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Equity
BRK
+0.0 · +0.00%
GBX · LSE

Brooks Macdonald Group(BRK) Stock Analysis | Financial Services

GBX --+0.00%
Reward52Moderate
Risk31Moderate
75%Data
5.6% dividend yield · Revenue growing 12% YoY
Deep Value
Market Cap:229.41M
ⓘ
Reward Rating
52
Moderate
Reward Assessment
75% data coverage
Bottom 50% of stocksView factors
ⓘ
Risk Rating
31
Moderate
Risk Assessment
3 metrics flaggedView details

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Educational tool only · More
Limited data coverage
We don't have enough public data on BRK to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
New listing — limited trading history
Fundamental and analyst data are available for BRK, but momentum and volatility metrics will develop as more trading history accumulates (0 trading sessions so far).
Not available yet for this stock
The overview tab requires data we don't have for this stock yet. The price chart is the most reliable view we have — try the Chart tab.
Earnings Ex-dividend

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: 1907p.

What is Brooks Macdonald Group?

Brooks Macdonald Group plc, through its subsidiaries, provides wealth management and financial planning services to private individuals, trusts, charities, and pension funds in the United Kingdom.

BRK · Verdict

Moderate reward · moderate risk

BRK stands out on cash flow and valuation, but watch the growth signal.

Based on 88% data coverage

BRK · Verdict

What’s working & what to watch

Strengths 5

  • Cash flow92/100

    196% free-cash-flow margin

  • Valuation88/100

    P/E 9.8× · PEG 1.11

  • Balance sheet76/100

    Interest covered 168.2×

  • Profitability71/100

    87% net margin · 5% ROE

  • Volatility65/100

    Above average

Watchouts 1

  • Growth32/100

    Rev -23.0% CAGR · earnings -23.1%

Model-based scoring. For information only — not financial advice.

What is Brooks Macdonald Group?

Brooks Macdonald Group plc, through its subsidiaries, provides wealth management and financial planning services to private individuals, trusts, charities, and pension funds in the United Kingdom. The company offers financial planning advisory services, such as personal financial planning, life insurance, employee benefits, mortgage advice, tax guidance, estate planning, high-value insurance, and charities. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 229.41M, and a P/E ratio of 33.0x.

Financial Highlights

Investment Breakdown

Growth
Revenue and earnings growing steadily, indicating improving operating performance.
Profitability
Strong margins and consistent earnings support financial stability.
Risk
Below-average volatility supports a steadier risk profile.
Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Moderate (52)

The scoring profile indicates limited reward potential at this time, with valuation and profitability offering the most support. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

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Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap229.41M
P/E Ratio33
Dividend Yield5.58%
Beta0.781
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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