Brooks Macdonald Group (BRK) Fair Value & Analysis
Financial Services · GB · Market cap 208M GBX
Fair value as of: Jun 26, 2026
From 26 valuation models · updated 3 days ago
Share price −7.4% over the past month.
Price vs Fair Value (12 months)
12‑month range £12.55 – £18.11 · fair‑value band £8.80 – £14.66 · the £12.65 price screens above the £11.73 fair value. As of Jun 26, 2026.
✦ Which stocks are undervalued right now? Check free Discover now →Analysis
Brooks Macdonald Group (BRK) currently trades at £12.65, while our model-based Fair Value estimate is £11.73 — implying the stock looks roughly 7.3% overvalued today. We read business quality at 95/100 (high quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).
Over the trailing twelve months, Brooks Macdonald Group generated revenue of £118M at a net margin of 5.7%. Revenue grew 12.3% year over year. It earns a return on equity of 4.7%. The balance sheet holds a net cash position of £19.0M. Fundamentals as of Jun 26, 2026
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.
About the company
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.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Brooks Macdonald Group reported revenue of £111M in FY2025 versus £118M in FY2021, a compound −1.5%/yr. Reported net income was £10.7M in FY2025, compounding −14.2%/yr from FY2021.
Open the full interactive analysis →
Similar stocks
6 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Fondul Proprietatea SA FP | $0.0420 | $0.0800 | +90% |
| The Schiehallion Fund Limited MNTN | $2.27 | $4.54 | +100% |
| BlackRock, Inc BLK | 17,417 MXN | 11,340 MXN | -35% |
| BH Macro Limited BHMU | $4.42 | $8.84 | +100% |
| Blackstone Inc BX | $118.48 | $55.81 | -53% |
| Investor AB IVSBF | $40.08 | $80.15 | +100% |
Explore undervalued stocks
More undervalued Financial Services stocks →
Frequently asked questions
Is Brooks Macdonald Group (BRK) undervalued?
What is the fair value of BRK?
What is the quality score of BRK?
What is the revenue of Brooks Macdonald Group (BRK)?
What is the net profit margin of BRK?
Does Brooks Macdonald Group pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.