COMP <GO>
BURL vs DLTR // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Burlington Stores Inc. (NYSE) VS. Dollar Tree Inc. (NASDAQ) • 15-METRIC TALLY: BURL 2
— DLTR 11
■ METRIC PARITY
LAST: $238.78 (+0.71%) • MKT CAP: $14.89B
options-implied-move
—
LAST: $138.60 (+3.53%) • MKT CAP: $25.12B
options-implied-move
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BURL VS. DLTR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BURL | DLTR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 43.80% | 36.40% | +7.40 | BURL | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 22.80% | 23.90% | -1.10 | DLTR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 11.1x | -1.40 | BURL | /valuation <GO> |
| Free Cash Flow Yield | 1.13% | 2.38% | -1.25 | DLTR | /fcf-yield <GO> |
| Operating Margin | 6.40% | 8.50% | -2.10 | DLTR | /operating-margins <GO> |
| Net Profit Margin | 5.30% | 6.60% | -1.30 | DLTR | /net-margins <GO> |
| Revenue Growth (YoY) | 8.80% | 10.40% | -1.60 | DLTR | /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 | 3.79 | -0.10 | DLTR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | DLTR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 36.9 | 65.9 | -29.00 | DLTR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 1.08 | -0.11 | DLTR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.3x | 17.9x | +5.40 | DLTR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.89B | $25.12B | -$10.23B | DLTR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BURL REV | DLTR REV | BURL GROSS % | DLTR GROSS % | BURL FCF | DLTR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.55B | $19.40B | 43.8% | 36.4% | $171.6M | — |
| FY 2024 | $10.62B | $17.57B | 43.2% | 35.8% | -$17.0M | — |
| FY 2023 | $9.71B | $16.77B | — | — | $431.8M | $1.93B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BURL // BETA 0.97
DLTR // BETA 1.08