Brooks Macdonald Group (LSE:BRK) Cyclically Adjusted PB Ratio: 1.59 (As of Aug. 29, 2026) — 53% Below Median

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LSE:BRK Brooks Macdonald Group PLC LSE:BRK
74 GF Score
Price £14.85
GF Value £18.82
Valuation Modestly Undervalued
! 4 Warning Signs
View Full Analysis

What is Brooks Macdonald Group Cyclically Adjusted PB Ratio?

Brooks Macdonald Group LSE:BRK +2.08% 74 Cyclically Adjusted PB Ratio is 1.59 as of Aug. 29, 2026, which is 53% below its 10-year median of 3.37. GuruFocus rates LSE:BRK with a GF Score™ of 74/100 and a GF Value™ of £18.82 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 972 Asset Management companies, Brooks Macdonald Group ranks worse than 78.7% on this metric.

As of today (2026-08-29), Brooks Macdonald Group's current share price is £14.85. Brooks Macdonald Group's Cyclically Adjusted Book per Share for the fiscal year that ended in Jun25 was £9.34. Brooks Macdonald Group's Cyclically Adjusted PB Ratio for today is 1.59.

The historical rank and industry rank for Brooks Macdonald Group's Cyclically Adjusted PB Ratio or its related term are showing as below:

LSE:BRK' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 1.33   Med: 3.37   Max: 8.81
Current: 1.59

During the past 13 years, Brooks Macdonald Group's highest Cyclically Adjusted PB Ratio was 8.81. The lowest was 1.33. And the median was 3.37.

LSE:BRK's Cyclically Adjusted PB Ratio is ranked worse than
78.7% of 972 companies
in the Asset Management industry
Industry Median: 0.85 vs LSE:BRK: 1.59

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

Brooks Macdonald Group's adjusted book value per share data of for the fiscal year that ended in Jun25 was £9.896. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is £9.34 for the trailing ten years ended in Jun25.

Shiller PE for Stocks: The True Measure of Stock Valuation


Brooks Macdonald Group  (LSE:BRK) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


Brooks Macdonald Group Cyclically Adjusted PB Ratio Related Terms


Brooks Macdonald Group Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Brooks Macdonald Group's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Brooks Macdonald Group Cyclically Adjusted PB Ratio Chart

Brooks Macdonald Group Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.71 3.05 2.62 2.23 1.83

Brooks Macdonald Group Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 2.23 0.00 1.83 0.00

LSE:BRK vs BLK, BX, KKR: Cyclically Adjusted PB Ratio Comparison

For the Asset Management subindustry, Brooks Macdonald Group's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Brooks Macdonald Group Cyclically Adjusted PB Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Brooks Macdonald Group's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Brooks Macdonald Group's Cyclically Adjusted PB Ratio falls into.


LSE:BRK
74GF Score
Brooks Macdonald Group PLC LSE:BRK
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Brooks Macdonald Group Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

Brooks Macdonald Group's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=14.85/9.34
=1.59

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Brooks Macdonald Group's Cyclically Adjusted Book per Share for the fiscal year that ended in Jun25 is calculated as:

For example, Brooks Macdonald Group's adjusted Book Value per Share data for the fiscal year that ended in Jun25 was:

Adj_Book=Book Value per Share/CPI of Jun25 (Change)*Current CPI (Jun25)
=9.896/138.4000*138.4000
=9.896

Current CPI (Jun25) = 138.4000.

Brooks Macdonald Group Annual Data

Book Value per Share CPI Adj_Book
201606 6.055 101.000 8.297
201706 6.214 103.500 8.309
201806 6.295 105.900 8.227
201906 6.227 107.900 7.987
202006 7.661 108.800 9.745
202106 8.282 111.400 10.289
202206 9.159 120.500 10.520
202306 9.594 129.400 10.261
202406 9.491 133.000 9.876
202506 9.896 138.400 9.896

