NI vs BURL

Comparison between NiSource Inc (NI, Company) and Burlington Stores Inc (BURL, Company).

NI is from the Utilities sector, while BURL is from the Consumer Cyclical sector.

5-Year PerformanceNI has outperformed BURL, delivering a return of +16.9% compared to +0.6%

NI vs BURL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NI(COMPANY)	BURL(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	75.57%	68.87%
Sharpe Ratio	0.60	0.64
5Y Beta	0.31	1.07
Industry	Utilities - Regulated Gas	Apparel Retail
P/E Ratio	23.14	35.65
Forward P/E	22.22	29.07
PEG Ratio	2.31	1.82
Dividend Yield	1.90%	N/A
5Y Dividends CAGR	10.86%	N/A
5Y EPS CAGR	31.83%	18.05%
Debt to Equity	13.37%	0.00%
Free Cash Flow Yield	-3.73%	1.72%
P/S Ratio	3.27	1.87
P/B Ratio	2.25	12.16

Market Cap

Winner

$22B

BURL

$22B

Max Drawdown

75.57%

Winner

BURL

68.87%

Sharpe Ratio

0.60

Winner

BURL

0.64

5Y Beta

Winner

0.31

BURL

1.07

Industry

Utilities - Regulated Gas

BURL

Apparel Retail

P/E Ratio

Winner

23.14

BURL

35.65

Forward P/E

Winner

22.22

BURL

29.07

PEG Ratio

2.31

Winner

BURL

1.82

Dividend Yield

1.90%

BURL

N/A

5Y Dividends CAGR

10.86%

BURL

N/A

5Y EPS CAGR

Winner

31.83%

BURL

18.05%

Debt to Equity

13.37%

Winner

BURL

0.00%

Free Cash Flow Yield

-3.73%

Winner

BURL

1.72%

P/S Ratio

3.27

Winner

BURL

1.87

P/B Ratio

Winner

2.25

BURL

12.16

NI vs BURL - Historical Returns

Returns include dividend reinvestment.

Period	NI	BURL
1 month	-1.08%	+2.14%
3 months	-2.59%	+2.95%
6 months	+9.10%	+13.89%
1 year	+15.11%	+21.23%
5 years(CAGR)	+16.91%	+0.56%
10 years(CAGR)	+9.35%	+16.35%
Max(CAGR)	+11.21%	+22.59%

-1.08%

Winner

BURL

+2.14%

-2.59%

Winner

BURL

+2.95%

+9.10%

Winner

BURL

+13.89%

+15.11%

Winner

BURL

+21.23%

5Y(CAGR)

Winner

+16.91%

BURL

+0.56%

10Y(CAGR)

+9.35%

Winner

BURL

+16.35%

Max(CAGR)

+11.21%

Winner

BURL

+22.59%

NI vs BURL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NI	BURL
2026	+12.34%	+13.73%
2025	+18.08%	+1.07%
2024	+41.04%	+46.29%
2023	+0.38%	-5.67%
2022	+2.96%	-29.84%
2021	+26.74%	+15.05%
2020	-12.79%	+14.12%
2019	+14.29%	+42.38%
2018	+3.17%	+33.07%
2017	+19.01%	+45.12%
2016	+16.64%	+96.14%
2015	+24.11%	-10.59%
2014	+34.99%	+45.42%
2013	+34.52%	+27.95%
2012	+9.70%	N/A
2011	+39.75%	N/A
2010	+20.25%	N/A
2009	+49.16%	N/A
2008	-38.53%	N/A
2007	-18.81%	N/A
2006	+17.85%	N/A
2005	-2.99%	N/A
2004	+9.85%	N/A
2003	+12.97%	N/A
2002	-9.69%	N/A
2001	-20.03%	N/A
2000	+84.02%	N/A
1999	-14.08%	N/A

NI vs BURL Drawdown Comparison

The maximum drawdown for NI was -65.72%, occurring on Mar 5, 2009. Recovery took 1002 trading sessions.

The maximum drawdown for BURL was -68.87%, occurring on Sep 29, 2022. Recovery took 1236 trading sessions.

The current NI drawdown is -4.75%. The current BURL drawdown is -4.73%.

Rank	NI	BURL
#1	-65.72% May 18, 2007 - May 10, 2011	-68.87% Aug 11, 2021 - Jul 16, 2026
#2	-50.72% Apr 10, 2001 - Nov 29, 2006	-51.45% Feb 19, 2020 - Dec 23, 2020
#3	-38.71% Jan 24, 2000 - Aug 9, 2000	-33.30% Mar 24, 2015 - Jun 1, 2016
#4	-30.95% Feb 14, 2020 - Jan 28, 2022	-25.35% Jan 2, 2014 - Jul 25, 2014
#5	-24.82% Apr 6, 2022 - Jul 12, 2024	-22.79% May 10, 2017 - Nov 17, 2017
#6	-21.37% Nov 4, 1999 - Jan 24, 2000	-20.40% Feb 4, 2019 - Apr 24, 2019
#7	-18.91% Jul 5, 2016 - May 31, 2017	-17.56% Sep 2, 2016 - Nov 22, 2016
#8	-17.68% Nov 14, 2017 - Aug 14, 2018	-17.36% Apr 24, 2019 - Jul 10, 2019
#9	-16.80% Dec 26, 2000 - Apr 2, 2001	-15.55% Nov 13, 2018 - Feb 4, 2019
#10	-14.17% Sep 26, 2019 - Feb 13, 2020	-14.15% Sep 4, 2018 - Oct 30, 2018
#11	-13.43% Sep 13, 2018 - Mar 11, 2019	-14.12% Nov 15, 2013 - Dec 20, 2013
#12	-13.09% Jul 21, 2011 - Aug 29, 2011	-11.41% Jan 26, 2018 - Mar 9, 2018
#13	-12.12% Jun 18, 2015 - Sep 30, 2015	-11.31% Jan 6, 2021 - Feb 24, 2021
#14	-12.09% Sep 13, 2000 - Dec 1, 2000	-10.28% May 17, 2021 - Aug 3, 2021
#15	-11.33% Apr 29, 2013 - Jul 25, 2013	-9.78% Nov 23, 2016 - Mar 2, 2017