# Brooks Macdonald Group plc (BRK.L) fundamentals

Data as of 2026-09-08. LSE, United Kingdom. Sector: Financial Services / Capital Markets. Price 1584p, market value 246 millionp.

## Valuation
- **P/E (trailing): 105.6×** (5-yr avg 2578.5×, 3-yr avg 3175.3×). Brooks Macdonald Group plc trades at 105.6× trailing earnings, well below its own five-year average of 2578.5×: cheap by its own standards. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 9.9×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.15**. A PEG of 0.15 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 1.0×**. Each dollar of revenue is priced at 1.0×.
- **Price / book: 1.6×**. The shares trade at 1.6× book value; book value is a meaningful part of the valuation.
- **EV / EBITDA: 4.4×**. Enterprise value is 4.4× operating earnings before depreciation, the multiple that ignores how the company is financed; below 8× is inexpensive for most sectors.
- **Free-cash-flow yield: 17.2%** (5-yr avg 0.1%). Free cash flow equals 17.2% of the market value, above its five-year average of 0.1%, so the shares are cheaper on cash than they have usually been. Above 5% is generally attractive.
- **Earnings yield: 0.9%**. The inverse of the P/E: 0.9% of the price is earned each year.

## Profitability
- **Gross margin: 93.2%**. Brooks Macdonald Group plc keeps 93.2% of revenue after the direct cost of what it sells, the kind of margin that comes with software, brands or pricing power.
- **Operating margin: 10.4%**. 10.4% of revenue is left after running the business.
- **Net margin: 9.6%**. 9.6% of each dollar of sales reaches the bottom line.
- **Return on equity: 6.9%**. 6.9% on shareholders' equity is weak; the business earns little on the capital its owners have in it.
- **Return on invested capital: 13.1%**. Return on all capital, debt included, is 13.1%.
- **Return on assets: 10.8%**. Each dollar of assets produces 10.8% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): -13.2%** (3-yr -3.1%/yr, 5-yr 0.5%/yr). Revenue fell 13.2% over the last year, against 0.5% a year compounded over five years: growth is slowing.
- **EPS growth (1 yr): 66.7%** (3-yr -23.3%/yr, 5-yr 8.6%/yr). Earnings per share rose 66.7%, faster than revenue, so margins expanded or the share count shrank.
- **Free-cash-flow growth (3 yr): -4.1%/yr**. Free cash flow has compounded at -4.1% a year over three years, keeping pace with earnings: the growth is real cash.

## Financial health
- **Piotroski F-score: 6/9**. 6 of 9 checks pass: mixed.
- **Cash and short-term investments: 35 millionp**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 5.09%** (1p per share, trailing). Brooks Macdonald Group plc yields 5.09%, an income-level yield.
- **Payout ratio: 119%** (60% of free cash flow). The dividend exceeds earnings (119% payout), though free cash flow still covers it.
- **Consecutive years of increases: 21**. 21 straight years of increases, a record that survived at least one recession.
- **Dividend growth (5 yr): 8.9%/yr** (1-yr 3.8%). The dividend has grown 8.9% a year over five years.
- **Shareholder yield: 10.5%**. Dividends plus net buybacks return 10.5% of the market value a year.

## Analyst view
- **Analyst consensus: strong_buy** (7 analysts). 7 analysts cover Brooks Macdonald Group plc; the consensus is strong_buy, with an average price target of 1933p (+22% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): -11.9%** (YTD -3.9%, 3-mo 17.0%). The shares are down 11.9% over twelve months including dividends.
- **From 52-week high: -15.1%** (27.7% above the low). Trading 15% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 68**. An RSI of 68 is neutral.
- **Beta (1 yr): 0.59** (volatility 27%). Beta of 0.59 against the FTSE All-Share: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=BRK.L · Page: https://foliofundamentals.com/stocks/brk.l

Not investment advice.