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Brooks Macdonald
(LSE:BRK)
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Rating:72Outperform
Price Target:
1,560.00 p
▲(12.23% Upside)
Action:Reiterated
Date: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
Very low leverage (debt-to-equity ~0.10 in 2025) gives durable financial flexibility. This conservative capital structure supports dividend policy, weathering market volatility, and enables strategic choices (redeploy capital or bolt-on deals) without needing near-term external financing.
Negative Factors
Recent revenue decline
A decline in revenue (about -4.5% in 2025) points to headwinds growing the fee base. For an AUM-driven manager, a shrinking top line can reduce operating leverage, hinder reinvestment in distribution, and limit durable growth unless inflows or market recovery resume.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Very low leverage (debt-to-equity ~0.10 in 2025) gives durable financial flexibility. This conservative capital structure supports dividend policy, weathering market volatility, and enables strategic choices (redeploy capital or bolt-on deals) without needing near-term external financing.
Read all positive factors
Brooks Macdonald (BRK) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£218.47M
Dividend Yield5.73%
Average Volume (3M)23.15K
Price to Earnings (P/E)32.9
Beta (1Y)0.69
Revenue Growth1.02%
EPS Growth-62.71%
CountryUK
Employees473
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)0.43
Shares Outstanding15,877,209
10 Day Avg. Volume18,164
30 Day Avg. Volume23,147
Financial Highlights & Ratios
PEG Ratio0.40
Price to Book (P/B)1.78
Price to Sales (P/S)2.48
P/FCF Ratio11.43
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£1,600.00Price Target Upside15.11% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)1.46
Revenue Forecast (FY)£124.99M
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
74
Positive
Balance Sheet
86
Very Positive
Cash Flow
70
Positive
| 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 | 106.68M | 12.28M | 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
Positive
1390.00
Price Trends
1349.70
Positive
1370.05
Positive
1478.67
Negative
Market Momentum
16.38
Positive
59.50
Neutral
31.85
Neutral
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 1390 is below the 20-day moving average (MA) of 1412.25, above the 50-day MA of 1349.70, and below the 200-day MA of 1478.67, indicating a neutral trend. The MACD of 16.38 indicates Positive momentum. The RSI at 59.50 is Neutral, neither overbought nor oversold. The STOCH value of 31.85 is Neutral, 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 |
|---|---|---|---|---|---|---|---|
78 Outperform | £9.05B | 13.26 | 12.35% | 3.65% | 17.81% | 93.71% | |
77 Outperform | £2.41B | 20.43 | 57.35% | 2.47% | 19.27% | 40.49% | |
74 Outperform | £2.59B | 22.28 | 8.39% | 3.23% | 191.46% | ― | |
72 Outperform | £218.47M | 32.91 | 4.43% | 5.90% | 1.02% | -62.71% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
67 Neutral | £1.72B | 13.65 | 8.95% | 5.94% | 5.39% | 85.13% | |
56 Neutral | £2.30B | 2,090.63 | 0.18% | 1.00% | 25.07% | ― |
* Financial Sector Average
GB:BRK
Brooks Macdonald
1,430.00
-283.11
-16.53%
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Brooks Macdonald Corporate Events
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...
Business Operations and Strategy
Brooks Macdonald Grants Discounted 2026 SAYE Share Options to Employees
Positive
May 8, 2026
Brooks Macdonald has granted options over 65,804 ordinary shares to 111 employees under its 2026 Save As You Earn scheme, reinforcing staff participation in the company’s equity. The options, priced at £11.42 per share at a 20% discount...
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.