BRK Stock Overview
Brooks Macdonald Group plc, through its subsidiaries, provides a range of investment and wealth management services to private clients, pension funds, professional intermediaries, and trustees in the United Kingdom, Isle of Man, and the Channel Islands.
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 1/6 |
| Financial Health | 6/6 |
| Dividends | 4/6 |
Rewards
Risk Analysis
Brooks Macdonald Group plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£18.00 |
| 52 Week High | UK£23.00 |
| 52 Week Low | UK£14.26 |
| Beta | 0.73 |
| 1 Month Change | 0.56% |
| 3 Month Change | 2.86% |
| 1 Year Change | -4.76% |
| 3 Year Change | -13.88% |
| 5 Year Change | -1.37% |
| Change since IPO | 1,080.33% |
Recent News & Updates
Shareholder Returns
| BRK | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | -1.5% | 0.4% | 2.7% |
| 1Y | -4.8% | 7.4% | 0.3% |
Return vs Industry: BRK underperformed the UK Capital Markets industry which returned 6.7% over the past year.
Return vs Market: BRK underperformed the UK Market which returned -1.8% over the past year.
Price Volatility
| BRK volatility | |
|---|---|
| BRK Average Weekly Movement | 4.6% |
| Capital Markets Industry Average Movement | 4.3% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in GB Market | 11.3% |
| 10% least volatile stocks in GB Market | 2.7% |
Stable Share Price: BRK has not had significant price volatility in the past 3 months.
Volatility Over Time: BRK's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1991 | 512 | Andrew Shepherd | www.brooksmacdonald.com |
Brooks Macdonald Group plc, through its subsidiaries, provides a range of investment and wealth management services to private clients, pension funds, professional intermediaries, and trustees in the United Kingdom, Isle of Man, and the Channel Islands. It operates through two segments, UK Investment Management and International. The company offers financial planning advisory services to high-net-worth individuals and families; and multi-asset and specialist fund products to the retail sector, as well as investment options.
Brooks Macdonald Group plc Fundamentals Summary
| BRK fundamental statistics | |
|---|---|
| Market cap | UK£286.91m |
| Earnings (TTM) | UK£6.58m |
| Revenue (TTM) | UK£128.48m |
43.6x
P/E Ratio2.2x
P/S RatioIs BRK overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BRK income statement (TTM) | |
|---|---|
| Revenue | UK£128.48m |
| Cost of Revenue | UK£0 |
| Gross Profit | UK£128.48m |
| Other Expenses | UK£121.90m |
| Earnings | UK£6.58m |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
Sep 12, 2024
| Earnings per share (EPS) | 0.41 |
| Gross Margin | 100.00% |
| Net Profit Margin | 5.12% |
| Debt/Equity Ratio | 0% |
How did BRK perform over the long term?
See historical performance and comparison