WallStSmart

Burlington Stores Inc (BURL)vsCarter’s Inc (CRI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Burlington Stores Inc generates 299% more annual revenue ($11.56B vs $2.90B). BURL leads profitability with a 5.3% profit margin vs 3.2%. CRI appears more attractively valued with a PEG of 2.01. BURL earns a higher WallStSmart Score of 63/100 (C+).

BURL

Buy

63

out of 100

Grade: C+

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

CRI

Buy

53

out of 100

Grade: C-

Growth: 4.0Profit: 5.5Value: 8.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BURLUndervalued (+18.0%)

Margin of Safety

+18.0%

Fair Value

$372.81

Current Price

$329.27

$43.54 discount

UndervaluedFair: $372.81Overvalued
CRIOvervalued (-13.2%)

Margin of Safety

-13.2%

Fair Value

$33.40

Current Price

$34.93

$1.53 premium

UndervaluedFair: $33.40Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BURL2 strengths · Avg: 9.0/10
Return on EquityProfitability
38.4%10/10

Every $100 of equity generates 38 in profit

EPS GrowthGrowth
20.2%8/10

Earnings expanding 20.2% YoY

CRI2 strengths · Avg: 9.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

P/E RatioValuation
13.8x8/10

Attractively priced relative to earnings

Areas to Watch

BURL4 concerns · Avg: 3.3/10
P/E RatioValuation
34.1x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.3x4/10

Trading at 11.3x book value

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

PEG RatioValuation
2.992/10

Expensive relative to growth rate

CRI4 concerns · Avg: 3.5/10
PEG RatioValuation
2.014/10

Expensive relative to growth rate

EPS GrowthGrowth
4.0%4/10

4.0% earnings growth

Market CapQuality
$1.27B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
3.2%3/10

3.2% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : BURL

The strongest argument for BURL centers on Return on Equity, EPS Growth. Revenue growth of 11.3% demonstrates continued momentum.

Bull Case : CRI

The strongest argument for CRI centers on Price/Book, P/E Ratio.

Bear Case : BURL

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

Bear Case : CRI

The primary concerns for CRI are PEG Ratio, EPS Growth, Market Cap. Thin 3.2% margins leave little buffer for downturns.

Key Dynamics to Monitor

BURL carries more volatility with a beta of 1.70 — expect wider price swings.

BURL is growing revenue faster at 11.3% — sustainability is the question.

CRI generates stronger free cash flow (248M), providing more financial flexibility.

Monitor APPAREL RETAIL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BURL scores higher overall (63/100 vs 53/100) and 11.3% revenue growth. Both earn "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.

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.

Carter’s Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Carter's, Inc. designs, supplies, and markets branded children's clothing under the brands Carter's, OshKosh, Skip Hop, Child of Mine, Just One You, Simple Joys, Carter's little baby basics, and other brands in the United States and internationally. The company is headquartered in Atlanta, Georgia.

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