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B.P. Marsh & Partners

AIM:BPM
Snowflake Description

Flawless balance sheet and undervalued.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
BPM
AIM
£101M
Market Cap
  1. Home
  2. GB
  3. Diversified Financials
Company description

B.P. Marsh & Partners PLC is a private equity and venture capital firm specializing in investments in early stage, developmental capital/acquisition capital, startups, management buyouts, management buyins, and hive offs. The last earnings update was 28 days ago. More info.


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  • B.P. Marsh & Partners is a fund or ETF! Currently our data availability for these is poor, we only recommend using them as part of a portfolio.
BPM Share Price and Events
7 Day Returns
0%
AIM:BPM
-0.3%
GB Capital Markets
-0.5%
GB Market
1 Year Returns
-7.5%
AIM:BPM
18.8%
GB Capital Markets
3.7%
GB Market
BPM Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
B.P. Marsh & Partners (BPM) 0% 8.4% 0.4% -7.5% 41.5% 100%
GB Capital Markets -0.3% -1.2% 3.2% 18.8% 63.8% 107.4%
GB Market -0.5% 1.4% 3.1% 3.7% 7.8% 3.8%
1 Year Return vs Industry and Market
  • BPM underperformed the Capital Markets industry which returned 18.8% over the past year.
  • BPM underperformed the Market in United Kingdom of Great Britain and Northern Ireland which returned 3.7% over the past year.
Price Volatility
BPM
Industry
5yr Volatility vs Market

BPM Value

 Is B.P. Marsh & Partners undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of B.P. Marsh & Partners to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for B.P. Marsh & Partners.

AIM:BPM Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model Excess Returns Model
Stable EPS Median Return on Equity from the past 5 years.
= Stable Book Value * Return on Equity
= £3.22 * 13%
£0.42
Book Value of Equity per Share Median Book Value from the past 5 years. £3.22
Discount Rate (Cost of Equity) See below 8.5%
Perpetual Growth Rate 10-Year GB Government Bond Rate 1.2%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for AIM:BPM
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year GB Govt Bond Rate 1.2%
Equity Risk Premium S&P Global 6.7%
Capital Markets Unlevered Beta Simply Wall St/ S&P Global 0.75
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.753 (1 + (1- 19%) (1.43%))
1.095
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
1.1
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 1.23% + (1.095 * 6.65%)
8.51%

Discounted Cash Flow Calculation for AIM:BPM using Excess Returns Model Model

The calculations below outline how an intrinsic value for B.P. Marsh & Partners is arrived at using the Excess Return Model. This approach is used for finance firms where free cash flow is difficult to estimate.

In the Excess Return Model the value of a firm can be written as the sum of capital invested currently in the firm and the present value of excess returns that the firm expects to make in the future.

The model is sensitive to the Return on Equity of the company versus the Cost of Equity, how these are calculated is detailed below the main calculation.

Note the calculations below are per share.

See our documentation to learn about this calculation.

AIM:BPM Value of Excess Returns
Calculation Result
Excess Returns = (Stable Return on equity – Cost of equity) (Book Value of Equity per share)
= (13% – 8.51%) * £3.22)
£0.15
Terminal Value of Excess Returns = Excess Returns / (Cost of Equity - Expected Growth Rate)
= £0.15 / (8.51% - 1.23%)
£2.00
Value of Equity = Book Value per share + Terminal Value of Excess Returns
= £3.22 + £2.00
£5.22
AIM:BPM Discount to Share Price
Calculation Result
Value per share (GBP) From above. £5.22
Current discount Discount to share price of £2.71
= -1 x (£2.71 - £5.22) / £5.22
48.1%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

Current Discount
Amount off the current price B.P. Marsh & Partners is available for.
Intrinsic value
48%
Share price is £2.71 vs Future cash flow value of £5.22
Current Discount Checks
For B.P. Marsh & Partners to be considered undervalued it must be available for at least 20% below the current price. Less than 40% is even better.
  • B.P. Marsh & Partners's share price is below the future cash flow value, and at a moderate discount (> 20%).
  • B.P. Marsh & Partners's share price is below the future cash flow value, and at a substantial discount (> 40%).
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for B.P. Marsh & Partners's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are B.P. Marsh & Partners's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
AIM:BPM PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-07-31) in GBP £0.33
AIM:BPM Share Price ** AIM (2019-11-12) in GBP £2.71
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry PE Ratio Median Figure of 42 Publicly-Listed Capital Markets Companies 20.19x
United Kingdom of Great Britain and Northern Ireland Market PE Ratio Median Figure of 752 Publicly-Listed Companies 16.92x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of B.P. Marsh & Partners.

