BURFORD CAPITAL LTD (BUR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:BUR - GG00BMGYLN96 - Common Stock
9.79 USD
+0.24 (+2.51%)
9.79 USD
0 (0%)
We assign a fundamental rating of 4 out of 10 to BUR. BUR was compared to 98 industry peers in the Financial Services industry. BUR scores quite bad on profitability, while its financial health is fine. Not spectacular, but in line with the averages. BUR is quite expensive at the moment. It does show a decent growth rate.
1. Profitability
1.1 Basic Checks
- In the past year BUR was profitable.
- BUR had positive earnings in 4 of the past 5 years.
- The reported operating cash flow has been mixed in the past 5 years: BUR reported negative operating cash flow in multiple years.
1.2 Ratios
- The Return On Assets of BUR (1.30%) is comparable to the rest of the industry.
- With a Return On Equity value of 3.49%, BUR is not doing good in the industry: 64.29% of the companies in the same industry are doing better.
- BUR's Return On Invested Capital of 3.67% is in line compared to the rest of the industry. BUR outperforms 56.12% of its industry peers.
- BUR had an Average Return On Invested Capital over the past 3 years of 6.81%. This is in line with the industry average of 8.44%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.3% | ||
| ROE | 3.49% | ||
| ROIC | 3.67% |
ROA(3y)4.51%
ROA(5y)3.43%
ROE(3y)11.49%
ROE(5y)8.18%
ROIC(3y)6.81%
ROIC(5y)5.49%
1.3 Margins
- BUR's Profit Margin of 18.42% is fine compared to the rest of the industry. BUR outperforms 71.43% of its industry peers.
- BUR's Profit Margin has declined in the last couple of years.
- BUR has a Operating Margin of 65.11%. This is amongst the best in the industry. BUR outperforms 88.78% of its industry peers.
- BUR's Operating Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 65.11% | ||
| PM (TTM) | 18.42% | ||
| GM | N/A |
OM growth 3Y28.04%
OM growth 5Y-1.3%
PM growth 3YN/A
PM growth 5Y-14.09%
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
- With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), BUR is destroying value.
- Compared to 1 year ago, BUR has more shares outstanding
- Compared to 5 years ago, BUR has more shares outstanding
- The debt/assets ratio for BUR is higher compared to a year ago.
2.2 Solvency
- BUR has an Altman-Z score of 1.03. This is a bad value and indicates that BUR is not financially healthy and even has some risk of bankruptcy.
- BUR has a better Altman-Z score (1.03) than 60.20% of its industry peers.
- BUR has a Debt/Equity ratio of 0.86. This is a neutral value indicating BUR is somewhat dependend on debt financing.
- Looking at the Debt to Equity ratio, with a value of 0.86, BUR is in line with its industry, outperforming 44.90% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.86 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 1.03 |
ROIC/WACC0.47
WACC7.83%
2.3 Liquidity
- BUR has a Current Ratio of 13.43. This indicates that BUR is financially healthy and has no problem in meeting its short term obligations.
- BUR's Current ratio of 13.43 is amongst the best of the industry. BUR outperforms 98.98% of its industry peers.
- BUR has a Quick Ratio of 13.43. This indicates that BUR is financially healthy and has no problem in meeting its short term obligations.
- The Quick ratio of BUR (13.43) is better than 98.98% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 13.43 | ||
| Quick Ratio | 13.43 |
3. Growth
3.1 Past
- BUR shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -66.69%.
- The Earnings Per Share has been decreasing by -7.52% on average over the past years.
- The Revenue for BUR has decreased by -36.57% in the past year. This is quite bad
- Measured over the past years, BUR shows a quite strong growth in Revenue. The Revenue has been growing by 8.09% on average per year.
EPS 1Y (TTM)-66.69%
EPS 3YN/A
EPS 5Y-7.52%
EPS Q2Q%-114.33%
Revenue 1Y (TTM)-36.57%
Revenue growth 3Y35.85%
Revenue growth 5Y8.09%
Sales Q2Q%-71.98%
3.2 Future
- The Earnings Per Share is expected to grow by 17.43% on average over the next years. This is quite good.
- Based on estimates for the next years, BUR will show a quite strong growth in Revenue. The Revenue will grow by 11.22% on average per year.
EPS Next Y-1.19%
EPS Next 2Y4.67%
EPS Next 3Y17.43%
EPS Next 5YN/A
Revenue Next Year4.05%
Revenue Next 2Y7.24%
Revenue Next 3Y11.22%
Revenue Next 5YN/A
3.3 Evolution
- The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
- BUR is valuated quite expensively with a Price/Earnings ratio of 25.10.
- Based on the Price/Earnings ratio, BUR is valued a bit more expensive than the industry average as 63.27% of the companies are valued more cheaply.
- BUR is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.33, which is the current average of the S&P500 Index.
- A Price/Forward Earnings ratio of 7.26 indicates a rather cheap valuation of BUR.
- Based on the Price/Forward Earnings ratio, BUR is valued a bit cheaper than 74.49% of the companies in the same industry.
- BUR is valuated cheaply when we compare the Price/Forward Earnings ratio to 24.12, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 25.1 | ||
| Fwd PE | 7.26 |
4.2 Price Multiples
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
- BUR's earnings are expected to grow with 17.43% in the coming years. This may justify a more expensive valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y4.67%
EPS Next 3Y17.43%
5. Dividend
5.1 Amount
- BUR has a Yearly Dividend Yield of 1.35%. Purely for dividend investing, there may be better candidates out there.
