BPM.L
Strong BuyUnloved QualityAI screen passB.P. Marsh & Partners PLC · Financial Services · United Kingdom · $306M
649.00p +0.2% · close 5 Oct · scored 7 Oct
Unloved Quality: Strong and cheap; the market has not turned yet.
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
BPM meets all eligibility criteria for Quality, Value, and Momentum, and is further supported by an active buyback program and upward EPS revisions. As a specialist investor in financial services, it demonstrates resilience that aligns with the quality compounding theme.
ABOUT B.P. MARSH & PARTNERS PLC
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B.P. Marsh & Partners PLC is a specialist private equity investor focusing exclusively on the financial services sector, particularly insurance intermediaries. The company's competitive moat stems from its deep niche expertise and extensive track record in identifying, investing in, and supporting entrepreneurial management teams within this specialized industry. B.P. Marsh acts as a long-term strategic partner, fostering growth in its portfolio companies.
FINANCIAL SUMMARY (GBP)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 32.4M | 51.5M | 118.4M | 63.8M | 25.3% | 62.8M | 79.7M | 104.1M | 27.7% |
| EPS (GBp) | 48.60 | 66.20 | 114.70 | 273.99 | 132.60 | 28.5% | 126.22 | 186.42 | 245.50 | 36.1% |
| Shares | — | 36.0M | 37.0M | 36.3M | 35.3M | -2.0% | 35.4M | — | — | — |
| Debt | — | 0.8M | 0.6M | 0.4M | 0.2M | -34.4% | 0.2M | — | — | — |
| Equity | — | 189.5M | 229.2M | 326.4M | 360.2M | 23.9% | — | — | — | — |
| Op CF | 10.0M | 4.7M | 31.0M | -4.2M | -4.6M | 75.6% | -4.6M | — | — | — |
| Inv CF | — | -0.5M | 1.1M | 40.9M | -4.9M | — | — | — | — | — |
| Fin CF | — | -1.2M | -3.2M | -3.0M | -15.2M | — | — | — | — | — |
Calmer than 98% of stocks we rank over the past year (12% a year).
How this is worked out
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of BPM.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BPM.L | B.P. Marsh & Partners PLC(you) | $306M | 94 | Strong Buy |
| CLIG.L | City of London Investment Group Plc | $345M | 98 | Strong Buy |
| AGD | Abrdn Global Dynamic Dividend Fund | $315M | 87 | Strong Buy |
| FSG.L | Foresight Group Holdings Limited | $644M | 91 | Strong Buy |
| IPO.L | IP Group Plc | $865M | 93 | Strong Buy |
| FEML.L | Fidelity Emerging Markets Limited | $768M | 99 | Strong Buy |
| AEF | abrdn Emerging Markets ex-China Fund, Inc. | $389M | 76 | Buy |
| HFEL.L | Henderson Far East Income Limited | $843M | 99 | Strong Buy |
| HAN.L | Hansa Investment Company Limited | $847M | 99 | Strong Buy |
| LIO.L | Liontrust Asset Management PLC | $215M | 75 | Buy |
Peer medians: ROE 11.7% · P/E 11.6x · Gross margin 95.4%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.