Loading…
← CockpitCompetitor Analysis › BRK.L Brooks Macdonald Group plcOpen in the cockpit ↗

Brooks Macdonald Group plcBRK.LCompetitor analysis, valuation and peers

United Kingdom · GBP·Financials›Investment Managers
Momentum neutral 47
Mkt cap
$307M
US dollars, full cap
Free float
91%
of shares outstanding
$/day
$556,573
20-day average traded
Fwd P/E
10.0×
forward earnings
ROIC−WACC
n/a
WACC 10.6%
Hurdle
n/a
no reverse DCF
Next earnings
125 days
11 Mar 2027
Close · GBP£1,480
1D-0.3%
1W+1.4%
1M0.0%
3M+4.2%
6M+5.3%
YTD-8.2%
1Y-9.8%
ATR %2.9%
52w lowhigh15.4% off high

What Brooks Macdonald does

No business profile yet.

Brooks Macdonald at a glance

Size Brooks Macdonald (BRK.L) is a United Kingdom Financials company (Investment Managers) with a market value of $307M, the 360th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £1,480 on 6 Nov 2026.

Performance Over six months the shares gained 5.3%, against -11.0% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 8th highest of 21 in its peer set.

Growth Revenue grew 5.8% over the last twelve months (peer median +21.4%); the operating margin is -1.5% (peer median 29.5%).

Valuation It trades at 10.0× forward earnings against a peer median of 15.6× (6th cheapest of 14).

Next results Next results expected around 11 Mar 2027 (exchange calendar; dates can move).

Relative performance

10012011 May 202611 Aug 20266 Nov 2026BRK.L 110Peer median 89
Six months, rebased to 100: Brooks Macdonald against the median of its 20 peers (local-currency closes).

Brooks Macdonald financials

Reported figures in GBP; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
Revenue£118M£118M£111M£107M£124M
Revenue growth—+6%+4%-14%—
EBITDA£9.38M£14.4M£30.9M£30.9M£30.9M
Net income£2.42M£2.42M£10.7M£7.97M£18.1M
Free cash flow£13.4M£13.4M£24.1M£37.6M£25.3M
Capital expenditure£13.5M£13.5M£9.34M£1.82M£3.70M
Total debtn/a£14.1M£14.9M£3.81M£5.14M

Quarterly statements and history in the cockpit →

Brooks Macdonald competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-20%-10%0%O4BMYFW9552BPMAEFALTICMSINFO08066901EQV1VABCAEQTPBEEFLAT-B600053DBAN01331007908739BRK.L6-month return →1-month return →
Up and to the right = strong over both horizons. Brooks Macdonald is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%0×100×O4BMYFW9552BPMAEFALTICMSINFO0806PBEEBRK.LRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Brooks Macdonald is the large dot.

Brooks Macdonald competitors and peer comparison

How Brooks Macdonald compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Brooks Macdonald against its 20 peers (data as of 6 Nov 2026)
MeasureBRK.LPeer medianRank in peer set
1-month return0.0%-2.0%8th highest of 21
6-month return+5.3%-11.0%8th highest of 21
Distance from 52-week high-15.4%-29.3%5th highest of 21
Revenue growth (TTM)+5.8%+21.4%7th lowest of 21
Operating margin-1.5%29.5%7th lowest of 20
Forward P/E10.0×15.6×6th cheapest of 14

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Brooks Macdonald BRK.LUnited Kingdom$307M+5%+6%-2%10.0×n/an/a
OVB O4B.DEGermany$302M-11%+5%0%20.4×n/an/a
First Western Financial MYFWUnited States$300M+5%+6%24%11.9×n/an/a
Quants Research Institute 9552.TJapan$325M+59%+36%29%15.6×n/an/a
B.P. Marsh & Partners BPM.LUnited Kingdom$335M+6%+31%121%4.0×n/an/a
Australian Ethical Investment AEF.AXAustralia$360M+13%+9%30%19.1×n/an/a
AlTi Global ALTIUnited States$365M-40%+26%-27%9.8×n/an/a
CMS Info Systems CMSINFO.NSIndia$366M-25%+2%15%9.7×n/an/a
Value Partners 0806.HKHong Kong$367M-26%+164%39%5.1×n/an/a
Diamond BioFund 6901.TWTaiwan$371M+6%+100%n/an/an/an/a
eQ Oyj EQV1V.HEFinland$372M-15%0%45%15.7×n/an/a
ABC arbitrage ABCA.PAFrance$389M+14%+14%44%7.8×n/an/a
EQT EQT.AXAustralia$395M+16%-7%30%18.0×n/an/a
PensionBee PBEE.LUnited Kingdom$405M-12%+37%-13%182.5×n/an/a
Flat Capital FLAT-B.STSweden$413M-10%+2,082%-707%n/an/an/a
Kunwu Jiuding Investment 600053.SSChina$414M-41%-1%-133%n/an/an/a
Deutsche Beteiligungs DBAN.DEGermany$414M-23%+5%-29%n/an/an/a
China Merchants China Direct Investments 0133.HKHong Kong$416M-15%+81%-99%n/an/an/a
Mirae Asset Venture Investment 100790.KSSouth Korea$433M-79%+166%58%n/an/an/a
Sparx 8739.TJapan$470M+22%+30%52%n/an/an/a
Canara Robeco Asset Management CRAMC.NSIndia$473M-11%+17%62%19.2×n/an/a

Questions

Which companies are Brooks Macdonald's closest peers?
The cockpit's peer set: OVB (O4B.DE), First Western Financial (MYFW), Quants Research Institute (9552.T), B.P. Marsh & Partners (BPM.L), Australian Ethical Investment (AEF.AX), AlTi Global (ALTI), CMS Info Systems (CMSINFO.NS), Value Partners (0806.HK).
Is Brooks Macdonald expensive compared with its peers?
On forward p/e it trades at 10.0× against a peer median of 15.6×, 6th cheapest of 14 in its peer set.
How has Brooks Macdonald stock performed?
Over six months to 6 Nov 2026 the shares returned +5.3% against -11.0% for the median peer; over one year -9.8%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.