WallStSmart

Burlington Stores Inc (BURL)vsCato Corporation (CATO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Burlington Stores Inc generates 1797% more annual revenue ($12.21B vs $643.67M). BURL leads profitability with a 5.8% profit margin vs -0.9%. CATO appears more attractively valued with a PEG of 1.17. BURL earns a higher WallStSmart Score of 63/100 (C+).

BURL

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 6.5Value: 3.3Quality: 4.5
Piotroski: 5/9Altman Z: 1.95

CATO

Hold

40

out of 100

Grade: F

Growth: 2.0Profit: 2.0Value: 7.0Quality: 6.5
Piotroski: 6/9Altman Z: 2.04
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BURLSignificantly Overvalued (-23.7%)

Margin of Safety

-23.7%

Fair Value

$247.19

Current Price

$239.04

$8.15 premium

UndervaluedFair: $247.19Overvalued
CATOUndervalued (+75.6%)

Margin of Safety

+75.6%

Fair Value

$12.36

Current Price

$2.41

$9.95 discount

UndervaluedFair: $12.36Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BURL2 strengths · Avg: 10.0/10
Return on EquityProfitability
35.7%10/10

Every $100 of equity generates 36 in profit

EPS GrowthGrowth
95.9%10/10

Earnings expanding 95.9% YoY

CATO1 strengths · Avg: 10.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

Areas to Watch

BURL4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.954/10

Grey zone — moderate risk

Profit MarginProfitability
5.8%3/10

5.8% margin — thin

PEG RatioValuation
2.992/10

Expensive relative to growth rate

Free Cash FlowQuality
$-16.50M2/10

Negative free cash flow — burning cash

CATO4 concerns · Avg: 2.3/10
Market CapQuality
$47.99M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-3.7%2/10

ROE of -3.7% — below average capital efficiency

Revenue GrowthGrowth
-6.2%2/10

Revenue declined 6.2%

EPS GrowthGrowth
-83.3%2/10

Earnings declined 83.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : BURL

The strongest argument for BURL centers on Return on Equity, EPS Growth. Revenue growth of 11.0% demonstrates continued momentum.

Bull Case : CATO

The strongest argument for CATO centers on Price/Book. PEG of 1.17 suggests the stock is reasonably priced for its growth.

Bear Case : BURL

The primary concerns for BURL are Altman Z-Score, Profit Margin, PEG Ratio. Debt-to-equity of 2.95 is elevated, increasing financial risk.

Bear Case : CATO

The primary concerns for CATO are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

BURL profiles as a value stock while CATO is a turnaround play — different risk/reward profiles.

BURL carries more volatility with a beta of 1.42 — expect wider price swings.

BURL is growing revenue faster at 11.0% — sustainability is the question.

CATO generates stronger free cash flow (13M), providing more financial flexibility.

Bottom Line

BURL scores higher overall (63/100 vs 40/100) and 11.0% revenue growth. CATO offers better value entry with a 75.6% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

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.

Cato Corporation

CONSUMER CYCLICAL · APPAREL RETAIL · USA

The Cato Corporation is a specialty clothing and fashion accessories retailer primarily in the southeastern United States. The company is headquartered in Charlotte, North Carolina.

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