Latest news with #BPMarsh
Yahoo
31-07-2025
- Business
- Yahoo
Undiscovered Gems In The UK To Watch This July 2025
As the United Kingdom's FTSE 100 index grapples with the ripple effects of weak trade data from China, investors are keenly observing how these global cues impact domestic markets. In such a climate, identifying promising small-cap stocks that demonstrate resilience and potential for growth becomes crucial, particularly those less exposed to international volatility and more aligned with stable local demand. Top 10 Undiscovered Gems With Strong Fundamentals In The United Kingdom Name Debt To Equity Revenue Growth Earnings Growth Health Rating B.P. Marsh & Partners NA 38.21% 41.39% ★★★★★★ BioPharma Credit NA 7.22% 7.91% ★★★★★★ Bioventix NA 7.39% 5.15% ★★★★★★ Rights and Issues Investment Trust NA -7.87% -8.41% ★★★★★★ Andrews Sykes Group NA 2.08% 5.03% ★★★★★★ Nationwide Building Society 277.32% 10.61% 23.42% ★★★★★☆ Goodwin 37.02% 9.75% 15.68% ★★★★★☆ FW Thorpe 2.95% 11.79% 13.49% ★★★★★☆ Distribution Finance Capital Holdings 9.15% 50.88% 67.63% ★★★★★☆ AltynGold 73.21% 26.90% 31.85% ★★★★☆☆ Click here to see the full list of 59 stocks from our UK Undiscovered Gems With Strong Fundamentals screener. Let's explore several standout options from the results in the screener. Mha Simply Wall St Value Rating: ★★★★★☆ Overview: Mha Plc provides financial and business strategy services to enterprises and individuals, with a market cap of £367.49 million. Operations: Revenue from Mha Plc's provision of professional services stands at £154.04 million. Mha, a dynamic player in the UK market, has shown impressive growth with earnings surging 28% over the past year, outpacing the Professional Services industry's -2.8%. The company trades at 18.5% below its estimated fair value and boasts high-quality earnings. Recent guidance indicates a significant revenue increase to £224 million for FY25, marking a 45.4% rise from £154 million in FY24. Despite concerns about future earnings decline averaging 31.2% annually over three years, Mha's robust cash position relative to debt and strong interest coverage paint a promising picture for potential investors seeking undervalued opportunities. Navigate through the intricacies of Mha with our comprehensive health report here. Evaluate Mha's historical performance by accessing our past performance report. BioPharma Credit Simply Wall St Value Rating: ★★★★★★ Overview: BioPharma Credit PLC is an investment trust focused on investing in interest-bearing debt assets, with a market cap of approximately $987.03 million. Operations: The investment trust generates revenue primarily from its investments in debt assets secured by royalties, amounting to $150.03 million. With a market cap of approximately $987.03 million, the company's financial focus is on leveraging interest-bearing debt assets for income generation. BioPharma Credit stands out in the UK market with its robust financial health and strategic positioning. The company, debt-free for five years, showcases high-quality earnings and a significant 12.7% growth in earnings over the past year, outpacing the Capital Markets industry average of 7.4%. Its shares are trading at a notable 22.2% discount to estimated fair value, suggesting potential upside for investors. Recent events include an interim dividend declaration of $0.0175 per share, reinforcing shareholder value commitment. With levered free cash flow reaching $140 million as of June 2024, BioPharma Credit seems well-positioned for continued stability and growth potential in its niche sector. Click here and access our complete health analysis report to understand the dynamics of BioPharma Credit. Examine BioPharma Credit's past performance report to understand how it has performed in the past. Metro Bank Holdings Simply Wall St Value Rating: ★★★★☆☆ Overview: Metro Bank Holdings PLC is a bank holding company for Metro Bank PLC, offering business, commercial, retail and private banking products and services in the United Kingdom with a market cap of £881.60 million. Operations: Metro Bank Holdings generates revenue primarily from its banking segment, totaling £398.20 