Fiske plc (FKE) AI Stock Analysis

• Market Cap: £8.16M
• Dividend Yield: 2.64%
• Average Volume (3M): 2.97K
• Price to Earnings (P/E): 5.7
• Beta (1Y): 0.06
• Revenue Growth: 6.86%
• EPS Growth: 64.55%
• Country: UK
• Employees: 33
• Sector: Financial
• Sector Strength: 70
• Industry: Financial - Capital Markets
• EPS (TTM): -0.02
• Shares Outstanding: 11,829,859
• 10 Day Avg. Volume: 3,989
• 30 Day Avg. Volume: 2,972
• PEG Ratio: 0.10
• Price to Book (P/B): 0.67
• Price to Sales (P/S): 0.97
• P/FCF Ratio: 3.62
• 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: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 79 Outperform
• Price Target: 89.00p ▲(27.14% Upside)
• Action: Reiterated Date: 01/04/26
• Date: Action: Reiterated 01/04/26

The score is driven primarily by improving financial performance (revenue growth, renewed profitability, and strong 2025 free cash flow) and an attractive valuation (low P/E with a dividend). Technicals are supportive but mixed, with a broadly positive trend yet weak short-term momentum signals.

Positive Factors

Revenue & profit recovery

Sustained multi-year revenue growth and a 2025 net margin near 17% indicate the business has re-established fee-generating scale and operating leverage. That recovery supports durable recurring revenues from advisory and discretionary fees, improving ability to fund investments and distributions over the medium term.

Conservative balance sheet

Extremely low leverage and a strong equity base provide financial flexibility to withstand market downturns, fund strategic initiatives, and maintain client service levels without urgent external financing. This conservatism materially reduces solvency and refinancing risk over the medium term.

Solid recent cash generation

High conversion of earnings into free cash flow demonstrates that reported profits are translating into real cash available for dividends, buybacks or reinvestment. Reliable cash generation supports capital returns and reduces dependence on external capital during normal business cycles.

Negative Factors

Historical volatility in profits & cash

Prior years of negative operating and free cash flow reveal sensitivity to timing, working capital and revenue cyclicality. That volatility undermines predictability of fee income and capacity to sustain returns through downturns, requiring cautious forecasting of future distributions.

Inconsistent margin data

Anomalous or missing gross profit reporting weakens the ability to assess true cost structure and sustainable margins. This opacity increases model risk for forecasting profitability and may mask one-off items or accounting inconsistencies that could affect long-term margin sustainability.

Small scale and fee sensitivity

Relatively small revenue scale and a business model tied to AUM, flows and trading activity make revenues and margins sensitive to market moves and client behavior. Limited scale constrains economies and raises reliance on consistent net inflows to sustain fee growth and absorb fixed costs.

Fiske plc Business Overview & Revenue Model

Company Description

Fiske plc, together with its subsidiaries, provides financial intermediation services primarily in the United Kingdom. The company offers discretionary portfolio management, investment advisory, execution, and stockbroking services; and other services, such as client deposit accounts, individual savings accounts, self-invested personal pensions and small self-administered schemes, nominee services, and safe custody services to private clients. It also provides advisory and dealing services to institutional clients. The company serves private investors, trustees, charities, and pension funds. Fiske plc was founded in 1973 and is based in London, the United Kingdom.

How the Company Makes Money

Fiske plc generates revenue through fees and commissions associated with its investment management and stockbroking services. The company's primary revenue streams include management fees charged for overseeing client portfolios, transaction-based commissions from executing trades on behalf of clients, and advisory fees for providing investment consultancy services. Additionally, Fiske plc may earn income from interest on cash balances held within client accounts and from other financial products that it offers. Strategic partnerships with financial institutions and a focus on high-net-worth individuals and institutional clients also play a crucial role in its revenue generation.

Fiske plc Financial Statement Overview

Summary

Fundamentals are improving with strong multi-year revenue growth and a return to solid profitability (~17% net margin in 2025), supported by positive operating and free cash flow in 2025. Offsetting this, operating profitability and cash generation have been volatile across prior years, and an inconsistency in the latest gross profit figure reduces confidence in margin quality.

