Burlington Stores vs Urban Outfitters
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KIRA’s take AI analyst
I put Burlington Stores and Urban Outfitters side by side, using each one’s latest annual report. Here is what stands out:
- Burlington Stores is the larger business, with $11.6B of revenue in fiscal 2025 against $6.2B for Urban Outfitters, about 1.9 times as much.
- Urban Outfitters grew revenue faster (11.1%, against 8.8%).
- Urban Outfitters turned more of its sales into free cash flow (5.1% FCF margin, against 1.5%).
- Burlington Stores earned a higher return on the capital invested in it (28.1%, against 23.7%).
- Investors pay more for each dollar of Burlington Stores’s earnings: a P/E of 21.7x against 14.1x for Urban Outfitters.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Burlington Stores
BURL
4/10
5-year growthGross marginReturn on capitalReturn on equity
Urban Outfitters
URBN
6/10
Revenue growthNet marginFCF marginPiotroski F-scoreNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | BURL FY25 | URBN FY26 |
|---|---|---|
| Size | ||
| Market cap | $15.4B | $7.9B |
| Revenue | $11.6B | $6.2B |
| Free cash flow | $172M | $315M |
| Net income | $610M | $465M |
| Growth | ||
| Revenue growth | 8.8% | 11.1% |
| 5-year growth | 15.0% | 12.3% |
| Share count change | −0.7% | −2.8% |
| Profitability | ||
| Gross margin | 43.9% | 36.0% |
| Operating margin | — | 9.8% |
| Net margin | 5.3% | 7.5% |
| FCF margin | 1.5% | 5.1% |
| Return on capital | 28.1% | 23.7% |
| Return on equity | 38.4% | 17.6% |
| Balance sheet | ||
| Net debt | $818M | −$696M |
| Net debt / EBITDA | 0.6x | −1.0x |
| Dividends and buybacks | $278M | $154M |
| Valuation & quality | ||
| P/E | 21.7x | 14.1x |
| Piotroski F-score | 7 | 8 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.