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

Performance

BUR vs. RM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Burford Capital Ltd (BUR) and Regional Management Corp. (RM). 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 -51.03% return, which is significantly lower than RM's -10.08% return. Over the past 10 years, BUR has underperformed RM with an annualized return of -0.33%, while RM has yielded a comparatively higher 9.26% annualized return.


BUR

1D
-5.48%
1M
-16.96%
YTD
-51.03%
6M
-54.21%
1Y
-65.86%
3Y*
-30.61%
5Y*
-17.20%
10Y*
-0.33%

RM

1D
-3.77%
1M
1.96%
YTD
-10.08%
6M
-7.45%
1Y
32.37%
3Y*
12.30%
5Y*
-2.72%
10Y*
9.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BUR vs. RM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BUR
Burford Capital Ltd
-51.03%-29.24%-17.52%93.24%-21.63%10.98%3.09%-52.91%35.14%128.53%
RM
Regional Management Corp.
-10.08%18.11%41.51%-6.63%-49.62%96.32%0.26%24.86%-8.59%0.11%

Correlation

The correlation between BUR and RM is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.40

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

0.37

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

0.35

Correlation (10Y)
Calculated over the trailing 10-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Apr 2, 2015

0.22

The correlation between BUR and RM shifts across timeframes, from 0.22 (all time) to 0.40 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

EPS

BUR:

$0.39

RM:

$4.93

PE Ratio

BUR:

11.11

RM:

6.94

PEG Ratio

BUR:

0.03

RM:

0.52

PS Ratio

BUR:

2.57

RM:

0.51

Total Revenue (TTM)

BUR:

$371.23M

RM:

$659.90M

Gross Profit (TTM)

BUR:

$262.56M

RM:

$430.02M

EBITDA (TTM)

BUR:

$153.92M

RM:

$117.08M

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Return for Risk

BUR vs. RM — Risk / Return Rank

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

BUR
BUR Risk / Return Rank: 55
Overall Rank
BUR Sharpe Ratio Rank: 66
Sharpe Ratio Rank
BUR Sortino Ratio Rank: 88
Sortino Ratio Rank
BUR Omega Ratio Rank: 44
Omega Ratio Rank
BUR Calmar Ratio Rank: 66
Calmar Ratio Rank
BUR Martin Ratio Rank: 33
Martin Ratio Rank

RM
RM Risk / Return Rank: 6262
Overall Rank
RM Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
RM Sortino Ratio Rank: 6060
Sortino Ratio Rank
RM Omega Ratio Rank: 6161
Omega Ratio Rank
RM Calmar Ratio Rank: 6262
Calmar Ratio Rank
RM Martin Ratio Rank: 6060
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. RM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Burford Capital Ltd (BUR) and Regional Management Corp. (RM). 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.


BURRMDifference
Sharpe ratioReturn per unit of total volatility

-1.73

Sortino ratioReturn per unit of downside risk

-2.53

Omega ratioGain probability vs. loss probability

0.78

1.17

-0.39

Calmar ratioReturn relative to maximum drawdown

-0.91

1.05

-1.96

Martin ratioReturn relative to average drawdown

-1.66

2.01

-3.67

BUR vs. RM - Sharpe Ratio Comparison

The current BUR Sharpe Ratio is -0.92, which is lower than the RM Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of BUR and RM, 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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Sharpe Ratios by Period


BURRMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.92

0.81

-1.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.34

-0.07

-0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.01

0.20

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

0.15

-0.02

Drawdowns

BUR vs. RM - Drawdown Comparison

The maximum BUR drawdown since its inception was -86.92%, which is greater than RM's maximum drawdown of -71.80%. Use the drawdown chart below to compare losses from any high point for BUR and RM.


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Drawdown Indicators


BURRMDifference

Max Drawdown

Largest peak-to-trough decline

-86.92%

-71.80%

-15.12%

Max Drawdown (1Y)

Largest decline over 1 year

-72.66%

-31.05%

-41.61%

Max Drawdown (3Y)

Largest decline over 3 years

-74.95%

-38.09%

-36.86%

Max Drawdown (5Y)

Largest decline over 5 years

-74.95%

-64.63%

-10.32%

Max Drawdown (10Y)

Largest decline over 10 years

-86.92%

-71.80%

-15.12%

Current Drawdown

Current decline from peak

-82.63%

-35.96%

-46.67%

Average Drawdown

Average peak-to-trough decline

-39.65%

-33.67%

-5.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

39.60%

16.15%

+23.45%

Volatility

BUR vs. RM - Volatility Comparison

Burford Capital Ltd (BUR) has a higher volatility of 17.99% compared to Regional Management Corp. (RM) at 10.14%. This indicates that BUR's price experiences larger fluctuations and is considered to be riskier than RM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BURRMDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.99%

10.14%

+7.85%

Volatility (6M)

Calculated over the trailing 6-month period

74.52%

30.28%

+44.24%

Volatility (1Y)

Calculated over the trailing 1-year period

71.47%

40.13%

+31.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

51.03%

41.70%

+9.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

58.39%

45.86%

+12.53%

Dividends

BUR vs. RM - Dividend Comparison

BUR's dividend yield for the trailing twelve months is around 2.90%, less than RM's 3.50% yield.


PositionTTM202520242023202220212020
BUR
Burford Capital Ltd
2.90%1.40%0.98%0.80%1.53%1.78%0.00%
RM
Regional Management Corp.
3.50%3.10%3.53%4.78%4.27%1.65%0.67%

Financials

BUR vs. RM - Financials Comparison

This section allows you to compare key financial metrics between Burford Capital Ltd and Regional Management Corp.. 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
167.29M
(BUR) Total Revenue
(RM) Total Revenue
Values in USD except per share items

BUR vs. RM - Profitability Comparison

The chart below illustrates the profitability comparison between Burford Capital Ltd and Regional Management Corp. 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%
100.0%
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%.

RM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Regional Management Corp. reported a gross profit of 167.29M and revenue of 167.29M. Therefore, the gross margin over that period was 100.0%.

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%.

RM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Regional Management Corp. reported an operating income of 37.76M and revenue of 167.29M, resulting in an operating margin of 22.6%.

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%.

RM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Regional Management Corp. reported a net income of 11.40M and revenue of 167.29M, resulting in a net margin of 6.8%.


Frequently Asked Questions


BUR and RM have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BUR has higher volatility (17.99%) compared to RM (10.14%). In terms of maximum drawdown, BUR dropped -86.92% vs RM's -71.80%.

RM currently has the higher Sharpe Ratio (0.81 vs -0.92), 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.

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