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BURFORD CAPITAL LTD (BUR) Stock Fundamental Analysis

NYSE:BUR - New York Stock Exchange, Inc. - GG00BMGYLN96 - Common Stock - Currency: USD

13.52  -0.06 (-0.44%)

Premarket: 13.72 +0.2 (+1.48%)

Fundamental Rating

5

Taking everything into account, BUR scores 5 out of 10 in our fundamental rating. BUR was compared to 101 industry peers in the Financial Services industry. Both the profitability and the financial health of BUR get a neutral evaluation. Nothing too spectacular is happening here. BUR is growing strongly while it is still valued neutral. This is a good combination!


Dividend Valuation Growth Profitability Health

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4

1. Profitability

1.1 Basic Checks

In the past year BUR was profitable.
Of the past 5 years BUR 4 years were profitable.
BUR had negative operating cash flow in 4 of the past 5 years.
BUR Yearly Net Income VS EBIT VS OCF VS FCFBUR Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 500M -500M

1.2 Ratios

BUR has a Return On Assets of 4.32%. This is in the better half of the industry: BUR outperforms 75.25% of its industry peers.
BUR's Return On Equity of 11.48% is in line compared to the rest of the industry. BUR outperforms 51.49% of its industry peers.
Looking at the Return On Invested Capital, with a value of 6.79%, BUR is in the better half of the industry, outperforming 74.26% of the companies in the same industry.
BUR had an Average Return On Invested Capital over the past 3 years of 5.63%. This is significantly below the industry average of 11.85%.
The 3 year average ROIC (5.63%) for BUR is below the current ROIC(6.79%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 4.32%
ROE 11.48%
ROIC 6.79%
ROA(3y)3.47%
ROA(5y)4.56%
ROE(3y)8.9%
ROE(5y)9.73%
ROIC(3y)5.63%
ROIC(5y)6.21%
BUR Yearly ROA, ROE, ROICBUR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 10 20 30

1.3 Margins

BUR has a better Profit Margin (34.81%) than 85.15% of its industry peers.
In the last couple of years the Profit Margin of BUR has declined.
Looking at the Operating Margin, with a value of 68.83%, BUR belongs to the top of the industry, outperforming 92.08% of the companies in the same industry.
BUR's Operating Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 68.83%
PM (TTM) 34.81%
GM N/A
OM growth 3Y4.25%
OM growth 5Y-1.35%
PM growth 3Y8.73%
PM growth 5Y-5.55%
GM growth 3YN/A
GM growth 5YN/A
BUR Yearly Profit, Operating, Gross MarginsBUR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 20 40 60 80

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5

2. Health

2.1 Basic Checks

BUR has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
Compared to 1 year ago, BUR has about the same amount of shares outstanding.
Compared to 5 years ago, BUR has about the same amount of shares outstanding.
BUR has a better debt/assets ratio than last year.
BUR Yearly Shares OutstandingBUR Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 50M 100M 150M 200M
BUR Yearly Total Debt VS Total AssetsBUR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 1B 2B 3B 4B 5B

2.2 Solvency

BUR has an Altman-Z score of 1.34. This is a bad value and indicates that BUR is not financially healthy and even has some risk of bankruptcy.
BUR's Altman-Z score of 1.34 is fine compared to the rest of the industry. BUR outperforms 66.34% of its industry peers.
A Debt/Equity ratio of 0.80 indicates that BUR is somewhat dependend on debt financing.
Looking at the Debt to Equity ratio, with a value of 0.80, BUR is in line with its industry, outperforming 48.51% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.8
Debt/FCF N/A
Altman-Z 1.34
ROIC/WACC0.57
WACC11.97%
BUR Yearly LT Debt VS Equity VS FCFBUR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 500M -500M 1B 1.5B 2B

