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Home CompaniesBrooks Macdonald Group

Brooks Macdonald Group

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
1490.0 GBX 35.00 ( 2.41%)
Last update at 2026-10-27T16:35:00Z
VOLUME
19420
Market Cap
220.91M
P/E
31.78

Momentum Score

…

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. It also provides investment management, such as bespoke portfolio service, managed portfolio service, alternative investment market portfolio service, multi-asset funds, and brooks macdonald investment solutions. The company was founded in 1991 and is headquartered in London, the United Kingdom.

Source: TradingView
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Day Price Range
1450.00
Low
1490.00
High
52 Week Price Range
1316.16
Low
1807.00
High

Momentum Score

…
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Brooks Macdonald Group is a UK-listed wealth manager providing discretionary investment management, financial planning and advisory services to private clients, charities and intermediaries. Long-term growth drivers include rising demand for professional wealth management, recurring fee income tied to assets under management and selective acquisitions. Investors may find the company attractive for its asset-light, fee-driven model and focus on higher-margin clients.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
1455.00
Dividend Yield
5.77%
Revenue TTM
117.92M
Revenue Per Share
7.43
Gross Profit TTM
117.92M
Debt / Equity
0.10
ROE
4.67%
Net Debt
-19.00M
ROCE
11.18%
Diluted EPS TTM
0.45

