Burford Capital

Buybacks And Index Inclusion Will Support Litigation Finance Expansion Ahead

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

11 Dec 25

Views

86

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-35.4%

7D

0.5%

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1Y

-35.4%

7D

0.5%

You can edit this narrative until Dec 12 10:05 PM. Then, changes will post as Updates.

Author's Valuation

UK£13.8950.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Increased 2.30%

BUR: Future Returns Will Be Driven By Argentina Appeal Judgment Outcome

Analysts have modestly increased their price target for Burford Capital to approximately $13.89, up from about $13.58. They cite a slightly higher fair value estimate supported by stable revenue growth assumptions, resilient profit margins, and a marginally higher future earnings multiple, despite a small uptick in the discount rate.

Shared on 27 Nov 25

Fair value Decreased 3.95%

BUR: Future Earnings Will Be Driven by Outcome of Argentina Appeal

Analysts have revised Burford Capital's fair value estimate downward from $14.13 to $13.58 per share. They cite modest adjustments to their discount rate and earnings projections as reasons for this change.

Shared on 12 Nov 25

Fair value Decreased 8.81%

BUR: Future Earnings Will Reflect Impact of Argentina Appeal Outcome

Analysts have revised Burford Capital’s fair value estimate downward from $15.50 to $14.13, citing updated assumptions regarding discount rates, revenue growth, and projected profitability. What's in the News Shares of Burford Capital dropped 10% to $10.01 as an appeal hearing took place regarding Argentina's challenge of the $16 billion U.S. court judgment.

Shared on 27 Oct 25

Fair value Increased 6.96%

Burford Capital's analyst price target has increased from $14.49 to $15.50, as analysts cite improving fair value estimates, along with modest adjustments to the discount rate and future P/E ratio, as key factors in their updated outlook. What's in the News A board meeting is scheduled for September 26, 2025, to consider an interim dividend of USD 6.25 cents per ordinary share for the year ending December 31, 2025 (Key Developments).

Shared on 09 Oct 25

Fair value Decreased 2.40%

Analysts have slightly lowered their price target for Burford Capital from $14.85 to $14.49, citing subtle changes in discount rate assumptions and updated future earnings multiples. What's in the News Burford Capital's board will meet on September 26, 2025 to consider an interim dividend of USD 6.25 cents per ordinary share for the year ending December 31, 2025 (Board Meeting).

Shared on 20 Sep 25

Fair value Increased 2.39%

With Burford Capital’s Future P/E ratio rising modestly, indicating slightly higher growth or profit expectations, the consensus analyst price target has been revised upward from £14.50 to £14.85. What's in the News Completed a share buyback of 29,227 shares for £0.38 million under a program announced in June 2025.

Shared on 27 Aug 25

Fair value Decreased 2.30%

Despite a sharp increase in revenue growth forecasts, a notable decline in net profit margin has led to a slight reduction in Burford Capital’s consensus analyst price target from £14.84 to £14.50. What's in the News Burford Capital added to multiple Russell growth indices, including the Russell 2000, 2500, 3000, Small Cap Comp, and 3000E Growth indices.

Shared on 29 Jul 25

Fair value Decreased 23%

The significant reduction in analyst price target for Burford Capital is primarily driven by lowered forecasts for both future earnings multiples and revenue growth, resulting in the consensus fair value decreasing from £19.28 to £14.84. What's in the News Burford Capital added to several Russell growth and small-cap indices, including Russell 2000 Growth, Russell 2500 Growth, Russell 3000 Growth, and related benchmarks.

Shared on 01 May 25

Fair value Increased 13%

AnalystConsensusTarget has increased revenue growth from 13.4% to 17.3%, increased future PE multiple from 11.1x to 12.7x and increased shares outstanding growth rate from -0.0% to 0.0%.

AnalystConsensusTarget Fair Value

UK£13.89

50.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

25.51%

Diversified Financial revenue growth rate

0.29%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.21%

Calculation

US$613.23m

Earnings '28

x

8.59x

PE Ratio '28

=

US$5.27b

Market Cap '28

US$5.27b

Market Cap '28

/

217.30m

No. shares '28

=

US$24.25

Share Price '28

US$24.25 Share Price '28

Discounted to 2025 @ 9.20% p.a.

=

US$18.62

Fair Value '25

US$18.62 Fair Value '25

Converted to GBP @ 0.7449 USD/GBP Exchange Rate

=

UK£13.87

Fair Value '25