million. The company's net profit margin is a key financial metric to consider when evaluating its profitability. Metro Bank Holdings, with total assets of £17.6 billion and equity of £1.2 billion, has been navigating a challenging landscape. The bank's earnings grew by 44% last year, outpacing the industry average of 11.9%, despite a significant one-off loss of £75 million affecting recent results. Total deposits stand at £14.9 billion against loans totaling £9 billion, but concerns arise from the high level of bad loans at 5.5% and a low allowance for bad loans at 38%. With most liabilities funded by customer deposits (91%), Metro Bank remains focused on strategic growth through higher-yielding loan products and digital partnerships like Infosys to enhance operational efficiency while managing risks in corporate lending exposure. Metro Bank Holdings focuses on higher-yielding loans and digital efficiencies for potential growth; click here to explore the full narrative. Key Takeaways Get an in-depth perspective on all 59 UK Undiscovered Gems With Strong Fundamentals by using our screener here. Are any of these part of your asset mix? Tap into the analytical power of Simply Wall St's portfolio to get a 360-degree view on how they're shaping up. Simply Wall St is a revolutionary app designed for long-term stock investors, it's free and covers every market in the world. Ready For A Different Approach? Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include AIM:MHA LSE:BPCR and LSE:MTRO. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
17-06-2025
- Business
- Yahoo
B.P. Marsh & Partners And 2 Other Undiscovered Gems In The UK Market
In the current landscape, the United Kingdom's market has faced headwinds as evidenced by the FTSE 100's recent decline, influenced by weak trade data from China and its impact on global commodity demand. Despite these challenges, there remain opportunities within the UK market to identify promising small-cap stocks that may not be on every investor's radar. In this context, finding a good stock often involves looking for companies with strong fundamentals and unique growth potential that can weather broader economic uncertainties. Name Debt To Equity Revenue Growth Earnings Growth Health Rating B.P. Marsh & Partners NA 38.21% 41.39% ★★★★★★ BioPharma Credit NA 7.22% 7.91% ★★★★★★ Anglo-Eastern Plantations NA 8.55% 11.10% ★★★★★★ Rights and Issues Investment Trust NA -7.87% -8.41% ★★★★★★ Andrews Sykes Group NA 2.08% 5.03% ★★★★★★ Nationwide Building Society 277.32% 10.61% 23.42% ★★★★★☆ FW Thorpe 2.95% 11.79% 13.49% ★★★★★☆ Goodwin 37.02% 9.75% 15.68% ★★★★★☆ AltynGold 73.21% 26.90% 31.85% ★★★★☆☆ Law Debenture 17.80% 11.81% 7.59% ★★★★☆☆ Click here to see the full list of 55 stocks from our UK Undiscovered Gems With Strong Fundamentals screener. Here we highlight a subset of our preferred stocks from the screener. Simply Wall St Value Rating: ★★★★★★ Overview: B.P. Marsh & Partners PLC is a company that focuses on investing in early-stage financial services intermediary businesses both in the United Kingdom and internationally, with a market cap of £255.45 million. Operations: Revenue for B.P. Marsh & Partners primarily stems from the provision of consultancy services and trading investments in financial services, totaling £115.24 million. B.P. Marsh & Partners, a nimble player in the financial sector, has shown remarkable growth with earnings surging 134% over the past year, outpacing its industry peers. The firm operates debt-free and trades at a discount of 36.6% below its estimated fair value, signaling potential undervaluation. Recently, it reported net income of £99.5 million for the fiscal year ending January 2025, up from £42.53 million previously. Additionally, they have been active in share repurchases and proposed a dividend increase to 6.78 pence per share pending shareholder approval in July 2025. Delve into the full analysis health report here for a deeper understanding of B.P. Marsh & Partners. Gain insights into B.P. Marsh & Partners' historical performance by reviewing our past performance report. Simply Wall St Value Rating: ★★★★★★ Overview: James