Burford Capital Limited (BUR) 10-Year Financial Performance & Capital Metrics

BUR • • Banking & Credit

Financial ServicesAsset ManagementSpecialized & Niche Asset ManagersSector & Commodity Specialists

AboutBurford Capital Limited, through its subsidiaries, provides legal finance products and services. The company offers asset management services, including core legal finance, complex strategies, and post-settlement finance. The company was incorporated in 2009 and is based in Saint Peter Port, Guernsey.Show more

Net Interest Income -$131M -38.5%
Total Revenue $472M -56.2%
Net Income $146M -76.0%
Return on Equity 4.53% -79.2%
Net Interest Margin -2.12% -30.9%
Efficiency Ratio 18.56% -18.9%
ROA 2.44% -79.8%
Equity / Assets 52.74% -4.0%
Book Value per Share 14.84 +3.2%
Tangible BV/Share 14.23 +3.3%
Debt/Equity 0.55 +13.0%

Technical Analysis

Key Insights

Based on financial data analysis

✓Strengths

✓Efficient operations: 18.6% efficiency ratio
✓Well capitalized: 52.7% equity/assets
✓Diversified revenue: 100.0% from non-interest income
✓Trading at only 0.7x book value

✗Weaknesses

✗Weak NIM of -2.1%
✗Weak momentum: RS Rating 19 (bottom 19%)
✗Trading more than 30% below 52-week high

Price & Volume

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Growth Metrics

Revenue CAGR

10Y19.66%

5Y7.59%

3Y63.46%

TTM-

Profit (Net Income) CAGR

10Y12.13%

5Y-7.14%

3Y-

TTM-66.87%

EPS CAGR

10Y11.72%

5Y-7.41%

3Y-

TTM-67.08%

ROCE

10Y Avg10.77%

5Y Avg6.21%

3Y Avg7.72%

Latest4.24%

Peer Comparison

Sector & Commodity Specialists

Name	Market Cap	Current Price	P/E Ratio	Revenue Growth 1Y	Net Margin	ROE	FCF Yield	Debt/Equity
NHICNewHold Investment Corp III	216.79M	10.37	515.92			1.6%
PLTSPlatinum Analytics Cayman Limited Class A Ordinary Shares	196.1M	17.50	245.10	280.21%	35.16%
SOLSSolstice Advanced Materials Inc.	9.6B	60.51	22.75	3.32%	11.19%	13.59%	5.68%	0.13
HQLTekla Life Sciences Investors	491.34M	16.60	21.01	23.61%	56.75%	-13.43%
SWKHSWK Holdings Corporation	211.44M	17.48	16.19	19.14%	29.98%	8.94%	10.84%	0.13
BURBurford Capital Limited	2.15B	9.83	14.89	-56.23%	31.02%	2.7%	10.04%	0.55
ASAASA Gold and Precious Metals Limited	1.2B	63.48	10.48	9.47%	96.94%	39.78%
STKESol Strategies Inc. Common Shares	64.53M	2.30	7.19			-4.25%

