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BURL vs. FIVE: Burlington Stores vs. Five Below Stock Comparison

How do Burlington Stores (BURL) and Five Below (FIVE) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Burlington Stores (BURL) and Five Below (FIVE) both belong to the Specialty Retail industry, though BURL is classified under Apparel Retail while FIVE falls under Other Specialty Retail.

Company profile comparison for Burlington Stores (BURL) and Five Below (FIVE)
Profile ItemBURLFIVE
NameBurlington Stores Inc.Five Below, Inc.
Country/RegionUnited StatesUnited States
GICS SectorConsumer DiscretionaryConsumer Discretionary
GICS Industry GroupConsumer Discretionary Distribution & RetailConsumer Discretionary Distribution & Retail
GICS IndustrySpecialty RetailSpecialty Retail
GICS Sub-IndustryApparel RetailOther Specialty Retail
Market Capitalization15.50 billion USD13.23 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateOctober 2, 2013July 19, 2012
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BURL
FIVE
GSPC
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Burlington Stores (BURL) vs. Five Below (FIVE), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Burlington Stores (BURL) and Five Below (FIVE). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Burlington Stores (BURL) and Five Below (FIVE). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Burlington Stores (BURL) and Five Below (FIVE)
MetricBURLFIVE
Total Return (1Y)-9.83%65.94%
Total Return (3Y, Annualized)24.64%12.84%
Total Return (5Y, Annualized)-3.29%3.41%

Risk Profile

Drawdown History

BURL
FIVE
GSPC
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Burlington Stores (BURL) vs. Five Below (FIVE), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Burlington Stores (BURL) and Five Below (FIVE). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Burlington Stores (BURL) and Five Below (FIVE)
MetricBURLFIVE
Volatility (1Y, Annualized)41.03%39.34%
Beta (5Y)1.480.89
Max Drawdown (5Y)-63.32%-74.52%
Avg. Volume (3M)1.46M1.03M

Risk-Adjusted Performance

Risk-Return Positioning

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BURL and FIVE are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Burlington Stores (BURL) and Five Below (FIVE)
MetricBURLFIVE
Sharpe Ratio (1Y)-0.341.57
Sortino Ratio (1Y)-0.482.33

Profitability

ROE (TTM)

Burlington Stores (BURL) at 41.41% sits in the top ROE quartile, while Five Below (FIVE) at 28.25% is closer to the peer norm — stronger capital efficiency for BURL.

BURL

Consumer Discretionary Distribution & Retail industry group

41.41%

Max
62.17%
BURL
41.41%
Q3
29.44%
Median
15.69%
Q1
6.73%
Min
-12.16%

FIVE

Consumer Discretionary Distribution & Retail industry group

28.25%

Max
62.17%
Q3
29.44%
FIVE
28.25%
Median
15.69%
Q1
6.73%
Min
-12.16%
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Burlington Stores (BURL) vs. Five Below (FIVE): A comparison of their ROE against the Consumer Discretionary Distribution & Retail industry group benchmark.

Net Margin (TTM)

Five Below (FIVE) at 11.65% retains a top-quartile share of revenue as profit, ahead of Burlington Stores (BURL) at 5.85%, which keeps about the industry-typical share.

BURL

Consumer Discretionary Distribution & Retail industry group

5.85%

Max
16.94%
Q3
8.69%
BURL
5.85%
Median
3.55%
Q1
1.14%
Min
-9.41%

FIVE

Consumer Discretionary Distribution & Retail industry group

11.65%

Max
16.94%
FIVE
11.65%
Q3
8.69%
Median
3.55%
Q1
1.14%
Min
-9.41%
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Burlington Stores (BURL) vs. Five Below (FIVE): A comparison of their net margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Operating Margin (TTM)

Both Burlington Stores (BURL) at 6.72% and Five Below (FIVE) at 8.86% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BURL

Consumer Discretionary Distribution & Retail industry group

6.72%

Max
21.45%
Q3
10.89%
BURL
6.72%
Median
5.57%
Q1
2.28%
Min
-7.12%

FIVE

Consumer Discretionary Distribution & Retail industry group

8.86%

Max
21.45%
Q3
10.89%
FIVE
8.86%
Median
5.57%
Q1
2.28%
Min
-7.12%
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Burlington Stores (BURL) vs. Five Below (FIVE): A comparison of their operating margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Profitability Metrics

Profitability metrics for Burlington Stores (BURL) and Five Below (FIVE)
MetricBURLFIVE
ROE (TTM)41.41%28.25%
ROA (TTM)6.15%7.84%
Net Margin (TTM)5.85%11.65%
Operating Margin (TTM)6.72%8.86%
Gross Margin (TTM)44.08%37.58%

Growth

Revenue Growth

Five Below (FIVE) at 22.90% sits in the top revenue growth quartile, while Burlington Stores (BURL) at 8.76% is closer to the peer norm — faster top-line expansion for FIVE.