- Compared to an average industry Dividend Yield of 2.49, BUR has a dividend in line with its industry peers.
- Compared to the average S&P500 Dividend Yield of 1.91, BUR is paying slightly less dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.35% |
5.2 History
- The dividend of BUR decreases each year by -0.83%.
- BUR has been paying a dividend for at least 10 years, so it has a reliable track record.
- BUR has decreased its dividend in the last 3 years.
Dividend Growth(5Y)-0.83%
Div Incr Years1
Div Non Decr Years2
5.3 Sustainability
- BUR pays out 47.06% of its income as dividend. This is a bit on the high side, but may be sustainable.
DP47.06%
EPS Next 2Y4.67%
EPS Next 3Y17.43%
9.79
+0.24 (+2.51%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)11-05 2025-11-05
Earnings (Next)03-02 2026-03-02/bmo
Inst Owners67.59%
Inst Owner Change0.68%
Ins Owners9.18%
Ins Owner Change0.1%
Market Cap2.14B
Revenue(TTM)472.97M
Net Income(TTM)87.10M
Analysts87.27
Price Target21.7 (121.65%)
Short Float %4.18%
Short Ratio3.32
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.35% |
Yearly Dividend0.12
Dividend Growth(5Y)-0.83%
DP47.06%
Div Incr Years1
Div Non Decr Years2
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)2.3%
PT rev (3m)-10.69%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)0%
EPS NY rev (3m)0%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)-2.98%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 25.1 | ||
| Fwd PE | 7.26 | ||
| P/S | 4.53 | ||
| P/FCF | N/A | ||
| P/OCF | N/A | ||
| P/B | 0.86 | ||
| P/tB | 0.91 | ||
| EV/EBITDA | N/A |
EPS(TTM)0.39
EY3.98%
EPS(NY)1.35
Fwd EY13.78%
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS2.16
BVpS11.41
TBVpS10.8
PEG (NY)N/A
PEG (5Y)N/A
Graham Number10.01
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.3% | ||
| ROE | 3.49% | ||
| ROCE | 4.64% | ||
| ROIC | 3.67% | ||
| ROICexc | 4.08% | ||
| ROICexgc | 4.24% | ||
| OM | 65.11% | ||
| PM (TTM) | 18.42% | ||
| GM | N/A | ||
| FCFM | N/A |
ROA(3y)4.51%
ROA(5y)3.43%
ROE(3y)11.49%
ROE(5y)8.18%
ROIC(3y)6.81%
ROIC(5y)5.49%
ROICexc(3y)7.14%
ROICexc(5y)5.83%
ROICexgc(3y)7.35%
ROICexgc(5y)6.04%
ROCE(3y)8.62%
ROCE(5y)6.95%
ROICexgc growth 3Y48.1%
ROICexgc growth 5Y-10.73%
ROICexc growth 3Y48.85%
ROICexc growth 5Y-10.08%
OM growth 3Y28.04%
OM growth 5Y-1.3%
PM growth 3YN/A
PM growth 5Y-14.09%
GM growth 3YN/A
GM growth 5YN/A
F-ScoreN/A
Asset Turnover0.07
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.86 | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | N/A | ||
| Interest Coverage | N/A | ||
| Cash Conversion | N/A | ||
| Profit Quality | N/A | ||
| Current Ratio | 13.43 | ||
| Quick Ratio | 13.43 | ||
| Altman-Z | 1.03 |
F-ScoreN/A
WACC7.83%
ROIC/WACC0.47
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)0.18%
Cap/Sales(5y)0.16%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-66.69%
EPS 3YN/A
EPS 5Y-7.52%
EPS Q2Q%-114.33%
EPS Next Y-1.19%
EPS Next 2Y4.67%
EPS Next 3Y17.43%
EPS Next 5YN/A
Revenue 1Y (TTM)-36.57%
Revenue growth 3Y35.85%
Revenue growth 5Y8.09%
Sales Q2Q%-71.98%
Revenue Next Year4.05%
Revenue Next 2Y7.24%
Revenue Next 3Y11.22%
Revenue Next 5YN/A
EBIT growth 1Y-40%
EBIT growth 3Y73.93%
EBIT growth 5Y6.68%
EBIT Next Year9.17%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y177.75%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y178.9%
OCF growth 3YN/A
OCF growth 5YN/A
BURFORD CAPITAL LTD / BUR FAQ
Can you provide the ChartMill fundamental rating for BURFORD CAPITAL LTD?
ChartMill assigns a fundamental rating of 4 / 10 to BUR.
What is the valuation status of BURFORD CAPITAL LTD (BUR) stock?
ChartMill assigns a valuation rating of 3 / 10 to BURFORD CAPITAL LTD (BUR). This can be considered as Overvalued.
How profitable is BURFORD CAPITAL LTD (BUR) stock?
BURFORD CAPITAL LTD (BUR) has a profitability rating of 3 / 10.
What are the PE and PB ratios of BURFORD CAPITAL LTD (BUR) stock?
The Price/Earnings (PE) ratio for BURFORD CAPITAL LTD (BUR) is 25.1 and the Price/Book (PB) ratio is 0.86.
What is the financial health of BURFORD CAPITAL LTD (BUR) stock?
The financial health rating of BURFORD CAPITAL LTD (BUR) is 4 / 10.