Brooks Macdonald Group (LSE:BRK) Effective Interest Rate on Debt %: 12.29% (As of Dec. 2025)

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LSE:BRK Brooks Macdonald Group PLC LSE:BRK
74 GF Score
Price £14.85
GF Value £18.83
Valuation Modestly Undervalued
! 4 Warning Signs
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What is Brooks Macdonald Group Effective Interest Rate on Debt %?

Brooks Macdonald Group LSE:BRK 74 Effective Interest Rate on Debt % is 12.29% as of Dec. 2025. GuruFocus rates LSE:BRK with a GF Score™ of 74/100 and a GF Value™ of £18.83 (Modestly Undervalued). The stock has 4 warning signs investors should review.

Effective Interest Rate on Debt % is the usage rate that a borrower actually pays on a debt. It is calculated as the positive value of Interest Expense divided by its average total debt. Total debt equals to Long-Term Debt & Capital Lease Obligation plus Short-Term Debt & Capital Lease Obligation. Brooks Macdonald Group's annualized positive value of Interest Expense for the quarter that ended in Dec. 2025 was £1.8 Mil. Brooks Macdonald Group's average total debt for the quarter that ended in Dec. 2025 was £14.6 Mil. Therefore, Brooks Macdonald Group's annualized Effective Interest Rate on Debt % for the quarter that ended in Dec. 2025 was 12.29%.


Brooks Macdonald Group  (LSE:BRK) Effective Interest Rate on Debt % Explanation

Effective Interest Rate on Debt % measures the usage rate that a borrower actually pays on a debt.


Brooks Macdonald Group Effective Interest Rate on Debt % Related Terms


Brooks Macdonald Group Effective Interest Rate on Debt % Historical Data

* Premium members only.

The historical data trend for Brooks Macdonald Group's Effective Interest Rate on Debt % 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 Effective Interest Rate on Debt % Chart

Brooks Macdonald Group Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Effective Interest Rate on Debt %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4.31 4.37 4.21 3.42 1.30

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
Effective Interest Rate on Debt % 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 3.31 3.40 6.25 0.33 12.29

LSE:BRK vs BLK, BX, KKR: Effective Interest Rate on Debt % Comparison

For the Asset Management subindustry, Brooks Macdonald Group's Effective Interest Rate on Debt %, along with its competitors' market caps and Effective Interest Rate on Debt % 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 Effective Interest Rate on Debt % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Brooks Macdonald Group's Effective Interest Rate on Debt % distribution charts can be found below:

* The bar in red indicates where Brooks Macdonald Group's Effective Interest Rate on Debt % falls into.


LSE:BRK
74GF Score
Brooks Macdonald Group PLC LSE:BRK
Effective Interest Rate on Debt % is just one metric. See GF Score™, valuation, warning signs, and more.
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Brooks Macdonald Group Effective Interest Rate on Debt % Calculation

Brooks Macdonald Group's annualized Effective Interest Rate on Debt % for the fiscal year that ended in Jun. 2025 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (A: Jun. 2024 )+Total Debt  (A: Jun. 2025 ))/ count )
=-1  *  -0.122/( (3.814+14.918)/ 2 )
=-1  *  -0.122/9.366
=1.30 %

where

Total Debt  (A: Jun. 2024 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=1.645 + 2.169
=3.814

Total Debt  (A: Jun. 2025 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=14.218 + 0.7
=14.918

Brooks Macdonald Group's annualized Effective Interest Rate on Debt % for the quarter that ended in Dec. 2025 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (Q: Jun. 2025 )+Total Debt  (Q: Dec. 2025 ))/ count )
=-1  *  -1.794/( (14.918+14.279)/ 2 )
=-1  *  -1.794/14.5985
=12.29 %

where

Total Debt  (Q: Jun. 2025 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=14.218 + 0.7
=14.918

Total Debt  (Q: Dec. 2025 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=13.531 + 0.748
=14.279

* 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.

In the calculation of annual Effective Interest Rate on Debt %, the Interest Expense of the last fiscal year and the average total debt over the fiscal year are used. In calculating the quarterly data, the Interest Expense data used here is two times the semi-annual (Dec. 2025) interest expense data. Effective Interest Rate on Debt % is displayed in the 30-year financial page.

What does a Effective Interest Rate on Debt % of 12.29% mean?
Brooks Macdonald Group (LSE:BRK) has a Effective Interest Rate on Debt % of 12.29% as of Dec. 2025. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Brooks Macdonald Group and its competitors.
Is Brooks Macdonald Group's Effective Interest Rate on Debt % too high?
Brooks Macdonald Group's current Effective Interest Rate on Debt % is 12.29%. 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 Effective Interest Rate on Debt % compare to BLK and BX?
Brooks Macdonald Group's Effective Interest Rate on Debt % of 12.29% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Effective Interest Rate on Debt % for an Asset Management company?
A good Effective Interest Rate on Debt % depends on the Asset Management industry context. However, Effective Interest Rate on Debt % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Effective Interest Rate on Debt % mean?
A high Effective Interest Rate on Debt % can signal that a stock is expensive relative to its fundamentals. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Brooks Macdonald Group and its competitors. Brooks Macdonald Group's current Effective Interest Rate on Debt % is 12.29%. 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 £18.83, compared to a current price of £14.85 — trading 21.1% below its estimated fair value. The current Effective Interest Rate on Debt % is 12.29%. 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 Effective Interest Rate on Debt % calculated?
Effective Interest Rate on Debt % is calculated from a company's financial statements. For Brooks Macdonald Group (LSE:BRK), the current Effective Interest Rate on Debt % is 12.29% as of Dec. 2025. 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 £18.83. GuruFocus considers Brooks Macdonald Group to be Modestly Undervalued.

Key valuation signals for LSE:BRK:

  • Effective Interest Rate on Debt %: 12.29%
  • GF Value™: £18.83 vs. price of £14.85 (21.1% below fair value)
  • GF Score™: 74/100 with 4 warning signs

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

Effective Interest Rate on Debt % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£14.85
Price
£18.83
GF Value