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ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Burlington Stores's annualized Net Income for the quarter that ended in Jan. 2024 was $910 Mil. Burlington Stores's average Total Assets over the quarter that ended in Jan. 2024 was $7,600 Mil. Therefore, Burlington Stores's annualized ROA % for the quarter that ended in Jan. 2024 was 11.97%.
The historical rank and industry rank for Burlington Stores's ROA % or its related term are showing as below:
During the past 13 years, Burlington Stores's highest ROA % was 14.29%. The lowest was -3.50%. And the median was 5.85%.
The historical data trend for Burlington Stores's ROA % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Burlington Stores Annual Data | |||||||||||||||||||||
Trend | Jan15 | Jan16 | Jan17 | Jan18 | Jan19 | Jan20 | Jan21 | Jan22 | Jan23 | Jan24 | |||||||||||
ROA % | Get a 7-Day Free Trial | 10.73 | -3.50 | 5.90 | 3.21 | 4.54 |
Burlington Stores Quarterly Data | ||||||||||||||||||||
Apr19 | Jul19 | Oct19 | Jan20 | Apr20 | Jul20 | Oct20 | Jan21 | Apr21 | Jul21 | Oct21 | Jan22 | Apr22 | Jul22 | Oct22 | Jan23 | Apr23 | Jul23 | Oct23 | Jan24 | |
ROA % | Get a 7-Day Free Trial | 10.31 | 1.84 | 1.78 | 2.70 | 11.97 |
For the Apparel Retail subindustry, Burlington Stores's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
For the Retail - Cyclical industry and Consumer Cyclical sector, Burlington Stores's ROA % distribution charts can be found below:
* The bar in red indicates where Burlington Stores's ROA % falls into.
Burlington Stores's annualized ROA % for the fiscal year that ended in Jan. 2024 is calculated as:
ROA % | = | Net Income (A: Jan. 2024 ) | / | ( (Total Assets (A: Jan. 2023 ) | + | Total Assets (A: Jan. 2024 )) | / count ) |
= | 339.649 | / | ( (7269.597 | + | 7706.84) | / 2 ) | |
= | 339.649 | / | 7488.2185 | ||||
= | 4.54 % |
Burlington Stores's annualized ROA % for the quarter that ended in Jan. 2024 is calculated as:
ROA % | = | Net Income (Q: Jan. 2024 ) | / | ( (Total Assets (Q: Oct. 2023 ) | + | Total Assets (Q: Jan. 2024 )) | / count ) |
= | 909.832 | / | ( (7493.7 | + | 7706.84) | / 2 ) | |
= | 909.832 | / | 7600.27 | ||||
= | 11.97 % |
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is four times the quarterly (Jan. 2024) net income data. ROA % is displayed in the 30-year financial page.
Burlington Stores (NYSE:BURL) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
ROA % | (Q: Jan. 2024 ) | ||
= | Net Income | / | Total Assets |
= | 909.832 | / | 7600.27 |
= | (Net Income / Revenue) | * | (Revenue / Total Assets) |
= | (909.832 / 12505.432) | * | (12505.432 / 7600.27) |
= | Net Margin % | * | Asset Turnover |
= | 7.28 % | * | 1.6454 |
= | 11.97 % |
Note: The Net Income data used here is four times the quarterly (Jan. 2024) net income data. The Revenue data used here is four times the quarterly (Jan. 2024) revenue data.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
Thank you for viewing the detailed overview of Burlington Stores's ROA % provided by GuruFocus.com. Please click on the following links to see related term pages.
William P Mcnamara | director | |
Jennifer Vecchio | officer: President and CMO | 2006 ROUTE 130 NORTH, BURLINGTON NJ 08016 |
Jeffrey Laub | officer: SVP, Finance and CAO | C/O BURLINGTON COAT FACTORY WAREHOUSE CO, 1830 ROUTE 130, BURLINGTON NJ 08016 |
Kristin Wolfe | officer: Chief Financial Officer | C/O BURLINGTON STORES, INC., 1830 ROUTE 130, BURLINGTON NJ 08016 |
Travis Marquette | officer: President and COO | 2006 ROUTE 130 NORTH, BURLINGTON NJ 08016 |
Mike Metheny | officer: Executive Vice President | 1830 ROUTE 130 NORTH, BURLINGTON NJ 08016 |
Dennis Hodgson | officer: EVP CIO | 2006 ROUTE 130 NORTH, BURLINGTON NJ 08016 |
Michael R Allison | officer: EVP CHRO | 6600 NORTH MILITARY TRAIL, LEGAL DEPARTMENT, BOCA RATON FL 33496 |
Joyce Manning Magrini | officer: Executive Vice President | C/O FINLAY ENTERPRISES, INC., 529 FIFTH AVENUE, ATTN: LEGAL DPT., NEW YORK NY 10017 |
Michael Goodwin | director | 2006 ROUTE 130 NORTH, BURLINGTON NJ 08016 |
Fred Hand | officer: Chief Customer Officer | 1830 ROUTE 130 NORTH, BURLINGTON NJ 08016 |
John Crimmins | officer: Chief Financial Officer | 1830 ROUTE 130 NORTH, BURLINGTON NJ 08016 |
Thomas Kingsbury | director, officer: President & CEO | 2006 ROUTE 130 NORTH, BURLINGTON NJ 08016 |
O Sullivan Michael B | director, officer: Chief Executive Officer | 5130 HACIENDA DRIVE, DUBLIN CA 94568 |
Paul Sullivan | director | 1830 ROUTE 130 NORTH, BURLINGTON NJ 08016 |
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