COMP <GO>
BURL vs BJ // FREE CASH FLOW YIELD
Burlington Stores Inc. (NYSE) VS. BJ's Wholesale Club Holdings Inc. (NYSE) • 15-METRIC TALLY: BURL 6
— BJ 6
▲ FREE CASH FLOW YIELD LEADER: BJ
LAST: $237.09 (-2.17%) • MKT CAP: $15.22B
fcf-yield
1.13%
LAST: $107.32 (+1.81%) • MKT CAP: $13.31B
fcf-yield
2.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BURL VS. BJ)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BURL | BJ | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 43.80% | 18.60% | +25.20 | BURL | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 22.80% | 25.30% | -2.50 | BJ | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 9.7x | 0.00 | TIE | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 1.13% | 2.46% | -1.33 | BJ | /fcf-yield <GO> |
| Operating Margin | 6.40% | 3.80% | +2.60 | BURL | /operating-margins <GO> |
| Net Profit Margin | 5.30% | 2.70% | +2.60 | BURL | /net-margins <GO> |
| Revenue Growth (YoY) | 8.80% | 4.70% | +4.10 | BURL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.69 | 4.83 | -1.14 | BJ | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | BURL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.1 | 61.0 | -20.90 | BJ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 1.14 | -0.17 | BJ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.3x | 21.4x | +1.90 | BJ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.22B | $13.31B | $1.91B | BURL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BURL REV | BJ REV | BURL GROSS % | BJ GROSS % | BURL FCF | BJ FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.55B | $21.46B | 43.8% | 18.6% | $171.6M | $328.0M |
| FY 2024 | $10.62B | $20.50B | 43.2% | 18.4% | -$17.0M | $312.9M |
| FY 2023 | $9.71B | $19.97B | — | — | $431.8M | -$179.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BURL // BETA 0.97
BJ // BETA 1.14