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B.P. Marsh & Partners plc
(LSE:BPM)
Select Model
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Rating:78Outperform
Price Target:
787.00 p
▲(15.91% Upside)
Action:Reiterated
Date:05/28/26
The score is driven primarily by very attractive valuation (low P/E and a 3.06% yield) and a strong, low-debt balance sheet. Offsetting these positives are uneven cash flow conversion and an overbought technical setup (RSI 83.1) despite a clear uptrend.
Positive Factors
Conservative balance sheet
Low leverage and a materially larger equity base provide durable financial flexibility. Over 2-6 months this conservatism supports the company’s ability to fund follow‑on investments, weather portfolio valuation swings, and pursue opportunistic exits without liquidity strain.
Negative Factors
Inconsistent cash generation
Repeated negative operating and free cash flows create uncertainty about the firm’s ability to convert reported gains into cash. This undermines reliable funding for dividends, follow‑on investments, or fees without selling assets or raising capital.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Low leverage and a materially larger equity base provide durable financial flexibility. Over 2-6 months this conservatism supports the company’s ability to fund follow‑on investments, weather portfolio valuation swings, and pursue opportunistic exits without liquidity strain.
Read all positive factors
B.P. Marsh & Partners plc (BPM) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£237.07M
Dividend Yield5.37%
Average Volume (3M)49.81K
Price to Earnings (P/E)5.1
Beta (1Y)0.29
Revenue Growth19.87%
EPS Growth-50.88%
CountryUK
Employees18
SectorFinancial
Sector Strength70
IndustryInvestment - Banking & Investment Services
Share Statistics
EPS (TTM)1.32
Shares Outstanding35,830,513
10 Day Avg. Volume47,403
30 Day Avg. Volume49,809
Financial Highlights & Ratios
PEG Ratio-0.10
Price to Book (P/B)0.68
Price to Sales (P/S)8.13
P/FCF Ratio-84.22
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1.79
Revenue Forecast (FY)£78.20M
B.P. Marsh & Partners plc Business Overview & Revenue Model
Company Description
B.P. Marsh & Partners Plc engages in the provision of consultancy services, as well as making and trading investments in financial services businesses. It operates through the UK and Non-UK geographical segments. The company was founded by Brian P...
How the Company Makes Money
BPM makes money primarily from investment returns generated by its portfolio of holdings in insurance intermediaries and related service businesses. The core economic model is to (1) invest equity capital into portfolio companies and support their...
B.P. Marsh & Partners plc Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
90
Very Positive
Cash Flow
52
Neutral
| Breakdown | Jan 2025 | Jan 2024 | Jan 2023 | Jan 2022 | Jan 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 30.05M | 118.43M | 51.48M | 32.45M | 23.05M |
| Gross Profit | 29.85M | 118.40M | 7.43M | 32.45M | 23.05M |
| EBITDA | 49.29M | 104.69M | 43.48M | 27.68M | 19.76M |
| Net Income | 48.22M | 99.50M | 42.53M | 23.84M | 17.48M |
Balance Sheet | |||||
| Total Assets | 375.82M | 340.88M | 238.30M | 197.77M | 171.11M |
| Cash, Cash Equivalents and Short-Term Investments | 49.48M | 74.14M | 40.51M | 11.56M | 8.63M |
| Total Debt | 218.00K | 412.00K | 596.00K | 771.00K | 939.00K |
| Total Liabilities | 15.66M | 14.47M | 9.13M | 8.23M | 4.51M |
| Stockholders Equity | 360.16M | 326.41M | 229.17M | 189.54M | 166.61M |
Cash Flow | |||||
| Free Cash Flow | -2.90M | 33.43M | -18.72M | -646.00K | 17.48M |
| Operating Cash Flow | -2.66M | 33.49M | -18.70M | -635.00K | 17.48M |
| Investing Cash Flow | -6.83M | 25.00K | 50.87M | -515.00K | -6.00K |
| Financing Cash Flow | -15.18M | 190.00K | -3.21M | -1.23M | -2.12M |
B.P. Marsh & Partners plc Technical Analysis
Negative
679.00
Price Trends
683.95
Negative
673.00
Positive
656.39
Positive
Market Momentum
-1.23
Negative
45.44
Neutral
22.22
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:BPM, the sentiment is Negative. The current price of 679 is above the 20-day moving average (MA) of 677.75, below the 50-day MA of 683.95, and above the 200-day MA of 656.39, indicating a neutral trend. The MACD of -1.23 indicates Negative momentum. The RSI at 45.44 is Neutral, neither overbought nor oversold. The STOCH value of 22.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:BPM.