AIM:BPM PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= AIM:BPM Share Price ÷ EPS (both in GBP)

= 2.71 ÷ 0.33

8.26x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • B.P. Marsh & Partners is good value based on earnings compared to the GB Capital Markets industry average.
  • B.P. Marsh & Partners is good value based on earnings compared to the United Kingdom of Great Britain and Northern Ireland market.
Price based on expected Growth
Does B.P. Marsh & Partners's expected growth come at a high price?
Raw Data
AIM:BPM PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 8.26x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 0 Analysts
Not available
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry PEG Ratio Median Figure of 25 Publicly-Listed Capital Markets Companies 1.1x
United Kingdom of Great Britain and Northern Ireland Market PEG Ratio Median Figure of 555 Publicly-Listed Companies 1.39x

*Line of best fit is calculated by linear regression .

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to calculate PEG ratio for B.P. Marsh & Partners, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on B.P. Marsh & Partners's assets?
Raw Data
AIM:BPM PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-07-31) in GBP £3.48
AIM:BPM Share Price * AIM (2019-11-12) in GBP £2.71
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry PB Ratio Median Figure of 75 Publicly-Listed Capital Markets Companies 1.33x
United Kingdom of Great Britain and Northern Ireland Market PB Ratio Median Figure of 1,305 Publicly-Listed Companies 1.5x
AIM:BPM PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= AIM:BPM Share Price ÷ Book Value per Share (both in GBP)

= 2.71 ÷ 3.48

0.78x

* Primary Listing of B.P. Marsh & Partners.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • B.P. Marsh & Partners is good value based on assets compared to the GB Capital Markets industry average.
X
Value checks
We assess B.P. Marsh & Partners's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Capital Markets industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Capital Markets industry average (and greater than 0)? (1 check)
  5. B.P. Marsh & Partners has a total score of 5/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

BPM Future Performance

 How is B.P. Marsh & Partners expected to perform in the next 1 to 3 years based on estimates from 0 analysts?

In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as B.P. Marsh & Partners has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by Simply Wall St do have past financial data. You can see them here.

Show me the analysis anyway

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
17.9%
Expected Capital Markets industry annual growth in earnings.
Earnings growth vs Low Risk Savings
Is B.P. Marsh & Partners expected to grow at an attractive rate?
  • Unable to compare B.P. Marsh & Partners's earnings growth to the low risk savings rate as no estimate data is available.
Growth vs Market Checks
  • Unable to compare B.P. Marsh & Partners's earnings growth to the United Kingdom of Great Britain and Northern Ireland market average as no estimate data is available.
  • Unable to compare B.P. Marsh & Partners's revenue growth to the United Kingdom of Great Britain and Northern Ireland market average as no estimate data is available.
Annual Growth Rates Comparison
Raw Data
AIM:BPM Future Growth Rates Data Sources
Data Point Source Value (per year)
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry Earnings Growth Rate Market Cap Weighted Average 17.9%
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry Revenue Growth Rate Market Cap Weighted Average 6.5%
United Kingdom of Great Britain and Northern Ireland Market Earnings Growth Rate Market Cap Weighted Average 12.7%
United Kingdom of Great Britain and Northern Ireland Market Revenue Growth Rate Market Cap Weighted Average 3.9%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
AIM:BPM Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below
All numbers in GBP Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
AIM:BPM Future Estimates Data
Date (Data in GBP Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2019-11-12
AIM:BPM Past Financials Data
Date (Data in GBP Millions) Revenue Cash Flow Net Income *
2019-07-31 15 -12 12
2019-04-30 16 -12 12
2019-01-31 16 -12 12
2018-10-31 16 -17 14
2018-07-31 15 -22 16
2018-04-30 18 -14 18
2018-01-31 21 -6 20
2017-10-31 22 4 18
2017-07-31 23 13 16
2017-04-30 18 11 13
2017-01-31 14 8 10
2016-10-31 14 6 10

