Brooks Macdonald Group (LSE:BRK) ROCE %: 8.02% (As of Dec. 2025)


LSE:BRK Brooks Macdonald Group PLC LSE:BRK
74 GF Score
Price £13.00
GF Value £18.76
Valuation Significantly Undervalued
! 5 Warning Signs
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What is Brooks Macdonald Group ROCE %?

Brooks Macdonald Group LSE:BRK +1.17% 74 ROCE % is 8.02% as of Dec. 2025. GuruFocus rates LSE:BRK with a GF Score™ of 74/100 and a GF Value™ of £18.76 (Significantly Undervalued). The stock has 5 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Brooks Macdonald Group's annualized ROCE % for the quarter that ended in Dec. 2025 was 8.02%.

Brooks Macdonald Group  (LSE:BRK) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Brooks Macdonald Group ROCE % Related Terms

Brooks Macdonald Group ROCE % Historical Data

* Premium members only.

The historical data trend for Brooks Macdonald Group's ROCE % 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 ROCE % Chart

Brooks Macdonald Group Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 17.30 19.38 13.79 15.10 10.32

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
ROCE % 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 14.56 16.34 15.62 5.66 8.02
LSE:BRK
74GF Score
Brooks Macdonald Group PLC LSE:BRK
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Brooks Macdonald Group ROCE % Calculation

Brooks Macdonald Group's annualized ROCE % for the fiscal year that ended in Jun. 2025 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=17.641/( ( (192.96 - 32.621) + (230.677 - 49.101) )/ 2 )
=17.641/( (160.339+181.576)/ 2 )
=17.641/170.9575
=10.32 %

Brooks Macdonald Group's ROCE % of for the quarter that ended in Dec. 2025 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=14.202/( ( (230.677 - 49.101) + (206.521 - 34.117) )/ 2 )
=14.202/( ( 181.576 + 172.404 )/ 2 )
=14.202/176.99
=8.02 %

(1) Note: The EBIT data used here is two times the semi-annual (Dec. 2025) EBIT data.

* 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.

Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of 8.02% mean?
Brooks Macdonald Group (LSE:BRK) has a ROCE % of 8.02% as of Dec. 2025.
Is Brooks Macdonald Group's ROCE % too high?
Brooks Macdonald Group's current ROCE % is 8.02%. The Asset Management industry median ROCE % is 4.46. Brooks Macdonald Group's value of 8.02% is 79.8% above this industry median. Overall, Brooks Macdonald Group has a GF Score™ of 74/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Brooks Macdonald Group's ROCE % compare to BLK and BX?
Brooks Macdonald Group's ROCE % of 8.02% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.46. Brooks Macdonald Group's value of 8.02% is 79.8% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for an Asset Management company?
The median ROCE % among Asset Management companies is 4.46, based on 707 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Brooks Macdonald Group's current ROCE % of 8.02% is 79.8% 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 ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Brooks Macdonald Group's current ROCE % is 8.02%. 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 Significantly Undervalued. The stock's GF Value™ is £18.76, compared to a current price of £13.00 — trading 30.7% below its estimated fair value. The current ROCE % is 8.02% and 79.8% above the Asset Management industry median of 4.46. Brooks Macdonald Group's overall GF Score™ is 74/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Brooks Macdonald Group (LSE:BRK), the current ROCE % is 8.02% 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 £13.00 is trading 30.7% below its estimated GF Value™ of £18.76. GuruFocus considers Brooks Macdonald Group to be Significantly Undervalued.

Key valuation signals for LSE:BRK:

  • ROCE %: 8.02%
  • GF Value™: £18.76 vs. price of £13.00 (30.7% below fair value)
  • GF Score™: 74/100 with 5 warning signs
  • Industry Position: 79.8% above the Asset Management median

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

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ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£13.00
Price
£18.76
GF Value