COMP <GO>
BUR vs CGBD // RETURN ON INVESTED CAPITAL (ROIC)
Burford Capital Limited (NYSE) VS. Carlyle Secured Lending Inc. (NASDAQ) • 15-METRIC TALLY: BUR 3
— CGBD 2
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BUR
LAST: $3.49 (+3.25%) • MKT CAP: $763.7M
roic
9.70%
LAST: $10.81 (+2.27%) • MKT CAP: $743.8M
roic
6.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BUR VS. CGBD)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BUR | CGBD | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.70% | 6.00% | +3.70 | BUR | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -3.84% | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | 56.20% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 15.10% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | -24.30% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 1/9 | +1.00 | BUR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.6 | 54.8 | -8.22 | CGBD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.3x | 9.9x | +1.40 | CGBD | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $763.7M | $743.8M | $19.9M | BUR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BUR REV | CGBD REV | BUR GROSS % | CGBD GROSS % | BUR FCF | CGBD FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $413.4M | $0 | — | — | -$29.3M | -$204.6M |
| FY 2024 | $546.1M | $0 | — | — | $216.1M | $104.3M |
| FY 2023 | $1.09B | $0 | — | — | -$274.7M | $230.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BUR // BETA —
CGBD // BETA —