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Unable to determine if B.P. Marsh & Partners is high growth as no earnings estimate data is available.
  • Unable to determine if B.P. Marsh & Partners is high growth as no revenue estimate data is available.
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
AIM:BPM Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below

All data from B.P. Marsh & Partners Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

AIM:BPM Future Estimates Data
Date (Data in GBP Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2019-11-12
AIM:BPM Past Financials Data
Date (Data in GBP Millions) EPS *
2019-07-31 0.33
2019-04-30 0.35
2019-01-31 0.38
2018-10-31 0.46
2018-07-31 0.55
2018-04-30 0.62
2018-01-31 0.69
2017-10-31 0.62
2017-07-31 0.55
2017-04-30 0.44
2017-01-31 0.34
2016-10-31 0.33

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Unable to establish if B.P. Marsh & Partners will efficiently use shareholders’ funds in the future without estimates of Return on Equity.

Next steps:

  1. Examine whether B.P. Marsh & Partners is trading at B.P. Marsh & Partners'san attractive price based on how much it is expected to earn in the future, and relative to its industry peers and the wider market.
  2. B.P. Marsh & Partners's future outlook can be gauged by looking at industry trends and market size, and determining how well-positioned the company is compared to its competitors. Take a look at other high-growth Diversified Financials companies here
  3. B.P. Marsh & Partners's competitive advantages and company strategy can generally be found in its financial reports archived here.
  4. Use fundamentals to screen for another stock to analyse from our database of over 75,000 companies worldwide
X
Future performance checks
We assess B.P. Marsh & Partners's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United Kingdom of Great Britain and Northern Ireland market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United Kingdom of Great Britain and Northern Ireland market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
B.P. Marsh & Partners has a total score of 0/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

BPM Past Performance

  How has B.P. Marsh & Partners performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare B.P. Marsh & Partners's growth in the last year to its industry (Capital Markets).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • B.P. Marsh & Partners has delivered over 20% year on year earnings growth in the past 5 years.
  • B.P. Marsh & Partners's 1-year earnings growth is negative, it can't be compared to the 5-year average.
  • B.P. Marsh & Partners's 1-year earnings growth is negative, it can't be compared to the GB Capital Markets industry average.
Earnings and Revenue History
B.P. Marsh & Partners's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from B.P. Marsh & Partners Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

AIM:BPM Past Revenue, Cash Flow and Net Income Data
Date (Data in GBP Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-07-31 15.04 11.82
2019-04-30 15.59 12.14
2019-01-31 16.14 12.47
2018-10-31 15.63 14.37
2018-07-31 15.11 16.28
2018-04-30 17.84 18.27
2018-01-31 20.58 20.25
2017-10-31 21.55 18.12
2017-07-31 22.53 16.00
2017-04-30 18.49 12.89
2017-01-31 14.45 9.79
2016-10-31 14.00 9.58 0.00
2016-07-31 13.55 9.36 0.00
2016-04-30 13.31 9.03 0.00
2016-01-31 13.07 8.70
2015-10-31 11.61 7.64 0.00
2015-07-31 10.15 6.57 0.00
2015-04-30 9.03 5.75 0.00
2015-01-31 7.91 4.94 0.00
2014-10-31 7.22 4.53 0.00
2014-07-31 6.53 4.12
2014-04-30 6.32 3.98
2014-01-31 6.11 3.83
2013-10-31 6.90 4.37
2013-07-31 7.69 4.90
2013-04-30 7.96 5.29
2013-01-31 8.23 5.68

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • B.P. Marsh & Partners has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • B.P. Marsh & Partners used its assets more efficiently than the GB Capital Markets industry average last year based on Return on Assets.
  • B.P. Marsh & Partners's use of capital deteriorated last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess B.P. Marsh & Partners's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Capital Markets industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
B.P. Marsh & Partners has a total score of 2/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

BPM Health

 How is B.P. Marsh & Partners's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up B.P. Marsh & Partners's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • B.P. Marsh & Partners is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • B.P. Marsh & Partners's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of B.P. Marsh & Partners's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • Low level of unsold assets.
  • B.P. Marsh & Partners has no debt, it does not need to be covered by short term assets.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from B.P. Marsh & Partners Company Filings, last reported 3 months ago.

