BRK:LSE-Brooks Macdonald Group plc (GBX)

COMMON STOCK | Asset Management | LSE

Last Closing Price

GBX 1,882.50

Change

+15.00 (+0.80)%

Market Cap

GBX 0.30B

Volume

0.02M

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

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 operates through three segments: UK Investment Management, International, and Financial Planning. The company offers financial planning advisory services to high-net-worth individuals, families, and businesses; and multi-asset and specialist fund products to the retail sector. Brooks Macdonald Group plc was founded in 1991 and is headquartered in London, the United Kingdom. Address: 21 Lombard Street, London, United Kingdom, EC3V 9AH

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-01-25 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
III:LSE 3i Group Plc

-9.50 (-0.83%)

GBX11.04B 15.46 N/A
SDR:LSE Schroders plc

-20.00 (-0.57%)

GBX9.22B 21.43 8.82
SDRC:LSE Schroders plc

-60.00 (-2.50%)

GBX9.22B 14.78 8.60
HL:LSE Hargreaves Lansdown plc

+8.00 (+0.48%)

GBX7.86B 25.16 18.87
SLA:LSE Standard Life Aberdeen plc

-5.00 (-1.62%)

GBX6.74B 29.94 N/A
MNG:LSE M&G plc

-4.25 (-2.18%)

GBX4.96B 4.54 N/A
ICP:LSE Intermediate Capital Group plc

-39.00 (-2.24%)

GBX4.87B 31.36 9.45
HICL:LSE HICL Infrastructure PLC Ord

+0.60 (+0.36%)

GBX3.25B 62.22 N/A
PCT:LSE Polar Capital Technology Trust

-5.00 (-0.21%)

GBX3.21B 8.68 N/A
MNKS:LSE Monks Investment Trust

+2.00 (+0.14%)

GBX3.20B 5.65 N/A

ETFs Containing BRK

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.61% 92% A- 90% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.61% 93% A 90% A-
Trailing 12 Months  
Capital Gain -17.43% 20% F 22% F
Dividend Return 1.40% 23% F 37% F
Total Return -16.03% 18% F 22% F
Trailing 5 Years  
Capital Gain 6.12% 41% F 35% F
Dividend Return 9.92% 9% F 31% F
Total Return 16.04% 41% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain -0.30% 30% F 30% F
Dividend Return 1.82% 63% D 54% F
Total Return 1.53% 30% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 19.11% 51% F 52% F
Risk Adjusted Return 8.00% 28% F 33% F
Market Capitalization 0.30B 61% D- 62% D-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 43.68 14% F 20% F
Price/Book Ratio 2.44 11% F 33% F
Price / Cash Flow Ratio 10.05 47% F 37% F
EV/EBITDA 13.63 52% F 43% F
Management Effectiveness  
Return on Equity 6.11% 62% D- 67% D+
Return on Invested Capital 10.55% 86% B 73% C
Return on Assets 8.30% 85% B 89% B+
Debt to Equity Ratio N/A N/A N/A N/A N/A
Technical Ratios  
Short Ratio N/A N/A N/A N/A N/A
Short Percent N/A N/A N/A N/A N/A
Beta 1.03 19% F 35% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector