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BURL · NASDAQ · STOCK

Burlington Stores

Consumer Cyclical Updated August 08, 2026
$368.89
52W $240.49 – $378.33
58/100
$23.22B
37.8
1.46
AI Committee Verdict
Watch
58/100
Conviction: Moderate · 67% agreement · 6 analysts
-17.0%
Moderate

Is BURL Bullish or Bearish?

Mixed. Innellis AI committee rates Burlington Stores (BURL) Watch with a composite score of 58/100 , based on 6 analysts with 67% agreement. Last updated August 08, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +1.85 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -18.15 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is bollinger bandwidth of 15.3% signals elevated volatility. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • ROE of 37.7% shows genuine earnings power backing the valuation — Value
  • 4 consecutive earnings beats -- consistent execution — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • P/E of 37.2 is moderate-to-rich — Value
  • Price-to-book of 10.4x prices in significant intangible value — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Bollinger bandwidth of 15.3% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 08, 2026
Overall Committee Score
58/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 44%
of 124 Consumer Cyclical peers
Value Analyst neutral
48 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 37.7% shows genuine earnings power backing the valuation
− P/E of 37.2 is moderate-to-rich
Growth Analyst bullish
60 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ 4 consecutive earnings beats -- consistent execution
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst bullish
69 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 15.3% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
67 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.29 across 14 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 59.6 to 58.1.

Analyst-level changes:
  • Growth Analyst: stance neutral->bullish.
  • Macro Analyst: +1 bullish signal(s).
  • Risk Analyst: +1 bearish signal(s).
  • Value Analyst joined: neutral at 48.

Comparing 2026-08-07 to 2026-08-08 (1 day apart).

Technical Analysis

RSI (14)
63.7
Neutral
MACD Histogram
0.357
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.71
Inside Bands
Price vs Moving Averages
EMA 9
$366.58 Above
EMA 21
$356.74 Above
EMA 50
$342.16 Above
EMA 200
$312.70 Above

Fundamental Analysis

Valuation
19
Growth
68
Profitability
62
Financial Health
15
Cash Flow
70
Valuation
P/E Ratio 37.8×
P/B Ratio 12.89×
PEG Ratio 2.02
Dividend Yield 0.00%
52W High $378.33
52W Low $240.49
Quality & Growth
ROE 3376.1%
ROA 615.1%
Gross Margin 4398.5%
Operating Margin 732.9%
Revenue Growth YoY
Debt / Equity 3.20
AI Fundamental Assessment
P/E ratio of 37.8 (rich relative to a 15-40x range); Price-to-book of 12.9x; PEG ratio of 2.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 33.8%; Return on assets of 6.2%; Net margin of 5.2%; Gross margin of 44.0%; Current ratio of 1.16 (tight short-term liquidity); Debt-to-equity of 3.20; Free cash flow per share is positive (6.81); Most recent quarter beat estimates by 10.9%; 4 consecutive earnings beats; EPS growth decelerating (+171.7% -> -58.9% QoQ); Analyst estimates rising over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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