Profit & Loss

	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024
Net Interest Income+	-464K	-8.6M	-15.99M	-36.74M	-14.67M	-39.05M	-56.45M	-74.99M	-94.61M	-131.02M
NII Growth %	-1.03%	-17.54%	-0.86%	-1.3%	0.6%	-1.66%	-0.45%	-0.33%	-0.26%	-0.38%
Net Interest Margin %	-	-	-	-	-	-	-	-	-	-
Interest Income	8.45M	5.03M	7.52M	1.8M	23.73M	0	0	0	0	0
Interest Expense	8.92M	13.63M	23.51M	38.54M	38.4M	39.05M	56.45M	74.99M	94.61M	131.02M
Loan Loss Provision	-8.92M	25.4M	30.13M	33.29M	-27.15M	-34.21M	0	0	-78.11M	0
Non-Interest Income+	85.64M	144.75M	311.58M	385.84M	303.92M	316.68M	108.12M	270.62M	1.08B	472.25M
Non-Interest Income %	-	-	-	-	-	-	-	-	-	-
Total Revenue+	94.09M	149.78M	319.11M	387.64M	327.65M	316.68M	108.12M	270.62M	1.08B	472.25M
Revenue Growth %	0.2%	0.59%	1.13%	0.21%	-0.15%	-0.03%	-0.66%	1.5%	2.99%	-0.56%
Non-Interest Expense	94.09M	45.72M	69.92M	82.53M	102.12M	108.04M	48.88M	86.61M	246.73M	87.64M
Efficiency Ratio	-	-	-	-	-	-	-	-	-	-
Operating Income+	0	117.68M	272.69M	342.45M	225.52M	208.63M	2.79M	109.02M	815.67M	253.59M
Operating Margin %	-	-	-	-	-	-	-	-	-	-
Operating Income Growth %	-	-	1.32%	0.26%	-0.34%	-0.07%	-0.99%	38.09%	6.48%	-0.69%
Pretax Income+	67.88M	104.05M	249.18M	305.11M	225.52M	208.63M	2.79M	109.02M	738.28M	253.59M
Pretax Margin %	-	-	-	-	-	-	-	-	-	-
Income Tax+	2.2M	-4.82M	-123K	-12.46M	13.42M	36.94M	9.73M	11.56M	20.08M	24M
Effective Tax Rate %	-	-	-	-	-	-	-	-	-	-
Net Income+	65.67M	108.87M	249.3M	317.58M	212.11M	143.28M	-28.75M	30.51M	610.52M	146.48M
Net Margin %	-	-	-	-	-	-	-	-	-	-
Net Income Growth %	0.41%	0.66%	1.29%	0.27%	-0.33%	-0.32%	-1.2%	2.06%	19.01%	-0.76%
Net Income (Continuing)	65.67M	108.87M	249.3M	317.58M	212.11M	156.97M	-6.94M	97.46M	718.2M	229.58M
EPS (Diluted)+	0.31	0.53	1.20	1.51	0.97	0.65	-0.26	0.14	2.74	0.66
EPS Growth %	0.42%	0.71%	1.26%	0.26%	-0.36%	-0.33%	-1.4%	1.54%	18.57%	-0.76%
EPS (Basic)	0.31	0.53	1.20	1.51	0.97	0.65	-0.26	0.14	2.74	0.67
Diluted Shares Outstanding	208.54M	204.73M	208.45M	210.78M	219.62M	219.64M	219.05M	218.58M	223.01M	219.42M

Balance Sheet

	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024
Cash & Short Term Investments+	1000K	1000K	1000K	1000K	1000K	1000K	1000K	1000K	1000K	1000K
Cash & Due from Banks	45.42M	158.37M	135.41M	265.55M	186.62M	322.19M	180.25M	107.66M	220.55M	469.93M
Short Term Investments	0	0	0	0	0	0	0	0	0	0
Total Investments+	450.81M	570.78M	1.12B	1.64B	2.12B	2.19B	0	0	0	0
Investments Growth %	0.24%	0.27%	0.97%	0.46%	0.29%	0.04%	-1%	-	-	-
Long-Term Investments	450.81M	570.78M	1.12B	1.64B	2.12B	2.19B	0	0	0	0
Accounts Receivables	1000K	1000K	1000K	1000K	1000K	1000K	1000K	1000K	1000K	1000K
Goodwill & Intangibles+	-	-	-	-	-	-	-	-	-	-
Goodwill	0	133.93M	134.02M	133.97M	134M	134.03M	134.02M	133.91M	133.97M	133.95M
Intangible Assets	1.11M	39.4M	27.69M	18.2M	8.7M	0	0	0	0	0
PP&E (Net)	563K	2.16M	2.4M	1.87M	20.18M	14.59M	13.07M	14.03M	17.41M	16.22M
Other Assets	-452.49M	-746.27M	-1.29B	-1.79B	-2.28B	-2.34B	3.31B	3.89B	5.17B	5.34B
Total Current Assets	130.52M	210.9M	200.42M	495.37M	344.04M	364.06M	287.85M	245.68M	516.77M	681.11M
Total Non-Current Assets	452.49M	746.27M	1.29B	1.79B	2.28B	2.34B	3.45B	4.04B	5.32B	5.49B
Total Assets+	594.11M	968.23M	1.5B	2.32B	2.65B	2.73B	3.74B	4.29B	5.84B	6.18B
Asset Growth %	0.11%	0.63%	0.55%	0.55%	0.14%	0.03%	0.37%	0.15%	0.36%	0.06%
Return on Assets (ROA)	0.12%	0.14%	0.2%	0.17%	0.09%	0.05%	-0.01%	0.01%	0.12%	0.02%
Accounts Payable	20M	71.95M	5.9M	9.33M	9.46M	9.56M	13.92M	16.82M	34.42M	12.1M
Total Debt+	131.28M	43.75M	486.93M	638.66M	675.27M	681.33M	1.03B	1.27B	1.55B	1.78B
Net Debt	85.86M	-114.62M	351.52M	373.11M	488.65M	359.14M	854.2M	1.16B	1.33B	1.31B
Long-Term Debt	0	43.75M	0	0	0	0	1.03B	1.27B	1.55B	1.78B
Short-Term Debt	0	0	0	0	0	0	0	0	0	0
Other Liabilities	0	-43.75M	0	0	0	0	585.12M	618.03M	1.04B	1.13B
Total Current Liabilities	20M	71.95M	5.9M	9.71M	9.46M	9.56M	13.92M	16.82M	34.42M	12.1M
Total Non-Current Liabilities	20M	71.95M	486.93M	638.66M	675.27M	681.33M	1.62B	1.88B	2.6B	2.91B
Total Liabilities	160.08M	372.07M	5.9M	955.83M	1.12B	1.03B	1.63B	1.9B	2.63B	2.92B
Total Equity+	434.03M	596.16M	798.56M	1.36B	1.53B	1.96B	2.11B	2.39B	3.21B	3.26B
Equity Growth %	0.13%	0.37%	0.34%	0.71%	0.12%	0.28%	0.08%	0.13%	0.34%	0.02%
Equity / Assets (Capital Ratio)	-	-	-	-	-	-	-	-	-	-
Return on Equity (ROE)	0.16%	0.21%	0.36%	0.29%	0.15%	0.08%	-0.01%	0.01%	0.22%	0.05%
Book Value per Share	2.08	2.91	3.83	6.47	6.98	8.92	9.62	10.92	14.38	14.84
Tangible BV per Share	-	-	-	-	-	-	-	-	-	-
Common Stock	328.75M	351.25M	351.25M	596.45M	596.45M	598.81M	598.81M	598.81M	602.24M	610.04M
Additional Paid-in Capital	0	0	0	0	0	22.53M	26.37M	26.3M	36.55M	42.41M
Retained Earnings	102.55M	193.76M	423.22M	716.22M	899.06M	1.14B	1.07B	1.07B	1.65B	1.77B
Accumulated OCI	2.73M	51.15M	24.09M	50.48M	37.48M	5.14M	0	0	0	0
Treasury Stock	0	0	0	0	0	0	0	-3.75M	-4.48M	-9.57M
Preferred Stock	0	0	0	0	0	0	0	0	0	0

