WallStSmart

Burlington Stores Inc (BURL)vsTillys Inc (TLYS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Burlington Stores Inc generates 1988% more annual revenue ($11.56B vs $553.59M). BURL leads profitability with a 5.3% profit margin vs -3.1%. TLYS appears more attractively valued with a PEG of 0.88. 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

TLYS

Hold

47

out of 100

Grade: D+

Growth: 3.3Profit: 2.5Value: 6.7Quality: 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

Intrinsic value data unavailable for TLYS.

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

TLYS2 strengths · Avg: 9.0/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

PEG RatioValuation
0.888/10

Growing faster than its price suggests

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

TLYS4 concerns · Avg: 2.5/10
Market CapQuality
$127.99M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
1.7%3/10

Operating margin of 1.7%

Return on EquityProfitability
-18.8%2/10

ROE of -18.8% — below average capital efficiency

EPS GrowthGrowth
-97.4%2/10

Earnings declined 97.4%

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 : TLYS

The strongest argument for TLYS centers on Price/Book, PEG Ratio. PEG of 0.88 suggests the stock is reasonably priced for its growth.

Bear Case : BURL

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

Bear Case : TLYS

The primary concerns for TLYS are Market Cap, Operating Margin, Return on Equity.

Key Dynamics to Monitor

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

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.

TLYS generates stronger free cash flow (7M), providing more financial flexibility.

Bottom Line

BURL scores higher overall (63/100 vs 47/100) and 11.3% revenue growth. 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.

Tillys Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Tilly's, Inc. is a specialty retailer of casual clothing, footwear, accessories and consumer goods for young men and women and boys and girls in the United States. The company is headquartered in Irvine, California.

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