Halstead plc is a company that manufactures and supplies flooring products for both commercial and domestic uses across various international markets, with a market cap of approximately £664.77 million. Operations: James Halstead generates revenue primarily from the manufacture and distribution of flooring products, amounting to £268.52 million. The company's operations span multiple international markets, contributing to its financial performance. James Halstead, a standout in the UK market with a price-to-earnings ratio of 15.7x, offers value below the broader market average of 16.1x. Despite facing a negative earnings growth of 4.6% last year, which is slightly better than the building industry's average of 5.5%, it remains profitable with robust free cash flow standing at £49.54 million as of March 2024. The company has reduced its debt-to-equity ratio from 0.2% to just 0.1% over five years, indicating prudent financial management and more cash than total debt on hand, ensuring stability and potential for future growth initiatives like dividend increases recently announced by the firm. Get an in-depth perspective on James Halstead's performance by reading our health report here. Learn about James Halstead's historical performance. Simply Wall St Value Rating: ★★★★☆☆ Overview: The Law Debenture Corporation p.l.c. is an investment trust that offers independent professional services globally to a diverse range of clients, with a market capitalization of £1.31 billion. Operations: Law Debenture generates revenue primarily from its investment portfolio (£35.91 million) and independent professional services (£61.66 million). The net profit margin is a key indicator of financial performance, reflecting the company's ability to convert revenue into profit after covering all expenses. Law Debenture, a promising player in the UK market, has seen its earnings soar by 29% over the past year, outpacing the Capital Markets industry's 11.1% growth. The company's price-to-earnings ratio of 13.5x is attractive compared to the broader UK market's 16.1x, suggesting good value for investors. With a net debt to equity ratio standing at a satisfactory 13.6%, Law Debenture's financial health appears robust, further supported by an impressive interest coverage of 18.2x EBIT over interest payments. Recent dividend announcements reflect confidence in its ongoing performance and shareholder returns strategy. Navigate through the intricacies of Law Debenture with our comprehensive health report here. Evaluate Law Debenture's historical performance by accessing our past performance report. Investigate our full lineup of 55 UK Undiscovered Gems With Strong Fundamentals right here. Already own these companies? Bring clarity to your investment decisions by linking up your portfolio with Simply Wall St, where you can monitor all the vital signs of your stocks effortlessly. Discover a world of investment opportunities with Simply Wall St's free app and access unparalleled stock analysis across all markets. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include AIM:BPM AIM:JHD and LSE:LWDB. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
16-06-2025
- Business
- Yahoo
3 Leading UK Dividend Stocks To Consider
As the FTSE 100 and FTSE 250 indices experience downward pressure, largely due to disappointing trade data from China, investors are increasingly seeking stability amidst global economic uncertainties. In such a climate, dividend stocks can offer a reliable income stream and potential for capital appreciation, making them an attractive option for those looking to navigate the current market challenges. Name Dividend Yield Dividend Rating WPP (LSE:WPP) 7.15% ★★★★★★ Treatt (LSE:TET) 3.14% ★★★★★☆ OSB Group (LSE:OSB) 6.78% ★★★★★☆ NWF Group (AIM:NWF) 4.76% ★★★★★☆ Man Group (LSE:EMG) 7.43% ★★★★★☆ Keller Group (LSE:KLR) 3.26% ★★★★★☆ James Latham (AIM:LTHM) 6.84% ★★★★★☆ Grafton Group (LSE:GFTU) 3.67% ★★★★★☆ Dunelm Group (LSE:DNLM) 6.69% ★★★★★☆ 4imprint Group (LSE:FOUR) 5.03% ★★★★★☆ Click here to see the full list of 60 stocks from our Top UK Dividend Stocks screener. Let's dive into some prime choices out of the screener. Simply