WallStSmart

Burlington Stores Inc (BURL)vsThe Gap, Inc. (GAP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Gap, Inc. generates 33% more annual revenue ($15.37B vs $11.56B). GAP leads profitability with a 5.3% 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-).

BURL

Strong Buy

69

out of 100

Grade: B-

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

GAP

Buy

55

out of 100

Grade: C

Growth: 2.7Profit: 5.5Value: 7.3Quality: 5.8
Piotroski: 2/9Altman Z: 2.38
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BURLOvervalued (-13.4%)

Margin of Safety

-13.4%

Fair Value

$269.81

Current Price

$312.67

$42.86 premium

UndervaluedFair: $269.81Overvalued
GAPUndervalued (+9.1%)

Margin of Safety

+9.1%

Fair Value

$30.21

Current Price

$23.63

$6.58 discount

UndervaluedFair: $30.21Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

GAP3 strengths · Avg: 9.0/10
P/E RatioValuation
11.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
23.1%9/10

Every $100 of equity generates 23 in profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

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

GAP4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.1%4/10

2.1% revenue growth

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Operating MarginProfitability
4.9%3/10

Operating margin of 4.9%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : GAP

The strongest argument for GAP centers on P/E Ratio, Return on Equity, Price/Book. PEG of 1.45 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 : GAP

The primary concerns for GAP are Revenue Growth, Profit Margin, Operating Margin.

Key Dynamics to Monitor

GAP carries more volatility with a beta of 2.25 — expect wider price swings.

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

GAP generates stronger free cash flow (696M), providing more financial flexibility.

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

Bottom Line

BURL scores higher overall (69/100 vs 55/100) 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.

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.

The Gap, Inc.

CONSUMER CYCLICAL · APPAREL RETAIL · USA

The Gap, Inc. is a prominent global apparel retailer founded in 1969, known for its diverse portfolio of iconic brands including Gap, Banana Republic, Old Navy, and Athleta. Headquartered in San Francisco, the company services over 40 countries and prioritizes quality, value, and style for a broad customer demographic. As it navigates the dynamic retail landscape, Gap is committed to enhancing its digital transformation and sustainability efforts, aiming to bolster its e-commerce presence while pursuing innovative product offerings and strategic growth initiatives to sustain its competitive advantage.

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