Brooks Macdonald Group
Brooks Macdonald Group plc, through its subsidiaries, provides wealth management and financial planning services to private individuals, trusts, charities, and pension funds in the United Kingdom. The company offers financial planning advisory services, such as personal financial planning, life insurance, employee benefits, mortgage advice, tax guidance, estate planning, high-value insurance, and… Read more
Brooks Macdonald Group (BRK) - Total Assets
Latest total assets as of June 2025: GBX232.66 Million GBX
Based on the latest financial reports, Brooks Macdonald Group (BRK) holds total assets worth GBX232.66 Million GBX as of June 2025.
Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments.
Brooks Macdonald Group - Total Assets Trend (2002–2025)
This chart illustrates how Brooks Macdonald Group’s total assets have evolved over time, based on quarterly financial data. Explore and compare other companies by total assets.
Brooks Macdonald Group - Asset Composition Analysis
Current Asset Composition (June 2025)
Brooks Macdonald Group's total assets of GBX232.66 Million consist of 26.3% current assets and 73.7% non-current assets.
| Asset Category | Amount (GBX) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | GBX0.00 | 14.6% |
| Accounts Receivable | GBX16.59 Million | 7.1% |
| Inventory | GBX0.00 | 0.0% |
| Property, Plant & Equipment | GBX0.00 | 0.0% |
| Intangible Assets | GBX16.59 Million | 7.1% |
| Goodwill | GBX63.34 Million | 27.2% |
Asset Composition Trend (2002–2025)
This chart illustrates how Brooks Macdonald Group's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution.
Key Asset Composition Facts
- Current vs. Non-Current Assets: Brooks Macdonald Group's current assets represent 26.3% of total assets in 2025, a decrease from 90.0% in 2002.
- Cash Position: Cash and equivalents constituted 14.6% of total assets in 2025, down from 20.6% in 2002.
- Tangible vs. Intangible: Intangible assets (including goodwill) make up 34.0% of total assets, an increase from 0.0% in 2002.
- Asset Diversification: The largest asset category is goodwill at 27.2% of total assets.
Brooks Macdonald Group Competitors by Total Assets
Key competitors of Brooks Macdonald Group based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
Bexil Cp
PINK:BXLC
|
USA | $29.44 Million |
|
Norte Grande
SN:NORTEGRAN
|
Chile | CL$2.91 Billion |
|
BlackRock Capital Allocation Trust
NYSE:BCAT
|
USA | $1.87 Billion |
|
Big Tech 50 R&D-Limited Partnership
TA:BIGT
|
Israel | ILA14.08 Million |
|
Zhuhai Huajin Capital Co Ltd
SHE:000532
|
China | CN¥2.38 Billion |
|
Shaanxi International Trust Co Ltd
SHE:000563
|
China | CN¥29.45 Billion |
|
Sichuan Shuangma Cement Co Ltd
SHE:000935
|
China | CN¥9.30 Billion |
|
Sk Securities
KO:001510
|
Korea | ₩7.28 Trillion |
Brooks Macdonald Group - Asset Efficiency Metrics
Asset efficiency metrics measure how effectively a company uses its assets to generate revenue and profits. These indicators help investors evaluate management's ability to deploy capital efficiently.
Asset Turnover Ratio
Measures how efficiently a company uses its assets to generate sales
Moderate asset utilization - Brooks Macdonald Group generates 0.48x its asset value in annual revenue.
Return on Assets (ROA)
Measures how efficiently a company uses its assets to generate profits
Moderate ROA - For every $100 in assets, Brooks Macdonald Group generates $ 4.58 in net profit.
Brooks Macdonald Group - Liquidity and Working Capital Analysis
Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.
Key Liquidity Metrics
| Metric | Current | 1 Year Ago | 5 Years Ago |
|---|---|---|---|
| Current Ratio | 1.25 | 2.29 | 2.69 |
| Quick Ratio | 1.25 | 2.29 | 2.77 |
| Cash Ratio | 0.00 | 0.00 | 0.00 |
| Working Capital | GBX12.08 Million | GBX 42.08 Million | GBX 48.28 Million |
Brooks Macdonald Group - Advanced Valuation Insights
This section examines the relationship between Brooks Macdonald Group's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.
Key Valuation Metrics
| Current Price-to-Book Ratio | 1.66 |
| Latest Market Cap to Assets Ratio | 0.00 |
| Asset Growth Rate (YoY) | 20.6% |
| Total Assets | GBX232.66 Million |
| Market Capitalization | $31.10K USD |
Valuation Analysis
Below Book Valuation: The market values Brooks Macdonald Group's assets below their book value (0.00 x), which may indicate investor concerns about asset quality or future growth.
Rapid Asset Growth: Brooks Macdonald Group's assets grew by 20.6% over the past year, indicating significant expansion of the company's resource base.
Annual Total Assets for Brooks Macdonald Group (2002–2025)
The table below shows the annual total assets of Brooks Macdonald Group from 2002 to 2025.
| Year | Total Assets | Change |
|---|---|---|
| 2025-06-30 | GBX232.66 Million | +20.57% |
| 2024-06-30 | GBX192.96 Million | -1.18% |
| 2023-06-30 | GBX195.26 Million | +3.23% |
| 2022-06-30 | GBX189.15 Million | +1.76% |
| 2021-06-30 | GBX185.87 Million | +7.57% |
| 2020-06-30 | GBX172.80 Million | +47.57% |
| 2019-06-30 | GBX117.10 Million | -6.72% |
| 2018-06-30 | GBX125.53 Million | +1.36% |
| 2017-06-30 | GBX123.84 Million | +6.56% |
| 2016-06-30 | GBX116.22 Million | +3.45% |
| 2015-06-30 | GBX112.34 Million | +11.20% |
| 2014-06-30 | GBX101.03 Million | +17.90% |
| 2013-06-30 | GBX85.70 Million | +110.43% |
| 2012-06-30 | GBX40.73 Million | +8.20% |
| 2011-06-30 | GBX37.64 Million | +60.32% |
| 2010-06-30 | GBX23.48 Million | +69.18% |
| 2009-06-30 | GBX13.88 Million | +35.16% |
| 2008-06-30 | GBX10.27 Million | +18.15% |
| 2007-06-30 | GBX8.69 Million | +53.48% |
| 2006-06-30 | GBX5.66 Million | +41.66% |
| 2005-06-30 | GBX4.00 Million | +83.26% |
| 2004-06-30 | GBX2.18 Million | +56.79% |
| 2003-06-30 | GBX1.39 Million | -23.53% |
| 2002-06-30 | GBX1.82 Million | -- |