Wall St Dividend Rating: ★★★★☆☆ Overview: B.P. Marsh & Partners PLC invests in early-stage financial services intermediary businesses both in the United Kingdom and internationally, with a market cap of £252.86 million. Operations: B.P. Marsh & Partners PLC generates revenue of £115.24 million from its consultancy services and trading investments within the financial services sector. Dividend Yield: 3.2% B.P. Marsh & Partners has proposed a dividend of 6.78 pence per share, reflecting its commitment to returning value to shareholders despite a historically volatile dividend record. The company's dividends are well-covered by both earnings and cash flows, with payout ratios of 5% and 24%, respectively. Recent strong earnings growth and strategic share buybacks further support its financial stability, though the dividend yield remains below the UK top tier average. Get an in-depth perspective on B.P. Marsh & Partners' performance by reading our dividend report here. Upon reviewing our latest valuation report, B.P. Marsh & Partners' share price might be too pessimistic. Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Brooks Macdonald Group plc offers investment and wealth management services to private clients, pension funds, professional intermediaries, and trustees in the United Kingdom and the Channel Islands, with a market cap of £261.59 million. Operations: Brooks Macdonald Group plc generates its revenue by delivering a variety of financial services, including investment and wealth management, to clients such as private individuals, pension funds, professional intermediaries, and trustees across the UK and the Channel Islands. Dividend Yield: 4.7% Brooks Macdonald Group's dividend yield of 4.73% is lower than the top UK payers, and though dividends have grown steadily over the past decade, they are not well covered by earnings due to a high payout ratio of 187.5%. However, cash flows adequately cover the dividends with a cash payout ratio of 50%. Despite recent profit margin declines and financial impacts from one-off items, BRK trades slightly below its estimated fair value. Dive into the specifics of Brooks Macdonald Group here with our thorough dividend report. In light of our recent valuation report, it seems possible that Brooks Macdonald Group is trading beyond its estimated value. Simply Wall St Dividend Rating: ★★★★★☆ Overview: Halyk Bank of Kazakhstan Joint Stock Company, along with its subsidiaries, offers corporate and retail banking services mainly in Kazakhstan, Kyrgyzstan, Georgia, and Uzbekistan, with a market cap of $6.34 billion. Operations: Halyk Bank of Kazakhstan's revenue segments include Retail Banking with ₸207.87 billion, Corporate Banking at ₸822.96 billion, Investment Banking generating ₸254.72 billion, and Small and Medium Enterprises (SME) Banking contributing ₸189.80 billion. Dividend Yield: 9.9% Halyk Bank of Kazakhstan's dividend yield is among the top 25% in the UK market, supported by a low payout ratio of 31.7%, indicating strong earnings coverage. However, its dividend history has been volatile and unreliable over the past decade. Despite trading at a significant discount to its estimated fair value and recent robust earnings growth, concerns arise from a high level of bad loans at 6.8%. Unlock comprehensive insights into our analysis of Halyk Bank of Kazakhstan stock in this dividend report. In light of our recent valuation report, it seems possible that Halyk Bank of Kazakhstan is trading behind its estimated value. Reveal the 60 hidden gems among our Top UK Dividend Stocks screener with a single click here. Have you diversified into these companies? Leverage the power of Simply Wall St's portfolio to keep a close eye on market movements affecting your investments. Maximize your investment potential with Simply Wall St, the comprehensive app that offers global market insights for free. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include AIM:BPM LSE:BRK and LSE:HSBK. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
13-06-2025
- Business
- Yahoo
B.P. Marsh & Partners PLC (LSE:BPM) Full Year 2025 Earnings Call Highlights: Record Profit ...
