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.
| Profile Item | BURL | FIVE |
|---|---|---|
| Name | Burlington Stores Inc. | Five Below, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Consumer Discretionary | Consumer Discretionary |
| GICS Industry Group | Consumer Discretionary Distribution & Retail | Consumer Discretionary Distribution & Retail |
| GICS Industry | Specialty Retail | Specialty Retail |
| GICS Sub-Industry | Apparel Retail | Other Specialty Retail |
| Market Capitalization | 15.50 billion USD | 13.23 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | October 2, 2013 | July 19, 2012 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BURL | FIVE |
|---|---|---|
| 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
Return Distribution
Risk Metrics
| Metric | BURL | FIVE |
|---|---|---|
| Volatility (1Y, Annualized) | 41.03% | 39.34% |
| Beta (5Y) | 1.48 | 0.89 |
| Max Drawdown (5Y) | -63.32% | -74.52% |
| Avg. Volume (3M) | 1.46M | 1.03M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BURL | FIVE |
|---|---|---|
| Sharpe Ratio (1Y) | -0.34 | 1.57 |
| Sortino Ratio (1Y) | -0.48 | 2.33 |
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%
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%
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%
Profitability Metrics
| Metric | BURL | FIVE |
|---|---|---|
| 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.
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.
Growth Metrics
| Metric | BURL | FIVE |
|---|---|---|
| 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
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
Financial Strength Metrics
| Metric | BURL | FIVE |
|---|---|---|
| Current Ratio (MRQ) | 1.17 | 2.22 |
| Debt / Equity (MRQ) | 2.95 | 0.82 |
| Net Debt / EBITDA | 3.82 | 1.04 |
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%
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%
Dividend Metrics
| Metric | BURL | FIVE |
|---|---|---|
| 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
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
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
Valuation Metrics
| Metric | BURL | FIVE |
|---|---|---|
| P/E Ratio (TTM) | 22.17 | 21.53 |
| P/S Ratio (TTM) | 1.27 | 2.49 |
| P/B Ratio (MRQ) | 7.74 | 5.34 |
| Free Cash Flow Yield (TTM) | 0.69% | 2.78% |