B.P. Marsh & Partners plc (BPM) AI Stock Analysis

• Market Cap: N/A
• Dividend Yield: 3.14%
• Average Volume (3M): 33.70K
• Price to Earnings (P/E): 2.6
• Beta (1Y): 0.27
• Revenue Growth: 237.34%
• EPS Growth: 132.03%
• Country: UK
• Employees: 16
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management
• EPS (TTM): 1.97
• Shares Outstanding: 35,406,082
• 10 Day Avg. Volume: 40,640
• 30 Day Avg. Volume: 33,705
• PEG Ratio: N/A
• Price to Book (P/B): 0.00
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 0.00
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: £783.00
• Price Target Upside: 12.66% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 1

• Rating: 77 Outperform
• Price Target: 783.00p ▲(12.66% Upside)

B.P. Marsh & Partners plc's strong financial performance and attractive valuation are the primary drivers of its high score. The company's robust profitability and growth, combined with a low P/E ratio and solid dividend yield, make it a compelling investment. However, technical indicators suggest some short-term caution, which slightly tempers the overall score.

B.P. Marsh & Partners plc Business Overview & Revenue Model

Company Description

B.P. Marsh & Partners PLC engages in the provision of consulting services, making and trading in investments, and financial services businesses in the United Kingdom and internationally. The company primarily invests in financial services intermediary businesses, including insurance intermediaries, financial advisors, wealth and fund managers, and specialist advisory and consultancy firms. B.P. Marsh & Partners PLC was founded in 1990 and is based in London, the United Kingdom.

How the Company Makes Money

B.P. Marsh & Partners plc generates revenue primarily through its investment activities in the insurance sector. The company typically invests in equity stakes in insurance-related businesses, which allows it to benefit from their growth and profitability. BPM earns returns on these investments through capital appreciation and dividends. Additionally, the company may receive fees for advisory services provided to its portfolio companies. BPM's revenue model is closely tied to the performance of its investments, and its earnings are influenced by market conditions and the success of its portfolio companies. Significant partnerships with various insurance entities and management teams also contribute to its revenue potential, as they enhance BPM's ability to identify lucrative investment opportunities in a competitive market.

B.P. Marsh & Partners plc Financial Statement Overview

Summary

B.P. Marsh & Partners plc exhibits a strong financial position with excellent profitability, robust revenue growth, and a well-managed balance sheet. Despite past cash flow challenges, the company has shown significant improvement in cash generation capabilities. The focus on maintaining positive operating cash flows is crucial for sustaining momentum.

Income Statement

B.P. Marsh & Partners plc demonstrates robust financial performance with a strong Gross Profit Margin consistently close to 100%, indicating efficient cost management. The Net Profit Margin remains impressive, showcasing effective profitability. Significant Revenue Growth Rate of over 100% in the most recent year highlights excellent growth trajectory. EBIT and EBITDA Margins are also high, reflecting strong operational efficiency.

Balance Sheet

The company's balance sheet is solid with a very low Debt-to-Equity Ratio, indicating minimal leverage risk. Return on Equity is strong, suggesting efficient use of equity capital. The Equity Ratio is high, reinforcing the company's financial stability. However, the slight increase in liabilities warrants monitoring to maintain this healthy balance.

Cash Flow

Positive Free Cash Flow and its substantial growth rate are indicative of strong cash generation capabilities. The Operating Cash Flow to Net Income Ratio has improved significantly, showcasing effective cash conversion. However, past negative operating cash flows highlight potential cash management challenges, which have been addressed in the latest period.

Breakdown	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	118.43M	51.48M	32.45M	23.05M	4.50M
Gross Profit	118.40M	7.43M	32.45M	23.05M	4.50M
EBITDA	104.69M	43.48M	27.68M	19.76M	14.03M
Net Income	99.50M	42.53M	23.84M	17.48M	13.72M
Balance Sheet
Total Assets	340.88M	238.30M	197.77M	171.11M	153.01M
Cash, Cash Equivalents and Short-Term Investments	74.14M	40.51M	11.56M	8.63M	709.00K
Total Debt	412.00K	596.00K	771.00K	939.00K	2.10M
Total Liabilities	14.47M	9.13M	8.23M	4.51M	3.11M
Stockholders Equity	326.41M	229.17M	189.54M	166.61M	149.91M
Cash Flow
Free Cash Flow	33.43M	-18.72M	-646.00K	17.48M	2.44M
Operating Cash Flow	33.49M	-18.70M	-635.00K	17.48M	2.44M
Investing Cash Flow	25.00K	50.87M	-515.00K	-6.00K	-2.41M
Financing Cash Flow	190.00K	-3.21M	-1.23M	-2.12M	-25.00K

B.P. Marsh & Partners plc Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 695.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:BPM, the sentiment is Positive. The current price of 695 is above the 20-day moving average (MA) of 692.95, above the 50-day MA of 694.56, and above the 200-day MA of 681.69, indicating a bullish trend. The MACD of -0.11 indicates Negative momentum. The RSI at 51.68 is Neutral, neither overbought nor oversold. The STOCH value of 62.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:BPM.

