COMP <GO>
BURL vs FIVE // EV/EBITDA & P/E VALUATION
Burlington Stores Inc. (NYSE) VS. Five Below Inc. (NASDAQ) • 15-METRIC TALLY: BURL 5
— FIVE 8
▲ EV/EBITDA & P/E VALUATION LEADER: BURL
LAST: $237.09 (-2.17%) • MKT CAP: $15.22B
valuation
9.7x
LAST: $240.96 (-1.85%) • MKT CAP: $13.52B
valuation
23.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BURL VS. FIVE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BURL | FIVE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 43.80% | 36.00% | +7.80 | BURL | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 22.80% | 13.80% | +9.00 | BURL | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 9.7x | 23.0x | -13.30 | BURL | /valuation <GO> |
| Free Cash Flow Yield | 1.13% | 3.05% | -1.92 | FIVE | /fcf-yield <GO> |
| Operating Margin | 6.40% | 9.60% | -3.20 | FIVE | /operating-margins <GO> |
| Net Profit Margin | 5.30% | 7.50% | -2.20 | FIVE | /net-margins <GO> |
| Revenue Growth (YoY) | 8.80% | 22.90% | -14.10 | FIVE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.69 | 5.03 | -1.34 | FIVE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | FIVE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.1 | 66.2 | -26.10 | FIVE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 1.02 | -0.05 | FIVE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.3x | 31.7x | -8.40 | BURL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.22B | $13.52B | $1.71B | BURL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BURL REV | FIVE REV | BURL GROSS % | FIVE GROSS % | BURL FCF | FIVE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.55B | $4.76B | 43.8% | 36.0% | $171.6M | $411.7M |
| FY 2024 | $10.62B | $3.88B | 43.2% | 34.9% | -$17.0M | $106.7M |
| FY 2023 | $9.71B | $3.56B | — | — | $431.8M | $339.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BURL // BETA 0.97
FIVE // BETA 1.02