Burlington Stores Inc (BURL)

Return on equity (ROE)

Feb 1, 2025 Nov 2, 2024 Aug 3, 2024 May 4, 2024 Feb 3, 2024 Oct 28, 2023 Jul 29, 2023 Apr 29, 2023 Jan 28, 2023 Oct 29, 2022 Jul 30, 2022 Apr 30, 2022 Jan 29, 2022 Oct 30, 2021 Jul 31, 2021 May 1, 2021 Jan 30, 2021 Oct 31, 2020 Aug 1, 2020 May 2, 2020
Net income (ttm) US$ in thousands 503,639 470,329 428,283 385,415 339,649 297,391 265,623 246,697 230,123 166,559 163,395 253,983 408,839 443,197 437,594 288,259 -216,499 -166,168 -77,725 53,623
Total stockholders’ equity US$ in thousands 1,370,500 1,146,490 1,070,340 1,031,430 996,932 850,476 825,859 801,474 794,905 638,728 633,877 716,156 760,417 716,807 675,695 539,892 464,754 286,576 262,260 279,101
ROE 36.75% 41.02% 40.01% 37.37% 34.07% 34.97% 32.16% 30.78% 28.95% 26.08% 25.78% 35.46% 53.77% 61.83% 64.76% 53.39% -46.58% -57.98% -29.64% 19.21%

February 1, 2025 calculation

ROE = Net income (ttm) ÷ Total stockholders’ equity
= $503,639K ÷ $1,370,500K
= 36.75%

Burlington Stores Inc's return on equity (ROE) has shown fluctuations over the specified time period. The ROE was 19.21% as of May 2, 2020, indicating a positive return for that period. Subsequently, there were negative ROE figures in August 1, 2020 (-29.64%), October 31, 2020 (-57.98%), and January 30, 2021 (-46.58%), suggesting a decline in profitability and efficiency in generating returns for shareholders.

Starting from May 1, 2021, the ROE turned positive again, showing an increasing trend over the following quarters, reaching a peak of 64.76% on July 31, 2021. This significant improvement indicates enhanced profitability and effective utilization of shareholder equity during this period.

Although the ROE figures fluctuated slightly in the subsequent quarters, the values remained positive, indicating that Burlington Stores Inc was able to continue generating favorable returns for its shareholders. As of February 1, 2025, the ROE stood at 36.75%, demonstrating a solid performance in utilizing shareholder equity effectively.

Overall, the analysis of Burlington Stores Inc's ROE indicates a mix of positive and negative trends over the specified time period, with periods of both profitability and challenges in generating returns on shareholder equity. It is essential for investors and stakeholders to closely monitor these ratios to assess the company's financial performance and management effectiveness.


Peer comparison

Feb 1, 2025

Company name
Symbol
ROE
Burlington Stores Inc
BURL
36.75%
Kohl's Corporation
KSS
0.80%
Macy’s Inc
M
12.79%