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BUR.L$333.80+3.19%
Fair $333.80+0.0%

BUR.L

Burford Capital Limited

Financial Services / Asset ManagementLSE

$333.80

+10.60 (+3.19%)

Fairly Valued+0.0%Fair Value $333.80Fund rank 22/100 · Data gapFallback financials|
SA 23/D
F-Score: 1/9
Declining RevenueLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 17.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

23/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Revenue has declined for 2 consecutive years ROE is 2.6%, below the 5% threshold
Thesis & Journal · BUR.LLocal privado en este navegador · Burford Capital Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$731M

P/E

1192.1x

↑

EV/EBITDA

N/A

•

ROE

2.6%

↓

Gross Margin

N/A

•

Debt/Equity

0.87

↑
52-Week Range$334
$280$1113

TradingView lightweight chart

BUR.L price, volumen y niveles de valoración

Último $343.00Periodo +219.1%
Fair value: $333.80

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-0.3%

FCF CAGR

—

FCF margin

-15.1%

FCF / Net income

-0.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $193.8M · net income $62.6M · FCF $-29.3M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

32.3%+16.7% pts

FCF margin

-15.1%+223.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$193.8M$193.8M$341.1M$853.9M$195.6M
Net Income$62.6M$62.6M$146.5M$610.5M$30.5M
EPS0.280.280.662.740.14
Net Margin32.3%32.3%42.9%71.5%15.6%
Balance Sheet
Debt/Equity0.870.870.740.680.73
Current Ratio8.028.02———
Cash Flow
Free Cash Flow$-29.3M$-29.3M$216.1M$-277.9M$-466.5M
Returns
ROE2.6%2.6%6.1%26.7%1.8%
Valuation
P/E1192.141192.141603.03417.525178.57
P/B30.6230.6297.62111.2792.28
Growth & Yield
Revenue Growth-43.2%-43.2%-60.1%336.5%—
EPS Growth-57.6%-57.6%-75.9%1857.1%—
Dividend Yield2.7%2.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

372.9%

muy exigente

EPS terminal req.

$29.62

Spread vs growth

-430.5%

5Y implied EPS CAGR

163.9%

muy exigente

EPS terminal req.

$35.84

Spread vs growth

-221.5%

10Y implied EPS CAGR

70.4%

muy exigente

EPS terminal req.

$57.72

Spread vs growth

-128.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -60.7%

Total return

-60.7%

Start / end P/E

1420.5x → 1225.0x

EPS bridge

0.66 → 0.28

Residual

+7.9%

EPS growth-57.6%
Multiple rerating-13.8%
Dividend+2.7%
Residual / FX / buybacks / cross-term+7.9%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.