BRK Stock Overview
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, and the Channel Islands. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 1/6 |
| Financial Health | 6/6 |
| Dividends | 4/6 |
My Notes
Capture your thoughts, links and company narrative
Brooks Macdonald Group plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£16.50 |
| 52 Week High | UK£21.40 |
| 52 Week Low | UK£15.05 |
| Beta | 0.82 |
| 1 Month Change | -2.65% |
| 3 Month Change | -8.33% |
| 1 Year Change | -9.34% |
| 3 Year Change | -39.56% |
| 5 Year Change | -22.35% |
| Change since IPO | 981.97% |
Recent News & Updates
Recent updates
Brooks Macdonald Group's (LON:BRK) Shareholders Will Receive A Bigger Dividend Than Last Year
Sep 16
Analyst Estimates: Here's What Brokers Think Of Brooks Macdonald Group plc (LON:BRK) After Its Half-Yearly Report
Mar 10Brooks Macdonald Group's (LON:BRK) Shareholders Will Receive A Bigger Dividend Than Last Year
Mar 05Shareholder Returns
| BRK | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 4.4% | -0.2% | -1.5% |
| 1Y | -9.3% | 20.5% | 3.5% |
Return vs Industry: BRK underperformed the UK Capital Markets industry which returned 20.5% over the past year.
Return vs Market: BRK underperformed the UK Market which returned 3.5% over the past year.
Price Volatility
| BRK volatility | |
|---|---|
| BRK Average Weekly Movement | 6.8% |
| Capital Markets Industry Average Movement | 3.8% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in GB Market | 10.6% |
| 10% least volatile stocks in GB Market | 2.6% |
Stable Share Price: BRK has not had significant price volatility in the past 3 months compared to the UK market.
Volatility Over Time: BRK's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1991 | 485 | Andrea Gertrude Montague | 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, 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£265.42m |
| Earnings (TTM) | UK£6.46m |
| Revenue (TTM) | UK£128.26m |
41.1x
P/E Ratio2.1x
P/S RatioIs BRK overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BRK income statement (TTM) | |
|---|---|
| Revenue | UK£128.26m |
| Cost of Revenue | UK£0 |
| Gross Profit | UK£128.26m |
| Other Expenses | UK£121.81m |
| Earnings | UK£6.46m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
Feb 27, 2025
| Earnings per share (EPS) | 0.40 |
| Gross Margin | 100.00% |
| Net Profit Margin | 5.03% |
| Debt/Equity Ratio | 0% |
How did BRK perform over the long term?
See historical performance and comparisonDividends
4.7%
Current Dividend Yield194%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/19 22:52 |
| End of Day Share Price | 2024/12/19 00:00 |
| Earnings | 2024/06/30 |
| Annual Earnings | 2024/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Brooks Macdonald Group plc is covered by 12 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Robin Savage | Canaccord Genuity |
| Keith Baird | Cantor Fitzgerald Europe |
| Paul Bryant | Equity Development Limited |