AIM:BPM Past Debt and Equity Data
Date (Data in GBP Millions) Total Equity Total Debt Cash & Short Term Investments
2019-07-31 129.98 0.00 1.42
2019-04-30 129.98 0.00 1.42
2019-01-31 126.24 0.00 7.86
2018-10-31 126.24 0.00 7.86
2018-07-31 120.08 0.00 15.35
2018-04-30 120.08 0.00 15.35
2018-01-31 98.87 0.00 2.65
2017-10-31 98.87 0.00 2.65
2017-07-31 88.80 0.00 6.59
2017-04-30 88.80 0.00 6.59
2017-01-31 79.68 0.00 7.33
2016-10-31 79.68 0.00 7.33
2016-07-31 73.85 0.00 4.54
2016-04-30 73.85 0.00 4.54
2016-01-31 70.81 0.00 1.81
2015-10-31 70.81 0.00 1.81
2015-07-31 65.53 0.00 2.42
2015-04-30 65.53 0.00 2.42
2015-01-31 62.97 0.00 1.53
2014-10-31 62.97 0.00 1.53
2014-07-31 59.84 0.00 3.84
2014-04-30 59.84 0.00 3.84
2014-01-31 58.92 0.00 5.50
2013-10-31 58.92 0.00 5.50
2013-07-31 56.89 0.00 22.40
2013-04-30 56.89 0.00 22.40
2013-01-31 55.46 0.00 1.79
  • B.P. Marsh & Partners has no debt.
  • B.P. Marsh & Partners has not taken on any debt in the past 5 years.
  • B.P. Marsh & Partners has no debt, it does not need to be covered by operating cash flow.
  • B.P. Marsh & Partners has no debt, therefore coverage of interest payments is not a concern.
X
Financial health checks
We assess B.P. Marsh & Partners's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. B.P. Marsh & Partners has a total score of 6/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

BPM Dividends

 What is B.P. Marsh & Partners's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
1.76%
Current annual income from B.P. Marsh & Partners dividends.
If you bought £2,000 of B.P. Marsh & Partners shares you are expected to receive £35 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • B.P. Marsh & Partners's pays a lower dividend yield than the bottom 25% of dividend payers in United Kingdom of Great Britain and Northern Ireland (1.94%).
  • B.P. Marsh & Partners's dividend is below the markets top 25% of dividend payers in United Kingdom of Great Britain and Northern Ireland (5.33%).
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
AIM:BPM Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry Average Dividend Yield Market Cap Weighted Average of 40 Stocks 2.2%
United Kingdom of Great Britain and Northern Ireland Market Average Dividend Yield Market Cap Weighted Average of 680 Stocks 4.5%
United Kingdom of Great Britain and Northern Ireland Minimum Threshold Dividend Yield 10th Percentile 1.1%
United Kingdom of Great Britain and Northern Ireland Bottom 25% Dividend Yield 25th Percentile 1.9%
United Kingdom of Great Britain and Northern Ireland Top 25% Dividend Yield 75th Percentile 5.3%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

AIM:BPM Future Dividends Estimate Data
Date (Data in £) Dividend per Share (annual) Avg. No. Analysts
2019-11-12
AIM:BPM Past Annualized Dividends Data
Date (Data in £) Dividend per share (annual) Avg. Yield (%)
2019-02-07 0.048 1.719
2018-06-26 0.048 1.669
2018-06-12 0.048 1.675
2017-06-06 0.038 1.534
2016-10-18 0.038 1.892
2016-06-09 0.034 1.907
2016-06-07 0.034 2.052
2015-10-20 0.034 2.233
2015-06-02 0.028 1.893
2014-03-24 0.055 3.951
2013-07-22 0.025 1.799
2013-06-11 0.000 0.000
2013-06-04 0.000 0.000
2012-06-21 0.010 0.957
2012-05-30 0.010 1.102
2011-10-18 0.000 0.000
2011-06-01 0.000 0.000
2010-06-02 0.010 1.068
2010-06-01 0.010 1.156