B.P. Marsh & Partners plc Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
83 Outperform | £232.37M | 14.88 | 14.29% | 6.90% | 0.66% | 11.49% | |
78 Outperform | £237.07M | 5.12 | 13.59% | 5.34% | 19.87% | -50.88% | |
72 Outperform | £218.47M | 32.67 | 4.43% | 5.90% | 1.02% | -62.71% | |
70 Outperform | £141.46M | 10.85 | 11.90% | 9.26% | -22.86% | -56.06% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
67 Neutral | £194.89M | 20.28 | 8.74% | 6.46% | -20.90% | -40.53% | |
52 Neutral | £112.67M | -13.18 | -4.78% | 3.67% | -2.25% | -350.00% |
* Financial Sector Average
GB:BPM
B.P. Marsh & Partners plc
676.00
7.89
1.18%
GB:BRK
Brooks Macdonald
1,405.00
-308.11
-17.99%
GB:CLIG
City of London Investment
484.00
132.74
37.79%
GB:IPX
Impax Asset Management
114.80
-59.63
-34.19%
GB:LIO
Liontrust Asset Management
316.00
-30.84
-8.89%
GB:MERC
Mercia Asset Management
26.75
-4.77
-15.13%
B.P. Marsh & Partners plc Corporate Events
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
B.P. Marsh Buys Back Shares, Updates Voting Rights
Positive
Jul 30, 2026
B.P. Marsh Partners plc has continued executing its previously announced share buyback programme, purchasing 15,000 ordinary shares at 676 pence each, with all of the repurchased stock to be held in treasury. This move reduces the free float and ...
Stock BuybackRegulatory Filings and Compliance
B.P. Marsh Updates Voting Rights After Latest Share Buyback
Positive
Jul 30, 2026
B.P. Marsh Partners has continued to execute its share buyback programme, purchasing 15,000 ordinary shares at 676 pence each and placing them in treasury, with the trades carried out on AIMX on 29 July 2026. Following this transaction, the compa...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
B.P. Marsh Tightens Free Float With Treasury Share Buyback
Positive
Jul 29, 2026
B.P. Marsh Partners Plc has continued to execute its share buyback programme, purchasing 10,000 ordinary shares at 676 pence each and holding them in treasury, a move that can signal confidence in the company’s valuation and provide flexibi...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
B.P. Marsh Tightens Free Float with Treasury Share Buyback
Positive
Jul 28, 2026
B.P. Marsh Partners plc has repurchased 10,000 ordinary shares at 679 pence each under its ongoing share buyback programme, with the shares to be held in treasury. The move slightly reduces the free float and is part of the company’s capita...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
B.P. Marsh & Partners Updates Share Buyback and Voting Rights
Neutral
Jul 27, 2026
B.P. Marsh Partners plc has continued its share buyback programme, repurchasing 10,000 ordinary shares at 680 pence each, with all acquired shares to be held in treasury. The transaction was executed in two trades on AIM and forms part of the com...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
B.P. Marsh Buys Back Shares, Updates Voting Rights Count
Positive
Jul 24, 2026
B.P. Marsh Partners has continued its ongoing share buyback programme with the purchase of 10,000 ordinary shares at 680 pence each, with the acquired stock to be held in treasury rather than cancelled. The transaction was executed on 23 July 202...
Stock BuybackRegulatory Filings and Compliance
B.P. Marsh Continues Buyback, Updates Share Capital and Voting Rights
Neutral
Jul 23, 2026
B.P. Marsh Partners has continued its share buyback programme with the purchase of 5,000 ordinary shares at 678 pence each, which will be held in treasury, underscoring ongoing capital management efforts. Following this transaction, the company&#...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
B.P. Marsh Updates Voting Rights After Share Buyback Transaction
Positive
Jul 21, 2026
B.P. Marsh Partners plc has continued implementing its recently announced share buyback programme, repurchasing 10,000 ordinary shares at 682 pence each on 20 July 2026 and placing them in treasury. Following this transaction, the company’s...
Business Operations and StrategyStock Buyback
B.P. Marsh Launches £2m Share Buyback to Cut Capital
Positive
Jul 15, 2026
B.P. Marsh Partners Plc, a specialist private equity investor in early stage financial services intermediaries with a strong focus on the insurance sector, is known for providing tailored equity and loan funding to brokers, underwriting agencies ...
Other
B.P. Marsh Director Increases Stake with Share Purchase on AIM
Positive
Jul 13, 2026
B.P. Marsh Partners Plc, an AIM-quoted investor focused on early-stage and mid-sized financial services intermediaries, particularly in insurance, deploys tailored equity and loan structures to support entrepreneurial management teams over an ave...