Cash Flow

	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024
Cash from Operations+	-20.14M	-6.67M	-102.32M	-233.31M	-8.31M	180.67M	-585.36M	-466.1M	-274.68M	216.72M
Operating CF Growth %	0.78%	0.67%	-14.35%	-1.28%	0.96%	22.75%	-4.24%	0.2%	0.41%	1.79%
Net Income	67.88M	104.05M	249.18M	305.11M	225.52M	208.63M	-56.43M	233.33M	718.2M	229.58M
Depreciation & Amortization	-2.68M	578K	12.15M	10.11M	12.02M	9.78M	3.19M	4.36M	5.53M	0
Deferred Taxes	0	0	-1.65M	-1.69M	-4.52M	-5.33M	-9.27M	-10.28M	0	0
Other Non-Cash Items	-94.78M	-123.02M	-468.55M	-91.72M	-322.94M	-25.7M	-548.95M	-721.32M	-1.3B	-525.43M
Working Capital Changes	9.45M	11.72M	103.25M	-456.82M	77.09M	-12.04M	16.82M	17.52M	309.05M	512.57M
Cash from Investing+	-1.91M	-36.99M	-58.51M	-104K	-3.4M	-360K	-285K	-407K	-3.21M	-661K
Purchase of Investments	0	0	0	0	0	0	0	0	0	0
Sale/Maturity of Investments	0	0	0	0	0	0	0	0	0	0
Net Investment Activity	-	-	-	-	-	-	-	-	-	-
Acquisitions	-1.49M	-35.42M	-57.86M	0	0	0	0	0	0	0
Other Investing	0	0	0	0	0	0	0	0	0	0
Cash from Financing+	-25.65M	157.9M	136.36M	364.88M	-67.42M	-45.21M	444.83M	399.13M	389.53M	33.83M
Dividends Paid	-16.73M	-17.66M	-19.84M	-24.58M	-28.42M	0	-41.05M	-27.66M	-27.5M	-27.33M
Share Repurchases	0	0	0	0	0	0	-3.69M	-8.04M	-3.76M	-5.09M
Stock Issued	0	0	0	249.98M	0	0	0	0	0	0
Net Stock Activity	-	-	-	-	-	-	-	-	-	-
Debt Issuance (Net)	0	1000K	1000K	1000K	0	-1000K	1000K	1000K	1000K	1000K
Other Financing	-8.93M	-14.04M	-25.85M	-40.52M	183.12M	-293K	123.49M	157.48M	152.54M	-168.9M
Net Change in Cash+	-48.22M	112.95M	-22.96M	130.14M	-78.93M	135.57M	-141.83M	-247.63M	112.89M	249.38M
Exchange Rate Effect	-523K	-1000K	1000K	-1000K	199K	472K	-1000K	-1000K	1000K	-515K
Cash at Beginning	93.64M	45.42M	158.37M	135.41M	265.55M	186.62M	322.08M	180.25M	107.66M	220.55M
Cash at End	45.42M	158.37M	135.41M	265.55M	186.62M	322.19M	180.25M	-67.38M	220.55M	469.93M
Interest Paid	0	0	0	0	0	0	0	0	0	0
Income Taxes Paid	0	0	0	0	0	0	0	0	0	0
Free Cash Flow+	-20.56M	-8.24M	-102.97M	-233.42M	-11.7M	180.31M	-585.65M	-466.51M	-277.89M	216.06M
FCF Growth %	0.78%	0.6%	-11.5%	-1.27%	0.95%	16.41%	-4.25%	0.2%	0.4%	1.78%