Net Asset Value (NAV): Increased by 42.4% to 326.4 million GBP. Profit Before Tax: 104.7 million GBP, up from 43 million GBP in the prior year. Dividend Income: Increased to just under 11p per share from 5.5p per share in the previous year. Total Shareholder Return: 44.2% for the year ended 31st January 2025. Equity Portfolio Value: Increased by 83.5% to 224.1 million GBP. Available Capital: 74.1 million GBP as of 31st January 2025, decreased to 65.2 million GBP by 10th June 2025. Loan Portfolio: 25.6 million GBP, a decrease from 28.9 million GBP the previous year. Cash and Treasury: 74.1 million GBP, up from 40.5 million GBP in January 2024. Average Interest Rate on Loans: Approximately 10%, up from 9.7% the previous year. Dividends Paid: Total of 16.8 million GBP as of 31st January 2025, with 4 million GBP paid during the financial year. Warning! GuruFocus has detected 3 Warning Sign with LSE:BPM. Release Date: June 10, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. B.P. Marsh & Partners PLC (LSE:BPM) reported a 42% increase in net asset value (NAV) year-on-year, rising from 250 million to over 326 million. The company delivered a profit before tax of 104 million for the year, a significant increase from 43 million in the prior year. Dividend income to shareholders increased to just under 11p per share, compared to 5.5p per share in the previous financial year. Strong performance from key investments, including Pantheon, XPT in the US, and ATC in Australia, contributed significantly to growth. The company successfully executed profitable disposals, such as Lili Plumber Risk and CBC, enhancing shareholder returns. The available capital decreased from 74.1 million to 65.2 million post-year-end due to new investments and dividend payments. The scale of share buybacks was considered small, with some investors questioning the potential for an increase. There is uncertainty regarding the potential disposal of remaining holdings by PSC, which could impact share price stability. The company faces challenges in the wider macroeconomic conditions and insurance market, which could affect future performance. Despite strong results, the company remains cautious about the valuation of potential deferred consideration payments from certain investments. Q: Does PSC intend to dispose of its remaining holdings in BP Marsh? A: Daniel Topping, Chief Information Officer, explained that PSC, now owned by Ardonna, a P/E consolidator, might consider disposing of its remaining holdings in BP Marsh. Ardonna has already sold half of its shareholding, and given the non-core nature of the investment, they might look to sell the rest in the short to medium term, although they are currently in a lockout period. Q: Can the scale of share buybacks be increased? A: Daniel Topping noted that the company has the authority to buy back up to 10% of shares, as approved at the recent EGM. They are focused on managing buybacks sensibly and in the long-term best interests of shareholders. Q: What are the financial highlights for the year ending January 31, 2025? A: Francesca Chappell, Chief Financial Officer, reported a 42.4% increase in NAV, reaching an all-time high of 326.4 million. Profit before tax was 104.7 million, with significant contributions from unrealized gains in the equity portfolio. Q: How did Pantheon perform in the financial year 2025? A: Daniel Topping highlighted Pantheon as a standout performer, experiencing significant growth across key metrics. The company has been successful in the Lloyd's broking sector, providing a compelling client proposition and attracting other brokers. Q: What is the company's strategy for new investments and disposals? A: Daniel Topping stated that BP Marsh typically targets about three new investments per annum alongside one or two disposals, subject to satisfactory returns. The company continues to focus on identifying businesses with strong management teams and growth potential. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Yahoo
06-06-2025
- Business
- Yahoo
BP Marsh offloads Sterling to Australia's ATC Insurance
BP Marsh, the UK-based specialist investor, has divested its approximately 20% stake in Sterling Insurance to ATC Insurance Solutions, an Australian underwriting agency in which BP Marsh already has a 25% holding. The transaction saw ATC acquire 100% of Sterling's issued share capital for a total consideration of A$33.2m, through a combination of cash and equity. BP Marsh's portion of the deal, corresponding to its 20% interest in Sterling, will be settled via equity in ATC valued at around A$6.5m. This increases BP Marsh's stake in ATC from 25% to 27%. BP Marsh initially invested approximately £1.9m in Sterling in 2013. The investment generated an internal rate of return of 8.8% over a 12-year period. The firm expects further value growth through its increased holding in ATC. As part of the transaction, Dan Topping has stepped down from his position as nominee director on Sterling's board, while retaining his board role at ATC. BP Marsh stated that the transaction is aimed at facilitating a combination of its two investee companies, allowing Sterling's senior management to roll equity into ATC and providing liquidity to long-term shareholders of Sterling. ATC chairman and managing director Chris Anderson stated: "Sterling is highly respected within its sector, with a strong focus on niche, hard-to-place and complex risks. We are thrilled to welcome Sterling to the ATC family and look forward to working closely with their team as we continue to grow together." Sterling Chairman Tony Parington said: "We are excited to be joining forces with ATC and look forward to contributing to the success of the combined business. "Our partnership with BP Marsh since 2013 has been productive, and we are pleased that this relationship will continue as part of ATC." "BP Marsh offloads Sterling to Australia's ATC Insurance " was originally created and published by Life Insurance International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
