Added to YB: 2026-04-17
Pitch date: 2026-04-15
BUR [bullish]
Burford Capital Limited
-2.51%
current return
Author Info
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
$1.0B
Pitch Price
$4.79
Price Target
33.63 (+620%)
Dividend
2.65%
EV/EBITDA
15.64
P/E
16.82
EV/Sales
8.35
Sector
Financial Services
Category
value
Fallen Angels Part II: Burford Capital $BUR
BUR: Litigation finance leader w/ proprietary data set. YPF Argentina case dismissed, causing -50% drop despite only 6.7% book loss. 2025 realized IR 26%, loss rate improved to 8% (from 10.2% lifetime). New case commitments $872M (+39% YoY). Trading 0.5x tangible book; 2x multiple = $21, compounding to $33.63 PT by 2029. Founder-led, 8.5% insider ownership. Risks: opaque mark-to-market, SBC, litigation ban threat.
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