Income Statement

Revenue has expanded strongly over the last three annual periods (2023–2025), with the latest annual revenue up to 7.93m from 5.32m in 2022. Profitability has improved meaningfully versus the 2022 loss year, with 2025 delivering ~17.0% net margin and positive operating profit. However, operating profitability is somewhat volatile year-to-year (EBIT margin fell versus 2024), and the 2025 gross profit data appears inconsistent (reported as 0), which reduces confidence in the margin profile.

Balance Sheet

The balance sheet is conservatively positioned with very low leverage (2025 debt-to-equity ~0.02x) and a modest absolute debt load (0.18m) against 11.45m of equity. Asset base has grown alongside equity, and returns on equity have improved to ~11.8% in 2025 from low/negative levels in earlier years. The main weakness is that profitability has not been consistently positive across the full history, which can pressure capital generation in weaker cycles.

Cash Flow

Cash generation is solid in the last two years: 2025 operating cash flow of 2.18m and free cash flow of 2.12m, with free cash flow nearly matching net income (~0.98x), indicating earnings are translating into cash. That said, cash flow has been choppy earlier (negative operating and free cash flow in 2021–2022 and negative free cash flow in 2023), suggesting sensitivity to working-capital or timing effects despite the recent improvement.

Breakdown	Jun 2024	Jun 2023	Jun 2023	May 2021	Nov 2020
Income Statement
Total Revenue	7.93M	7.42M	5.88M	5.32M	6.02M
Gross Profit	0.00	7.42M	5.88M	5.32M	6.02M
EBITDA	587.00K	1.48M	441.00K	-133.85K	702.00K
Net Income	1.35M	821.00K	253.00K	-158.77K	567.00K
Balance Sheet
Total Assets	15.79M	13.97M	11.39M	11.50M	10.80M
Cash, Cash Equivalents and Short-Term Investments	6.85M	4.96M	3.33M	3.25M	3.50M
Total Debt	181.00K	72.00K	171.00K	261.00K	0.00
Total Liabilities	4.34M	4.15M	3.12M	3.24M	2.67M
Stockholders Equity	11.45M	9.82M	8.27M	8.26M	8.14M
Cash Flow
Free Cash Flow	2.12M	1.47M	-34.00K	-204.00K	-285.00K
Operating Cash Flow	2.17M	1.47M	131.00K	-176.00K	-281.00K
Investing Cash Flow	-52.00K	296.00K	-165.00K	-28.00K	1.63M
Financing Cash Flow	-234.00K	-141.00K	-95.00K	-46.00K	-93.00K

Fiske plc Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 70.00
• 50DMA: Negative
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:FKE, the sentiment is Negative. The current price of 70 is below the 20-day moving average (MA) of 70.45, below the 50-day MA of 71.08, and above the 200-day MA of 66.47, indicating a neutral trend. The MACD of -0.88 indicates Positive momentum. The RSI at 34.27 is Neutral, neither overbought nor oversold. The STOCH value of 59.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:FKE.

Fiske plc Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
FKE	79 Outperform	£8.16M	5.70	12.70%	2.64%	6.86%	64.55%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
JIM	61 Neutral	£3.80M	―	66.17%	26.13%	―	―
CAV	60 Neutral	£36.49M	13.98	3.69%	7.96%	-9.55%	―
PEEL	58 Neutral	£134.75M	3.75	4.84%	―	15.42%	―
CBG	51 Neutral	$671.30M	-7.76	-9.28%	―	-15.79%	-211.91%
WHI	48 Neutral	£9.90M	-0.20	―	―	―	―

Fiske plc Corporate Events

Fiske Plc Chairman’s Family Increases Stake in Company

Fiske Plc announced that Catherine Pattison, the wife of the company’s executive director and Chairman Tony Pattison, purchased 15,000 ordinary shares at 76 pence each, representing 0.13% of the company’s issued share capital. This transaction increases the Pattisons’ total shareholding to 560,617 shares, equating to 4.74% of the company’s issued share capital, potentially signaling confidence in the company’s future performance.

The most recent analyst rating on (GB:FKE) stock is a Buy with a £81.00 price target. To see the full list of analyst forecasts on Fiske plc stock, see the GB:FKE Stock Forecast page.