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Brooks Macdonald Group (BRK) Competitors

Brooks Macdonald Group logo
GBX 1,430 +20.00 (+1.42%)
As of 08/21/2026 12:28 PM Eastern

BRK vs. OCI, PHI, POLR, SAIN, and ESCT

Should you buy Brooks Macdonald Group stock or one of its competitors? Brooks Macdonald Group's main competitors and comparable companies include Oakley Capital Investments (OCI), Pacific Horizon Investment Trust (PHI), Polar Capital (POLR), Scottish American Investment (SAIN), and The European Smaller Companies Trust (ESCT). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Brooks Macdonald Group compare to Oakley Capital Investments?

Brooks Macdonald Group (LON:BRK) and Oakley Capital Investments (LON:OCI) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their media sentiment, profitability, institutional ownership, earnings, risk, valuation, analyst recommendations and dividends.

Brooks Macdonald Group pays an annual dividend of GBX 81 per share and has a dividend yield of 5.7%. Oakley Capital Investments pays an annual dividend of GBX 2.25 per share and has a dividend yield of 0.4%. Brooks Macdonald Group pays out 81.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Oakley Capital Investments pays out 6.6% of its earnings in the form of a dividend.

Oakley Capital Investments has a net margin of 74.73% compared to Brooks Macdonald Group's net margin of 5.71%. Oakley Capital Investments' return on equity of 4.67% beat Brooks Macdonald Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Brooks Macdonald Group5.71% 4.43% 7.37%
Oakley Capital Investments 74.73%4.67%4.33%

Brooks Macdonald Group presently has a consensus target price of GBX 1,650, suggesting a potential upside of 15.38%. Given Brooks Macdonald Group's higher probable upside, analysts clearly believe Brooks Macdonald Group is more favorable than Oakley Capital Investments.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brooks Macdonald Group
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
Oakley Capital Investments
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

In the previous week, Oakley Capital Investments had 5 more articles in the media than Brooks Macdonald Group. MarketBeat recorded 5 mentions for Oakley Capital Investments and 0 mentions for Brooks Macdonald Group. Oakley Capital Investments' average media sentiment score of 0.29 beat Brooks Macdonald Group's score of 0.00 indicating that Oakley Capital Investments is being referred to more favorably in the news media.

Company Overall Sentiment
Brooks Macdonald Group Neutral
Oakley Capital Investments Neutral

61.8% of Brooks Macdonald Group shares are owned by institutional investors. Comparatively, 25.6% of Oakley Capital Investments shares are owned by institutional investors. 10.1% of Brooks Macdonald Group shares are owned by insiders. Comparatively, 13.0% of Oakley Capital Investments shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Brooks Macdonald Group has a beta of 0.781, indicating that its share price is 22% less volatile than the broader market. Comparatively, Oakley Capital Investments has a beta of 0.469, indicating that its share price is 53% less volatile than the broader market.

Oakley Capital Investments has lower revenue, but higher earnings than Brooks Macdonald Group. Brooks Macdonald Group is trading at a lower price-to-earnings ratio than Oakley Capital Investments, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Brooks Macdonald Group£117.92M1.87£6.54M£99.7014.34
Oakley Capital Investments£66.57M12.80£88.03M£34.0015.24

Summary

Oakley Capital Investments beats Brooks Macdonald Group on 10 of the 18 factors compared between the two stocks.

How does Brooks Macdonald Group compare to Pacific Horizon Investment Trust?

Brooks Macdonald Group (LON:BRK) and Pacific Horizon Investment Trust (LON:PHI) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, analyst recommendations, profitability, risk, dividends, earnings, media sentiment and valuation.

Pacific Horizon Investment Trust has a net margin of 97.19% compared to Brooks Macdonald Group's net margin of 5.71%. Pacific Horizon Investment Trust's return on equity of 34.20% beat Brooks Macdonald Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Brooks Macdonald Group5.71% 4.43% 7.37%
Pacific Horizon Investment Trust 97.19%34.20%3.98%

Pacific Horizon Investment Trust has higher revenue and earnings than Brooks Macdonald Group. Pacific Horizon Investment Trust 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
Brooks Macdonald Group£117.92M1.87£6.54M£99.7014.34
Pacific Horizon Investment Trust£243.03M3.58£26.66M£288.483.87

61.8% of Brooks Macdonald Group shares are owned by institutional investors. Comparatively, 8.3% of Pacific Horizon Investment Trust shares are owned by institutional investors. 10.1% of Brooks Macdonald Group shares are owned by insiders. Comparatively, 2.0% of Pacific Horizon Investment Trust shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

In the previous week, Brooks Macdonald Group's average media sentiment score of 0.00 equaled Pacific Horizon Investment Trust'saverage media sentiment score.

Company Overall Sentiment
Brooks Macdonald Group Neutral
Pacific Horizon Investment Trust Neutral

Brooks Macdonald Group has a beta of 0.781, indicating that its share price is 22% less volatile than the broader market. Comparatively, Pacific Horizon Investment Trust has a beta of 1.194, indicating that its share price is 19% more volatile than the broader market.

