RM vs. BUR

Last updated Jun 3, 2026

RM (Regional Management Corp.) and BUR (Burford Capital Ltd) are both stocks. Both are in the Financial Services sector — RM in Credit Services, BUR in Asset Management. Over the past 10 years, RM returned 9.68%/yr vs 0.24%/yr for BUR. At a 0.22 correlation, their price movements are largely independent.

Performance

RM vs. BUR - Performance Comparison

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

Returns By Period

In the year-to-date period, RM achieves a -6.56% return, which is significantly higher than BUR's -48.19% return. Over the past 10 years, RM has outperformed BUR with an annualized return of 9.68%, while BUR has yielded a comparatively lower 0.24% annualized return.

RM

• 1D: -3.00%
• 1M: 2.74%
• YTD: -6.56%
• 6M: -2.20%
• 1Y: 39.69%
• 3Y*: 13.75%
• 5Y*: -2.37%
• 10Y*: 9.68%

BUR

• 1D: -1.08%
• 1M: -11.13%
• YTD: -48.19%
• 6M: -50.41%
• 1Y: -63.37%
• 3Y*: -29.30%
• 5Y*: -16.00%
• 10Y*: 0.24%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RM vs. BUR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RM Regional Management Corp.	-6.56%	18.11%	41.51%	-6.63%	-49.62%	96.32%	0.26%	24.86%	-8.59%	0.11%
BUR Burford Capital Ltd	-48.19%	-29.24%	-17.52%	93.24%	-21.63%	10.98%	3.09%	-52.91%	35.14%	128.53%

Correlation

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

Fundamentals

EPS RM : $4.93 BUR : $0.39
PE Ratio RM : 7.21 BUR : 11.75
PEG Ratio RM : 0.54 BUR : 0.03
PS Ratio RM : 0.53 BUR : 2.72
Total Revenue (TTM) RM : $659.90M BUR : $371.23M
Gross Profit (TTM) RM : $430.02M BUR : $262.56M
EBITDA (TTM) RM : $117.08M BUR : $153.92M

Return for Risk

RM vs. BUR — Risk / Return Rank

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

RM

RM Risk / Return Rank: 65
RM Sharpe Ratio Rank: 71
RM Sortino Ratio Rank: 63
RM Omega Ratio Rank: 65
RM Calmar Ratio Rank: 65
RM Martin Ratio Rank: 62

BUR

BUR Risk / Return Rank: 6
BUR Sharpe Ratio Rank: 7
BUR Sortino Ratio Rank: 9
BUR Omega Ratio Rank: 5
BUR Calmar Ratio Rank: 7
BUR Martin Ratio Rank: 3

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.

RM vs. BUR - Risk-Adjusted Trends Comparison

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

	RM	BUR	Difference
Sharpe ratio Return per unit of total volatility	1.00	-0.89	+1.89
Sortino ratio Return per unit of downside risk	1.45	-1.17	+2.62
Omega ratio Gain probability vs. loss probability	1.20	0.79	+0.40
Calmar ratio Return relative to maximum drawdown	1.26	-0.88	+2.14
Martin ratio Return relative to average drawdown	2.43	-1.62	+4.05
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RM vs. BUR - Sharpe Ratio Comparison

The current RM Sharpe Ratio is 1.00, which is higher than the BUR Sharpe Ratio of -0.89. The chart below compares the historical Sharpe Ratios of RM and BUR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	RM	BUR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.00	-0.89	+1.89
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.06	-0.32	+0.26
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.21	0.00	+0.21
Sharpe Ratio (All Time) Calculated using the full available price history	0.16	0.14	+0.02

Drawdowns

RM vs. BUR - Drawdown Comparison

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

Drawdown Indicators

	RM	BUR	Difference
Max Drawdown Largest peak-to-trough decline	-71.80%	-86.92%	+15.12%
Max Drawdown (1Y) Largest decline over 1 year	-31.05%	-72.66%	+41.61%
Max Drawdown (3Y) Largest decline over 3 years	-38.09%	-74.95%	+36.86%
Max Drawdown (5Y) Largest decline over 5 years	-64.63%	-74.95%	+10.32%
Max Drawdown (10Y) Largest decline over 10 years	-71.80%	-86.92%	+15.12%
Current Drawdown Current decline from peak	-33.46%	-81.63%	+48.17%
Average Drawdown Average peak-to-trough decline	-33.67%	-39.63%	+5.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	16.09%	39.35%	-23.26%

Volatility

RM vs. BUR - Volatility Comparison

The current volatility for Regional Management Corp. (RM) is 9.86%, while Burford Capital Ltd (BUR) has a volatility of 17.38%. This indicates that RM experiences smaller price fluctuations and is considered to be less risky than BUR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RM	BUR	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.86%	17.38%	-7.52%
Volatility (6M) Calculated over the trailing 6-month period	30.05%	74.36%	-44.31%
Volatility (1Y) Calculated over the trailing 1-year period	39.94%	71.29%	-31.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	41.68%	50.99%	-9.31%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	45.86%	58.38%	-12.52%

Dividends

RM vs. BUR - Dividend Comparison

RM's dividend yield for the trailing twelve months is around 3.37%, more than BUR's 2.74% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
BUR Burford Capital Ltd	2.74%	1.40%	0.98%	0.80%	1.53%	1.78%	0.00%
RM Regional Management Corp.	3.37%	3.10%	3.53%	4.78%	4.27%	1.65%	0.67%

Financials

RM vs. BUR - Profitability Comparison

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

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 - 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 - 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 - 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 - 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%.

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%.

Frequently Asked Questions

Can I hold both RM and BUR in my portfolio?

RM and BUR 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.

Which is riskier, RM or BUR?

BUR has higher volatility (17.38%) compared to RM (9.86%). In terms of maximum drawdown, RM dropped -71.80% vs BUR's -86.92%.

Which has better risk-adjusted returns?

RM currently has the higher Sharpe Ratio (1.00 vs -0.89), 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.