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • B.P. Marsh & Partners has been paying a dividend for less than 10 years and during this time payments have been volatile (annual drop of over 20%).
  • Dividend payments have increased, but B.P. Marsh & Partners only paid a dividend in the past 9 years.
Current Payout to shareholders
What portion of B.P. Marsh & Partners's earnings are paid to the shareholders as a dividend.
  • Dividends paid are thoroughly covered by earnings (6.9x coverage).
Future Payout to shareholders
  • Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.
X
Income/ dividend checks
We assess B.P. Marsh & Partners's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 1.1%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can B.P. Marsh & Partners afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. B.P. Marsh & Partners has a total score of 1/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

BPM Management

 What is the CEO of B.P. Marsh & Partners's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Alice Hannah Foulk
COMPENSATION £242,166
AGE 32
TENURE AS CEO 3.8 years
CEO Bio

Ms. Alice Hannah Daisy Foulk, BA (Hons), has been Managing Director of B.P. Marsh & Partners PLC since January 2016 and its Executive Director since February 16, 2015. Ms. Foulk is responsible for the overall performance of B.P. Marsh & Partners and monitoring the firm's overall progress towards achieving the objectives and goals of the firm, as set by the Board. She served as an Interim Head of New Business at B.P. Marsh & Partners PLC since December 2014. Ms. Foulk joined B.P. Marsh in September 2011 having started her career at a leading Life Assurance company. Since 2014 she was Executive Assistant to the Chairman, running the Chairman's Office. She also sits on the board of Brian Marsh Facilities Limited. She obtained a BA (Hons) degree at the University of the West of England in 2005-2009.

CEO Compensation
  • Alice Hannah's compensation has been consistent with company performance over the past year, both up more than 20%.
  • Alice Hannah's remuneration is about average for companies of similar size in United Kingdom of Great Britain and Northern Ireland.
Management Team Tenure

Average tenure and age of the B.P. Marsh & Partners management team in years:

3.7
Average Tenure
39.5
Average Age
  • The tenure for the B.P. Marsh & Partners management team is about average.
Management Team

Brian Marsh

TITLE
Founder & Executive Chairman
COMPENSATION
£160K
AGE
78

Alice Hannah Foulk

TITLE
MD & Executive Director
COMPENSATION
£242K
AGE
32
TENURE
3.8 yrs

Jon Newman

TITLE
Group Director of Finance & Director
COMPENSATION
£296K
AGE
44
TENURE
15.9 yrs

Dan Topping

TITLE
Chief Investment Officer & Executive Director
COMPENSATION
£322K
AGE
35
TENURE
3.8 yrs

Sinead O'Haire

TITLE
Chief Legal Officer & Group Company Secretary
TENURE
1.8 yrs

Michelle Albert

TITLE
Group Statutory Accountant

Oliver Bogue

TITLE
Investment Director
TENURE
3.7 yrs

James Smillie

TITLE
Assistant Company Secretary
TENURE
3.8 yrs

Amy Phillips

TITLE
Company Secretarial Assistant
TENURE
1.2 yrs

Abi Barber

TITLE
Investment Director
TENURE
3.7 yrs
Board of Directors Tenure

Average tenure and age of the B.P. Marsh & Partners board of directors in years:

4.8
Average Tenure
54.5
Average Age
  • The tenure for the B.P. Marsh & Partners board of directors is about average.
Board of Directors

Brian Marsh

TITLE
Founder & Executive Chairman
COMPENSATION
£160K
AGE
78

Alice Hannah Foulk

TITLE
MD & Executive Director
COMPENSATION
£242K
AGE
32
TENURE
4.8 yrs

Jon Newman

TITLE
Group Director of Finance & Director
COMPENSATION
£296K
AGE
44
TENURE
18.2 yrs

Dan Topping

TITLE
Chief Investment Officer & Executive Director
COMPENSATION
£322K
AGE
35
TENURE
8.7 yrs

