Brooks Macdonald Group (LSE:BRK) Return-on-Tangible-Equity: 29.30% (As of Dec. 2025) — Near Median

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LSE:BRK Brooks Macdonald Group PLC LSE:BRK
72 GF Score
Price £13.90
GF Value £18.76
Valuation Modestly Undervalued
! 5 Warning Signs
View Full Analysis

What is Brooks Macdonald Group Return-on-Tangible-Equity?

Brooks Macdonald Group LSE:BRK -1.42% 72 Return-on-Tangible-Equity is 29.30% as of Dec. 2025, which is 1% below its 10-year median of 29.67. GuruFocus rates LSE:BRK with a GF Score™ of 72/100 and a GF Value™ of £18.76 (Modestly Undervalued). The stock has 5 warning signs investors should review. Among 1,591 Asset Management companies, Brooks Macdonald Group ranks better than 88.25% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Brooks Macdonald Group's annualized net income for the quarter that ended in Dec. 2025 was £9.5 Mil. Brooks Macdonald Group's average shareholder tangible equity for the quarter that ended in Dec. 2025 was £32.3 Mil. Therefore, Brooks Macdonald Group's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2025 was 29.30%.

The historical rank and industry rank for Brooks Macdonald Group's Return-on-Tangible-Equity or its related term are showing as below:

LSE:BRK' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 10.26   Med: 29.67   Max: 97.75
Current: 33.58

During the past 13 years, Brooks Macdonald Group's highest Return-on-Tangible-Equity was 97.75%. The lowest was 10.26%. And the median was 29.67%.

LSE:BRK's Return-on-Tangible-Equity is ranked better than
88.25% of 1591 companies
in the Asset Management industry
Industry Median: 7.21 vs LSE:BRK: 33.58

Brooks Macdonald Group  (LSE:BRK) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


Brooks Macdonald Group Return-on-Tangible-Equity Related Terms


Brooks Macdonald Group Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Brooks Macdonald Group's Return-on-Tangible-Equity 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 Return-on-Tangible-Equity Chart

Brooks Macdonald Group Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 46.85 43.90 30.43 10.26 40.32

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
Return-on-Tangible-Equity 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 -11.42 30.08 25.85 39.82 29.30

LSE:BRK vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison

For the Asset Management subindustry, Brooks Macdonald Group's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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 Return-on-Tangible-Equity vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Brooks Macdonald Group's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where Brooks Macdonald Group's Return-on-Tangible-Equity falls into.


LSE:BRK
72GF Score
Brooks Macdonald Group PLC LSE:BRK
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Brooks Macdonald Group Return-on-Tangible-Equity Calculation

Brooks Macdonald Group's annualized Return-on-Tangible-Equity for the fiscal year that ended in Jun. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=20.984/( (69.111+34.984 )/ 2 )
=20.984/52.0475
=40.32 %

Brooks Macdonald Group's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=9.468/( (34.984+29.635)/ 2 )
=9.468/32.3095
=29.30 %

* 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 Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is two times the semi-annual (Dec. 2025) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 29.30% mean?
Brooks Macdonald Group (LSE:BRK) has a Return-on-Tangible-Equity of 29.30% as of Dec. 2025. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Brooks Macdonald Group and its competitors. This is near median its historical median of 29.67. Over the past decade, Brooks Macdonald Group's Return-on-Tangible-Equity has ranged from 10.26 to 97.75. According to the industry distribution chart, Brooks Macdonald Group ranks #187 out of 1591 companies in the Asset Management industry, placing it in the top 11.8%.
Is Brooks Macdonald Group's Return-on-Tangible-Equity too high?
Brooks Macdonald Group's current Return-on-Tangible-Equity of 29.30% is near median its 10-year median of 29.67. Over the past 10 years, this metric has ranged from a low of 10.26 to a high of 97.75. The Asset Management industry median Return-on-Tangible-Equity is 7.21. Brooks Macdonald Group's value of 29.30% is 306.4% above this industry median. Based on the distribution chart, Brooks Macdonald Group ranks #187 out of 1591 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Brooks Macdonald Group has a GF Score™ of 72/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Brooks Macdonald Group's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Brooks Macdonald Group ranks #187 out of 1591 companies for Return-on-Tangible-Equity. This places Brooks Macdonald Group in the top 12% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.21. Brooks Macdonald Group's value of 29.30% is 306.4% above this benchmark. Historically, Brooks Macdonald Group's own Return-on-Tangible-Equity has ranged from 10.26 to 97.75 over the past decade. While the company's 10-year median is 29.67 vs. the industry median of 7.21, 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 Return-on-Tangible-Equity for an Asset Management company?
The median Return-on-Tangible-Equity among Asset Management companies is 7.21, based on 1,591 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Brooks Macdonald Group's current Return-on-Tangible-Equity of 29.30% is 306.4% 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 Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Brooks Macdonald Group and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Brooks Macdonald Group's current Return-on-Tangible-Equity is 29.30%, which is near median its own 10-year median of 29.67. 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 £18.76, compared to a current price of £13.90 — trading 25.9% below its estimated fair value. The current Return-on-Tangible-Equity is 29.30%, which is near median its 10-year median of 29.67 and 306.4% above the Asset Management industry median of 7.21. Brooks Macdonald Group's overall GF Score™ is 72/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Brooks Macdonald Group (LSE:BRK), the current Return-on-Tangible-Equity is 29.30% 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 £13.90 is trading 25.9% below its estimated GF Value™ of £18.76. GuruFocus considers Brooks Macdonald Group to be Modestly Undervalued.

Key valuation signals for LSE:BRK:

  • Return-on-Tangible-Equity: 29.30% (near median its 10-year median of 29.67)
  • GF Value™: £18.76 vs. price of £13.90 (25.9% below fair value)
  • GF Score™: 72/100 with 5 warning signs
  • Industry Position: 306.4% above the Asset Management median (#187 of 1591)

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.
72GF Score

Get the complete analysis for LSE:BRK

Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£13.90
Price
£18.76
GF Value