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Equity
Brooks Macdonald Group(BRK)
GBX --+0.00%
Reward46Moderate
Risk29Low
📊75%Data
5.9% dividend yield · Revenue growing 12% YoY
BRK
+0.0 · +0.00%
GBX · LSE
Brooks Macdonald Group | Financial Services
Value Trap
Market Cap:210.10M
ℹ️
Reward Rating
46
Moderate
Bottom 25% (model universe)
75% data coverage
ℹ️
Risk Rating
29
Low
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on BRK to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: 1991p.

What is Brooks Macdonald Group?

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.

BRK · Verdict

Moderate reward · low risk

BRK stands out on valuation and cash flow, but watch the growth signal.

Based on 88% data coverage

BRK · Verdict

What’s working & what to watch

Strengths 4

  • Valuation91/100

    P/E 9.8× · PEG 1.43

  • Cash flow81/100

    22% free-cash-flow margin

  • Balance sheet76/100

    Interest covered 168.2×

  • Volatility65/100

    Above average

Watchouts 2

  • Growth32/100

    Rev -3.1% CAGR · earnings -23.1%

  • Profitability38/100

    10% net margin · 5% ROE

Model-based scoring. For information only — not financial advice.

What is Brooks Macdonald Group?

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. The company offers financial planning advisory services, such as personal financial planning, life insurance, employee benefits, mortgage advice, tax guidance, estate planning, high-value insurance, and charities. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 210.10M, and a P/E ratio of 30.2x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue and earnings growing steadily, indicating improving operating performance.
💰 Profitability
Thin or inconsistent margins weigh on earnings quality.
⚠️ Risk
Below-average volatility supports a steadier risk profile.
💸 Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Moderate (46)

The scoring profile indicates limited reward potential at this time, with valuation and momentum offering the most support. Risk indicators are low, suggesting a relatively contained downside profile.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap210.10M
P/E Ratio30.2222
Dividend Yield5.88%
52 Week High1806.9967
52 Week Low1325
Last AnnualJune
IPO DateN/A
IncorporatedUK
Shares Outstanding15M
No. of Employees473
IndustryAsset Management
ExchangeLSE
Beta0.76
CurrencyGBX · Reports in GBP
Websitewww.brooksmacdonald.com
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