Company Valuation: Informa plc

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 7,759 8,774 10,670 10,556 11,329 11,308 - -
Change - 13.08% 21.61% -1.07% 7.32% -0.19% - -
Enterprise Value (EV) 1 9,204 9,019 12,127 13,758 14,395 14,127 13,720 13,317
Change - -2.01% 34.46% 13.45% 4.63% -1.86% -2.88% -2.94%
P/E 99.3x 5.56x 26.1x 36x 1,105x 24.3x 20.3x 16.4x
PBR 1.35x 1.23x 1.62x 1.65x - 2.08x 1.99x 1.91x
PEG - 0x -0.4x -1.4x -11.5x 0x 1x 0.7x
Capitalization / Revenue 4.31x 3.67x 3.35x 2.97x 2.8x 2.61x 2.42x 2.3x
EV / Revenue 5.12x 3.77x 3.8x 3.87x 3.56x 3.27x 2.93x 2.71x
EV / EBITDA 19.9x 15.9x 13x 12.7x 11.7x 10.5x 9.29x 8.45x
EV / EBIT 23.7x 16.9x 14.2x 13.8x 12.6x 11.5x 10x 9.18x
EV / FCF 21.8x 23.5x 23x 19.6x 18.7x 17.6x 14.6x 13x
FCF Yield 4.59% 4.25% 4.34% 5.1% 5.34% 5.67% 6.85% 7.67%
Dividend per Share 2 - 0.098 0.18 0.2 0.22 0.2308 0.262 0.2862
Rate of return - 1.58% 2.3% 2.51% 2.49% 2.56% 2.91% 3.18%
EPS 2 0.052 1.114 0.299 0.222 0.008 0.3711 0.4434 0.55
Distribution rate - 8.8% 60.2% 90.1% 2,750% 62.2% 59.1% 52%
Net sales 1 1,799 2,389 3,190 3,553 4,041 4,326 4,678 4,915
EBITDA 1 463.1 566.2 931.3 1,084 1,234 1,348 1,477 1,576
EBIT 1 388.4 535 853.8 995 1,140 1,224 1,368 1,450
Net income 1 77.9 1,632 419 297.7 11 474 599 669.5
Net Debt 1 1,444 244.6 1,456 3,202 3,066 2,820 2,413 2,009
Reference price 2 5.166 6.196 7.812 7.984 8.840 9.014 9.014 9.014
Nbr of stocks (in thousands) 1,501,965 1,416,075 1,365,880 1,322,206 1,281,549 1,254,458 - -
Announcement Date 3/15/22 3/9/23 3/8/24 3/6/25 3/12/26 - - -
1GBP in Million2GBP
Estimates

P/E, Detailed evolution



P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
24.29x3.27x10.48x2.56% 15.33B
8.77x0.69x4.08x3.36% 983M
17.07x1.86x6.71x3.14% 660M
27.73x - - - 584M
13.59x1.86x6.74x1.67% 539M
Average 18.29x 1.92x 7.00x 2.68% 3.62B
Weighted average by Cap. 22.98x 3.03x 9.87x 2.6%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA



Year-on-year evolution of the Yield