Professional
Added to YB: 2026-02-04
Pitch date: 2026-01-27
BUR [bullish]
Burford Capital Limited
-0.81%
current return
Author Info
No bio for this author
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
$2.1B
Pitch Price
$9.83
Price Target
N/A
Dividend
1.33%
EV/EBITDA
14.14
P/E
23.63
EV/Sales
8.90
Sector
Financial Services
Category
special_situation
Focus Capital Management Portfolio Holding: Burford Capital Limited
BUR (overview): Litigation finance co trading at $2B market cap while current portfolio expected to deploy $2.2B and generate $4.5B realizations plus $400M fees. YPF case entitlement exceeds $7B vs market cap. June turnover ruling favored Burford; appeals hearing misinterpreted by market - forum non conveniens overturn extremely rare, especially post-trial. Core business growing with deployments +20%, commitments +52%. Significantly undervalued even excluding YPF upside.
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