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Brooks Macdonald Group plc
BRK.L: LSELowest reading is at 11 out of 100. All scores are out of 100.
In Short
About The Company
CEO
Ms. Andrea Gertrude Martha Montague
Market Cap
246.10 Million GBp
Sector
Financial Services
Website
https://www.brooksmacdonald.comLast Update
28/09/2026, 03:22:27
Description
Brooks Macdonald Group plc, through its subsidiaries, provides wealth management and financial planning services to private individuals, trusts, charities, and pension funds in the United Kingdom.
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Strongest readings
- ✔Debt is low at 0.10 times equity
- ✔Share count has been falling at 0.38% per year
Weakest readings
- ✘A high share of income is paid out as dividend (525.10%)
- ✘Price-to-earnings of 100.0 is above the market average of 19.6
- ✘Revenue is growing at 4.57% per year while free cashflow is falling
- ✘Returns on capital have declined over five years (8.37% lower)
- ✘Earnings and cashflow growth is weak (growth score 11 out of 100)
Key Figures
| Status | Metric | Value | Reading | Market avg |
|---|---|---|---|---|
| ✘ | Price / earnings (TTM) | 100.00x | 19.60x | |
| ✘ | Margin of safety (DCF) | -41.72% | 17.95% | |
| ✘ | Revenue growth (5y average) | 4.57% | 10.97% | |
| ✔ | Dividend yield (TTM) | 5.16% | 1.85% | |
| ✔ | Share count, per year | -0.38% | 0.00% | |
| ✘ | Return on capital employed | 2.39% | 10.00% |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
Valuation
58 / 100Priced at or below the market on most measures.
| Status | Metric | Value | Reading | Market avg |
|---|---|---|---|---|
| ✘ | Price / earnings | 100.00x | 19.60x | |
| ✘ | Free cashflow yield | 1.89% | 4.70% | |
| Price / earnings growth | N/A | 1.50x | ||
| Price / book | 171.58x | — | ||
| ✘ | Margin of safety | -41.72% | 17.95% |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
- ✘Estimated intrinsic value of 903.37 GBp is below the current price of 1.55 Thousand GBp
Desired Margin Of Safety
0%
▼
Tip: Set your desired Margin Of Safety
Free Cash Flow Type
Annual Cashflow Growth
0%
Discount Rate
0%
Estimated Fair Value: 32 GBp ✘
Current Price: 1550 GBp
How Does This Work?
Show Advanced Options
This calculator helps investors estimate the Intrinsic Value of a company based on the current value of future cash flows. To use the tool, simply input a desired Margin Of Safety, which is an additional discount applied to the present value of the expected future cash flows. The tool calculates the present value using a discount rate that reflects the risk and time value of money, and provides an estimated fair value for the company based on the selected margin of safety. The calculator defaults to using 5 Year Free Cash Flow Growth % and a discount rate based on the US 10-year treasury bond coupon rate. Use our performance analyser to get a feel for the impact this has on longterm investment returns and find a margin of safety you are comfortable with.
Growth
11 / 100Growing more slowly than the market on most measures.
| Status | Metric | Value | Reading | Market avg |
|---|---|---|---|---|
| ✘ | Revenue growth | 4.57% | 10.97% | |
| ✘ | Earnings growth | -65.04% | 14.48% | |
| ✘ | Cashflow growth | -53.51% | 12.35% |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
- ✘Revenue is growing at 4.57% per year while free cashflow is falling at 53.51% per year
Health
59 / 100Balance sheet covers its obligations.
Measured on Leverage and capital, Funding and liquidity, Earnings quality.
| Status | Metric | Value | Reading | Threshold |
|---|---|---|---|---|
| ✘ | Altman-Z score | 1.23 | 3.00 | |
| ✔ | Piotroski score | 7.00 | 5.00 | |
| ✔ | Debt / equity | 0.10x | 0.80x | |
| ✔ | Current ratio | 1.61x | 1.00x | |
| ✔ | Interest coverage | 5.06x | 2.50x | |
| ✔ | Free cashflow / debt | 0.33x | 0.15x | |
| ✔ | Debt / capital | 0.09x | 1.00x |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
Dividend
47 / 100Cover is thin on at least one measure.
| Status | Metric | Value | Reading | Market avg |
|---|---|---|---|---|
| ✔ | Dividend yield | 5.16% | 1.85% | |
| ✔ | Dividend growth | 0.02% | 0.00% | |
| ✘ | Payout ratio (earnings) | 525.10% | 40.00% | |
| ✘ | Payout ratio (cashflow) | 272.47% | 65.00% | |
| ✔ | Worst year, last 5 years | 3.32% | -2.00% |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
- ✘Dividend growth has been slowing recently
Management
30 / 100Returns on capital are below the market.
| Status | Metric | Value | Reading | Market avg |
|---|---|---|---|---|
| ✘ | Return on equity | 1.69% | 15.00% | |
| ✘ | Return on capital employed | 2.39% | 10.00% | |
| Return on assets | 1.23% | — | ||
| Free cashflow return on capital | 2.81% | — | ||
| ✘ | Return on capital, 5y change | -8.37% | 0.00% | |
| ✔ | Share count, per year | -0.38% | 0.00% | |
| ✘ | Share count, recent | 1.49% | 0.00% | |
| ✘ | Realized buyback return | -38.79% | 0.00% | |
| ✘ | Goodwill erosion / equity | 8.12% | 2.00% | |
| Price volatility, 5 year | 35.06% | — |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
- ✔Shares were repurchased while the value score was 58 out of 100
- ✘Dividends were raised while earnings fell (dividend 4.97% per year, earnings -65.04% per year)
Analysts
not enough data| Status | Metric | Value | Reading | Neutral |
|---|---|---|---|---|
| Analyst opinion score | N/A | 50 |
The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.
Financial History
Annual figures across the full reporting history we hold.
Market Peers
BRK.L
SEC Filings
Find yearly (10-K), quaterly (10-Q) and disclosure (8-K) report here, on the Securities and Exchange Commission's EDGAR database. If reading through reports isn't your cup of tea, don't worry. We've made it easy for you by summarizing all the important bits.
See 35+ Years Annual ReportsOther Information
Company Name
Brooks Macdonald Group plc
Currency
GBp
Beta
0.785
Vol Avg
29784
Ceo
Ms. Andrea Gertrude Martha Montague
Cik
Cusip
Exchange
LSE
Full Time Employees
532
Industry
Asset Management
Sector
Financial Services
Ipo Date
Address
40 Leadenhall Street
City
London
State
Country
United Kingdom
Zip
EC3A 2BJ
Phone
44 20 7499 6424
Analysis Last Updated
28/09/2026, 03:22:27
Financial data compiled from SEC EDGAR filings and Yahoo Finance.