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Brooks Macdonald
(LSE:BRK)
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Rating:61Neutral
Price Target:
1,651.00 p
▲(12.31% Upside)
Action:Downgraded
Date:09/06/26
Overall score is weighed down primarily by pressured profitability trends and an expensive valuation (very high P/E). Offsetting factors include a conservatively levered balance sheet, positive (though variable) cash generation, and bullish price momentum—tempered by overbought technical readings.
Positive Factors
Conservative balance sheet
Very low leverage gives Brooks Macdonald financial flexibility and reduces solvency risk during weaker markets. A substantial equity base can support continued investment, protect client confidence, and allow management to navigate earnings volatility without excessive refinancing pressure.
Negative Factors
Sharp margin deterioration
The sustained decline from strong double-digit margins to low single digits shows materially weaker earnings power, not merely slower revenue growth. Unless profitability recovers, less revenue will translate into earnings, limiting reinvestment capacity and reducing operating resilience.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Very low leverage gives Brooks Macdonald financial flexibility and reduces solvency risk during weaker markets. A substantial equity base can support continued investment, protect client confidence, and allow management to navigate earnings volatility without excessive refinancing pressure.
Read all positive factors
Brooks Macdonald (BRK) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£241.63M
Dividend Yield5.24%
Average Volume (3M)27.66K
Price to Earnings (P/E)104.3
Beta (1Y)0.68
Revenue Growth5.83%
EPS Growth-76.72%
CountryUK
Employees473
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)0.15
Shares Outstanding15,877,209
10 Day Avg. Volume20,864
30 Day Avg. Volume27,655
Financial Highlights & Ratios
PEG Ratio-1.08
Price to Book (P/B)1.36
Price to Sales (P/S)1.66
P/FCF Ratio14.58
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£1,690.00Price Target Upside14.97% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)1.46
Revenue Forecast (FY)£124.98M
Brooks Macdonald Business Overview & Revenue Model
Company Description
Brooks Macdonald Group plc, operating through its subsidiaries, delivers a comprehensive array of investment and wealth management solutions. These services are provided to private clients, pension funds, professional intermediaries, and trustees ...
How the Company Makes Money
Brooks Macdonald primarily makes money by charging fees for managing client assets and providing wealth management services. Its key revenue streams typically include: (1) Recurring asset-based fees: the largest component is generally ongoing mana...
Brooks Macdonald Financial Statement Overview
Summary
Income Statement
52
Neutral
Balance Sheet
74
Positive
Cash Flow
66
Positive
| Breakdown | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 117.78M | 111.29M | 128.26M | 123.78M | 122.21M |
| Gross Profit | 106.62M | 12.28M | 20.33M | 21.57M | 26.92M |
| EBITDA | 15.40M | 30.94M | 18.72M | 31.95M | 39.26M |
| Net Income | 2.42M | 10.66M | 6.46M | 18.15M | 23.41M |
Balance Sheet | |||||
| Total Assets | 197.16M | 232.66M | 192.96M | 195.26M | 189.15M |
| Cash, Cash Equivalents and Short-Term Investments | 16.57M | 35.01M | 45.64M | 54.18M | 62.11M |
| Total Debt | 14.15M | 14.92M | 3.81M | 5.14M | 6.03M |
| Total Liabilities | 53.73M | 78.21M | 40.63M | 37.91M | 40.72M |
| Stockholders Equity | 143.43M | 154.45M | 152.34M | 157.34M | 148.43M |
Cash Flow | |||||
| Free Cash Flow | 13.41M | 24.12M | 35.08M | 21.26M | 27.34M |
| Operating Cash Flow | 19.35M | 25.97M | 36.89M | 24.96M | 30.54M |
| Investing Cash Flow | -23.82M | -5.49M | -29.42M | -18.05M | -9.35M |
| Financing Cash Flow | -19.36M | -25.05M | -16.10M | -14.88M | -14.76M |
Brooks Macdonald Technical Analysis
Positive
1470.00
Price Trends
1389.40
Positive
1378.30
Positive
1466.64
Positive
Market Momentum
32.66
Negative
71.53
Negative
92.59
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:BRK, the sentiment is Positive. The current price of 1470 is above the 20-day moving average (MA) of 1440.50, above the 50-day MA of 1389.40, and above the 200-day MA of 1466.64, indicating a bullish trend. The MACD of 32.66 indicates Negative momentum. The RSI at 71.53 is Negative, neither overbought nor oversold. The STOCH value of 92.59 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:BRK.
Brooks Macdonald Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | £9.07B | 13.30 | 15.55% | 3.76% | 17.81% | 93.71% | |
74 Outperform | £2.42B | 20.48 | 57.35% | 2.40% | 19.27% | 40.49% | |
74 Outperform | £2.47B | 21.20 | 8.39% | 3.43% | 191.46% | ― | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
67 Neutral | £1.69B | 13.35 | 8.95% | 6.04% | 5.39% | 85.13% | |
61 Neutral | £241.63M | 104.33 | 1.65% | 5.24% | 5.83% | -76.72% |
* Financial Sector Average
GB:BRK
Brooks Macdonald
1,565.00
-143.35
-8.39%
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Brooks Macdonald Corporate Events
Business Operations and StrategyFinancial Disclosures
Brooks Macdonald lifts assets and revenue as ‘Reignite Growth’ strategy takes hold
Positive
Sep 3, 2026
Brooks Macdonald reported a 14% rise in funds under management and advice to £21.7 billion for the year to 30 June 2026, underpinned by a return to positive net inflows of £226 million and solid investment performance. Revenue grew 6% to...
Business Operations and StrategyFinancial DisclosuresRegulatory Filings and Compliance
Brooks Macdonald Posts Strong Turnaround in Flows as Assets Rise to £21.7bn
Positive
Jul 9, 2026
Brooks Macdonald reported a strong turnaround in its 2026 financial year, with net inflows of £226 million versus net outflows of £396 million a year earlier, lifting total funds under management and advice to £21.7 billion. The imp...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.