Close Brothers Group plc (CBG.L)
Close Brothers Group plc, a merchant banking company, engages in the provision of financial services to small businesses and individuals in the United Kingdom. It operates through five segments: Commercial, Retail, Property, Asset Management, and Securities. The company offers various savings products, including personal and business savings, and pension deposits. It also provides asset finance, asset-based lending, commercial vehicle hire, short-term bridging finance, insurance premium finance, invoice discounting and debt factoring, and property finance products. In addition, the company offers funding services for general aviation aircraft, and various leisure and commercial marine vessels; brewery rentals; finance services to the agriculture, construction, manufacturing, and transport industries; leasing services for the construction, manufacturing, IT equipment, and specialist assets; and loan, hire purchase, leasing, and refinancing services to the professional service sector, including dental, medical, pharmacy, and veterinary sectors. Further, it provides financial education, investment management, and financial planning and advice services; self-directed services that help investors to manage their portfolio online; and services for financial advisers. Additionally, the company offers liquidity and flexible execution services to retail stockbrokers, wealth managers, and institutional investors; market making, sales, research, and corporate broking services; and dealing, custody, and settlement services to the institutional, wealth management, and brokerage clients. Close Brothers Group plc was founded in 1878 and is headquartered in London, the United Kingdom.
Company Info
Highlights
£472.99M
£0.59
5.24
£819.30M
£819.30M
£89.10M
£179.83 - £564.00
£447.22
194.00%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Close Brothers Group plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Close Brothers Group plc had a return of 30.82% year-to-date (YTD) and -12.46% in the last 12 months. Over the past 10 years, Close Brothers Group plc had an annualized return of -15.10%, while the S&P 500 had an annualized return of 11.31%, indicating that Close Brothers Group plc did not perform as well as the benchmark.
CBG.L
30.82%
26.23%
-37.14%
-12.46%
-26.49%
-15.10%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of CBG.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 35.22% | 30.82% | |||||||||||
| 2024 | -31.49% | -36.25% | 20.59% | 8.90% | 5.14% | -11.53% | 20.63% | 6.46% | -24.34% | -44.61% | -1.84% | 5.54% | -70.25% |
| 2023 | -7.45% | 4.44% | -10.97% | 0.78% | -0.06% | -2.87% | 4.25% | -10.66% | 7.92% | -10.05% | -3.76% | 3.52% | -24.16% |
| 2022 | -8.62% | -8.73% | 1.71% | -6.80% | -1.17% | -6.56% | 8.29% | -8.02% | -9.16% | 5.88% | 9.06% | -2.24% | -25.43% |
| 2021 | 2.03% | 10.28% | -0.26% | 2.39% | 3.34% | -7.68% | 1.85% | 0.00% | 0.26% | -6.92% | -10.21% | 8.58% | 1.59% |
| 2020 | -11.39% | -9.39% | -11.77% | -3.62% | -1.19% | 2.50% | -0.81% | 2.46% | -9.08% | 5.48% | 20.15% | 6.80% | -13.52% |
| 2019 | 3.12% | 1.68% | -3.64% | 6.67% | -11.34% | 2.76% | -5.87% | -3.16% | 9.31% | -1.85% | 7.52% | 7.46% | 10.97% |
| 2018 | 8.70% | -0.25% | -8.60% | 7.04% | -4.95% | 1.78% | 6.86% | 0.50% | -0.88% | -6.95% | 2.17% | -4.26% | -0.55% |
| 2017 | 0.35% | 4.00% | 1.99% | 10.01% | -5.38% | -5.75% | 2.05% | 0.32% | -4.53% | -5.83% | 2.45% | 1.76% | 0.21% |
| 2016 | -3.59% | 2.79% | -4.75% | -3.96% | 10.40% | -15.32% | 11.21% | 8.02% | 0.66% | -3.14% | 2.71% | 6.02% | 8.08% |
| 2015 | 1.81% | 7.89% | -5.00% | -1.86% | 4.64% | -4.56% | -4.91% | 2.62% | 0.13% | -1.94% | -2.80% | -6.04% | -10.51% |
| 2014 | -3.35% | 10.56% | -3.68% | -1.13% | -4.94% | -3.69% | -0.55% | 6.45% | 5.76% | 2.31% | 3.62% | -1.52% | 8.89% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CBG.L is 42, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Close Brothers Group plc (CBG.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Close Brothers Group plc provided a 0.00% dividend yield over the last twelve months, with an annual payout of £0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.00 | £0.00 | £67.50 | £66.00 | £60.00 | £62.70 | £66.00 | £63.00 | £60.00 | £57.00 | £53.50 | £49.00 |
Dividend yield | 0.00% | 0.00% | 850.13% | 630.37% | 427.35% | 453.69% | 413.02% | 437.50% | 414.36% | 394.46% | 400.15% | 327.98% |
Monthly Dividends
The table displays the monthly dividend distributions for Close Brothers Group plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | £0.00 | £0.00 | £0.00 | ||||||||||
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2023 | £0.00 | £0.00 | £22.50 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £45.00 | £0.00 | £0.00 | £67.50 |
| 2022 | £0.00 | £0.00 | £22.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £44.00 | £0.00 | £0.00 | £66.00 |
| 2021 | £0.00 | £0.00 | £18.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £42.00 | £0.00 | £0.00 | £60.00 |
| 2020 | £0.00 | £0.00 | £22.70 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £40.00 | £0.00 | £0.00 | £62.70 |
| 2019 | £0.00 | £0.00 | £22.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £44.00 | £0.00 | £0.00 | £66.00 |
| 2018 | £0.00 | £0.00 | £21.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £42.00 | £0.00 | £0.00 | £63.00 |
| 2017 | £0.00 | £0.00 | £20.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £40.00 | £0.00 | £0.00 | £60.00 |
| 2016 | £0.00 | £0.00 | £19.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £38.00 | £0.00 | £0.00 | £57.00 |
| 2015 | £0.00 | £0.00 | £18.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £35.50 | £0.00 | £0.00 | £53.50 |
| 2014 | £16.50 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £32.50 | £0.00 | £0.00 | £49.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Close Brothers Group plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Close Brothers Group plc was 89.21%, occurring on Nov 13, 2024. The portfolio has not yet recovered.
The current Close Brothers Group plc drawdown is 81.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -89.21% | May 3, 2017 | 1905 | Nov 13, 2024 | — | — | — |
| -70.39% | Mar 9, 2000 | 2241 | Jan 21, 2009 | 1225 | Nov 26, 2013 | 3466 |
| -56.75% | Jun 11, 1998 | 86 | Oct 9, 1998 | 278 | Nov 16, 1999 | 364 |
| -51.22% | Apr 6, 1987 | 90 | Dec 3, 1987 | 921 | Feb 26, 1993 | 1011 |
| -40.53% | Mar 9, 2015 | 336 | Jul 6, 2016 | 202 | Apr 24, 2017 | 538 |
Volatility
Volatility Chart
The current Close Brothers Group plc volatility is 19.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Close Brothers Group plc compared to its peers in the Banks - Regional industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for CBG.L in comparison to other companies of the Banks - Regional industry. Currently, CBG.L has a PE value of 5.2. This PE value is considered to be low compared to the rest of the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for CBG.L in comparison to other companies of the Banks - Regional industry. Currently, CBG.L has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Close Brothers Group plc.
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Income Statement
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