COMP <GO>
BURL vs AMZN // RETURN ON INVESTED CAPITAL (ROIC)
Burlington Stores Inc. (NYSE) VS. Amazon.com, Inc. (NASDAQ) • 15-METRIC TALLY: BURL 5
— AMZN 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BURL
LAST: $237.09 (-2.17%) • MKT CAP: $15.22B
roic
22.80%
LAST: $240.35 (-1.41%) • MKT CAP: $2.59T
roic
17.61%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BURL VS. AMZN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BURL | AMZN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 43.80% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 22.80% | 17.61% | +5.19 | BURL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 15.8x | -6.05 | BURL | /valuation <GO> |
| Free Cash Flow Yield | 1.13% | -1.81% | +2.94 | BURL | /fcf-yield <GO> |
| Operating Margin | 6.40% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 5.30% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 8.80% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.69 | 3.32 | +0.37 | BURL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | BURL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 6.73% | +0.07 | AMZN | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 35.2 | 38.3 | -3.04 | AMZN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 1.46 | -0.49 | AMZN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.3x | 22.8x | +0.55 | AMZN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.22B | $2.59T | -$2.58T | AMZN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BURL REV | AMZN REV | BURL GROSS % | AMZN GROSS % | BURL FCF | AMZN FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $0 | — | — | — | -$46.89B |
| FY 2025 | $11.55B | $0 | 43.8% | — | $171.6M | $10.56B |
| FY 2024 | $10.62B | $0 | 43.2% | — | -$17.0M | $42.95B |
| FY 2023 | $9.71B | $0 | 44.0% | — | $431.8M | $16.92B |
| FY 2022 | — | $0 | — | — | — | -$26.32B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BURL // BETA 0.97
AMZN // BETA 1.46