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BURL vs SPY

Comparison between Burlington Stores Inc (BURL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BURL, delivering a return of +13.2% compared to +1.1%

BURL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BURL
$21B
Winner
SPY
$784B
Expense Ratio
BURL
N/A
SPY
0.09%
Max Drawdown
BURL
68.87%
Winner
SPY
56.47%
Sharpe Ratio
BURL
1.12
Winner
SPY
1.54
5Y Beta
BURL
1.08
Winner
SPY
1.00
Industry
BURL
Apparel Retail
SPY
N/A
P/E Ratio
BURL
33.93
Winner
SPY
27.62
Forward P/E
BURL
27.93
Winner
SPY
21.11
PEG Ratio
BURL
1.73
SPY
N/A
5Y Dividends CAGR
BURL
N/A
SPY
6.00%
5Y EPS CAGR
BURL
18.05%
Winner
SPY
25.30%
Debt to Equity
Winner
BURL
0.00%
SPY
31.11%
Free Cash Flow Yield
BURL
1.81%
SPY
N/A
P/S Ratio
Winner
BURL
1.78
SPY
3.49
P/B Ratio
BURL
11.55
Winner
SPY
5.30

BURL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BURL
+2.39%
SPY
-1.37%
3M
BURL
+4.29%
Winner
SPY
+12.22%
6M
Winner
BURL
+17.00%
SPY
+7.20%
1Y
Winner
BURL
+49.09%
SPY
+23.58%
5Y(CAGR)
BURL
+1.10%
Winner
SPY
+13.19%
10Y(CAGR)
Winner
BURL
+18.12%
SPY
+15.12%
Max(CAGR)
Winner
BURL
+22.54%
SPY
+8.44%

BURL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBURLSPY
2026+11.35%+7.95%
2025+1.07%+18.00%
2024+46.29%+25.59%
2023-5.67%+26.72%
2022-29.84%-18.64%
2021+15.05%+30.52%
2020+14.12%+17.28%
2019+42.38%+31.09%
2018+33.07%-5.24%
2017+45.12%+20.78%
2016+96.14%+13.59%
2015-10.59%+1.31%
2014+45.42%+14.56%
2013+27.95%+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BURL vs SPY Drawdown Comparison

The maximum drawdown for BURL was -68.87%, occurring on Sep 29, 2022. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BURL drawdown is -5.78%. The current SPY drawdown is -3.18%.

RankBURLSPY
#1-68.87%
Aug 11, 2021 - Sep 29, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-51.45%
Feb 19, 2020 - Dec 23, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.30%
Mar 24, 2015 - Jun 1, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.35%
Jan 2, 2014 - Jul 25, 2014		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.79%
May 10, 2017 - Nov 17, 2017		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-20.40%
Feb 4, 2019 - Apr 24, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.56%
Sep 2, 2016 - Nov 22, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.36%
Apr 24, 2019 - Jul 10, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.55%
Nov 13, 2018 - Feb 4, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.15%
Sep 4, 2018 - Oct 30, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.12%
Nov 15, 2013 - Dec 20, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.41%
Jan 26, 2018 - Mar 9, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.31%
Jan 6, 2021 - Feb 24, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.28%
May 17, 2021 - Aug 3, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.78%
Nov 23, 2016 - Mar 2, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BURL and SPY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

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