2.3 Liquidity

BUR has a Current Ratio of 11.68. This indicates that BUR is financially healthy and has no problem in meeting its short term obligations.
BUR has a Current ratio of 11.68. This is amongst the best in the industry. BUR outperforms 100.00% of its industry peers.
A Quick Ratio of 11.68 indicates that BUR has no problem at all paying its short term obligations.
The Quick ratio of BUR (11.68) is better than 100.00% of its industry peers.
Industry RankSector Rank
Current Ratio 11.68
Quick Ratio 11.68
BUR Yearly Current Assets VS Current LiabilitesBUR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 100M 200M 300M 400M

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7

3. Growth

3.1 Past

The Earnings Per Share has grown by an impressive 700.00% over the past year.
Measured over the past years, BUR shows a quite strong growth in Earnings Per Share. The EPS has been growing by 12.69% on average per year.
Looking at the last year, BUR shows a very strong growth in Revenue. The Revenue has grown by 240.48%.
BUR shows a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 20.66% yearly.
EPS 1Y (TTM)700%
EPS 3Y61.3%
EPS 5Y12.69%
EPS Q2Q%-113.33%
Revenue 1Y (TTM)240.48%
Revenue growth 3Y49.11%
Revenue growth 5Y20.66%
Sales Q2Q%-68.2%

3.2 Future

The Earnings Per Share is expected to grow by 16.59% on average over the next years. This is quite good.
BUR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 1.72% yearly.
EPS Next Y9.96%
EPS Next 2Y24.76%
EPS Next 3Y19.63%
EPS Next 5Y16.59%
Revenue Next Year-22.94%
Revenue Next 2Y-3.06%
Revenue Next 3Y-0.16%
Revenue Next 5Y1.72%

3.3 Evolution

When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
BUR Yearly Revenue VS EstimatesBUR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 200M 400M 600M 800M 1B
BUR Yearly EPS VS EstimatesBUR Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 0 0.5 1 1.5 2

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5

4. Valuation

4.1 Price/Earnings Ratio

A Price/Earnings ratio of 12.07 indicates a correct valuation of BUR.
Compared to the rest of the industry, the Price/Earnings ratio of BUR is on the same level as its industry peers.
When comparing the Price/Earnings ratio of BUR to the average of the S&P500 Index (27.75), we can say BUR is valued rather cheaply.
The Price/Forward Earnings ratio is 7.76, which indicates a rather cheap valuation of BUR.
BUR's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. BUR is cheaper than 70.30% of the companies in the same industry.
Compared to an average S&P500 Price/Forward Earnings ratio of 20.49, BUR is valued rather cheaply.
Industry RankSector Rank
PE 12.07
Fwd PE 7.76
BUR Price Earnings VS Forward Price EarningsBUR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

Based on the Enterprise Value to EBITDA ratio, BUR is valued a bit cheaper than 73.27% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 8.26
BUR Per share dataBUR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6 8 10

4.3 Compensation for Growth

BUR's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
BUR's earnings are expected to grow with 19.63% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.21
PEG (5Y)0.95
EPS Next 2Y24.76%
EPS Next 3Y19.63%

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4

5. Dividend

5.1 Amount

BUR has a yearly dividend return of 0.91%, which is pretty low.
Compared to an average industry Dividend Yield of 4.93, BUR has a dividend in line with its industry peers.
With a Dividend Yield of 0.91, BUR pays less dividend than the S&P500 average, which is at 2.44.
Industry RankSector Rank
Dividend Yield 0.91%

5.2 History

The dividend of BUR has a limited annual growth rate of 1.76%.
BUR has paid a dividend for at least 10 years, which is a reliable track record.
BUR has decreased its dividend in the last 3 years.
Dividend Growth(5Y)1.76%
Div Incr Years1
Div Non Decr Years2
BUR Yearly Dividends per shareBUR Yearly Dividends per shareYearly Dividends per share 2015 2016 2017 2018 2019 2021 2022 2023 2024 2025 0.05 0.1 0.15

5.3 Sustainability

5.31% of the earnings are spent on dividend by BUR. This is a low number and sustainable payout ratio.
BUR's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP5.31%
EPS Next 2Y24.76%
EPS Next 3Y19.63%
BUR Yearly Income VS Free CF VS DividendBUR Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 200M -200M 400M -400M 600M
BUR Dividend Payout.BUR Dividend Payout, showing the Payout Ratio.BUR Dividend Payout.PayoutRetained Earnings

