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Brooks Macdonald Group plc (BRK.L)

London Stock Exchange Financial Services Asset ManagementView data quality →
56.7Fair

ValueMarkers Composite Index

Top 62%#17,049 of 44,722
Undervalued

39% below intrinsic value ($31)

UndervaluedFair ValueOvervalued
Piotroski
5/9
Neutral
Beneish
-2.93
Low Risk
Altman
2.85
Grey Zone
DCF Value
$31
Undervalued
ROIC
1.5%
Low
P/E
33.7
Growth
Updated: ·Source: Data sourced from SEC filings and institutional providers. Not financial advice.·Report data issue

Brooks Macdonald Group plc (BRK.L) — VMCI valuation read

Across 120 indicators, Brooks Macdonald Group plc (BRK.L) lands at VMCI 57/100. The Financial Services sector median is 50, so the 7-point above-median read is the active comparison. Pillar weighting on the score: Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%.

No material Form 4 disclosures landed on BRK.L in the past 30 days. Quiet insider tape removes one signal source; the active reads stay with the trailing-twelve-month financials and the next 10-Q.

**Investor frame.** On Value, BRK.L trades at 21.0x earnings, 17% above the Financial Services median of 18.0x; the EV/EBITDA delta of -2.0x reinforces that single line. On Quality, ROIC of 17.0% sits 7.0pp above the Financial Services median (10.0%). On Risk, net debt to EBITDA of 0.4x leaves covenant headroom for BRK.L on the trailing balance sheet.

BRK.L fell 0.1% over the trailing 7 days, with a -3.7% read on a 30-day basis.

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.

CEO: Andrea Gertrude Martha Montague485 employeesGBwww.brooksmacdonald.com

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