Burford Capital Limited (BUR) vs Vinci Compass Investments Ltd. (VINP)

Burford Capital Limited and Vinci Compass Investments Ltd. are both Asset Management companies. Burford Capital Limited and Vinci Compass Investments Ltd. are of similar size ($722.5M and $717.4M). Burford Capital Limited has negative trailing earnings, so its P/E is not meaningful; Vinci Compass Investments Ltd. trades at 15.2×. Vinci Compass Investments Ltd. grew revenue faster over the last twelve months: 36.2% against −331.0%. Burford Capital Limited has the higher net margin (112.0% vs 23.2%) and the lower return on invested capital (−29.9% vs 8.68%). Both pay a dividend; Vinci Compass Investments Ltd. yields more (6.04% vs 4.14%). Across the 17 metrics below, Vinci Compass Investments Ltd. leads on 13 and Burford Capital Limited on 4.

Valuation

Metric BUR VINP Asset Management median
P/E n/m 15.18 13.99
P/S n/m 3.58 2.76
P/B 0.45 1.68 0.85
Price to free cash flow n/m 17.94 8.32
EV/EBITDA — — —
EV/Sales — — —
Earnings yield (255.30%) 6.59% 4.72%
Free cash flow yield (27.93%) 5.58% 4.44%

Profitability

Metric BUR VINP Asset Management median
Gross margin 100.00% 100.00% 100.00%
Operating margin 99.23% 28.14% 33.42%
Net margin 111.95% 23.21% 13.37%
Free cash flow margin 12.27% 19.95% 12.36%
Return on equity (71.82%) 12.24% 4.79%
Return on assets (31.82%) 6.57% 1.55%
Return on invested capital (29.90%) 8.68% 2.97%

Growth

Metric BUR VINP Asset Management median
Revenue growth (TTM) (330.95%) 36.21% 7.42%
EPS growth (last fiscal year) (57.58%) 46.15% (6.67%)
Revenue growth, 5-year CAGR 2.85% 21.56% 12.51%
Net income growth, 5-year CAGR (17.64%) 3.37% 0.00%

Health

Metric BUR VINP Asset Management median
Debt to equity 1.64 0.45 0.44
Current ratio 9.56 3.58 1.30
Net debt to EBITDA 6.34 (2.33) 1.02

Dividend

Metric BUR VINP Asset Management median
Dividend yield 4.14% 6.04% 6.60%
Payout ratio — 0.94 0.94

Size

Metric BUR VINP Asset Management median
Market cap 722.47m 717.41m 694.86m

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