BURFORD CAPITAL LTD (BUR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:BUR - GG00BMGYLN96 - Common Stock
9.065 USD
-0.22 (-2.42%)
Overall BUR gets a fundamental rating of 4 out of 10. We evaluated BUR against 97 industry peers in the Financial Services industry. While BUR seems to be doing ok healthwise, there are quite some concerns on its profitability. BUR is valied quite expensively at the moment, while it does show a decent growth rate.
1. Profitability
1.1 Basic Checks
In the past year BUR was profitable.
Of the past 5 years BUR 4 years were profitable.
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
BUR has a Return On Assets (1.30%) which is comparable to the rest of the industry.
The Return On Equity of BUR (3.49%) is worse than 64.95% of its industry peers.
BUR has a Return On Invested Capital (3.67%) which is in line with its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for BUR 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)6.79%
ROIC(5y)5.49%
1.3 Margins
BUR has a better Profit Margin (18.42%) than 71.13% of its industry peers.
BUR's Profit Margin has declined in the last couple of years.
Looking at the Operating Margin, with a value of 65.11%, BUR belongs to the top of the industry, outperforming 88.66% of the companies in the same industry.
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
The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so BUR is still creating some value.
Compared to 1 year ago, BUR has more shares outstanding
BUR has more shares outstanding than it did 5 years ago.
BUR has a worse debt/assets ratio than last year.
2.2 Solvency
BUR has an Altman-Z score of 1.01. This is a bad value and indicates that BUR is not financially healthy and even has some risk of bankruptcy.
With a Altman-Z score value of 1.01, BUR perfoms like the industry average, outperforming 58.76% of the companies in the same industry.
BUR has a Debt/Equity ratio of 0.86. This is a neutral value indicating BUR is somewhat dependend on debt financing.
BUR's Debt to Equity ratio of 0.86 is in line compared to the rest of the industry. BUR outperforms 44.33% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.86 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 1.01 |
ROIC/WACC0.55
WACC6.61%
2.3 Liquidity
A Current Ratio of 13.43 indicates that BUR has no problem at all paying its short term obligations.
The Current ratio of BUR (13.43) is better than 98.97% of its industry peers.
A Quick Ratio of 13.43 indicates that BUR has no problem at all paying its short term obligations.
BUR's Quick ratio of 13.43 is amongst the best of the industry. BUR outperforms 98.97% 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.
Looking at the last year, BUR shows a very negative growth in Revenue. The Revenue has decreased by -36.57% in the last year.
BUR shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 8.09% yearly.
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
Based on estimates for the next years, BUR will show a quite strong growth in Earnings Per Share. The EPS will grow by 17.43% on average per year.
BUR is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 11.22% yearly.
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.
The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
BUR is valuated rather expensively with a Price/Earnings ratio of 23.24.
61.86% of the companies in the same industry are cheaper than BUR, based on the Price/Earnings ratio.
BUR's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 26.49.
With a Price/Forward Earnings ratio of 6.72, the valuation of BUR can be described as very cheap.
BUR's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. BUR is cheaper than 77.32% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 23.69. BUR is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.24 | ||
| Fwd PE | 6.72 |
4.2 Price Multiples
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
A more expensive valuation may be justified as BUR's earnings are expected to grow with 17.43% in the coming years.
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 1.34%. Purely for dividend investing, there may be better candidates out there.
The stock price of BUR dropped by -30.31% in the last 3 months. With lower prices the dividend yield is higher, but it may be a sign investors do not trust the long term dividend.
BUR's Dividend Yield is a higher than the industry average which is at 3.96.
Compared to an average S&P500 Dividend Yield of 2.31, BUR's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.34% |
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
47.06% of the earnings are spent on dividend by BUR. This is a bit on the high side, but may be sustainable.
DP47.06%
EPS Next 2Y4.67%
EPS Next 3Y17.43%
NYSE:BUR (12/8/2025, 1:37:40 PM)
9.065
-0.22 (-2.42%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)
Earnings (Next)
Inst Owners65.98%
Inst Owner Change-0.58%
Ins Owners9.16%
Ins Owner Change-0.36%
Market Cap1.98B
Revenue(TTM)472.97M
Net Income(TTM)87.10M
Analysts87.27
Price Target21.21 (133.98%)
Short Float %3.39%
Short Ratio2.91
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.34% |
Yearly Dividend0.12
Dividend Growth(5Y)-0.83%
DP47.06%
Div Incr Years1
Div Non Decr Years2
Ex-Date
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)-12.25%
PT rev (3m)-10.3%
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)-2.98%
Revenue NY rev (3m)-2.98%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.24 | ||
| Fwd PE | 6.72 | ||
| P/S | 4.2 | ||
| P/FCF | N/A | ||
| P/OCF | N/A | ||
| P/B | 0.79 | ||
| P/tB | 0.84 | ||
| EV/EBITDA | N/A |
EPS(TTM)0.39
EY4.3%
EPS(NY)1.35
Fwd EY14.88%
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)6.79%
ROIC(5y)5.49%
ROICexc(3y)7.12%
ROICexc(5y)5.82%
ROICexgc(3y)7.34%
ROICexgc(5y)6.03%
ROCE(3y)8.6%
ROCE(5y)6.94%
ROICexgc growth 3Y47.97%
ROICexgc growth 5Y-10.78%
ROICexc growth 3Y48.71%
ROICexc growth 5Y-10.12%
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 | 1.01 |
F-ScoreN/A
WACC6.61%
ROIC/WACC0.55
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.
Can you provide the valuation status for BURFORD CAPITAL LTD?
ChartMill assigns a valuation rating of 3 / 10 to BURFORD CAPITAL LTD (BUR). This can be considered as Overvalued.
Can you provide the profitability details for BURFORD CAPITAL LTD?
BURFORD CAPITAL LTD (BUR) has a profitability rating of 3 / 10.
Can you provide the financial health for BUR stock?
The financial health rating of BURFORD CAPITAL LTD (BUR) is 4 / 10.
Can you provide the dividend sustainability for BUR stock?
The dividend rating of BURFORD CAPITAL LTD (BUR) is 3 / 10 and the dividend payout ratio is 47.06%.