0.68%
-11.98%
-13.53%
-26.87%
-17.88%
-39.51%
-33.18%
AI Spotlight on BRK
Company Description
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, families, and businesses; and multi-asset and specialist fund products to the retail sector.
Brooks Macdonald Group plc was founded in 1991 and is headquartered in London, the United Kingdom.
Market Data
| Last Price | 1470 |
| Change Percentage | 0.68% |
| Open | 1452.25 |
| Previous Close | 1460 |
| Market Cap ( Millions) | 237 |
| Volume | 12882 |
| Year High | 2140 |
| Year Low | 1420 |
| M A 50 | 1581.8 |
| M A 200 | 1829.46 |
Financial Ratios
| FCF Yield | 16.66% |
| Dividend Yield | 5.31% |
| ROE | 4.30% |
| Debt / Equity | 2.50% |
| Net Debt / EBIDTA | -132.61% |
| Price To Book | 1.55 |
| Price Earnings Ratio | 36.54 |
| Price To FCF | 6.0 |
| Price To sales | 1.84 |
| EV / EBITDA | 6.34 |
News
- Feb -03 - Brooks Macdonald completes LIFT acquisition
- Jan -29 - Top 3 UK Dividend Stocks To Consider
- Dec -17 - 3 UK Dividend Stocks With Up To 5.2% Yield For Your Portfolio
- Dec -02 - Brooks Macdonald to purchase Lucas Fettes
- Nov -05 - Brooks Macdonald acquires CST Wealth Management
- Oct -31 - 3 UK Stocks Estimated To Be Trading At Up To 44.7% Below Intrinsic Value
- Oct -31 - 3 UK Dividend Stocks To Watch With Up To 8.4% Yield
- Oct -08 - Brooks Macdonald plans to purchase LIFT
- Sep -27 - Brooks Macdonald Group Full Year 2024 Earnings: EPS Misses Expectations
- Sep -26 - 3 UK Dividend Stocks Yielding Up To 4.9%
- Sep -18 - Brooks Macdonald Group's (LON:BRK) Dividend Will Be Increased To £0.49
- Sep -15 - It Might Not Be A Great Idea To Buy Brooks Macdonald Group plc (LON:BRK) For Its Next Dividend
- Sep -12 - Financial Services Roundup: Market Talk
- Sep -12 - Financial Services Roundup: Market Talk
- Sep -12 - Canaccord Genuity WM buys Brooks Macdonald International
- Aug -28 - Top UK Dividend Stocks To Consider In August 2024
- Aug -08 - Top 3 UK Dividend Stocks To Enhance Your Portfolio
- Jul -24 - Brooks Macdonald hires head of adviser solutions
- Jul -15 - 3 UK Dividend Stocks With Yields Up To 7.0%
- Jun -26 - Brooks Macdonald Group And Two Other Top Dividend Stocks In The UK
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Investment Management
Expected Growth : 5.5 %
What the company do ?
Brooks Macdonald Group plc's Investment Management provides bespoke portfolio management services to private clients, charities, and institutions, offering tailored investment solutions.
Why we expect these perspectives ?
Growing demand for bespoke portfolio management services, increasing wealth among high net worth individuals, and rising adoption of tailored investment solutions among charities and institutions are expected to drive growth.
Segment n°2 -> International
Expected Growth : 7.2 %
What the company do ?
International from Brooks Macdonald Group plc refers to the company's global investment management services, offering bespoke portfolio management to clients worldwide.
Why we expect these perspectives ?
Growing demand for bespoke portfolio management, increasing global wealth, and rising adoption of investment management services drive growth in Brooks Macdonald's international segment.
Brooks Macdonald Group Plc Products
| Product Range | What is it ? |
|---|---|
| Wealth Management | Brooks Macdonald's Wealth Management service provides personalized investment management solutions to individuals, trusts, and charities. |
| Investment Management | The company offers a range of investment management services, including discretionary and advisory portfolio management. |
| Platform Services | Brooks Macdonald's Platform Services provide a range of investment platforms and tools for financial advisers and their clients. |
| DFM (Discretionary Fund Management) | The company's DFM service offers a range of model portfolios and bespoke discretionary management solutions. |
| Pension and Retirement Services | Brooks Macdonald provides pension and retirement services, including Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSAS). |
Brooks Macdonald Group plc's Porter Forces
Threat Of Substitutes
The threat of substitutes for Brooks Macdonald Group plc is moderate due to the presence of alternative investment management services and financial planning solutions.
Bargaining Power Of Customers
The bargaining power of customers is low due to the specialized nature of Brooks Macdonald Group plc's services, which limits customers' ability to negotiate prices.
Bargaining Power Of Suppliers
The bargaining power of suppliers is moderate due to the presence of multiple suppliers of investment products and services, which gives Brooks Macdonald Group plc some negotiating power.
Threat Of New Entrants
The threat of new entrants is high due to the relatively low barriers to entry in the investment management and financial planning industry, which makes it easier for new companies to enter the market.
Intensity Of Rivalry
The intensity of rivalry is high due to the presence of many established players in the investment management and financial planning industry, which leads to intense competition for market share.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
| Value | |
|---|---|
| Debt Weight | 3.16% |
| Debt Cost | 5.60% |
| Equity Weight | 96.84% |
| Equity Cost | 7.50% |
| WACC | 7.44% |
| Leverage | 3.27% |
Brooks Macdonald Group plc : Quality Control
Brooks Macdonald Group plc passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| COMB.BR | Compagnie du Bois Sauvage S.A., an investment holding company, invests in the industrial and real estate sectors in Belgium. The company was incorporated in 1957 and is based in Brussels, … |
| MCAP.ST | MedCap AB (publ) is a private equity firm specializing in investments in secondary direct, later stage, industry consolidation, growth capital, middle market, mature, turnarounds, buyout. It prefers to invest in … |
| IPO.L | IP Group Plc is a private equity and venture capital firm specializing in seed, early stage, start-up, incubation, growth capital, and mature financing. The firm also provides seed capital financing … |
| BBN.SW | Bellevue Group AG provides asset management services in Switzerland, the Great Britain, Germany, and internationally. The company offers a range of products in the areas of specialized healthcare equity, selected … |
| B8A.DE | BAVARIA Industries Group AG, an industrial holding company, acquires and manages investments primarily in manufacturing and industrial service sectors in Germany. It engages in civil engineering and rails, business services, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Bellevue
A-Score
1-Year Total Return ->
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Bois Sauvage
A-Score
1-Year Total Return ->
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Brooks Macdonald
A-Score
1-Year Total Return ->
4
MedCap
A-Score
1-Year Total Return ->
5
IP Group
A-Score
1-Year Total Return ->
6