Brooks Macdonald Group pays an annual dividend of GBX 81 per share and has a dividend yield of 5.7%. Pacific Horizon Investment Trust pays an annual dividend of GBX 1.50 per share and has a dividend yield of 0.1%. Brooks Macdonald Group pays out 81.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Pacific Horizon Investment Trust pays out 0.5% of its earnings in the form of a dividend.

Brooks Macdonald Group presently has a consensus target price of GBX 1,650, suggesting a potential upside of 15.38%. Given Brooks Macdonald Group's stronger consensus rating and higher probable upside, equities research analysts plainly believe Brooks Macdonald Group is more favorable than Pacific Horizon Investment Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brooks Macdonald Group
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
Pacific Horizon Investment Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Summary

Brooks Macdonald Group and Pacific Horizon Investment Trust tied by winning 8 of the 16 factors compared between the two stocks.

How does Brooks Macdonald Group compare to Polar Capital?

Polar Capital (LON:POLR) and Brooks Macdonald Group (LON:BRK) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their media sentiment, analyst recommendations, profitability, earnings, valuation, dividends, institutional ownership and risk.

32.0% of Polar Capital shares are owned by institutional investors. Comparatively, 61.8% of Brooks Macdonald Group shares are owned by institutional investors. 13.3% of Polar Capital shares are owned by insiders. Comparatively, 10.1% of Brooks Macdonald Group shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, Polar Capital had 1 more articles in the media than Brooks Macdonald Group. MarketBeat recorded 1 mentions for Polar Capital and 0 mentions for Brooks Macdonald Group. Polar Capital's average media sentiment score of 0.67 beat Brooks Macdonald Group's score of 0.00 indicating that Polar Capital is being referred to more favorably in the media.

Company Overall Sentiment
Polar Capital Positive
Brooks Macdonald Group Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Polar Capital£264.30M3.04£41.05M£59.2014.41
Brooks Macdonald Group£117.92M1.87£6.54M£99.7014.34

Polar Capital has a net margin of 21.43% compared to Brooks Macdonald Group's net margin of 5.71%. Polar Capital's return on equity of 42.37% beat Brooks Macdonald Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Polar Capital21.43% 42.37% 14.85%
Brooks Macdonald Group 5.71%4.43%7.37%

Polar Capital currently has a consensus target price of GBX 995, indicating a potential upside of 16.66%. Brooks Macdonald Group has a consensus target price of GBX 1,650, indicating a potential upside of 15.38%. Given Polar Capital's stronger consensus rating and higher probable upside, equities research analysts plainly believe Polar Capital is more favorable than Brooks Macdonald Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Polar Capital
0 Sell rating(s)
0 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
3.00
Brooks Macdonald Group
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

Polar Capital has a beta of 0.912, meaning that its share price is 9% less volatile than the broader market. Comparatively, Brooks Macdonald Group has a beta of 0.781, meaning that its share price is 22% less volatile than the broader market.

Polar Capital pays an annual dividend of GBX 46 per share and has a dividend yield of 5.4%. Brooks Macdonald Group pays an annual dividend of GBX 81 per share and has a dividend yield of 5.7%. Polar Capital pays out 77.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Brooks Macdonald Group pays out 81.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

Polar Capital beats Brooks Macdonald Group on 15 of the 18 factors compared between the two stocks.

How does Brooks Macdonald Group compare to Scottish American Investment?

Scottish American Investment (LON:SAIN) and Brooks Macdonald Group (LON:BRK) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their institutional ownership, valuation, media sentiment, analyst recommendations, profitability, risk, dividends and earnings.

Brooks Macdonald Group has a consensus price target of GBX 1,650, indicating a potential upside of 15.38%. Given Brooks Macdonald Group's stronger consensus rating and higher probable upside, analysts clearly believe Brooks Macdonald Group is more favorable than Scottish American Investment.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Scottish American Investment
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)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

In the previous week, Scottish American Investment's average media sentiment score of 0.00 equaled Brooks Macdonald Group'saverage media sentiment score.

Company Overall Sentiment
Scottish American Investment Neutral
Brooks Macdonald Group Neutral

7.4% of Scottish American Investment shares are owned by institutional investors. Comparatively, 61.8% of Brooks Macdonald Group shares are owned by institutional investors. 0.3% of Scottish American Investment shares are owned by company insiders. Comparatively, 10.1% of Brooks Macdonald Group shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Scottish American Investment has a beta of 0.94753844, meaning that its stock price is 5% less volatile than the broader market. Comparatively, Brooks Macdonald Group has a beta of 0.781, meaning that its stock price is 22% less volatile than the broader market.