B.P. Marsh & Partners plc Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
BPM	77 Outperform		2.61	35.82%	3.14%	237.34%	132.03%
DORE	62 Neutral	―	35.17	0.00%	5.70%	0.00%	0.00%
MERC	55 Neutral	142.35M	40.75	1.84%	1.12%	0.11%	0.00%
IIG	44 Neutral	230.21M	-172.95	0.00%	―	130.38%	0.00%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%

B.P. Marsh & Partners plc Corporate Events

B.P. Marsh Invests in XPT Group’s New Growth Initiative

B.P. Marsh & Partners Plc has announced a new investment in XPT Group LLC’s new initiative, XPT Producer Acquisition Co LLC, aimed at accelerating the recruitment and incubation of new producers. This investment includes a 35% shareholding and up to $12.5 million in loan funding, supporting XPT’s growth strategy and enhancing its specialty platform capabilities.

The most recent analyst rating on (GB:BPM) stock is a Buy with a £792.00 price target. To see the full list of analyst forecasts on B.P. Marsh & Partners plc stock, see the GB:BPM Stock Forecast page.

B.P. Marsh Invests in XPT Group’s Growth Initiative

B.P. Marsh & Partners Plc has announced a new investment in XPT Group LLC through the establishment of XPT Producer Acquisition Co LLC. This new platform will enable XPT to recruit and incubate new producers, accelerating its growth strategy. B.P. Marsh will hold a 35% shareholding in the new company and provide up to $12.5 million in loan funding. The initiative is expected to address structural challenges in onboarding new revenue producers and support XPT’s long-term growth. Dan Topping, Chief Investment Officer at B.P. Marsh, will join the Board of XPT Producer Co, further strengthening the partnership.

The most recent analyst rating on (GB:BPM) stock is a Buy with a £792.00 price target. To see the full list of analyst forecasts on B.P. Marsh & Partners plc stock, see the GB:BPM Stock Forecast page.

B.P. Marsh Backs Pantheon’s Strategic Expansion into Digital Asset Insurance

B.P. Marsh & Partners Plc has announced a new investment to support its investee company, Pantheon Specialty Group Limited, in acquiring a 25% equity stake in Fraction Brokers Asia Limited, a Hong Kong-based digital asset insurance broker. This strategic move aims to bolster Pantheon’s growth and market reach in Asia, particularly in the burgeoning digital asset insurance sector, which is experiencing increased demand due to the rise of institutional players and regulatory oversight.

The most recent analyst rating on (GB:BPM) stock is a Buy with a £803.00 price target. To see the full list of analyst forecasts on B.P. Marsh & Partners plc stock, see the GB:BPM Stock Forecast page.

B.P. Marsh’s CIO Increases Stake, Signaling Confidence

B.P. Marsh & Partners Plc announced that its Chief Investment Officer, Dan Topping, has increased his stake in the company by purchasing 2,861 ordinary shares at a price of 698.70p per share, totaling £19,989.81. This transaction enhances Mr. Topping’s beneficial interest to 0.80% of the total voting rights in the company, reflecting confidence in the company’s prospects and potentially influencing investor sentiment positively.

The most recent analyst rating on (GB:BPM) stock is a Buy with a £795.00 price target. To see the full list of analyst forecasts on B.P. Marsh & Partners plc stock, see the GB:BPM Stock Forecast page.

B.P. Marsh Backs XPT Group’s Growth with New Reinsurance Investment

B.P. Marsh & Partners Plc has announced a new investment in Gambit Risk Finance LLC, a reinsurance vehicle supporting its US-based investee company, XPT Group LLC. This initiative aims to bolster XPT’s strategic growth and enhance its operational flexibility by providing limited risk capital to selected underwriting programs within XPT’s Platinum Specialty Underwriters. B.P. Marsh’s investment includes a $5 million commitment, with an 8% preferred equity shareholding, and is expected to deliver strong risk-adjusted returns. The move reflects B.P. Marsh’s strategy of backing entrepreneurial management teams and aligns with XPT’s goals of building a sustainable, high-performing specialty platform.

B.P. Marsh & Partners Enhances Stake Through Share Buyback

B.P. Marsh & Partners Plc has executed a buyback of 769,231 shares from PSC UK Pty Ltd at 650 pence per share, which will be held in treasury. This transaction increases the voting rights of the Brian Marsh Concert Party to approximately 39.2%, impacting the company’s governance structure and potentially influencing future shareholder decisions.

B.P. Marsh & Partners PLC Announces Strategic Share Buyback

B.P. Marsh & Partners PLC announced its intention to participate in a share buyback, acquiring up to approximately 0.8 million shares from PSC UK Pty Ltd, a subsidiary of the Ardonagh Group. This buyback, conducted at a price of 650 pence per share, is expected to enhance the company’s net asset value per share and is deemed a strategic use of its cash reserves, aligning with shareholder interests.

B.P. Marsh Executes Share Buyback Program

B.P. Marsh & Partners PLC, a company involved in financial services, has executed a share buyback program by purchasing 10,000 of its ordinary shares at 690 pence each, which will be held in treasury. This transaction affects the company’s total voting rights, now consisting of 36,936,814 shares, and provides shareholders with a new denominator for calculating their interests under the FCA’s rules.

B.P. Marsh Executes Share Buyback, Adjusts Voting Rights

B.P. Marsh & Partners Plc, a company involved in investment and financial services, has executed a share buyback program by purchasing 5,000 of its ordinary shares at 690 pence each, which will be held in treasury. This transaction, compliant with the Market Abuse Regulation, adjusts the company’s total voting rights to 36,946,814 shares, impacting shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.

B.P. Marsh & Partners Secures Shareholder Support at AGM

B.P. Marsh & Partners Plc announced that all resolutions were passed at their Annual General Meeting, indicating strong shareholder support. This outcome reinforces the company’s strategic direction and stability, potentially boosting confidence among stakeholders and enhancing its position in the financial services investment sector.