` Comparison: BRK vs NY1 - Alpha Spread

BRK
vs
N
NY1

Over the past 12 months, BRK has underperformed NY1, delivering a return of -6% compared to the NY1's +40% growth.

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BRK
NY1
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Valuation Comparison

BRK Intrinsic Value
1 573.35 GBX
Undervaluation 12%
Intrinsic Value
Price
N
NY1 Intrinsic Value
3 099.56 Zac
Overvaluation 37%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Brooks Macdonald Group PLC
LSE:BRK
1 391 GBX
N
Ninety One Ltd
JSE:NY1
4 921 Zac
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
BRK, NY1

BRK
NY1
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Brooks Macdonald Group PLC
Revenue
N
Ninety One Ltd
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
BRK, NY1

BRK
NY1
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Brooks Macdonald Group PLC
LSE:BRK
N
Ninety One Ltd
JSE:NY1
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What is Free Cash Flow?

Gross Margin

BRK
0%
NY1
85.3%

Operating Margin

BRK
4.1%
NY1
26.3%

Net Margin

BRK
13.7%
NY1
22.1%

FCF Margin

BRK
0.8%
NY1
29.1%

ROE

BRK
10.5%
NY1
45.4%

ROA

BRK
8%
NY1
1.3%

ROIC

BRK
2%
NY1
76.9%

ROCE

BRK
2.9%
NY1
37.2%

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
BRK, NY1

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Performance Gap
BRK, NY1

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BRK
NY1
Difference
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Performance By Year
BRK, NY1

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BRK
NY1
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Compare BRK to other stocks
BLK
BlackRock Inc
More expensive
vs BRK
BX
Blackstone Inc
Cheaper
vs BRK
BN
Brookfield Corp
Cheaper
vs BRK
BK
Bank of New York Mellon Corp
More expensive
vs BRK
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Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett