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BUR vs. EVER
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BUR vs. EVER - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Burford Capital Ltd (BUR) and EverQuote, Inc. (EVER). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BUR achieves a -51.37% return, which is significantly lower than EVER's -24.04% return.


BUR

1D
-5.52%
1M
-5.52%
YTD
-51.37%
6M
-52.33%
1Y
-60.41%
3Y*
-28.85%
5Y*
-16.06%
10Y*
0.43%

EVER

1D
1.74%
1M
8.63%
YTD
-24.04%
6M
-25.06%
1Y
-15.11%
3Y*
46.67%
5Y*
-9.74%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BUR vs. EVER - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BUR
Burford Capital Ltd
-51.37%-29.24%-17.52%93.24%-21.63%10.98%3.09%-52.91%-0.40%
EVER
EverQuote, Inc.
-24.04%35.07%63.32%-16.96%-5.87%-58.07%8.73%721.77%-79.70%

Correlation

The correlation between BUR and EVER is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.16

Correlation (3Y)
Calculated over the trailing 3-year period

0.24

Correlation (5Y)
Calculated over the trailing 5-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Jun 28, 2018

0.18

Fundamentals

EPS

BUR:

$0.39

EVER:

$2.92

PE Ratio

BUR:

11.03

EVER:

7.01

PEG Ratio

BUR:

0.03

EVER:

0.04

PS Ratio

BUR:

2.56

EVER:

1.08

Total Revenue (TTM)

BUR:

$371.23M

EVER:

$716.74M

Gross Profit (TTM)

BUR:

$262.56M

EVER:

$698.48M

EBITDA (TTM)

BUR:

$153.92M

EVER:

$78.59M

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Return for Risk

BUR vs. EVER — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BUR
BUR Risk / Return Rank: 99
Overall Rank
BUR Sharpe Ratio Rank: 88
Sharpe Ratio Rank
BUR Sortino Ratio Rank: 1111
Sortino Ratio Rank
BUR Omega Ratio Rank: 77
Omega Ratio Rank
BUR Calmar Ratio Rank: 1010
Calmar Ratio Rank
BUR Martin Ratio Rank: 88
Martin Ratio Rank

EVER
EVER Risk / Return Rank: 3535
Overall Rank
EVER Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
EVER Sortino Ratio Rank: 3838
Sortino Ratio Rank
EVER Omega Ratio Rank: 3737
Omega Ratio Rank
EVER Calmar Ratio Rank: 3232
Calmar Ratio Rank
EVER Martin Ratio Rank: 3131
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BUR vs. EVER - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Burford Capital Ltd (BUR) and EverQuote, Inc. (EVER). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BUREVERDifference
Sharpe ratioReturn per unit of total volatility

-0.67

Sortino ratioReturn per unit of downside risk

-1.32

Omega ratioGain probability vs. loss probability

0.81

1.03

-0.22

Calmar ratioReturn relative to maximum drawdown

-0.83

-0.31

-0.52

Martin ratioReturn relative to average drawdown

-1.43

-0.59

-0.84

BUR vs. EVER - Sharpe Ratio Comparison

The current BUR Sharpe Ratio is -0.86, which is lower than the EVER Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of BUR and EVER, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BUR vs. EVER - Drawdown Comparison

The maximum BUR drawdown since its inception was -86.92%, roughly equal to the maximum EVER drawdown of -91.18%. Use the drawdown chart below to compare losses from any high point for BUR and EVER.


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Drawdown Indicators


BUREVERDifference

Max Drawdown

Largest peak-to-trough decline

-86.92%

-91.18%

+4.26%

Max Drawdown (1Y)

Largest decline over 1 year

-72.66%

-48.80%

-23.86%

Max Drawdown (3Y)

Largest decline over 3 years

-74.95%

-51.97%

-22.98%

Max Drawdown (5Y)

Largest decline over 5 years

-74.95%

-83.97%

+9.02%

Max Drawdown (10Y)

Largest decline over 10 years

-86.92%

Current Drawdown

Current decline from peak

-82.76%

-67.34%

-15.42%

Average Drawdown

Average peak-to-trough decline

-39.82%

-58.39%

+18.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

42.34%

25.59%

+16.75%

Volatility

BUR vs. EVER - Volatility Comparison

Burford Capital Ltd (BUR) and EverQuote, Inc. (EVER) have volatilities of 12.35% and 12.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUREVERDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.35%

12.47%

-0.12%

Volatility (6M)

Calculated over the trailing 6-month period

74.89%

63.95%

+10.94%

Volatility (1Y)

Calculated over the trailing 1-year period

70.83%

80.05%

-9.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

51.18%

72.76%

-21.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

58.45%

75.85%

-17.40%

Dividends

BUR vs. EVER - Dividend Comparison

BUR's dividend yield for the trailing twelve months is around 2.92%, while EVER has not paid dividends to shareholders.


PositionTTM20252024202320222021
BUR
Burford Capital Ltd
2.92%1.40%0.98%0.80%1.53%1.78%
EVER
EverQuote, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%

Financials

BUR vs. EVER - Financials Comparison

This section allows you to compare key financial metrics between Burford Capital Ltd and EverQuote, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00M200.00M202120222023202420252026
69.80M
190.85M
(BUR) Total Revenue
(EVER) Total Revenue
Values in USD except per share items

BUR vs. EVER - Profitability Comparison

The chart below illustrates the profitability comparison between Burford Capital Ltd and EverQuote, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%202120222023202420252026
83.9%
97.8%
Portfolio components
BUR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Burford Capital Ltd reported a gross profit of 58.59M and revenue of 69.80M. Therefore, the gross margin over that period was 83.9%.

EVER - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, EverQuote, Inc. reported a gross profit of 186.59M and revenue of 190.85M. Therefore, the gross margin over that period was 97.8%.

BUR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Burford Capital Ltd reported an operating income of 24.79M and revenue of 69.80M, resulting in an operating margin of 35.5%.

EVER - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, EverQuote, Inc. reported an operating income of 23.42M and revenue of 190.85M, resulting in an operating margin of 12.3%.

BUR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Burford Capital Ltd reported a net income of -20.27M and revenue of 69.80M, resulting in a net margin of -29.0%.

EVER - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, EverQuote, Inc. reported a net income of 18.67M and revenue of 190.85M, resulting in a net margin of 9.8%.


Frequently Asked Questions


BUR and EVER have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EVER has higher volatility (12.47%) compared to BUR (12.35%). In terms of maximum drawdown, BUR dropped -86.92% vs EVER's -91.18%.

EVER currently has the higher Sharpe Ratio (-0.19 vs -0.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BUR and EVER

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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