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Brooks Macdonald Group (BRK) Competitors

Brooks Macdonald Group logo
GBX 1,501.85 -23.15 (-1.52%)
As of 04:19 AM Eastern

BRK vs. FSV, ASHM, IEM, BRWM, RICA, TRY, JEO, SAIN, APEO, and OCI

Should you be buying Brooks Macdonald Group stock or one of its competitors? The main competitors of Brooks Macdonald Group include Fidelity Investment Trust - Fidelity Special Values (FSV), Ashmore Group (ASHM), Impax Environmental Markets (IEM), BlackRock World Mining Trust (BRWM), Ruffer Investment (RICA), TR Property Investment Trust (TRY), European Opportunities Trust (JEO), Scottish American Investment (SAIN), abrdn Private Equity Opportunities (APEO), and Oakley Capital Investments (OCI). These companies are all part of the "asset management" industry.

Brooks Macdonald Group vs.

Fidelity Investment Trust - Fidelity Special Values (LON:FSV) and Brooks Macdonald Group (LON:BRK) are both small-cap financial services companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, community ranking, media sentiment, profitability, risk, analyst recommendations, dividends, institutional ownership and valuation.

Brooks Macdonald Group has a net margin of 5.03% compared to Fidelity Investment Trust - Fidelity Special Values' net margin of -26.15%. Brooks Macdonald Group's return on equity of 4.17% beat Fidelity Investment Trust - Fidelity Special Values' return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelity Investment Trust - Fidelity Special Values-26.15% -0.32% 0.33%
Brooks Macdonald Group 5.03%4.17%7.37%

Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 10 per share and has a dividend yield of 3.2%. Brooks Macdonald Group pays an annual dividend of GBX 78 per share and has a dividend yield of 5.2%. Fidelity Investment Trust - Fidelity Special Values pays out -100,000.0% of its earnings in the form of a dividend. Brooks Macdonald Group pays out 20,000.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Brooks Macdonald Group had 2 more articles in the media than Fidelity Investment Trust - Fidelity Special Values. MarketBeat recorded 4 mentions for Brooks Macdonald Group and 2 mentions for Fidelity Investment Trust - Fidelity Special Values. Fidelity Investment Trust - Fidelity Special Values' average media sentiment score of 1.92 beat Brooks Macdonald Group's score of -0.03 indicating that Fidelity Investment Trust - Fidelity Special Values is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fidelity Investment Trust - Fidelity Special Values
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Brooks Macdonald Group
0 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral

Brooks Macdonald Group received 197 more outperform votes than Fidelity Investment Trust - Fidelity Special Values when rated by MarketBeat users. However, 76.81% of users gave Fidelity Investment Trust - Fidelity Special Values an outperform vote while only 68.24% of users gave Brooks Macdonald Group an outperform vote.

CompanyUnderperformOutperform
Fidelity Investment Trust - Fidelity Special ValuesOutperform Votes
106
76.81%
Underperform Votes
32
23.19%
Brooks Macdonald GroupOutperform Votes
303
68.24%
Underperform Votes
141
31.76%

Brooks Macdonald Group has a consensus price target of GBX 2,150, suggesting a potential upside of 42.13%. Given Brooks Macdonald Group's stronger consensus rating and higher probable upside, analysts clearly believe Brooks Macdonald Group is more favorable than Fidelity Investment Trust - Fidelity Special Values.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fidelity Investment Trust - Fidelity Special Values
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Brooks Macdonald Group
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Fidelity Investment Trust - Fidelity Special Values has a beta of 1.11, meaning that its stock price is 11% more volatile than the S&P 500. Comparatively, Brooks Macdonald Group has a beta of 0.8, meaning that its stock price is 20% less volatile than the S&P 500.

Brooks Macdonald Group has higher revenue and earnings than Fidelity Investment Trust - Fidelity Special Values. Fidelity Investment Trust - Fidelity Special Values is trading at a lower price-to-earnings ratio than Brooks Macdonald Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidelity Investment Trust - Fidelity Special Values£11.88M85.39-£3.11M-£0.01-31,300.00
Brooks Macdonald Group£128.26M1.89£6.46M£0.393,878.79

64.8% of Fidelity Investment Trust - Fidelity Special Values shares are held by institutional investors. Comparatively, 79.9% of Brooks Macdonald Group shares are held by institutional investors. 0.9% of Fidelity Investment Trust - Fidelity Special Values shares are held by insiders. Comparatively, 11.9% of Brooks Macdonald Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Summary

Brooks Macdonald Group beats Fidelity Investment Trust - Fidelity Special Values on 14 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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BRK vs. The Competition

MetricBrooks Macdonald GroupAsset Management IndustryFinancial SectorLON Exchange
Market Cap£242.79M£1.11B£3.82B£2.03B
Dividend Yield4.17%4.66%4.44%5.16%
P/E Ratio3,878.79806.95426.991,927.13
Price / Sales1.891,482.402,915.90421,310.89
Price / Cash5.4765.3752.6429.19
Price / Book1.591.171.893.07
Net Income£6.46M£62.69M£437.23M£183.47M
7 Day Performance4.33%1.59%2.71%3.08%
1 Month Performance-8.60%1.78%4.88%3.53%
1 Year Performance-14.78%10.65%14.47%165.99%

Brooks Macdonald Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BRK
Brooks Macdonald Group
3.3085 of 5 stars
GBX 1,501.85
-1.5%
GBX 2,150
+43.2%
-14.8%£241.05M£128.26M3,850.90512
FSV
Fidelity Investment Trust - Fidelity Special Values
N/AGBX 305
+0.8%
N/A+13.6%£988.51M£11.88M-30,500.0025,000Positive News
ASHM
Ashmore Group
0.7699 of 5 stars
GBX 147.90
+0.1%
GBX 174
+17.6%
-26.8%£980.96M£186.80M1,056.43283
IEM
Impax Environmental Markets
N/AGBX 386
+0.8%
N/A+9.3%£969.17M£1.57M-9,650.00N/A
BRWM
BlackRock World Mining Trust
N/AGBX 490
+0.8%
N/A-4.2%£936.78M£8.72M-7,000.00147,000
RICA
Ruffer Investment
N/AGBX 265
+0.6%
N/A+2.1%£919.66M£19.58M8,833.33N/A
TRY
TR Property Investment Trust
N/AGBX 289
-0.2%
N/A-3.7%£917.14M£-528,720,000.00-164.2026Positive News
JEO
European Opportunities Trust
N/AN/AN/AN/A£886.70M£-62,326,000.00-12.93N/A
SAIN
Scottish American Investment
N/AGBX 494
-0.1%
N/A-0.4%£880.90M£103.33M988.00N/A
APEO
abrdn Private Equity Opportunities
N/AN/AN/AN/A£880.29M£80.21M1,435.00N/A
OCI
Oakley Capital Investments
N/AGBX 497
-0.2%
N/A+1.8%£876.81M£99.09M994.00N/A

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This page (LON:BRK) was last updated on 1/21/2025 by MarketBeat.com Staff
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