Pankaj Lakhani

TITLE
Non-Executive Director
COMPENSATION
£52K
AGE
65
TENURE
4.5 yrs

Nick Carter

TITLE
Non-Executive Director
AGE
76
TENURE
0.5 yrs
Who owns this company?
Recent Insider Trading
  • More shares have been bought than sold by B.P. Marsh & Partners individual insiders in the past 3 months, but not in substantial volumes.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (£) Value (£)
15. Oct 19 Buy Alice Hannah Foulk Individual 15. Oct 19 15. Oct 19 1,835 £2.72 £4,991
15. Oct 19 Buy Daniel Topping Individual 15. Oct 19 15. Oct 19 7,452 £2.68 £19,971
15. Oct 19 Buy Jonathan Newman Individual 15. Oct 19 15. Oct 19 2,151 £2.68 £5,765
03. Sep 19 Sell Nicholas Carter Individual 29. Aug 19 29. Aug 19 -111 £2.62 £-291
08. Jul 19 Buy Jonathan Newman Individual 05. Jul 19 05. Jul 19 572 £2.96 £1,693
28. Feb 19 Sell Marsh Christian Trust, Endowment Arm Company 27. Feb 19 27. Feb 19 -950,000 £2.80 £-2,660,000
08. Feb 19 Sell Campbell Scoones Individual 05. Feb 19 07. Feb 19 -10,000 £2.86 £-28,371
10. Dec 18 Buy Alice Hannah Foulk Individual 07. Dec 18 07. Dec 18 749 £2.67 £2,000
07. Dec 18 Buy Jonathan Newman Individual 06. Dec 18 06. Dec 18 4,302 £2.64 £11,336
X
Management checks
We assess B.P. Marsh & Partners's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. B.P. Marsh & Partners has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

BPM News

Simply Wall St News

BP Marsh & Partners PLC (LON:BPM): What You Have To Know Before Buying For The Upcoming Dividend

Have you been keeping an eye on BP Marsh & Partners PLC's (LON:BPM) upcoming dividend of UK£0.048 per share payable on the 31 July 2018? … Well, keep on reading because today, I'm going to look at the latest data and analyze the stock and its dividend property in further detail. … Whenever I am looking at a potential dividend stock investment, I always check these five metrics:

Simply Wall St -

These Factors Make BP Marsh & Partners PLC (LON:BPM) A Great Investment

BP Marsh & Partners PLC (LON:BPM) is a company with exceptional fundamental characteristics. … Upon building up an investment case for a stock, we should look at various aspects. … company with a

Simply Wall St -

Where BP. Marsh & Partners PLC (LON:BPM) Stands In Terms Of Earnings Growth Against Its Industry

Marsh & Partners PLC's (AIM:BPM) past track record of performance is an insightful exercise for investors. … Marsh & Partners Commentary On BPM's Past Performance I prefer to use the ‘latest twelve-month’ data, which either annualizes the most recent 6-month earnings update, or in some cases, the most recent annual report is already the latest available financial data. … Marsh & Partners's track record can be a valuable insight into its earnings performance, but it certainly doesn't tell the whole story.

Simply Wall St -

What You Must Know About BP. Marsh & Partners PLC's (LON:BPM) Market Risks

A widely-used metric to measure a stock's market risk is beta, and the broad market index represents a beta value of one. … Marsh & Partners's beta of 0.36 indicates that the stock value will be less variable compared to the whole stock market. … BPM's beta implies it may be a stock that investors with high-beta portfolios might find relevant if they wanted to reduce their exposure to market risk, especially during times of downturns.

Simply Wall St -

Should You Be Concerned About BP. Marsh & Partners PLC's (LON:BPM) Investors?

Broadly, insider ownership of this level has been found to negatively affect companies with consistently low PE ratio (underperforming). … This size of ownership may not be enough to sway a policy decision in their favour, but they can still make a collective impact on company policies if it aligns with other large shareholders. … Thus, investors not need worry too much about the consequences of these holdings.Next Steps: The company's high institutional ownership makes margin of safety a very important consideration to existing investors since long bull and bear trends often emerge when these big-ticket investors see a change in long-term potential of the company.

Simply Wall St -

Interested In The Financial Industry? Take A Look At BP. Marsh & Partners PLC (LON:BPM)

Marsh & Partners is trading at a lower PE ratio of 4.9x, making it cheaper than the average capital markets stock. … Marsh & Partners generated 18.01% in the past year, which is 5.87% over the capital markets sector. … Marsh & Partners recently delivered an industry-beating growth rate in earnings, which is a positive for shareholders.

