<p>Burford Capital（纽约证券交易所代码：BUR）刚刚发布了一个引人注目的第三季度更新，管理层指出，确定性承诺增长超过 50%，年初至今投资组合扩张 15%，部署量激增 61%。</p>
<p>查看我们对 Burford Capital 的最新分析。</p>
<p>尽管有这样的运营势头，股价却传达了更为谨慎的故事，过去一个月股价回报约为 6.4%，但年初至今股价下降了 29%，长期总股东回报表现混合。</p>
<p>如果这种不对称的风险回报对你有吸引力，可能值得探索其他小众金融机构和特殊情况，首先关注那些快速增长且内部持股比例高的股票。</p>
<p>目前股价大约是最新分析师目标价的一半，尽管收入和利润增长均为两位数，Burford 是被误解的复合增长股，还是市场正确地折扣了风险和未来轨迹？</p>
<h2>最受欢迎的叙述：51.6% 低估</h2>
<p>Burford Capital 最近收盘价为 9.14 美元，而最受欢迎的公允价值为 18.90 美元，这一叙述描绘了基于雄心勃勃的增长和利润持久性假设所形成的广泛估值差距。</p>
<blockquote>
<p><em>Burford 通过最近的债务发行获得的大规模、价格吸引的资本的独特获取能力增强了其以低于竞争对手的成本投资于更多、更大案件的能力，积极影响净利润率和长期利润可扩展性。</em></p>
</blockquote>
<p>阅读完整叙述。</p>
<p>好奇资本优势、法律资产的两位数扩张以及较低的未来收益倍数如何仍能加总出更高的股价？这个叙述将激进的收入增长、韧性的盈利能力和严谨的估值数学结合成一个大胆的回报。想看看这些动态因素在未来几年如何复合吗？</p>
<p><strong>结果：公允价值为 18.90 美元（低估）</strong></p>
<p>完整阅读叙述，了解预测背后的原因。</p>
<p>然而，YPF 案件的挫折或对诉讼融资的更严格监管可能迅速削弱这些乐观的增长和估值假设。</p>
<p>了解 Burford Capital 叙述的关键风险。</p>
<h2>自建 Burford Capital 叙述</h2>
<p>如果你对这个故事有不同看法，或者只是更喜欢自己深入数字，你可以在几分钟内构建一个自定义视图，从 “按你的方式做” 开始。</p>
<p>Burford Capital 研究的一个良好起点是我们的分析，强调了可能影响你投资决策的 3 个关键回报和 3 个重要警示信号。</p>
<h2>寻找更多投资想法？</h2>
<p>在市场未动之前，利用你的研究优势，利用基于真实基本面的目标股票列表安排你的下一个机会。</p>
<ul>
<li>通过扫描这 13 只收益率超过 3% 的股息股票来锁定收入潜力，这些股票可以在利率和通胀变化时增强你的投资组合现金流。</li>
<li>通过审查这 25 只将人工智能转化为实际盈利能力的 AI 便士股票，提前布局下一波科技浪潮。</li>
<li>自信地寻找这些 908 只基于现金流的低估股票，这些股票在其预测现金流中仍显得便宜。</li>
</ul>
<p><em>这篇文章由 Simply Wall St 撰写，内容具有一般性。<strong>我们提供基于历史数据和分析师预测的评论，采用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 这并不构成买入或卖出任何股票的推荐，也未考虑你的目标或财务状况。我们旨在为你提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
<p>移动基础设施用于国防和灾难</p>
<p>下一波机器人技术不是类人机器人，而是能够在 30 分钟内在任何地方提供 5G、ISR 和雷达的全自动塔。</p>
<p>在下一轮合同之前获取投资者简报</p>
<p>由 CiTech 赞助</p>

<p>Burford Capital（纽约证券交易所代码：BUR）报告了强劲的第三季度增长，承诺增加超过 50%，投资组合扩张 15%，部署增长 61%。尽管如此，股价年初至今已下跌 29%。当前股价仅为最新分析师目标价 18.90 美元的一半，暗示其可能被低估。然而，YPF 案件的挫折或更严格的监管等风险可能会影响增长和估值。投资者被鼓励在考虑 Burford 的同时，探索其他小众融资方和特殊情况</p>

<p>Burford Capital (NYSE:BUR) just delivered an eventful Q3 update, with management flagging more than 50% growth in definitive commitments, 15% portfolio expansion year to date, and a 61% jump in deployments.</p>
<div class="lb-trans"><p>Burford Capital（纽约证券交易所代码：BUR）刚刚发布了一个引人注目的第三季度更新，管理层指出，确定性承诺增长超过 50%，年初至今投资组合扩张 15%，部署量激增 61%。</p>
</div><p>See our latest analysis for Burford Capital.</p>
<div class="lb-trans"><p>查看我们对 Burford Capital 的最新分析。</p>
</div><p>Even with that operational momentum, the share price tells a more cautious story, with a roughly 6.4% 1 month share price return but a sharp 29% year to date share price decline and a mixed longer term total shareholder return profile.</p>
<div class="lb-trans"><p>尽管有这样的运营势头，股价却传达了更为谨慎的故事，过去一个月股价回报约为 6.4%，但年初至今股价下降了 29%，长期总股东回报表现混合。</p>
</div><p>If this kind of asymmetric risk reward appeals to you, it might be worth exploring other niche financiers and special situations alongside Burford, starting with fast growing stocks with high insider ownership.</p>
<div class="lb-trans"><p>如果这种不对称的风险回报对你有吸引力，可能值得探索其他小众金融机构和特殊情况，首先关注那些快速增长且内部持股比例高的股票。</p>
</div><p>With shares now trading at roughly half of the latest analyst target despite double digit revenue and profit growth, is Burford a misunderstood compounder on sale, or are markets correctly discounting the risks and future trajectory?</p>
<div class="lb-trans"><p>目前股价大约是最新分析师目标价的一半，尽管收入和利润增长均为两位数，Burford 是被误解的复合增长股，还是市场正确地折扣了风险和未来轨迹？</p>
</div><h2>Most Popular Narrative: 51.6% Undervalued</h2>
<div class="lb-trans"><h2>最受欢迎的叙述：51.6% 低估</h2>
</div><p>With Burford Capital last closing at $9.14 against a most popular fair value of $18.90, the narrative frames a wide valuation gap built on ambitious growth and margin durability assumptions.</p>
<div class="lb-trans"><p>Burford Capital 最近收盘价为 9.14 美元，而最受欢迎的公允价值为 18.90 美元，这一叙述描绘了基于雄心勃勃的增长和利润持久性假设所形成的广泛估值差距。</p>
</div><blockquote>
