WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Burlington Stores Inc generates 4% more annual revenue ($11.56B vs $11.10B). LULU leads profitability with a 14.2% profit margin vs 5.3%. LULU appears more attractively valued with a PEG of 0.64. 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

LULU

Strong Buy

65

out of 100

Grade: B-

Growth: 4.7Profit: 8.5Value: 9.3Quality: 7.5
Piotroski: 2/9Altman Z: 4.32
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
LULUUndervalued (+71.2%)

Margin of Safety

+71.2%

Fair Value

$609.94

Current Price

$128.98

$480.96 discount

UndervaluedFair: $609.94Overvalued

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

LULU5 strengths · Avg: 9.2/10
P/E RatioValuation
10.1x10/10

Attractively priced relative to earnings

Return on EquityProfitability
34.0%10/10

Every $100 of equity generates 34 in profit

Altman Z-ScoreHealth
4.3210/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.648/10

Growing faster than its price suggests

Operating MarginProfitability
22.3%8/10

Strong operational efficiency at 22.3%

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

LULU3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.8%4/10

0.8% revenue growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-18.5%2/10

Earnings declined 18.5%

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 : LULU

The strongest argument for LULU centers on P/E Ratio, Return on Equity, Altman Z-Score. PEG of 0.64 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 : LULU

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

Key Dynamics to Monitor

BURL carries more volatility with a beta of 1.62 — expect wider price swings.

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

LULU generates stronger free cash flow (960M), providing more financial flexibility.

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

Bottom Line

BURL scores higher overall (69/100 vs 65/100) and 11.3% revenue growth. LULU offers better value entry with a 71.2% margin of safety. Both earn "Strong Buy" and "Strong 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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