BURL (Burlington Stores) ROC (Joel Greenblatt) %: 9.26% (As of Apr. 2026) — 37% Below Median


BURL Burlington Stores Inc BURL
85 GF Score
Price $320.77
GF Value $291.59
Valuation Fairly Valued
! 3 Warning Signs
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What is Burlington Stores ROC (Joel Greenblatt) %?

Burlington Stores BURL -1.14% 85 ROC (Joel Greenblatt) % is 9.26% as of Apr. 2026, which is 37% below its 10-year median of 14.64. GuruFocus rates BURL with a GF Score™ of 85/100 and a GF Value™ of $291.59 (Fairly Valued). The stock has 3 warning signs investors should review. Among 1,128 Retail - Cyclical companies, Burlington Stores ranks better than 53.28% on this metric.

Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Burlington Stores's annualized ROC (Joel Greenblatt) % for the quarter that ended in Apr. 2026 was 9.26%.

The historical rank and industry rank for Burlington Stores's ROC (Joel Greenblatt) % or its related term are showing as below:

BURL' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -8.82   Med: 14.64   Max: 47.19
Current: 13.43

During the past 13 years, Burlington Stores's highest ROC (Joel Greenblatt) % was 47.19%. The lowest was -8.82%. And the median was 14.64%.

BURL's ROC (Joel Greenblatt) % is ranked better than
53.28% of 1128 companies
in the Retail - Cyclical industry
Industry Median: 11.545 vs BURL: 13.43

Burlington Stores's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 0.00% per year.


Burlington Stores  (NYSE:BURL) ROC (Joel Greenblatt) % Explanation

The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.

Joel Greenblatt uses his definition of Return on Capital and Earnings Yield (Joel Greenblatt) % to rank companies.


Burlington Stores ROC (Joel Greenblatt) % Related Terms


Burlington Stores ROC (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Burlington Stores's ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % Chart

Burlington Stores Annual Data
Trend Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24 Jan25 Jan26
ROC (Joel Greenblatt) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 15.13 8.50 11.31 13.82 14.14

Burlington Stores Quarterly Data
Jul21 Oct21 Jan22 Apr22 Jul22 Oct22 Jan23 Apr23 Jul23 Oct23 Jan24 Apr24 Jul24 Oct24 Jan25 Apr25 Jul25 Oct25 Jan26 Apr26
ROC (Joel Greenblatt) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 9.89 9.05 9.38 25.55 9.26

BURL vs LULU, GAP, URBN: ROC (Joel Greenblatt) % Comparison

For the Apparel Retail subindustry, Burlington Stores's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (Joel Greenblatt) % 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.


Burlington Stores ROC (Joel Greenblatt) % vs Retail - Cyclical Industry

For the Retail - Cyclical industry and Consumer Cyclical sector, Burlington Stores's ROC (Joel Greenblatt) % distribution charts can be found below:

* The bar in red indicates where Burlington Stores's ROC (Joel Greenblatt) % falls into.


BURL
85GF Score
Burlington Stores Inc BURL
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Burlington Stores ROC (Joel Greenblatt) % Calculation

Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:

ROC (Joel Greenblatt) %=EBIT/Average of (Net fixed Assets + Net Working Capital)

EBIT stands for Earnings Before Interest and Taxes.

Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.

GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.

Working Capital(Q: Jan. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(105.296 + 1311.903 + 121.808) - (1019.152 + 0 + 734)
=-214.145

Working Capital(Q: Apr. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(113.984 + 1444.205 + 199.613) - (1050.057 + 0 + 644.714)
=63.031

When net working capital is negative, 0 is used.

So ROC (Joel Greenblatt) % of Burlington Stores for the quarter that ended in Apr. 2026 can be restated as:

ROC (Joel Greenblatt) %(Q: Apr. 2026 )
=EBIT/Average of (Net fixed Assets + Net Working Capital)
=EBIT/Average of (Property, Plant and Equipment+Net Working Capital)
     Q: Jan. 2026  Q: Apr. 2026
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=636.656/( ( (6789.004 + max(-214.145, 0)) + (6899.862 + max(63.031, 0)) )/ 2 )
=636.656/( ( 6789.004 + 6962.893 )/ 2 )
=636.656/6875.9485
=9.26 %

Note: The EBIT data used here is four times the quarterly (Apr. 2026) EBIT 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.