<p><em>Burford's unique access to large scale, attractively priced capital through recent debt issuances bolsters its ability to invest in larger and more cases at lower cost than competitors, positively impacting net margins and long term profit scalability.</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>Burford 通过最近的债务发行获得的大规模、价格吸引的资本的独特获取能力增强了其以低于竞争对手的成本投资于更多、更大案件的能力，积极影响净利润率和长期利润可扩展性。</em></p>
</blockquote>
</div><p>Read the complete narrative.</p>
<div class="lb-trans"><p>阅读完整叙述。</p>
</div><p>Curious how a capital advantage, double digit expansion in legal assets, and a lower future earnings multiple can still add up to a much higher share price? The narrative stitches together aggressive top line growth, resilient profitability, and disciplined valuation math into one bold payoff. Want to see exactly how those moving parts are forecast to compound over the next few years?</p>
<div class="lb-trans"><p>好奇资本优势、法律资产的两位数扩张以及较低的未来收益倍数如何仍能加总出更高的股价？这个叙述将激进的收入增长、韧性的盈利能力和严谨的估值数学结合成一个大胆的回报。想看看这些动态因素在未来几年如何复合吗？</p>
</div><p><strong>Result: Fair Value of $18.90 (UNDERVALUED)</strong></p>
<div class="lb-trans"><p><strong>结果：公允价值为 18.90 美元（低估）</strong></p>
</div><p>Have a read of the narrative in full and understand what's behind the forecasts.</p>
<div class="lb-trans"><p>完整阅读叙述，了解预测背后的原因。</p>
</div><p>However, a setback in the YPF case or tighter regulation of litigation finance could quickly undermine those upbeat growth and valuation assumptions.</p>
<div class="lb-trans"><p>然而，YPF 案件的挫折或对诉讼融资的更严格监管可能迅速削弱这些乐观的增长和估值假设。</p>
</div><p>Find out about the key risks to this Burford Capital narrative.</p>
<div class="lb-trans"><p>了解 Burford Capital 叙述的关键风险。</p>
</div><h2>Build Your Own Burford Capital Narrative</h2>
<div class="lb-trans"><h2>自建 Burford Capital 叙述</h2>
</div><p>If you see the story differently or simply prefer to dig into the numbers yourself, you can build a custom view in just a few minutes, starting with Do it your way.</p>
<div class="lb-trans"><p>如果你对这个故事有不同看法，或者只是更喜欢自己深入数字，你可以在几分钟内构建一个自定义视图，从 “按你的方式做” 开始。</p>
</div><p>A great starting point for your Burford Capital research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.</p>
<div class="lb-trans"><p>Burford Capital 研究的一个良好起点是我们的分析，强调了可能影响你投资决策的 3 个关键回报和 3 个重要警示信号。</p>
</div><h2>Looking for more investment ideas?</h2>
<div class="lb-trans"><h2>寻找更多投资想法？</h2>
</div><p>Before markets move without you, put your research edge to work and line up your next opportunities using targeted stock lists built from real fundamentals.</p>
<div class="lb-trans"><p>在市场未动之前，利用你的研究优势，利用基于真实基本面的目标股票列表安排你的下一个机会。</p>
</div><ul>
<li>Lock in income potential by scanning these 13 dividend stocks with yields &gt; 3% that can strengthen your portfolio’s cash flow while rates and inflation shift.</li>
<li>Position ahead of the next tech wave by reviewing these 25 AI penny stocks that are turning artificial intelligence into real earnings power.</li>
<li>Hunt confidently for mispriced opportunities with these 908 undervalued stocks based on cash flows that still look cheap against their projected cash flows.</li>
</ul>
<div class="lb-trans"><ul>
<li>通过扫描这 13 只收益率超过 3% 的股息股票来锁定收入潜力，这些股票可以在利率和通胀变化时增强你的投资组合现金流。</li>
<li>通过审查这 25 只将人工智能转化为实际盈利能力的 AI 便士股票，提前布局下一波科技浪潮。</li>
<li>自信地寻找这些 908 只基于现金流的低估股票，这些股票在其预测现金流中仍显得便宜。</li>
</ul>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>这篇文章由 Simply Wall St 撰写，内容具有一般性。<strong>我们提供基于历史数据和分析师预测的评论，采用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 这并不构成买入或卖出任何股票的推荐，也未考虑你的目标或财务状况。我们旨在为你提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
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<div class="lb-trans"><p>移动基础设施用于国防和灾难</p>
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<div class="lb-trans"><p>下一波机器人技术不是类人机器人，而是能够在 30 分钟内在任何地方提供 5G、ISR 和雷达的全自动塔。</p>
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<div class="lb-trans"><p>在下一轮合同之前获取投资者简报</p>
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在 Burford Capital（纽约证券交易所代码：BUR）第三季度承诺、投资组合和部署方面实现强劲增长后，评估其估值