COMP <GO>
BUR vs MS // ALTMAN Z-SCORE & DEBT/EQUITY
Burford Capital Limited (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: BUR 4
— MS 6
■ METRIC PARITY
LAST: $3.49 (+3.25%) • MKT CAP: $763.7M
balance-sheet
—
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
balance-sheet
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BUR VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BUR | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.70% | 3.00% | +6.70 | BUR | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 31.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -3.84% | -7.25% | +3.41 | BUR | /fcf-yield <GO> |
| Operating Margin | 56.20% | 24.60% | +31.60 | BUR | /operating-margins <GO> |
| Net Profit Margin | 15.10% | 20.20% | -5.10 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | -24.30% | 5.50% | -29.80 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 5/9 | -3.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.1 | 51.0 | -0.90 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.3x | 16.5x | -5.20 | BUR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $763.7M | $298.41B | -$297.64B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BUR REV | MS REV | BUR GROSS % | MS GROSS % | BUR FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $413.4M | $0 | — | — | -$29.3M | -$17.89B |
| FY 2024 | $546.1M | $0 | — | — | $216.1M | $1.36B |
| FY 2023 | $1.09B | $0 | — | — | -$274.7M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BUR // BETA —
MS // BETA 1.04