Added to YB: 2025-05-14
Pitch date: 2025-05-10
BUR [bullish]
Burford Capital Limited
-35.71%
current return
Author Info
Coughlin Capital is a long-term investor dedicated to uncovering quality, undervalued companies. Sharing my journey as a do-it-yourself investor with in-depth research, actionable insights, and lessons learned along the way. Sign up for the newsletter.
Company Info
Burford Capital Limited provides legal finance products and services worldwide. The company operates in two segments, Principal Finance, and Asset Management and Other Services.
Market Cap
$2.0B
Pitch Price
$10.31
Price Target
N/A
Dividend
1.36%
EV/EBITDA
14.00
P/E
23.15
EV/Sales
8.81
Sector
Financial Services
Category
special_situation
Burford Capital One Pager
BUR: Global litigation finance leader, managing $7.2B portfolio. 87% ROIC, 26% IRR on concluded cases. $1.5B fair value invested in YPF case ($16.1B judgment vs Argentina). Dual revenue: direct investments (unpredictable but high-return) + asset management fees (stable). Competitive edge via proprietary data, 15yrs experience, 47 lawyers. Growth in claim monetization expanding addressable market.
Read full article (4 min)