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About the company
Brooks Macdonald Group plc, through its various subsidiaries, provides investment management services in the United Kingdom and internationally. The Company's segments include UK Investment Management and International. UK Investment Management segment offers a range of investment management services to private high net worth individuals, pension funds, institutions, charities and trusts, as well as wealth management services to high-net-worth individuals and families, giving independent whole of market financial advice, enabling clients to build, manage and protect their wealth. International segment is based in the Channel Islands and the Isle of Man, offering a similar range of investment management and wealth management services as the UK Investment Management segment. Its services include bespoke portfolio service, decumulation service, managed portfolio service, bm investment solutions, responsible investment service, charity bespoke portfolio service and AIM portfolio service.
- Revenue in GBP (TTM)128.48m
- Net income in GBP6.58m
- Incorporated2002
- Employees509.00
- LocationBrooks Macdonald Group PLC21 Lombard StreetLONDON EC3V 9AHUnited KingdomGBR
- Phone+44 207 499 6424
- Fax+44 207 499 5718
- Websitehttps://www.brooksmacdonald.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Third Point Investors Ltd | 29.96m | 8.85m | 317.38m | 0.00 | 59.41 | 1.46 | -- | 10.45 | 0.3754 | 0.3754 | 0.9247 | 15.26 | 0.0527 | -- | 3,159.14 | -- | 1.56 | 5.65 | 1.56 | 5.65 | 33.43 | 59.67 | 29.53 | 54.59 | -- | -- | 0.00 | -- | 117.15 | -- | 104.50 | -- | -- | -- |
| Castelnau Group Ltd | 9.98m | -7.78m | 322.38m | 4.00 | -- | 1.39 | 42.83 | 32.30 | -0.0393 | -0.0393 | 0.0396 | 0.7258 | 0.0464 | -- | 38.24 | 2,495,180.00 | -3.61 | -- | -4.18 | -- | -8.18 | -- | -77.90 | -- | -- | -- | 0.1709 | -- | 133.43 | -- | 77.19 | -- | -- | -- |
| Fintel PLC | 64.90m | 7.10m | 324.99m | 494.00 | 44.95 | 3.10 | 27.24 | 4.91 | 0.0681 | 0.0681 | 0.6222 | 0.988 | 0.4786 | -- | 6.24 | 131,376.50 | 5.46 | 8.18 | 6.43 | 9.71 | -- | -- | 11.40 | 15.64 | -- | 20.60 | 0.1091 | 34.58 | -2.41 | 5.07 | -27.55 | 20.04 | 44.35 | 2.63 |
| CT Private Equity Trust PLC | 24.80m | 7.62m | 325.34m | 0.00 | 43.71 | 0.6667 | 59.24 | 13.17 | 0.1046 | 0.1046 | 0.3406 | 6.85 | 0.0419 | -- | 10.89 | -- | 1.29 | 12.98 | 1.41 | 14.19 | 35.23 | 85.27 | 30.73 | 83.91 | -- | -- | 0.1882 | 24.67 | -63.14 | -5.65 | -79.22 | -15.52 | -- | 14.26 |
| Henderson International Income Trust PLC | 18.14m | 12.76m | 327.77m | 0.00 | 25.72 | 0.9269 | -- | 18.10 | 0.0651 | 0.0651 | 0.0925 | 1.81 | 0.0473 | -- | 4.39 | -- | 3.33 | 4.38 | 3.35 | 4.51 | 85.29 | 85.64 | 70.38 | 76.59 | -- | -- | 0.0672 | 79.55 | -54.91 | -16.03 | -76.65 | -27.93 | -- | 7.10 |
| Nippon Active Value Fund PLC | 53.13m | 47.56m | 328.16m | 0.00 | 5.02 | 1.02 | -- | 6.16 | 0.3444 | 0.3444 | 0.4077 | 1.69 | 0.2215 | -- | 25.45 | -- | 19.83 | -- | 19.87 | -- | 97.30 | -- | 89.52 | -- | -- | 19.45 | 0.00 | -- | 680.97 | -- | 833.54 | -- | -- | -- |
| Sherborne Investors (Guernsey) C Ltd | 46.86m | 43.91m | 329.00m | 0.00 | 7.49 | 0.581 | -- | 7.02 | 0.0627 | 0.0627 | 0.0669 | 0.8089 | 0.0855 | -- | -- | -- | 8.01 | 4.16 | 8.02 | 4.17 | 95.54 | 86.54 | 93.73 | 83.52 | -- | 535.90 | 0.00 | 12.96 | 209.49 | -- | 192.36 | -- | -- | -- |