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BURFORD CAPITAL LTD

NYSE:BUR (5/1/2025, 8:48:14 PM)

Premarket: 13.72 +0.2 (+1.48%)

13.52

-0.06 (-0.44%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)03-03 2025-03-03/bmo
Earnings (Next)08-06 2025-08-06
Inst Owners61.62%
Inst Owner Change-0.01%
Ins Owners9.43%
Ins Owner Change-0.07%
Market Cap2.96B
Analysts87.27
Price Target23.8 (76.04%)
Short Float %1.9%
Short Ratio3.26
Dividend
Industry RankSector Rank
Dividend Yield 0.91%
Yearly Dividend0.13
Dividend Growth(5Y)1.76%
DP5.31%
Div Incr Years1
Div Non Decr Years2
Ex-Date05-23 2025-05-23 (0.0625)
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)8.01%
PT rev (3m)9%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)0%
EPS NY rev (3m)5.53%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)0%
Valuation
Industry RankSector Rank
PE 12.07
Fwd PE 7.76
P/S 3.96
P/FCF N/A
P/OCF N/A
P/B 1.31
P/tB 1.39
EV/EBITDA 8.26
EPS(TTM)1.12
EY8.28%
EPS(NY)1.74
Fwd EY12.89%
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS3.41
BVpS10.34
TBVpS9.73
PEG (NY)1.21
PEG (5Y)0.95
Profitability
Industry RankSector Rank
ROA 4.32%
ROE 11.48%
ROCE 8.6%
ROIC 6.79%
ROICexc 7.39%
ROICexgc 7.66%
OM 68.83%
PM (TTM) 34.81%
GM N/A
FCFM N/A
ROA(3y)3.47%
ROA(5y)4.56%
ROE(3y)8.9%
ROE(5y)9.73%
ROIC(3y)5.63%
ROIC(5y)6.21%
ROICexc(3y)5.84%
ROICexc(5y)6.6%
ROICexgc(3y)6.03%
ROICexgc(5y)6.9%
ROCE(3y)7.13%
ROCE(5y)7.86%
ROICexcg growth 3Y24.46%
ROICexcg growth 5Y-5.89%
ROICexc growth 3Y25.44%
ROICexc growth 5Y-4.7%
OM growth 3Y4.25%
OM growth 5Y-1.35%
PM growth 3Y8.73%
PM growth 5Y-5.55%
GM growth 3YN/A
GM growth 5YN/A
F-ScoreN/A
Asset Turnover0.12
Health
Industry RankSector Rank
Debt/Equity 0.8
Debt/FCF N/A
Debt/EBITDA 3.49
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 11.68
Quick Ratio 11.68
Altman-Z 1.34
F-ScoreN/A
WACC11.97%
ROIC/WACC0.57
Cap/Depr(3y)25.46%
Cap/Depr(5y)21.61%
Cap/Sales(3y)0.18%
Cap/Sales(5y)0.32%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)700%
EPS 3Y61.3%
EPS 5Y12.69%
EPS Q2Q%-113.33%
EPS Next Y9.96%
EPS Next 2Y24.76%
EPS Next 3Y19.63%
EPS Next 5Y16.59%
Revenue 1Y (TTM)240.48%
Revenue growth 3Y49.11%
Revenue growth 5Y20.66%
Sales Q2Q%-68.2%
Revenue Next Year-22.94%
Revenue Next 2Y-3.06%
Revenue Next 3Y-0.16%
Revenue Next 5Y1.72%
EBIT growth 1Y-36.27%
EBIT growth 3Y55.45%
EBIT growth 5Y19.03%
EBIT Next Year-23.64%
EBIT Next 3Y1.72%
EBIT Next 5YN/A
FCF growth 1Y40.43%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y41.07%
OCF growth 3YN/A
OCF growth 5YN/A