WallStSmart

Boot Barn Holdings Inc (BOOT)vsBurlington Stores Inc (BURL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Burlington Stores Inc generates 433% more annual revenue ($11.56B vs $2.17B). BOOT leads profitability with a 10.1% profit margin vs 5.3%. BURL appears more attractively valued with a PEG of 0.92. BURL earns a higher WallStSmart Score of 69/100 (B-).

BOOT

Buy

62

out of 100

Grade: C+

Growth: 6.7Profit: 7.5Value: 4.0Quality: 7.3
Piotroski: 4/9Altman Z: 3.04

BURL

Strong Buy

69

out of 100

Grade: B-

Growth: 6.7Profit: 6.5Value: 5.3Quality: 5.8
Piotroski: 4/9Altman Z: 2.04
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BOOTSignificantly Overvalued (-65.7%)

Margin of Safety

-65.7%

Fair Value

$114.42

Current Price

$165.84

$51.42 premium

UndervaluedFair: $114.42Overvalued
BURLOvervalued (-13.3%)

Margin of Safety

-13.3%

Fair Value

$270.02

Current Price

$312.67

$42.65 premium

UndervaluedFair: $270.02Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BOOT2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.0410/10

Safe zone — low bankruptcy risk

Revenue GrowthGrowth
16.0%8/10

16.0% revenue growth

BURL3 strengths · Avg: 8.7/10
Return on EquityProfitability
38.4%10/10

Every $100 of equity generates 38 in profit

PEG RatioValuation
0.928/10

Growing faster than its price suggests

EPS GrowthGrowth
20.2%8/10

Earnings expanding 20.2% YoY

Areas to Watch

BOOT1 concerns · Avg: 4.0/10
PEG RatioValuation
1.724/10

Expensive relative to growth rate

BURL4 concerns · Avg: 3.3/10
P/E RatioValuation
33.4x4/10

Premium valuation, high expectations priced in

Price/BookValuation
10.7x4/10

Trading at 10.7x book value

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Free Cash FlowQuality
$-62.12M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : BOOT

The strongest argument for BOOT centers on Altman Z-Score, Revenue Growth. Revenue growth of 16.0% demonstrates continued momentum.

Bull Case : BURL

The strongest argument for BURL centers on Return on Equity, PEG Ratio, EPS Growth. Revenue growth of 11.3% demonstrates continued momentum. PEG of 0.92 suggests the stock is reasonably priced for its growth.

Bear Case : BOOT

The primary concerns for BOOT are PEG Ratio.

Bear Case : BURL

The primary concerns for BURL are P/E Ratio, Price/Book, Profit Margin.

Key Dynamics to Monitor

BOOT profiles as a growth stock while BURL is a value play — different risk/reward profiles.

BOOT carries more volatility with a beta of 1.73 — expect wider price swings.

BOOT is growing revenue faster at 16.0% — sustainability is the question.

BOOT generates stronger free cash flow (148M), providing more financial flexibility.

Bottom Line

BURL scores higher overall (69/100 vs 62/100) and 11.3% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Boot Barn Holdings Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Boot Barn Holdings, Inc., a lifestyle retail chain, operates specialty retail stores in the United States. The company is headquartered in Irvine, California.

Burlington Stores Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Burlington Stores, Inc. is a branded apparel retailer in the United States. The company is headquartered in Burlington, New Jersey.

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