Added to YB: 2026-10-09
Pitch date: 2026-10-05
BRK.L [neutral]
Brooks Macdonald Group plc
+1.72%
current return
Author Info
Contrarian Cashflows publishes a monthly deep dive on a new value stock. Sign up for the newsletter.
Company Info
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.
Market Cap
GBP 228.1M
Pitch Price
GBP 14.55
Price Target
31.39 (+112%)
Dividend
5.65%
EV/EBITDA
20.82
P/E
97.35
EV/Sales
1.91
Sector
Capital Markets
Category
special_situation
Monday Delight: 05/10/2026 - Brooks Macdonald Group plc
BRK.L (update): Brooks Macdonald is a refocused UK wealth manager with potential strategic upside: Gresham House Asset Management has built a 22.23% stake, and five UK peers were acquired at valuations implying 46-115% upside in a sale. However, no process is confirmed, the shares are fairly priced on operating fundamentals at 11.7x normalized earnings, and rising underlying adjustments challenge the claim that its transformation is complete.
Read full article (1 min)