| Brooks Macdonald Group plc | 128.48m | 6.58m | 332.74m | 509.00 | 49.26 | 2.25 | 20.78 | 2.59 | 0.41 | 0.41 | 8.00 | 8.98 | 0.7013 | -- | 4.13 | 252,416.50 | 3.59 | 8.90 | 4.08 | 10.86 | -- | -- | 5.12 | 12.70 | -- | -- | 0.0306 | 65.55 | 1.28 | 4.37 | -22.48 | 26.46 | -11.72 | 9.80 |
| Invesco Bond Income Plus Ltd | 36.48m | 31.82m | 335.87m | 0.00 | 9.48 | 1.01 | -- | 9.11 | 0.1788 | 0.1788 | 0.2056 | 1.69 | 0.0918 | -- | 173.28 | -- | 8.01 | 2.73 | 10.87 | 3.70 | 94.84 | 85.82 | 87.24 | 76.70 | -- | 17.17 | 0.1363 | 166.53 | 214.89 | -- | 191.91 | -- | -- | 2.83 |
| Scottish Oriental Smaller Co's Trust PLC | 53.44m | 40.62m | 336.06m | 0.00 | 8.44 | 0.9099 | -- | 6.24 | 1.67 | 1.67 | 2.19 | 15.50 | 0.1367 | -- | -- | -- | 10.39 | 4.71 | 10.39 | 4.78 | 93.03 | 86.22 | 76.02 | 69.90 | -- | -- | 0.00 | 19.50 | -15.11 | -- | -29.61 | -- | -- | 2.48 |
| Baillie Gifford European Growth Trst PLC | 28.58m | 25.14m | 337.21m | 0.00 | 13.32 | 0.7342 | -- | 11.67 | 0.0708 | 0.0708 | 0.0799 | 1.28 | 0.0644 | -- | 5.50 | -- | 5.67 | -0.1853 | 5.68 | -0.1878 | 90.82 | -101.85 | 87.97 | -68.24 | -- | -- | 0.1142 | -- | 110.14 | -- | 111.50 | -- | -- | -31.74 |
| Biotech Growth Trust PLC | 79.73m | 74.60m | 338.38m | 0.00 | 4.77 | 0.9639 | -- | 4.26 | 2.18 | 2.18 | 2.21 | 10.79 | 0.2066 | -- | 10.60 | -- | 19.33 | 4.08 | 21.57 | 4.44 | 94.75 | 75.60 | 93.57 | 72.19 | -- | -- | 0.1153 | 0.00 | 320.38 | 24.49 | 280.64 | 28.73 | -- | -- |
| abrdn Asian Income Fund Limited | 16.30m | 8.74m | 339.73m | 0.00 | 40.44 | 0.8928 | -- | 20.75 | 0.0527 | 0.0527 | 0.0966 | 2.39 | 0.0366 | -- | 7.97 | -- | 1.96 | 5.42 | 2.12 | 5.81 | 81.34 | 89.80 | 53.65 | 77.56 | -- | 6.12 | 0.0745 | 69.17 | 256.76 | -- | 151.24 | -- | -- | 5.13 |
| CT UK Capital and Income Invst Trust PLC | 45.06m | 41.17m | 341.84m | 0.00 | 8.50 | 1.01 | -- | 7.59 | 0.3977 | 0.3977 | 0.4327 | 3.33 | 0.125 | -- | 15.65 | -- | 11.42 | 2.36 | 12.40 | 2.53 | 93.31 | 81.28 | 91.38 | 76.10 | -- | -- | 0.071 | 122.95 | 197.74 | 15.90 | 184.64 | 16.81 | -- | -3.49 |
| Baillie Gifford Shin Nippon PLC | -75.99m | -81.91m | 348.18m | 0.00 | -- | 0.789 | -- | -- | -0.2616 | -0.2616 | -0.2429 | 1.48 | -0.1286 | -- | -- | -- | -13.86 | -2.20 | -15.64 | -2.31 | -- | -- | -- | -- | -- | -- | 0.00 | -- | -8,177.23 | -- | -1,062.68 | -- | -- | -- |
| Lowland Investment Company P L C | 33.31m | 28.66m | 351.24m | 0.00 | 12.21 | 0.9501 | -- | 10.50 | 0.1061 | 0.1061 | 0.1233 | 1.36 | 0.0797 | -- | 7.55 | -- | 6.86 | -0.4307 | 7.31 | -0.4574 | 88.33 | -47.57 | 86.05 | -82.02 | -- | -- | 0.0749 | -- | 193.87 | 27.65 | 181.43 | 32.72 | -- | 2.97 |
Data as of Jul 23 2024. Currency figures normalised to Brooks Macdonald Group PLC's reporting currency: UK Pound GBX
77.79%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Liontrust Investment Partners LLPas of 03 Jul 2023 | 3.10m | 18.83% |
| Octopus Investments Ltd.as of 01 Jul 2024 | 2.47m | 15.00% |
| Gresham House Asset Management Ltd. (Investment Management)as of 28 Jun 2024 | 2.15m | 13.07% |
| Brooks Macdonald Asset Management Ltd.as of 30 Jun 2020 | 1.11m | 6.75% |
| Amati Global Investors Ltd.as of 30 Jun 2023 | 780.39k | 4.74% |
| Invesco Asset Management Ltd.as of 03 Apr 2024 | 741.43k | 4.51% |
| Canaccord Genuity Wealth Ltd.as of 30 Jun 2023 | 735.96k | 4.47% |
| Chelverton Asset Management Ltd.as of 30 Jun 2023 | 683.00k | 4.15% |
| Link Fund Solutions Ltd.as of 28 Mar 2024 | 628.02k | 3.82% |
| Rathbones Investment Management Ltd.as of 01 Jun 2024 | 404.00k | 2.46% |
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Data from 31 Dec 2023 - 28 Jun 2024Source: FactSet Research Systems Inc.
