WallStSmart

Burlington Stores Inc (BURL)vsTillys Inc (TLYS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Burlington Stores Inc generates 1987% more annual revenue ($11.91B vs $570.69M). BURL leads profitability with a 5.2% profit margin vs -0.6%. TLYS appears more attractively valued with a PEG of 0.88. BURL earns a higher WallStSmart Score of 59/100 (C).

BURL

Buy

59

out of 100

Grade: C

Growth: 6.0Profit: 6.5Value: 2.7Quality: 4.5
Piotroski: 5/9Altman Z: 1.95

TLYS

Hold

48

out of 100

Grade: D+

Growth: 4.0Profit: 2.0Value: 6.0Quality: 4.0
Piotroski: 4/9Altman Z: 1.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BURLSignificantly Overvalued (-27.4%)

Margin of Safety

-27.4%

Fair Value

$240.00

Current Price

$371.13

$131.13 premium

UndervaluedFair: $240.00Overvalued

Intrinsic value data unavailable for TLYS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BURL1 strengths · Avg: 10.0/10
Return on EquityProfitability
34.0%10/10

Every $100 of equity generates 34 in profit

TLYS3 strengths · Avg: 8.7/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

PEG RatioValuation
0.888/10

Growing faster than its price suggests

Revenue GrowthGrowth
15.9%8/10

15.9% revenue growth

Areas to Watch

BURL4 concerns · Avg: 3.8/10
P/E RatioValuation
35.6x4/10

Premium valuation, high expectations priced in

Price/BookValuation
12.6x4/10

Trading at 12.6x book value

Altman Z-ScoreHealth
1.954/10

Grey zone — moderate risk

Profit MarginProfitability
5.2%3/10

5.2% margin — thin

TLYS4 concerns · Avg: 2.3/10
Market CapQuality
$120.73M3/10

Smaller company, higher risk/reward

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%

Free Cash FlowQuality
$-5.27M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : BURL

The strongest argument for BURL centers on Return on Equity. Revenue growth of 14.1% demonstrates continued momentum.

Bull Case : TLYS

The strongest argument for TLYS centers on Price/Book, PEG Ratio, Revenue Growth. Revenue growth of 15.9% demonstrates continued momentum. 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, Altman Z-Score. Debt-to-equity of 3.20 is elevated, increasing financial risk.

Bear Case : TLYS

The primary concerns for TLYS are Market Cap, Return on Equity, EPS Growth. Debt-to-equity of 2.26 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

BURL carries more volatility with a beta of 1.46 — expect wider price swings.

TLYS is growing revenue faster at 15.9% — sustainability is the question.

TLYS generates stronger free cash flow (-5M), providing more financial flexibility.

Bottom Line

BURL scores higher overall (59/100 vs 48/100) and 14.1% 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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