inc. was 68.87%, occurring on Sep 29, 2022. Recovery took 950 trading sessions.
The current Burlington Stores, Inc. drawdown is 1.00%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-68.87%Sep 2022 | 1y 1mo | 3y 9mo | 4y 11moAug 2021 - Jul 2026 | Bear market2022 |
-51.45%Mar 2020 | 27d | 9mo 10d | 10mo 7dFeb 2020 - Dec 2020 | COVID crash2020 |
-33.30%Nov 2015 | 7mo 29d | 6mo 15d | 1y 2moMar 2015 - Jun 2016 | — |
-25.35%Feb 2014 | 1mo 3d | 5mo 20d | 6mo 23dJan 2014 - Jul 2014 | — |
-22.79%Aug 2017 | 3mo 6d | 3mo 4d | 6mo 10dMay 2017 - Nov 2017 | — |
Drawdown Indicators
| BURL | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.87% | -56.78% | -12.09% |
Max Drawdown (1Y)Largest decline over 1 year | -19.55% | -9.10% | -10.45% |
Max Drawdown (3Y)Largest decline over 3 years | -32.47% | -18.90% | -13.57% |
Max Drawdown (5Y)Largest decline over 5 years | -68.87% | -25.43% | -43.44% |
Max Drawdown (10Y)Largest decline over 10 years | -68.87% | -33.92% | -34.95% |
Current DrawdownCurrent decline from peak | -1.00% | -1.58% | +0.58% |
Average DrawdownAverage peak-to-trough decline | -18.39% | -10.70% | -7.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.92% | 2.14% | +5.78% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Financials
Financial Performance
The chart below illustrates the trends in the financial health of Burlington Stores, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Burlington Stores, Inc. is priced in the market compared to other companies in the Apparel Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for BURL, comparing it with other companies in the Apparel Retail industry. Currently, BURL has a P/E ratio of 37.8. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for BURL compared to other companies in the Apparel Retail industry. BURL currently has a PEG ratio of 1.9. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for BURL relative to other companies in the Apparel Retail industry. Currently, BURL has a P/S ratio of 2.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for BURL in comparison with other companies in the Apparel Retail industry. Currently, BURL has a P/B value of 6.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
Build a portfolio with BURL
Add Burlington Stores, Inc. to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with BURL