What does a ROC (Joel Greenblatt) % of 9.26% mean?
Burlington Stores (BURL) has a ROC (Joel Greenblatt) % of 9.26% as of Apr. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Burlington Stores and its competitors. This is 37% below median its historical median of 14.64. According to the industry distribution chart, Burlington Stores ranks #527 out of 1128 companies in the Retail - Cyclical industry, placing it in the top 46.7%.
Is Burlington Stores' ROC (Joel Greenblatt) % too high?
Burlington Stores' current ROC (Joel Greenblatt) % of 9.26% is 37% below median its 10-year median of 14.64. The Retail - Cyclical industry median ROC (Joel Greenblatt) % is 11.55. Burlington Stores' value of 9.26% is 19.8% below this industry median. Based on the distribution chart, Burlington Stores ranks #527 out of 1128 companies in the Retail - Cyclical industry, which is above the industry midpoint. Overall, Burlington Stores has a GF Score™ of 85/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Burlington Stores' ROC (Joel Greenblatt) % compare to LULU and GAP?
According to the Retail - Cyclical industry distribution chart, Burlington Stores ranks #527 out of 1128 companies for ROC (Joel Greenblatt) %. This puts Burlington Stores in the upper half of its industry. The industry median ROC (Joel Greenblatt) % is 11.55. Burlington Stores' value of 9.26% is 19.8% below this benchmark. While the company's 10-year median is 14.64 vs. the industry median of 11.55, Burlington Stores has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for a Retail - Cyclical company?
The median ROC (Joel Greenblatt) % among Retail - Cyclical companies is 11.55, based on 1,128 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Burlington Stores's current ROC (Joel Greenblatt) % of 9.26% is 19.8% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Burlington Stores and its competitors. For the Retail - Cyclical industry, the median ROC (Joel Greenblatt) % is 11.55 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Burlington Stores's current ROC (Joel Greenblatt) % is 9.26%, which is 37% below median its own 10-year median of 14.64. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Burlington Stores stock overvalued right now?
Based on GuruFocus' analysis, Burlington Stores (BURL) is currently considered Fairly Valued. The stock's GF Value™ is $291.59, compared to a current price of $320.77 — trading 10% above its estimated fair value. The current ROC (Joel Greenblatt) % is 9.26%, which is 37% below median its 10-year median of 14.64 and 19.8% below the Retail - Cyclical industry median of 11.55. Burlington Stores' overall GF Score™ is 85/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Burlington Stores (BURL), the current ROC (Joel Greenblatt) % is 9.26% as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Burlington Stores (BURL) Overvalued in 2026?

Based on GuruFocus' analysis, Burlington Stores stock appears to be overvalued. The current stock price of $320.77 is trading 10% above its estimated GF Value™ of $291.59. GuruFocus considers Burlington Stores to be Fairly Valued.

Key valuation signals for BURL:

  • ROC (Joel Greenblatt) %: 9.26% (37% below median its 10-year median of 14.64)
  • GF Value™: $291.59 vs. price of $320.77 (10% above fair value)
  • GF Score™: 85/100 with 3 warning signs
  • Industry Position: 19.8% below the Retail - Cyclical median (#527 of 1128)

No single metric tells the full story. See the BURL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Burlington Stores Business Description

Address 2006 Route 130 North, Burlington, NJ, USA, 08016
Burlington Stores Inc is an off-price retailer offering an extensive selection of in-season, fashion-focused merchandise, including women's ready-to-wear apparel, menswear, youth apparel, baby, beauty, footwear, accessories, home, toys, gifts, and coats. The company sells a broad selection of desirable, first-quality, current-brand, labeled merchandise acquired directly from nationally recognized manufacturers and other suppliers. It sells products in categories such as Ladies apparel, Accessories and shoes, Home, Mens apparel, Kids apparel and baby, and Outerwear.
85GF Score

Get the complete analysis for BURL

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$320.77
Price
$291.59
GF Value