Simply Wall St -

Has BP. Marsh & Partners PLC (LON:BPM) Improved Earnings Growth In Recent Times?

Marsh & Partners PLC's (AIM:BPM) most recent earnings announcement (31 July 2017), I found it useful to look back at how the company has performed in the past and compare this against the latest numbers. … Marsh & Partners Did BPM's recent earnings growth beat the long-term trend and the industry? … Marsh & Partners, its most recent earnings (trailing twelve month) is UK£16.00M, which, relative to the previous year's figure, has escalated by a significant 70.96%.

Simply Wall St -

Is BP Marsh & Partners PLC's (LON:BPM) PE Ratio A Signal To Buy For Investors?

It compares a stock’s price per share to the stock’s earnings per share. … Formula Price-Earnings Ratio = Price per share ÷ Earnings per share P/E Calculation for BPM Price per share = £2.54 Earnings per share = £0.547 ∴ Price-Earnings Ratio = £2.54 ÷ £0.547 = 4.6x The P/E ratio isn’t a metric you view in isolation and only becomes useful when you compare it against other similar companies. … BPM’s P/E of 4.6x is lower than its industry peers (17.7x), which implies that each dollar of BPM’s earnings is being undervalued by investors.

Simply Wall St -

Is BP Marsh & Partners PLC's (LON:BPM) 19.67% ROE Good Enough Compared To Its Industry?

Marsh & Partners What you must know about ROE Return on Equity (ROE) weighs B.P. … Marsh & Partners’s profit against the level of its shareholders’ equity. … Marsh & Partners’s equity capital deployed.

Simply Wall St -

BP Marsh & Partners PLC (AIM:BPM): Is Financials Attractive Relative To AIM Peers?

AIM:BPM PE PEG Gauge Nov 20th 17 Capital markets companies are typically trading at a PE of 18x, in-line with the UK stock market PE of 19x. … On the stock-level, BPM is trading at a lower PE ratio of 5x, making it cheaper than the average capital markets stock. … But before you make the decision to buy, I recommend you also look at other important fundamentals such as the health of the company, and see whether there is a significant reason why the stock may be trading at a discount in the capital markets sector.

Simply Wall St -

BPM Company Info

Description

B.P. Marsh & Partners PLC is a private equity and venture capital firm specializing in investments in early stage, developmental capital/acquisition capital, startups, management buyouts, management buyins, and hive offs. The firm does not invest in insurance companies or businesses exposed to principle risk. It prefers to invest in the financial services sector with a focus on insurance intermediaries; asset managers; independent financial advisors; and professional consultants. The firm prefers to invest in United Kingdom, Europe, North America, Australasia, and occasionally elsewhere. It typically invests from £0.50 million ($0.79 million) and invests up to £5 million ($6.37 million). The firm makes equity investments and is able to provide debt funding which is in addition to, and not instead of, an equity investment. It takes minority stakes ranging from 20 percent to 40 percent and prefers to exit its investments through a trade sale or an IPO. The firm insists to appoint a non-executive board of director in its portfolio companies and also makes follow-on investments. B.P. Marsh & Partners PLC was founded in 1990 and is based in London, United Kingdom.

Details
Name: B.P. Marsh & Partners PLC
BPM
Exchange: AIM
Founded: 1990
£101,243,025
37,359,050
Website: http://www.bpmarsh.co.uk
Address: B.P. Marsh & Partners PLC
Four Matthew Parker Street,
London,
Greater London, SW1H 9NP,
United Kingdom
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
AIM BPM Ordinary Shares London Stock Exchange AIM Market GB GBP 02. Feb 2006
Number of employees
Current staff
Staff numbers
19
B.P. Marsh & Partners employees.
Industry
Asset Management and Custody Banks
Diversified Financials
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/11/12 20:54
End of day share price update: 2019/11/12 00:00
Last estimates confirmation: 2019/10/15
Last earnings filing: 2019/10/15
Last earnings reported: 2019/07/31
Last annual earnings reported: 2019/01/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.