COMP <GO>
BJ vs BURL // ALTMAN Z-SCORE & DEBT/EQUITY
BJ's Wholesale Club Holdings Inc. (NYSE) VS. Burlington Stores Inc. (NYSE) • 15-METRIC TALLY: BJ 6
— BURL 6
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: BJ
LAST: $107.32 (+1.81%) • MKT CAP: $13.31B
balance-sheet
4.83
LAST: $237.09 (-2.17%) • MKT CAP: $15.22B
balance-sheet
3.69
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BJ VS. BURL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BJ | BURL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 18.60% | 43.80% | -25.20 | BURL | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 25.30% | 22.80% | +2.50 | BJ | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 9.7x | 0.00 | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.46% | 1.13% | +1.33 | BJ | /fcf-yield <GO> |
| Operating Margin | 3.80% | 6.40% | -2.60 | BURL | /operating-margins <GO> |
| Net Profit Margin | 2.70% | 5.30% | -2.60 | BURL | /net-margins <GO> |
| Revenue Growth (YoY) | 4.70% | 8.80% | -4.10 | BURL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 4.83 | 3.69 | +1.14 | BJ | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | BURL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.0 | 40.1 | +20.90 | BJ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 0.97 | +0.17 | BJ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 23.3x | -1.90 | BJ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.31B | $15.22B | -$1.91B | BURL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BJ REV | BURL REV | BJ GROSS % | BURL GROSS % | BJ FCF | BURL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $21.46B | $11.55B | 18.6% | 43.8% | $328.0M | $171.6M |
| FY 2024 | $20.50B | $10.62B | 18.4% | 43.2% | $312.9M | -$17.0M |
| FY 2023 | $19.97B | $9.71B | — | — | -$179.7M | $431.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BJ // BETA 1.14
BURL // BETA 0.97