COMP <GO>
BURL vs PG // 10Y YIELD & FRED MACRO BETA
Burlington Stores Inc. (NYSE) VS. Procter & Gamble Company (The) (NYSE) • 15-METRIC TALLY: BURL 4
— PG 11
▲ 10Y YIELD & FRED MACRO BETA LEADER: BURL
LAST: $237.09 (-2.17%) • MKT CAP: $15.22B
macro-sensitivity
0.97
LAST: $161.57 (+0.61%) • MKT CAP: $372.21B
macro-sensitivity
0.87
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BURL VS. PG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BURL | PG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 43.80% | 51.20% | -7.40 | PG | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 22.80% | 25.40% | -2.60 | PG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 16.2x | -6.50 | BURL | /valuation <GO> |
| Free Cash Flow Yield | 1.13% | 3.77% | -2.64 | PG | /fcf-yield <GO> |
| Operating Margin | 6.40% | 24.30% | -17.90 | PG | /operating-margins <GO> |
| Net Profit Margin | 5.30% | 19.00% | -13.70 | PG | /net-margins <GO> |
| Revenue Growth (YoY) | 8.80% | 0.30% | +8.50 | BURL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.65% | -2.65 | PG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.69 | 5.59 | -1.90 | PG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | BURL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 6.50% | +0.30 | PG | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 35.2 | 62.7 | -27.46 | PG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.97 | 0.87 | +0.10 | BURL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.3x | 21.7x | +1.60 | PG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.22B | $372.21B | -$356.99B | PG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BURL REV | PG REV | BURL GROSS % | PG GROSS % | BURL FCF | PG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.55B | $84.28B | 43.8% | 51.2% | $171.6M | $14.04B |
| FY 2024 | $10.62B | $84.04B | 43.2% | 51.4% | -$17.0M | $16.52B |
| FY 2023 | $9.71B | $82.01B | 44.0% | 44.0% | $431.8M | $13.16B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BURL // BETA 0.97
PG // BETA 0.87