INVESTEC PLC Financials Investec plc Deutsche Boerse AG
Equities
IVKA
GB00B17BBQ50
Diversified Investment Services
|
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 7.1 EUR | +0.71% |
|
+3.65% | +16.28% |
| Jul. 01 | New semester, new state of mind |  |
| Jul. 01 | Berenberg raises Centrica; UBS likes Rentokil | AN |
Valuation
| Fiscal Period: March | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 1,437 | 2,030 | 4,617 | 3,849 | 4,743 | 5,036 | - | - |
| Enterprise Value (EV) 1 | 1,437 | 2,030 | 4,617 | 3,849 | 4,743 | 5,036 | 5,036 | 5,036 |
| P/E ratio | 1.34 x | - | - | - | 5.18 x | 8.44 x | 7.8 x | 6.83 x |
| Yield | 7.15% | 6.24% | 5.06% | - | 6.59% | 6.26% | 6.6% | 7.45% |
| Capitalization / Revenue | 0.8 x | 1.24 x | 2.32 x | 1.69 x | 2.32 x | 2.32 x | 2.2 x | 2.07 x |
| EV / Revenue | 0.8 x | 1.24 x | 2.32 x | 1.69 x | 2.32 x | 2.32 x | 2.2 x | 2.07 x |
| EV / EBITDA | - | - | - | - | - | - | - | - |
| EV / FCF | - | - | - | - | - | - | - | - |
| FCF Yield | - | - | - | - | - | - | - | - |
| Price to Book | - | - | - | - | - | - | - | - |
| Nbr of stocks (in thousands) | 942,321 | 935,443 | 913,590 | 856,353 | 896,090 | 844,208 | - | - |
| Reference price 2 | 1.539 | 2.124 | 5.078 | 4.482 | 5.235 | 5.908 | 5.908 | 5.908 |
| Announcement Date | 5/21/20 | 5/21/21 | 5/19/22 | 5/18/23 | 5/23/24 | - | - | - |
1GBP in Million2GBP
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: March | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 1,807 | 1,641 | 1,990 | 2,280 | 2,046 | 2,173 | 2,293 | 2,436 |
| EBITDA | - | - | - | - | - | - | - | - |
| EBIT 1 | 514.4 | - | 716.2 | 917 | 963.6 | 936.1 | 995.3 | 1,088 |
| Operating Margin | 28.47% | - | 35.98% | 40.21% | 47.09% | 43.08% | 43.41% | 44.64% |
| Earnings before Tax (EBT) 1 | 310.5 | 331.6 | 697.3 | 979.9 | 822.5 | 883.3 | 944.6 | 1,042 |
| Net income 1 | 1,135 | 268.3 | 516.2 | 804.9 | 941 | 682.8 | 738.5 | 829.2 |
| Net margin | 62.83% | 16.35% | 25.94% | 35.29% | 45.99% | 31.42% | 32.21% | 34.03% |
| EPS 2 | 1.144 | - | - | - | 1.010 | 0.7000 | 0.7570 | 0.8650 |
| Free Cash Flow | - | - | - | - | - | - | - | - |
| FCF margin | - | - | - | - | - | - | - | - |
| FCF Conversion (EBITDA) | - | - | - | - | - | - | - | - |
| FCF Conversion (Net income) | - | - | - | - | - | - | - | - |
| Dividend per Share 2 | 0.1100 | 0.1326 | 0.2570 | - | 0.3450 | 0.3700 | 0.3900 | 0.4400 |
| Announcement Date | 5/21/20 | 5/21/21 | 5/19/22 | 5/18/23 | 5/23/24 | - | - | - |
1GBP in Million2GBP
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: March | 2020 S2 | 2021 S1 | 2021 S2 | 2022 S1 | 2022 S2 | 2023 S1 | 2023 S2 | 2024 S1 | 2024 S2 | 2025 S1 | 2025 S2 | 2026 S1 | 2026 S2 | 2027 S1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales | - | 729 | 912.1 | 951.1 | 1,039 | 1,131 | 1,241 | 1,044 | 1,003 | - | - | - | - | - |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBIT | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Margin | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Earnings before Tax (EBT) | - | 112.8 | - | - | - | - | - | - | - | - | - | - | - | - |
| Net income | - | 108.8 | - | - | - | - | - | - | - | - | - | - | - | - |
| Net margin | - | 14.92% | - | - | - | - | - | - | - | - | - | - | - | - |
| EPS | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Dividend per Share 1 | - | - | - | - | - | - | - | - | 0.1900 | 0.1800 | 0.1900 | 0.1900 | 0.2000 | 0.2100 |
| Announcement Date | 5/21/20 | 11/19/20 | 5/21/21 | 11/18/21 | 5/19/22 | 11/17/22 | 5/18/23 | 11/16/23 | 5/23/24 | - | - | - | - | - |
1GBP
Estimates
Balance Sheet Analysis
| Fiscal Period: March | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|---|---|---|
| Net Debt | - | - | - | - | - | - | - | - |
| Net Cash position | - | - | - | - | - | - | - | - |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - | - |
| Free Cash Flow | - | - | - | - | - | - | - | - |
| ROE (net income / shareholders' equity) | 11% | 6.6% | 11.4% | 13.7% | 14.6% | 13.8% | 13.7% | 13.9% |
| ROA (Net income/ Total Assets) | - | 0.53% | 0.92% | 1.39% | 1.16% | 1.2% | 1.21% | 1.22% |
| Assets 1 | - | 51,044 | 56,109 | 58,092 | 81,421 | 56,896 | 60,832 | 67,741 |
| Book Value Per Share | - | - | - | - | - | - | - | - |
| Cash Flow per Share | - | - | - | - | - | - | - | - |
| Capex | - | - | - | - | - | - | - | - |
| Capex / Sales | - | - | - | - | - | - | - | - |
| Announcement Date | 5/21/20 | 5/21/21 | 5/19/22 | 5/18/23 | 5/23/24 | - | - | - |
1GBP in Million
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Sell
Buy
Mean consensus
BUY
Number of Analysts
1
Last Close Price
5.908
GBP
Average target price
7.115
GBP
Spread / Average Target
+20.43%
EPS Revisions
Quarterly revenue - Rate of surprise
| 1st Jan change | Capi. | |
|---|---|---|
| +10.77% | 50.27B | |
| +27.30% | 13.79B | |
| -1.49% | 7.24B | |
| -14.63% | 2.88B | |
| +26.04% | 2.11B | |
| +20.97% | 1.98B | |
| +6.42% | 1.33B | |
| -2.68% | 1.28B | |
| -12.80% | 1.2B |
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