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Income before tax 17.52M 11.62M 22.24M 29.55M 25.09M
Net income 10.66M 6.46M 18.15M 23.41M 19.64M
Selling general administrative - - - 95.29M 96.01M
Gross profit 12.28M 20.33M 21.57M 26.92M 22.19M
Reconciled depreciation 10.41M 10.45M 9.48M 9.43M 10.34M
Ebit 20.52M 11.81M 22.47M 26.87M 20.76M
Ebitda 30.94M 18.72M 31.95M 39.35M 36.11M
Depreciation and amortization 10.41M 6.91M 9.48M 12.48M 15.35M
Operating income 20.52M 20.41M 21.41M 26.87M 20.76M
Other operating expenses 90.76M 107.85M 102.37M 95.34M 97.45M
Interest expense 0.12M 0.20M 0.23M 0.37M 0.68M
Tax provision 5.89M 5.16M 4.09M 6.13M 5.45M
Interest income 2.53M 3.03M 1.09M 0.07M 0.05M
Net interest income 1.94M 2.82M 0.80M -0.30M -0.63M
Income tax expense 5.89M 5.16M 4.09M 6.13M 5.45M
Total revenue 111.29M 128.26M 123.78M 122.21M 118.21M
Total operating expenses 99.28M -0.08M 0.16M 95.34M 97.45M
Cost of revenue 99.28M 107.93M 102.21M 95.29M 96.01M
Total other income expense net -3.01M -8.79M 0.83M 2.68M 4.33M
Net income from continuing ops 11.63M 6.46M 18.15M 23.41M 19.64M
Net income applicable to common shares - - 18.15M 23.41M 19.64M
Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Total assets 232.66M 192.96M 195.26M 189.15M 185.87M
Intangible assets 16.59M 41.70M 47.42M 45.21M 49.22M
Other current assets -51.60M 29.06M - 30.47M 28.48M
Total liab 78.21M 40.62M 37.91M 40.72M 51.87M
Total stockholder equity 154.45M 152.34M 157.34M 148.43M 134.00M
Other current liab -0.70M 20.85M 1.47M 1.98M 5.93M
Common stock 0.16M 0.17M 0.16M 0.16M 0.16M
Capital stock 0.16M 0.17M 0.16M 0.16M 0.16M
Retained earnings 70.30M 62.67M 66.24M 59.16M 46.67M
Other liab - - 7.14M 8.86M 10.03M
Good will 63.34M 41.52M 53.16M 40.67M 40.67M
Other assets 232.66M 2.25M - 3.00M 2.74M
Cash 33.91M 44.73M 53.35M 61.33M 54.90M
Total current liabilities 49.10M 32.62M 27.59M 27.79M 36.41M
Current deferred revenue - - 1.65M - 1.98M
Net debt -19.00M -40.92M -48.21M -55.30M -48.03M
Short term debt 0.70M 4.34M 1.96M 1.95M 1.45M
Short long term debt total 14.92M 3.81M 5.14M 6.03M 6.87M
Other stockholder equity 83.99M 89.50M 90.94M 89.10M 87.17M
Property plant equipment - - 6.45M 7.17M 8.73M
Total current assets 61.18M 74.70M 87.72M 92.58M 84.00M
Net tangible assets - - 56.76M 62.54M 44.11M
Short term investments 1.09M 0.91M 0.82M 0.78M 0.62M
Net receivables 16.59M 29.06M 33.54M 30.47M 2.30M
Accounts payable 7.96M 3.73M 22.52M 23.86M 27.05M
Accumulated other comprehensive income 0.01M 6.17M - - -
Common stock total equity - - - - 0.16M
Non currrent assets other -137.66M -1.35M 0.82M 0.78M 0.62M
Non current assets total 169.50M 118.26M 107.53M 96.56M 101.87M
Capital lease obligations 14.92M 3.81M 5.14M 6.03M 6.87M
Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Investments -4.25M -29.42M -18.05M -0.21M -11.34M
Change to liabilities - - -1.53M -3.19M 3.77M
Total cashflows from investing activities -5.49M -29.42M -18.05M -9.35M -11.34M
Net borrowings - - -2.30M -1.78M -1.97M
Total cash from financing activities -25.05M -16.10M -14.88M -14.76M -15.03M
Change to operating activities - - 0.10M -1.09M -0.05M
Net income 11.63M 20.41M 21.41M 26.87M 20.76M
Change in cash -10.82M -8.62M -7.97M 6.43M 4.73M
Begin period cash flow 44.73M 53.35M 61.33M 54.90M 50.17M
End period cash flow 33.91M 44.73M 53.35M 61.33M 54.90M
Total cash from operating activities 25.97M 36.89M 24.96M 30.54M 31.10M
Issuance of capital stock -2.42M -1.47M -1.16M 0.44M 0.72M
Depreciation 10.41M 10.45M 9.48M 9.43M 10.34M
Other cashflows from investing activities 27.67M 1.50M 1.13M 0.07M 0.05M
Dividends paid 12.70M 12.09M 11.42M 10.32M 8.57M
Change to account receivables 0.54M 4.39M -2.21M -2.02M -2.33M
Sale purchase of stock -9.54M -2.15M - -3.10M -5.21M
Other cashflows from financing activities -2.96M -2.54M -2.30M 1.31M 3.24M
Change to netincome - - 0.97M 4.00M -0.26M
Capital expenditures 1.85M 1.82M 3.70M 3.20M 3.68M
Change in working capital 4.27M 10.15M -3.64M -6.31M 1.38M
Stock based compensation 1.38M 2.41M 2.69M 2.78M 2.99M
Other non cash items -0.35M -6.53M 0.16M -2.23M 1.44M
Free cash flow 24.12M 35.08M 21.26M 27.34M 27.42M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(GBX)
Price
(GBX)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
BRK
Brooks Macdonald Group		 35.00
2.41%		 1490.00 31.78 9.47 1.87 1.47 1.87 9.30
MNTN
Schiehallion Fund Ltd		 -0.01
0.46%		 2.18 0.05 - 4.35 1.25 5.65 -
BHMU
BH Macro Limited		 -
-%		 4.29 0.09 - 39.01 0.71 6.47 -
TFG
Tetragon Financial Group Ltd		 0.15
1.00%		 15.10 0.02 7.04 1.16 0.31 2.06 6.56
BPCR
BioPharma Credit PLC		 0.00
0.41%		 0.98 0.09 - 6.73 0.91 7.95 -

Profile*

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. It also provides investment management, such as bespoke portfolio service, managed portfolio service, alternative investment market portfolio service, multi-asset funds, and brooks macdonald investment solutions. The company was founded in 1991 and is headquartered in London, the United Kingdom.

40 Leadenhall Street, London, United Kingdom, EC3A 2BJ

44 20 7499 6424

https://www.brooksmacdonald.com

473

Name Title Year Born
Mr. Paul A. Perrault Chairman & CEO 1952
Mr. Michael W. McCurdy Esq. Co-Pres & COO 1969
Mr. Carl M. Carlson Co-Pres & Chief Financial Officer 1964
Mr. James M. Cosman Chief Operations Officer 1951
Ms. Marissa S. Martin Gen. Counsel & Corp. Sec. 1983
Ms. Janytra M. Brooks Chief HR Officer 1983
Mr. William R. MacKenzie Sr. VP of Commercial Lending NA
Mr. Mark J. Meiklejohn Chief Credit Officer 1964
Mr. Michael J. Fanger CEO of Eastern Funding LLC, Pres of Eastern Funding LLC and Director of Eastern Funding LLC 1958
Mr. Darryl J. Fess Pres, CEO & Director of Brookline Bank 1962

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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