Fiske plc (FKE) AI Stock Analysis

• Market Cap: £8.87M
• Dividend Yield: 2.64%
• Average Volume (3M): 2.97K
• Price to Earnings (P/E): 6.6
• Beta (1Y): 0.20
• Revenue Growth: 6.86%
• EPS Growth: 64.55%
• Country: UK
• Employees: 33
• Sector: Financial
• Sector Strength: 70
• Industry: Financial - Capital Markets
• EPS (TTM): N/A
• 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: 80.00p ▲(14.29% Upside)

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 Growth

The significant revenue growth indicates strong market demand and effective business strategies, positioning Fiske plc for continued expansion and competitive advantage.

Cash Flow Performance

Strong cash flow performance enhances financial flexibility, enabling the company to reinvest in growth opportunities and maintain stability during economic fluctuations.

Balance Sheet Health

A strong balance sheet with minimal debt ensures financial stability and reduces risk, allowing Fiske plc to navigate market challenges effectively.

Negative Factors

Management Quality Uncertainty

Lack of recent corporate events or leadership updates may indicate a need for stronger strategic initiatives or transparency from management to assure stakeholders of future growth plans.

Profitability Concerns

Moderate return on equity suggests that while the company is profitable, there may be room for improvement in generating returns for shareholders, impacting long-term investor appeal.

Voting Rights Change

Changes in voting rights can alter shareholder dynamics, potentially impacting decision-making processes and strategic direction, introducing uncertainty in governance.

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	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	7.93M	7.93M	7.42M	5.88M	5.32M	6.02M
Gross Profit	0.00	0.00	7.42M	5.88M	5.32M	6.02M
EBITDA	587.00K	587.00K	1.48M	441.00K	-133.85K	702.00K
Net Income	1.35M	1.35M	821.00K	253.00K	-158.77K	567.00K
Balance Sheet
Total Assets	15.79M	15.79M	13.97M	11.39M	11.50M	10.80M
Cash, Cash Equivalents and Short-Term Investments	6.85M	6.85M	4.96M	3.33M	3.25M	3.50M
Total Debt	181.00K	181.00K	72.00K	171.00K	261.00K	0.00
Total Liabilities	4.34M	4.34M	4.15M	3.12M	3.24M	2.67M
Stockholders Equity	11.45M	11.45M	9.82M	8.27M	8.26M	8.14M
Cash Flow
Free Cash Flow	2.12M	2.12M	1.47M	-34.00K	-204.00K	-285.00K
Operating Cash Flow	2.17M	2.17M	1.47M	131.00K	-176.00K	-281.00K
Investing Cash Flow	-52.00K	-52.00K	296.00K	-165.00K	-28.00K	1.63M
Financing Cash Flow	-234.00K	-234.00K	-141.00K	-95.00K	-46.00K	-93.00K

Fiske plc Technical Analysis

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

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:FKE, the sentiment is Positive. The current price of 70 is below the 20-day moving average (MA) of 72.50, below the 50-day MA of 70.95, and above the 200-day MA of 65.19, indicating a bullish trend. The MACD of 1.46 indicates Negative momentum. The RSI at 81.14 is Negative, neither overbought nor oversold. The STOCH value of 50.11 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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	£8.87M	6.57	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	£3.58M	―	66.17%	26.13%	―	―
CAV	60 Neutral	£41.17M	25.58	3.69%	7.96%	-9.55%	―
PEEL	58 Neutral	£133.58M	26.94	4.84%	―	15.42%	―
CBG	51 Neutral	£767.08M	-7.69	-9.28%	―	-15.79%	-211.91%
WHI	48 Neutral	£9.90M	―	―	―	―	―

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.

Fiske plc Announces Director Share Transactions

Fiske plc announced a director dealing involving its executive director and Chairman, Tony Robert Pattison, who purchased 15,000 ordinary shares, and non-executive director, Alexander Fiske-Harrison, who sold the same amount. This transaction reflects a minor shift in the ownership structure, with Pattison increasing his stake to 4.61% and Fiske-Harrison reducing his to 0.22%, potentially signaling confidence from the Chairman in the company’s future prospects.

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.

Fiske Plc Announces Director Share Transactions

Fiske Plc has announced a director dealing involving its non-executive director, Alexander Fiske-Harrison, who sold 15,000 ordinary shares at a price of 65 pence each, representing 0.13% of the company’s issued ordinary share capital. Following this transaction, Mr. Fiske-Harrison holds 25,500 shares, equating to 0.22% of the company’s share capital, while Mr. Pattison and his wife now hold 545,617 shares, representing 4.61% of the share capital. This transaction highlights the ongoing changes in the shareholding structure of Fiske Plc, which may influence investor perceptions and market dynamics.

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.

Fiske plc Reports Revenue Growth and Compliance Enhancements Amid Market Challenges

Fiske plc reported a steady increase in revenue to £7.9 million for the year ending June 2025, driven by new client acquisitions, higher asset prices, and increased trading activities. Despite a rise in compliance costs, the company achieved a 64% increase in profit after taxation, amounting to £1.35 million. The board recommended a final dividend of 0.825p per share, reflecting a 10% increase in total dividends for the year. Fiske is also enhancing its compliance systems following a Section 166 report by the FCA, which has led to voluntary requirements for system upgrades.

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.