Banking Ratios

Metric	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024
Return on Equity (ROE)	16.09%	21.14%	35.75%	29.38%	14.65%	8.2%	-1.41%	1.36%	21.82%	4.53%
Return on Assets (ROA)	11.65%	13.94%	20.21%	16.63%	8.53%	5.33%	-0.89%	0.76%	12.06%	2.44%
Net Interest Margin	-0.08%	-0.89%	-1.07%	-1.58%	-0.55%	-1.43%	-1.51%	-1.75%	-1.62%	-2.12%
Efficiency Ratio	100%	30.53%	21.91%	21.29%	31.17%	34.12%	45.21%	32%	22.87%	18.56%
Equity / Assets	73.06%	61.57%	53.26%	58.78%	57.81%	71.85%	56.34%	55.66%	54.95%	52.74%
Book Value / Share	2.08	2.91	3.83	6.47	6.98	8.92	9.62	10.92	14.38	14.84
NII Growth	-103.45%	-1753.88%	-85.85%	-129.79%	60.06%	-166.14%	-44.58%	-32.84%	-26.16%	-38.49%
Dividend Payout	23.64%	15.67%	7.96%	7.74%	13.4%	-	-	90.69%	4.5%	18.66%

Revenue by Segment

	2020	2021	2023	2024
Asset Management	-	-	7.64M	8.34M
Asset Management Growth	-	-	-	9.13%
Management Fee Income	-	-	-	6.84M
Management Fee Income Growth	-	-	-	-
Performance Fee Income	-	-	-	1.5M
Performance Fee Income Growth	-	-	-	-
Management fee income	-	8.67M	7.64M	-
Management fee income Growth	-	-	-11.83%	-
Capital provision income	-	127.55M	-	-
Capital provision income Growth	-	-	-	-
Other services income	-	8.19M	-	-
Other services income Growth	-	-	-	-
Performance fee income	-	5.73M	-	-
Performance fee income Growth	-	-	-	-
Income from BOF-C	-	-9.8M	-	-
Income from BOF-C Growth	-	-	-	-
Capital Provision Income	339.65M	-	-	-
Capital Provision Income Growth	-	-	-	-
Assets Management Income	15.11M	-	-	-
Assets Management Income Growth	-	-	-	-
Insurance Income	1.78M	-	-	-
Insurance Income Growth	-	-	-	-
Services Income	804K	-	-	-
Services Income Growth	-	-	-	-

Frequently Asked Questions

Valuation & Price

Burford Capital Limited (BUR) has a price-to-earnings (P/E) ratio of 14.9x. This may indicate the stock is undervalued or faces growth challenges.

Growth & Financials

Burford Capital Limited (BUR) saw revenue decline by 56.2% over the past year.

Yes, Burford Capital Limited (BUR) is profitable, generating $86.0M in net income for fiscal year 2024 (31.0% net margin).

Dividend & Returns

Yes, Burford Capital Limited (BUR) pays a dividend with a yield of 1.27%. This makes it attractive for income-focused investors.

Burford Capital Limited (BUR) has a return on equity (ROE) of 4.5%. This is below average, suggesting room for improvement.

Industry Metrics

Burford Capital Limited (BUR) has a net interest margin (NIM) of -2.1%. NIM has been under pressure due to interest rate environment.

Burford Capital Limited (BUR) has an efficiency ratio of 18.6%. This is excellent, indicating strong cost control.

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