WallStSmart

Burlington Stores Inc (BURL)vsLululemon Athletica Inc. (LULU)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Burlington Stores Inc generates 10% more annual revenue ($12.21B vs $11.09B). LULU leads profitability with a 12.8% profit margin vs 5.8%. LULU appears more attractively valued with a PEG of 0.77. 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

LULU

Buy

62

out of 100

Grade: C+

Growth: 4.0Profit: 7.5Value: 9.3Quality: 7.5
Piotroski: 3/9Altman Z: 4.12
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BURLSignificantly Overvalued (-23.8%)

Margin of Safety

-23.8%

Fair Value

$247.04

Current Price

$237.12

$9.92 premium

UndervaluedFair: $247.04Overvalued
LULUUndervalued (+70.5%)

Margin of Safety

+70.5%

Fair Value

$595.37

Current Price

$98.06

$497.31 discount

UndervaluedFair: $595.37Overvalued

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

LULU5 strengths · Avg: 9.0/10
P/E RatioValuation
8.5x10/10

Attractively priced relative to earnings

Altman Z-ScoreHealth
4.1210/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
29.6%9/10

Every $100 of equity generates 30 in profit

PEG RatioValuation
0.778/10

Growing faster than its price suggests

Price/BookValuation
2.3x8/10

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

LULU3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-4.3%2/10

Revenue declined 4.3%

EPS GrowthGrowth
-5.9%2/10

Earnings declined 5.9%

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 : LULU

The strongest argument for LULU centers on P/E Ratio, Altman Z-Score, Return on Equity. PEG of 0.77 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 : LULU

The primary concerns for LULU are Piotroski F-Score, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

BURL profiles as a value stock while LULU is a declining 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.

LULU generates stronger free cash flow (225M), providing more financial flexibility.

Bottom Line

BURL scores higher overall (63/100 vs 62/100) and 11.0% revenue growth. LULU offers better value entry with a 70.5% margin of safety. 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.

Lululemon Athletica Inc.

CONSUMER CYCLICAL · APPAREL RETAIL · USA

lululemon athletica inc. The company is headquartered in Vancouver, Canada.

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