Brooks Macdonald (BRK) AI Stock Analysis

• Market Cap: £209.98M
• Dividend Yield: 5.14%
• Average Volume (3M): 23.15K
• Price to Earnings (P/E): 13.3
• Beta (1Y): 0.54
• Revenue Growth: -13.29%
• EPS Growth: 63.87%
• Country: UK
• Employees: 485
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management
• EPS (TTM): 0.64
• Shares Outstanding: 15,877,209
• 10 Day Avg. Volume: 18,164
• 30 Day Avg. Volume: 23,147
• PEG Ratio: 0.40
• Price to Book (P/B): 1.78
• Price to Sales (P/S): 2.48
• P/FCF Ratio: 11.43
• 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: £1,750.00
• Price Target Upside: 28.68% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 1
• EPS Forecast (FY): 1.36
• Revenue Forecast (FY): £121.25M

• Rating: 72 Outperform
• Price Target: 1,510.00 p ▲(11.03% Upside)
• Action: Reiterated Date: 01/04/26
• Date: Action: Reiterated 01/04/26

The score is driven primarily by strong financial position (low leverage and solid margins), partially offset by revenue/FCF softness and mixed technical momentum. Valuation is supported by the ~4.9% dividend yield but constrained by a ~24.9 P/E.

Positive Factors

Conservative balance sheet

Brooks Macdonald's very low debt-to-equity (~0.10) and substantial equity provide durable financial flexibility. Low leverage reduces refinancing and interest risks, supports dividend policy and opportunistic M&A, and helps the firm withstand client outflows or market volatility without forcing asset sales.

Negative Factors

Revenue softness and volatility

A 4.5% revenue decline in 2025 and prior earnings volatility reduce the predictability of fee income. Persistent top-line weakness can erode operating leverage, compress margins, and limit reinvestment, making long-term growth dependent on reversing net outflows or improving investment performance.

Brooks Macdonald Business Overview & Revenue Model

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 oper...

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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 oper...

How the Company Makes Money

Brooks Macdonald primarily makes money by charging fees for managing client assets and providing wealth management services. The main revenue stream is recurring management fees based on assets under management (AUM) for discretionary investment m...

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Brooks Macdonald primarily makes money by charging fees for managing client assets and providing wealth management services. The main revenue stream is recurring management fees based on assets under management (AUM) for discretionary investment m...

Brooks Macdonald Financial Statement Overview

Breakdown	TTM	Jun 2024	Jun 2023	Jun 2022	Jun 2021	Jun 2020
Income Statement
Total Revenue	117.76M	111.29M	128.26M	123.78M	122.21M	118.21M
Gross Profit	52.35M	0.00	20.33M	21.57M	26.92M	22.19M
EBITDA	21.69M	30.94M	18.72M	31.95M	39.26M	34.85M
Net Income	6.73M	10.66M	6.46M	18.15M	23.41M	19.64M
Balance Sheet
Total Assets	206.52M	232.66M	192.96M	195.26M	189.15M	185.87M
Cash, Cash Equivalents and Short-Term Investments	13.29M	35.01M	45.64M	54.18M	62.11M	55.52M
Total Debt	27.81M	14.92M	3.81M	5.14M	6.03M	6.87M
Total Liabilities	57.31M	78.21M	40.63M	37.91M	40.72M	51.87M
Stockholders Equity	149.21M	154.45M	152.34M	157.34M	148.43M	134.00M
Cash Flow
Free Cash Flow	10.00M	24.12M	35.08M	21.26M	27.34M	27.42M
Operating Cash Flow	16.75M	25.97M	36.89M	24.96M	30.54M	31.10M
Investing Cash Flow	-6.37M	-5.49M	-29.42M	-18.05M	-9.35M	-11.34M
Financing Cash Flow	-27.67M	-25.05M	-16.10M	-14.88M	-14.76M	-15.03M

Brooks Macdonald Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 1360.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:BRK, the sentiment is Negative. The current price of 1360 is below the 20-day moving average (MA) of 1474.18, below the 50-day MA of 1560.45, and below the 200-day MA of 1639.56, indicating a bearish trend. The MACD of -53.50 indicates Positive momentum. The RSI at 33.16 is Neutral, neither overbought nor oversold. The STOCH value of 21.99 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:BRK.

Brooks Macdonald Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SDR	76 Outperform	£8.88B	11.95	12.35%	5.37%	4.78%	-4.86%
QLT	74 Outperform	£2.31B	20.62	8.35%	3.40%	-28.04%	-102.43%
BRK	72 Outperform	£209.98M	13.32	7.58%	5.14%	-13.29%	63.87%
RAT	70 Outperform	£2.06B	17.89	4.75%	4.91%	14.05%	-3.07%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
JTC	67 Neutral	£2.20B	52.21	-3.61%	1.03%	16.90%	-165.00%
AJB	65 Neutral	£1.83B	10.20	49.89%	2.43%	17.97%	25.51%

Brooks Macdonald Corporate Events