BURLINGTON STORES, INC. vs DOLLAR TREE, INC., two Discount Stores stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BURL and DLTR diverge most: on fcf yield, BURL reads 1.7% and DLTR reads -4.8%; on ev/ebitda, BURL reads 54.8 and DLTR reads 11.5. The rest of the comparable metrics sit closer together. What BURL's price implies is a demanding bet versus history and the cohort (whole-company basis). What DLTR's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BURL | DLTR |
|---|---|---|
| Price | $350.17 | $120.46 |
| Market cap | $22.5B | $23.8B |
| Sector | Discount Stores | Discount Stores |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | +2.5% |
| P/E | 36.0 | 18.9 |
| P/B | 12.23 | 6.78 |
| P/S | 1.88 | 1.20 |
| EV/EBITDA | 54.8 | 11.5 |
| Revenue growth | +10.6% | +9.5% |
| Operating margin | — | 9.5% |
| Net margin | 5.2% | 6.5% |
| Return on equity | 34.0% | 36.7% |
| Return on assets | 6.4% | 9.3% |
| Return on invested capital | — | 20.3% |
| FCF yield | 1.7% | -4.8% |
| Dividend yield | 1.7% | — |
| Debt / equity | 1.03 | 0.84 |
| Current ratio | 1.16 | 1.16 |
| Altman Z (solvency) | 7.58 | 3.33 |
| Piotroski F (quality) | 6 / 9 | 3 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.