Burlington Stores vs Gap
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KIRA’s take AI analyst
I put Burlington Stores and Gap side by side, using each one’s latest annual report. Here is what stands out:
- Gap is the larger business, with $15.4B of revenue in fiscal 2025 against $11.6B for Burlington Stores.
- Burlington Stores grew revenue faster (8.8%, against 1.9%).
- Gap turned more of its sales into free cash flow (5.4% FCF margin, against 1.5%).
- Gap earned a higher return on the capital invested in it (36.1%, against 28.1%).
- Investors pay more for each dollar of Burlington Stores’s earnings: a P/E of 21.7x against 6.7x for Gap.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Burlington Stores
BURL
6/10
Revenue growth5-year growthGross marginReturn on equityPiotroski F-scoreShare count change
Gap
GAP
4/10
Net marginFCF marginReturn on capitalNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | BURL FY25 | GAP FY25 |
|---|---|---|
| Size | ||
| Market cap | $15.4B | $8.1B |
| Revenue | $11.6B | $15.4B |
| Free cash flow | $172M | $823M |
| Net income | $610M | $816M |
| Growth | ||
| Revenue growth | 8.8% | 1.9% |
| 5-year growth | 15.0% | 2.2% |
| Share count change | −0.7% | 0.0% |
| Profitability | ||
| Gross margin | 43.9% | 40.8% |
| Operating margin | — | 7.3% |
| Net margin | 5.3% | 5.3% |
| FCF margin | 1.5% | 5.4% |
| Return on capital | 28.1% | 36.1% |
| Return on equity | 38.4% | 23.1% |
| Balance sheet | ||
| Net debt | $818M | −$1.5B |
| Net debt / EBITDA | 0.6x | −0.9x |
| Dividends and buybacks | $278M | $402M |
| Valuation & quality | ||
| P/E | 21.7x | 6.7x |
| Piotroski F-score | 7 | 6 |
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.