BURL vs. PAG: Burlington Stores vs. Penske Automotive Stock Comparison
How do Burlington Stores (BURL) and Penske Automotive (PAG) 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 Penske Automotive (PAG) both belong to the Specialty Retail industry, though BURL is classified under Apparel Retail while PAG falls under Automotive Retail.
| Profile Item | BURL | PAG |
|---|---|---|
| Name | Burlington Stores Inc. | Penske Automotive Group 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 | Automotive Retail |
| Market Capitalization | 15.50 billion USD | 13.94 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | October 2, 2013 | October 23, 1996 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BURL | PAG |
|---|---|---|
| Total Return (1Y) | -9.83% | 39.10% |
| Total Return (3Y, Annualized) | 24.64% | 16.11% |
| Total Return (5Y, Annualized) | -3.29% | 16.74% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BURL | PAG |
|---|---|---|
| Volatility (1Y, Annualized) | 41.03% | 27.55% |
| Beta (5Y) | 1.48 | 0.90 |
| Max Drawdown (5Y) | -63.32% | -24.03% |
| Avg. Volume (3M) | 1.46M | 450.08K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BURL | PAG |
|---|---|---|
| Sharpe Ratio (1Y) | -0.34 | 1.26 |
| Sortino Ratio (1Y) | -0.48 | 2.27 |
Profitability
ROE (TTM)
Burlington Stores (BURL) at 41.41% sits in the top ROE quartile, while Penske Automotive (PAG) at 15.47% 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%
PAG
Consumer Discretionary Distribution & Retail industry group
15.47%
- Max
- 62.17%
- Q3
- 29.44%
- Median
- 15.69%
- PAG
- 15.47%
- Q1
- 6.73%
- Min
- -12.16%
Net Margin (TTM)
Both Burlington Stores (BURL) at 5.85% and Penske Automotive (PAG) at 2.77% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
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%
PAG
Consumer Discretionary Distribution & Retail industry group
2.77%
- Max
- 16.94%
- Q3
- 8.69%
- Median
- 3.55%
- PAG
- 2.77%
- Q1
- 1.14%
- Min
- -9.41%
Operating Margin (TTM)
Both Burlington Stores (BURL) at 6.72% and Penske Automotive (PAG) at 3.60% 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%
PAG
Consumer Discretionary Distribution & Retail industry group
3.60%
- Max
- 21.45%
- Q3
- 10.89%
- Median
- 5.57%
- PAG
- 3.60%
- Q1
- 2.28%
- Min
- -7.12%
Profitability Metrics
| Metric | BURL | PAG |
|---|---|---|
| ROE (TTM) | 41.41% | 15.47% |
| ROA (TTM) | 6.15% | 4.25% |
| Net Margin (TTM) | 5.85% | 2.77% |
| Operating Margin (TTM) | 6.72% | 3.60% |
| Gross Margin (TTM) | 44.08% | 16.05% |
Growth
Revenue Growth
Burlington Stores (BURL) at 8.76% is around its peer norm for revenue growth, while Penske Automotive (PAG) at -0.18% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Burlington Stores (BURL) at 21.92% sits in the top EPS growth quartile, while Penske Automotive (PAG) at 2.84% is closer to the peer norm — faster per-share earnings growth for BURL.
Growth Metrics
| Metric | BURL | PAG |
|---|---|---|
| Revenue Growth (YoY) | 8.76% | -0.18% |
| Revenue Growth (3Y CAGR) | 9.95% | 4.57% |
| EPS Growth (YoY) | 21.92% | 2.84% |
| EPS Growth (3Y CAGR) | 39.67% | -8.67% |
Financial Strength
Current Ratio (MRQ)
Burlington Stores (BURL) at 1.17 keeps current ratio within its industry’s typical mid-range, while Penske Automotive (PAG) at 0.98 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for PAG.
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
PAG
Consumer Discretionary Distribution & Retail industry group
0.98
- Max
- 2.62
- Q3
- 1.75
- Median
- 1.35
- Q1
- 1.00
- PAG
- 0.98
- Min
- 0.48
Debt / Equity (MRQ)
Penske Automotive (PAG) at 1.53 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
PAG
Consumer Discretionary Distribution & Retail industry group
1.53
- Max
- 3.93
- Q3
- 2.14
- PAG
- 1.53
- Median
- 1.25
- Q1
- 0.73
- Min
- 0.01
Financial Strength Metrics
| Metric | BURL | PAG |
|---|---|---|
| Current Ratio (MRQ) | 1.17 | 0.98 |
| Debt / Equity (MRQ) | 2.95 | 1.53 |
| Net Debt / EBITDA | 3.82 | 6.53 |
Dividends
Dividend Yield (TTM)
Burlington Stores (BURL) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Penske Automotive (PAG) reports a yield of 2.70%, ranking against industry peers normally.
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%
PAG
Consumer Discretionary Distribution & Retail industry group
2.70%
- Max
- 5.84%
- PAG
- 2.70%
- Q3
- 2.50%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Burlington Stores (BURL) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Penske Automotive (PAG) reports a payout of 41.11%, ranking against industry peers normally.
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%
PAG
Consumer Discretionary Distribution & Retail industry group
41.11%
- Max
- 72.73%
- PAG
- 41.11%
- Q3
- 32.44%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BURL | PAG |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 2.70% |
| Dividend Payout Ratio (TTM) | 0.00% | 41.11% |
Valuation
P/E Ratio (TTM)
Both Burlington Stores (BURL) at 22.17 and Penske Automotive (PAG) at 14.80 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
PAG
Consumer Discretionary Distribution & Retail industry group
14.80
- Max
- 40.50
- Q3
- 24.26
- Median
- 19.23
- PAG
- 14.80
- Q1
- 12.64
- Min
- 4.67
P/S Ratio (TTM)
On P/S ratio, both Burlington Stores (BURL) at 1.27 and Penske Automotive (PAG) at 0.43 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
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
PAG
Consumer Discretionary Distribution & Retail industry group
0.43
- Max
- 4.32
- Q3
- 1.99
- Median
- 0.70
- PAG
- 0.43
- Q1
- 0.26
- Min
- 0.03
P/B Ratio (MRQ)
Penske Automotive (PAG) at 2.35 is valued about in line with its industry on P/B ratio, while Burlington Stores (BURL) at 7.74 carries an above-peer premium to book — BURL is pricier on assets.
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
PAG
Consumer Discretionary Distribution & Retail industry group
2.35
- Max
- 10.96
- Q3
- 5.26
- PAG
- 2.35
- Median
- 2.16
- Q1
- 1.08
- Min
- -4.45
Valuation Metrics
| Metric | BURL | PAG |
|---|---|---|
| P/E Ratio (TTM) | 22.17 | 14.80 |
| P/S Ratio (TTM) | 1.27 | 0.43 |
| P/B Ratio (MRQ) | 7.74 | 2.35 |
| Free Cash Flow Yield (TTM) | 0.69% | 0.69% |