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BRK.L$1350.00+0.37%
Fair $1350.00+0.0%

BRK.L

Brooks Macdonald Group plc

Financial Services / Asset ManagementLSE

$1350.00

+5.00 (+0.37%)

Fairly Valued+0.0%Fair Value $1350.00Fund rank 34/100 · Data gapFallback financials|
SA 20/D
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 50.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

20/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 0unknown: 5
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · BRK.LLocal privado en este navegador · Brooks Macdonald Group plc
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$209M

P/E

30.0x

↑

EV/EBITDA

783.0x

↑

ROE

13.6%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$1350
$1325$1880

TradingView lightweight chart

BRK.L price, volumen y niveles de valoración

Último $1,350Periodo +773.8%
Fair value: $1,350

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

-13.4%

FCF margin

—

FCF / Net income

0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue — · net income $21.0M · FCF $15.4M

2021-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

—— pts

FCF margin

—— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue——$106.7M$123.8M$122.2M$118.2M
Net Income$21.0M$21.0M$6.5M$18.1M$23.4M—
EBITDA$28.1M$28.1M$31.7M$32.0M$39.3M—
EPS1.291.290.391.131.44—
Gross Margin——20.8%17.4%22.0%—
Operating Margin——20.8%17.4%22.0%18.8%
Net Margin——6.1%14.7%19.2%—
Balance Sheet
Debt/Equity——0.030.030.04—
Current Ratio1.151.15————
Cash Flow
Free Cash Flow$15.4M$15.4M$33.1M$21.3M$27.3M$27.4M
Returns
ROE13.6%13.6%4.2%11.5%15.8%—
Valuation
P/E30.0030.004974.621918.291488.92—
EV/EBITDA782.95782.951011.801088.08886.25—
P/B142.44142.44210.67221.29234.81—
Growth & Yield
Revenue Growth——-13.8%1.3%3.4%—
EPS Growth226.9%226.9%-65.0%-22.0%——
Dividend Yield6.1%6.1%————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

353.1%

muy exigente

EPS terminal req.

$119.79

Spread vs growth

-126.2%

5Y implied EPS CAGR

157.2%

muy exigente

EPS terminal req.

$144.95

Spread vs growth

69.7%

10Y implied EPS CAGR

68.2%

muy exigente

EPS terminal req.

$233.44

Spread vs growth

158.7%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -9.0%

Total return

-9.0%

Start / end P/E

4035.5x → 1048.1x

EPS bridge

0.39 → 1.29

Residual

-168.0%

EPS growth+226.9%
Multiple rerating-74.0%
Dividend+6.1%
Residual / FX / buybacks / cross-term-168.0%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.