BRK:LSE-Brooks Macdonald Group plc (GBX)

COMMON STOCK | Asset Management | LSE

Last Closing Price

GBX 2,660.00

Change

0.00 (0.00)%

Market Cap

GBX 0.43B

Volume

0.01M

Avg Analyst Target

N/A

Avg User Target

GBX
Average Analyst Rating

Verdict

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 two segments, UK Investment Management and International. 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.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2021-10-17 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
SMT:LSE Scottish Mortgage Investment T..

N/A

GBX20.17B 2.25 N/A
III:LSE 3i Group plc

N/A

GBX12.80B 6.86 N/A
SDRC:LSE Schroders plc

N/A

GBX9.55B 12.64 8.15
SDR:LSE Schroders plc

N/A

GBX9.55B 18.20 8.15
HL:LSE Hargreaves Lansdown plc

N/A

GBX6.98B 23.54 16.88
ICP:LSE Intermediate Capital Group plc

N/A

GBX6.11B 13.35 9.45
SLA:LSE Standard Life Aberdeen plc

N/A

GBX5.98B 7.37 N/A
PSH:LSE Pershing Square Holdings Ltd

N/A

GBX5.70B 194.62 N/A
ABDN:LSE Abrdn PLC

N/A

GBX5.60B 3.91 N/A
MNG:LSE M&G plc

N/A

GBX5.18B 79.70 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 61.95% 94% A 92% A-
Dividend Return 0.04% 29% F 37% F
Total Return 61.99% 92% A- 92% A-
Trailing 12 Months  
Capital Gain 68.89% 92% A- 86% B
Dividend Return 0.04% 12% F 23% F
Total Return 68.93% 92% A- 86% B
Trailing 5 Years  
Capital Gain 50.37% 69% D+ 66% D
Dividend Return 8.01% 14% F 34% F
Total Return 58.37% 69% D+ 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 2.05% 31% F 30% F
Dividend Return 1.77% 60% D- 55% F
Total Return 3.81% 33% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 22.94% 56% F 53% F
Risk Adjusted Return 16.63% 31% F 36% F
Market Capitalization 0.43B 68% D+ 54% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-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 21.30 14% F 42% F
Price/Book Ratio 3.26 7% F 28% F
Price / Cash Flow Ratio 13.84 45% F 36% F
EV/EBITDA 10.86 59% F 52% F
Management Effectiveness  
Return on Equity 15.25% 40% F 67% D+
Return on Invested Capital 13.00% 94% A 84% B
Return on Assets 8.63% 43% F 80% 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 0.94 30% F 60% 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%

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

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.

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.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Low Earnings Growth

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

Low Revenue Growth

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

Low Dividend Growth

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