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

What does a Cyclically Adjusted PB Ratio of 1.59 mean?
Brooks Macdonald Group (LSE:BRK) has a Cyclically Adjusted PB Ratio of 1.59 as of Aug. 29, 2026. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Brooks Macdonald Group and its competitors. This is 53% below median its historical median of 3.37. Over the past decade, Brooks Macdonald Group's Cyclically Adjusted PB Ratio has ranged from 1.33 to 8.81. According to the industry distribution chart, Brooks Macdonald Group ranks #765 out of 972 companies in the Asset Management industry, placing it in the top 78.7%.
Is Brooks Macdonald Group's Cyclically Adjusted PB Ratio too high?
Brooks Macdonald Group's current Cyclically Adjusted PB Ratio of 1.59 is 53% below median its 10-year median of 3.37. Over the past 10 years, this metric has ranged from a low of 1.33 to a high of 8.81. The Asset Management industry median Cyclically Adjusted PB Ratio is 0.85. Brooks Macdonald Group's value of 1.59 is 87.1% above this industry median. Based on the distribution chart, Brooks Macdonald Group ranks #765 out of 972 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Brooks Macdonald Group has a GF Score™ of 74/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Brooks Macdonald Group's Cyclically Adjusted PB Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Brooks Macdonald Group ranks #765 out of 972 companies for Cyclically Adjusted PB Ratio. This places Brooks Macdonald Group in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 0.85. Brooks Macdonald Group's value of 1.59 is 87.1% above this benchmark. Historically, Brooks Macdonald Group's own Cyclically Adjusted PB Ratio has ranged from 1.33 to 8.81 over the past decade. While the company's 10-year median is 3.37 vs. the industry median of 0.85, Brooks Macdonald Group has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PB Ratio for an Asset Management company?
The median Cyclically Adjusted PB Ratio among Asset Management companies is 0.85, based on 972 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Brooks Macdonald Group's current Cyclically Adjusted PB Ratio of 1.59 is 87.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PB Ratio mean?
A high Cyclically Adjusted PB Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Brooks Macdonald Group and its competitors. For the Asset Management industry, the median Cyclically Adjusted PB Ratio is 0.85 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Brooks Macdonald Group's current Cyclically Adjusted PB Ratio is 1.59, which is 53% below median its own 10-year median of 3.37. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Brooks Macdonald Group stock overvalued right now?
Based on GuruFocus' analysis, Brooks Macdonald Group (LSE:BRK) is currently considered Modestly Undervalued. The stock's GF Value™ is £18.82, compared to a current price of £14.85 — trading 21.1% below its estimated fair value. The current Cyclically Adjusted PB Ratio is 1.59, which is 53% below median its 10-year median of 3.37 and 87.1% above the Asset Management industry median of 0.85. Brooks Macdonald Group's overall GF Score™ is 74/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For Brooks Macdonald Group (LSE:BRK), the current Cyclically Adjusted PB Ratio is 1.59 as of Aug. 29, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Brooks Macdonald Group (LSE:BRK) Overvalued in 2026?

Based on GuruFocus' analysis, Brooks Macdonald Group stock appears to be undervalued. The current stock price of £14.85 is trading 21.1% below its estimated GF Value™ of £18.82. GuruFocus considers Brooks Macdonald Group to be Modestly Undervalued.

Key valuation signals for LSE:BRK:

  • Cyclically Adjusted PB Ratio: 1.59 (53% below median its 10-year median of 3.37)
  • GF Value™: £18.82 vs. price of £14.85 (21.1% below fair value)
  • GF Score™: 74/100 with 4 warning signs
  • Industry Position: 87.1% above the Asset Management median (#765 of 972)

No single metric tells the full story. See the LSE:BRK stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Brooks Macdonald Group Business Description

Other Exchanges BRKl:UKBRK.GB:UK
Address 40 Leadenhall Street, London, GBR, EC3A 2BJ
Brooks Macdonald Group PLC provides investment management services, handles offshore fund management and administration services, and acts as a fund manager to regulated open-ended investment companies. It provides its services to private investors, pension funds, charities, trusts, high-net-worth families, and employee benefit consultancies. It also offers specialized funds in the property and absolute return sectors and manages property assets on behalf of these funds and other clients. Additionally, the company is involved in international investment advisory services as well. The majority of its revenue is generated from the investment management business. Geographically, the company carries out all of its operations in the United Kingdom.
74GF Score

Get the complete analysis for LSE:BRK

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£14.85
Price
£18.82
GF Value