Scottish American Investment has higher earnings, but lower revenue than Brooks Macdonald Group. Brooks Macdonald Group is trading at a lower price-to-earnings ratio than Scottish American Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Scottish American Investment£55.66M14.68£87.22M£32.4917.21
Brooks Macdonald Group£117.92M1.87£6.54M£99.7014.34

Scottish American Investment has a net margin of 88.06% compared to Brooks Macdonald Group's net margin of 5.71%. Scottish American Investment's return on equity of 6.08% beat Brooks Macdonald Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Scottish American Investment88.06% 6.08% 5.89%
Brooks Macdonald Group 5.71%4.43%7.37%

Scottish American Investment pays an annual dividend of GBX 16.14 per share and has a dividend yield of 2.9%. Brooks Macdonald Group pays an annual dividend of GBX 81 per share and has a dividend yield of 5.7%. Scottish American Investment pays out 49.7% of its earnings in the form of a dividend. Brooks Macdonald Group pays out 81.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

Brooks Macdonald Group beats Scottish American Investment on 9 of the 16 factors compared between the two stocks.

How does Brooks Macdonald Group compare to The European Smaller Companies Trust?

The European Smaller Companies Trust (LON:ESCT) and Brooks Macdonald Group (LON:BRK) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their media sentiment, risk, institutional ownership, analyst recommendations, dividends, valuation, earnings and profitability.

The European Smaller Companies Trust pays an annual dividend of GBX 4.90 per share and has a dividend yield of 2.1%. Brooks Macdonald Group pays an annual dividend of GBX 81 per share and has a dividend yield of 5.7%. The European Smaller Companies Trust pays out 8.8% of its earnings in the form of a dividend. Brooks Macdonald Group pays out 81.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

The European Smaller Companies Trust has a net margin of 74.11% compared to Brooks Macdonald Group's net margin of 5.71%. The European Smaller Companies Trust's return on equity of 29.01% beat Brooks Macdonald Group's return on equity.

Company Net Margins Return on Equity Return on Assets
The European Smaller Companies Trust74.11% 29.01% 6.62%
Brooks Macdonald Group 5.71%4.43%7.37%

The European Smaller Companies Trust has a beta of 1.296, meaning that its stock price is 30% more volatile than the broader market. Comparatively, Brooks Macdonald Group has a beta of 0.781, meaning that its stock price is 22% less volatile than the broader market.

1.3% of The European Smaller Companies Trust shares are held by institutional investors. Comparatively, 61.8% of Brooks Macdonald Group shares are held by institutional investors. 0.1% of The European Smaller Companies Trust shares are held by company insiders. Comparatively, 10.1% of Brooks Macdonald Group shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

The European Smaller Companies Trust has higher revenue and earnings than Brooks Macdonald Group. The European Smaller Companies Trust 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
The European Smaller Companies Trust£199.09M4.06£83.79M£55.494.26
Brooks Macdonald Group£117.92M1.87£6.54M£99.7014.34

Brooks Macdonald Group has a consensus price target of GBX 1,650, suggesting a potential upside of 15.38%. Given Brooks Macdonald Group's stronger consensus rating and higher possible upside, analysts plainly believe Brooks Macdonald Group is more favorable than The European Smaller Companies Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The European Smaller Companies Trust
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)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

In the previous week, The European Smaller Companies Trust's average media sentiment score of 0.00 equaled Brooks Macdonald Group'saverage media sentiment score.

Company Overall Sentiment
The European Smaller Companies Trust Neutral
Brooks Macdonald Group Neutral

Summary

Brooks Macdonald Group beats The European Smaller Companies Trust on 9 of the 16 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 BRK 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 GroupCapital Markets IndustryFinance SectorLON Exchange
Market Cap£220.91M£5.66B£13.63B£2.54B
Dividend Yield5.73%7.38%5.89%6.17%
P/E Ratio14.3439.0929.61367.57
Price / Sales1.871,235.26516.5783,481.74
Price / Cash5.4748.3138.1927.89
Price / Book1.512.132.187.19
Net Income£6.54M£416.48M£1.31B£5.89B
7 Day Performance1.78%-0.25%-0.30%0.30%
1 Month Performance1.42%2.06%2.37%3.31%
1 Year Performance-21.43%5.71%9.68%22.13%

Brooks Macdonald Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BRK
Brooks Macdonald Group
2.9271 of 5 stars
GBX 1,430
+1.4%
GBX 1,650
+15.4%
-21.4%£220.91M£117.92M14.34512
OCI
Oakley Capital Investments
1.5474 of 5 stars
GBX 526.81
+0.5%
N/A-6.5%£866.36M£66.57M15.49N/A
PHI
Pacific Horizon Investment Trust
N/AGBX 1,108.40
+0.4%
N/A+66.6%£864.32M£243.03M3.8418,800
POLR
Polar Capital
4.0026 of 5 stars
GBX 894.50
+0.6%
GBX 995
+11.2%
+77.7%£843.30M£264.30M15.11135
SAIN
Scottish American Investment
N/AGBX 561
-0.7%
N/A+8.1%£820.02M£55.66M17.27N/A

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This page (LON:BRK) was last updated on 8/23/2026 by MarketBeat.com Staff.
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