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Burlington Stores (BURL) vs. Five Below (FIVE): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Burlington Stores (BURL) at 21.92% and Five Below (FIVE) at 40.65% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

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Burlington Stores (BURL) vs. Five Below (FIVE): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Burlington Stores (BURL) and Five Below (FIVE)
MetricBURLFIVE
Revenue Growth (YoY)8.76%22.90%
Revenue Growth (3Y CAGR)9.95%15.70%
EPS Growth (YoY)21.92%40.65%
EPS Growth (3Y CAGR)39.67%11.32%

Financial Strength

Current Ratio (MRQ)

Burlington Stores (BURL) at 1.17 keeps current ratio within its industry’s typical mid-range, while Five Below (FIVE) at 2.22 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

BURL

Consumer Discretionary Distribution & Retail industry group

1.17

Max
2.62
Q3
1.75
Median
1.35
BURL
1.17
Q1
1.00
Min
0.48

FIVE

Consumer Discretionary Distribution & Retail industry group

2.22

Max
2.62
FIVE
2.22
Q3
1.75
Median
1.35
Q1
1.00
Min
0.48
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Burlington Stores (BURL) vs. Five Below (FIVE): A comparison of their current ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Debt / Equity (MRQ)

Five Below (FIVE) at 0.82 carries an industry-typical debt-to-equity mix, while Burlington Stores (BURL) at 2.95 uses more debt funding than most peers.

BURL

Consumer Discretionary Distribution & Retail industry group

2.95

Max
3.93
BURL
2.95
Q3
2.14
Median
1.25
Q1
0.73
Min
0.01

FIVE

Consumer Discretionary Distribution & Retail industry group

0.82

Max
3.93
Q3
2.14
Median
1.25
FIVE
0.82
Q1
0.73
Min
0.01
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Burlington Stores (BURL) vs. Five Below (FIVE): A comparison of their debt-to-equity ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Burlington Stores (BURL) and Five Below (FIVE)
MetricBURLFIVE
Current Ratio (MRQ)1.172.22
Debt / Equity (MRQ)2.950.82
Net Debt / EBITDA3.821.04

Dividends

Dividend Yield (TTM)

Neither Burlington Stores (BURL) nor Five Below (FIVE) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

BURL

Consumer Discretionary Distribution & Retail industry group

0.00%

Max
5.84%
Q3
2.50%
BURL
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

FIVE

Consumer Discretionary Distribution & Retail industry group

0.00%

Max
5.84%
Q3
2.50%
FIVE
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Burlington Stores (BURL) vs. Five Below (FIVE): A comparison of their dividend yield against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Payout Ratio (TTM)

Neither Burlington Stores (BURL) nor Five Below (FIVE) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

BURL

Consumer Discretionary Distribution & Retail industry group

0.00%

Max
72.73%
Q3
32.44%
BURL
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

FIVE

Consumer Discretionary Distribution & Retail industry group

0.00%

Max
72.73%
Q3
32.44%
FIVE
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Burlington Stores (BURL) vs. Five Below (FIVE): A comparison of their payout ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Metrics

Dividend metrics for Burlington Stores (BURL) and Five Below (FIVE)
MetricBURLFIVE
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

Both Burlington Stores (BURL) at 22.17 and Five Below (FIVE) at 21.53 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

BURL

Consumer Discretionary Distribution & Retail industry group

22.17

Max
40.50
Q3
24.26
BURL
22.17
Median
19.23
Q1
12.64
Min
4.67

FIVE

Consumer Discretionary Distribution & Retail industry group

21.53

Max
40.50
Q3
24.26
FIVE
21.53
Median
19.23
Q1
12.64
Min
4.67
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Burlington Stores (BURL) vs. Five Below (FIVE): A comparison of their P/E ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/S Ratio (TTM)

Burlington Stores (BURL) at 1.27 is priced about in line with its industry on P/S ratio, while Five Below (FIVE) at 2.49 sits in the pricier quartile — FIVE costs more per dollar of sales.

BURL

Consumer Discretionary Distribution & Retail industry group

1.27

Max
4.32
Q3
1.99
BURL
1.27
Median
0.70
Q1
0.26
Min
0.03

FIVE

Consumer Discretionary Distribution & Retail industry group

2.49

Max
4.32
FIVE
2.49
Q3
1.99
Median
0.70
Q1
0.26
Min
0.03
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Burlington Stores (BURL) vs. Five Below (FIVE): A comparison of their P/S ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/B Ratio (MRQ)

Both Burlington Stores (BURL) at 7.74 and Five Below (FIVE) at 5.34 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

BURL

Consumer Discretionary Distribution & Retail industry group

7.74

Max
10.96
BURL
7.74
Q3
5.26
Median
2.16
Q1
1.08
Min
-4.45

FIVE

Consumer Discretionary Distribution & Retail industry group

5.34

Max
10.96
FIVE
5.34
Q3
5.26
Median
2.16
Q1
1.08
Min
-4.45
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Burlington Stores (BURL) vs. Five Below (FIVE): A comparison of their P/B ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Valuation Metrics

Valuation metrics for Burlington Stores (BURL) and Five Below (FIVE)
MetricBURLFIVE
P/E Ratio (TTM)22.1721.53
P/S Ratio (TTM)1.272.49
P/B Ratio (MRQ)7.745.34
Free Cash Flow Yield (TTM)0.69%2.78%