Business Operations and StrategyShareholder Meetings
B.P. Marsh & Partners Wins Strong Shareholder Backing at AGM
Positive
Jul 8, 2026
B.P. Marsh Partners Plc, the AIM-quoted specialist investor in early stage financial services intermediaries, reported that shareholders approved all resolutions at its Annual General Meeting on 8 July 2026. Voting across the 15 resolutions showe...
Other
B.P. Marsh CEO Dan Topping Increases Stake with AIM Share Purchase
Positive
Jul 8, 2026
B.P. Marsh Partners Plc has disclosed that Chief Executive Officer Dan Topping purchased 2,890 ordinary shares at 692 pence per share on 6 July 2026, for a total consideration of £19,998.80. The transaction, conducted via his SIPP on AIM, in...
Regulatory Filings and Compliance
B.P. Marsh Discloses Director Share Reallocation Within Personal SIPP
Neutral
Jul 8, 2026
B.P. Marsh Partners Plc, an AIM-quoted specialist investor in early-stage financial services intermediaries with a strong focus on the insurance sector, structures its investments through tailored equity stakes of up to £5m and complementary...
Business Operations and StrategyPrivate Placements and Financing
B.P. Marsh backs new Autonomy vehicle to expand US insurance distribution footprint
Positive
Jun 25, 2026
B.P. Marsh Partners has agreed to invest $5.1m for a 17.9% preferred capital interest in Autonomy Investment Partners, a new minority investment vehicle formed with the senior management of U.S. wholesale insurance platform XPT Group and private ...
Business Operations and StrategyFinancial DisclosuresM&A Transactions
B.P. Marsh Secures Second Aspira Payout, Total Proceeds to Reach £16.1m
Positive
Jun 23, 2026
B.P. Marsh Partners has received a second tranche of deferred consideration of £5.1 million from the sale of Aspira Corporate Solutions, a former subsidiary of LEBC Holdings, to Titan Wealth. The transaction, structured over three years, has...
DividendsShareholder Meetings
B.P. Marsh Proposes 6.98p Final Dividend Ahead of July AGM
Positive
Jun 16, 2026
B.P. Marsh Partners Plc, the AIM-quoted venture capital investor in early-stage financial services intermediaries, particularly in insurance, structures investments of up to £5m and supports entrepreneurial management teams over an average s...
Stock BuybackShareholder Meetings
B.P. Marsh sets hybrid AGM and outlines share buyback authority implications
Neutral
Jun 16, 2026
B.P. Marsh Partners Plc has scheduled its Annual General Meeting for 8 July 2026 in London, with a hybrid format that allows shareholders to attend in person or follow proceedings online via the Investor Meet Company platform. Shareholders are en...
Other
B.P. Marsh Chair Increases Stake with Modest Share Purchase
Positive
May 29, 2026
B.P. Marsh Partners Plc, an AIM-listed specialist investor in early-stage financial services intermediaries focused on the insurance sector, provides long-term capital and strategic support to entrepreneurial management teams. The firm typically ...
Business Operations and StrategyExecutive/Board ChangesStock BuybackDividendsFinancial Disclosures
B.P. Marsh lifts NAV and dividends as founder hands chair to Shelley
Positive
May 27, 2026
B.P. Marsh Partners reported another year of robust growth for the 12 months to 31 January 2026, with net asset value rising 10.3% to £360.2m and undiluted NAV per share reaching 1009.9p. The equity portfolio’s valuation climbed 21.4% ...
Business Operations and StrategyExecutive/Board Changes
B.P. Marsh Reshapes Board as Founder Steps Down and New Independent Chair Joins
Positive
May 27, 2026
B.P. Marsh Partners has announced significant board changes, with founder and long-time chairman Brian Marsh OBE stepping down from the board after 35 years and being named Life President. In his new role, he will remain an ambassador to the firm...
Stock BuybackRegulatory Filings and Compliance
B.P. Marsh Buys Back 20,000 Shares, Updates Voting Rights
Positive
May 13, 2026
B.P. Marsh Partners has repurchased 20,000 ordinary shares under its ongoing share buyback programme at a volume-weighted average price of 664.50 pence, with the shares to be held in treasury. The move modestly reduces the free float and can be s...
Business Operations and StrategyFinancial Disclosures
B.P. Marsh Sets Date for 2026 Annual Results and Investor Presentation
Positive
May 6, 2026
B.P. Marsh Partners Plc, the AIM-quoted private equity investor in early-stage financial services intermediaries, will publish its annual results for the year ended 31 January 2026 on 27 May 2026. The company will also host a live online presenta...
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.