Company Valuation: Investec plc

Data adjusted to current consolidation scope
Fiscal Period: March 2022 2023 2024 2025 2026 2027 2028 2029
Market Cap 1 4,610 3,845 4,725 4,046 4,772 5,141 - -
Change - -16.58% 22.88% -14.39% 17.95% 7.74% - -
Enterprise Value (EV) 4,610 3,845 4,725 4,046 4,772 5,141 5,141 5,141
Change - -16.58% 22.88% -14.39% 17.95% 7.74% 0% 0%
P/E - - 5.16x 6.83x 7.55x 7.78x 7.04x 6.15x
PBR - - - - 0.89x - - -
PEG - - - -0.2x 1.13x 2.65x 0.7x 0.4x
Capitalization / Revenue 2.32x 1.69x 2.31x 1.85x 2.09x 2.16x 2.02x 1.88x
EV / Revenue 0x 0x 0x 0x 0x 2.16x 2.02x 1.88x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 4.84x 4.47x 4.09x
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Dividend per Share 2 0.257 - 0.345 0.365 0.385 0.41 0.45 0.51
Rate of return 5.07% - 6.61% 7.6% 6.8% 6.82% 7.49% 8.49%
EPS 2 - - 1.01 0.703 0.75 0.772 0.853 0.977
Distribution rate - - 34.2% 51.9% 51.3% 53.1% 52.8% 52.2%
Net sales 1 1,990 2,280 2,046 2,190 2,281 2,376 2,542 2,739
EBITDA - - - - - - - -
EBIT 1 716.2 917 963.6 1,039 1,075 1,062 1,150 1,256
Net income 1 516.2 804.9 941 693.5 724.5 784.6 856 991.5
Net Debt - - - - - - - -
Reference price 2 5.070 4.477 5.216 4.801 5.660 6.008 6.008 6.008
Nbr of stocks (in thousands) 913,590 856,353 896,090 843,759 834,812 837,503 - -
Announcement Date 5/19/22 5/18/23 5/23/24 5/22/25 5/21/26 - - -
1GBP in Million2GBP
Estimates

P/E, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
19.3x3.66x10.02x2.97% 65.78B
12.41x - - 3.01% 44.08B
7.61x - - 2.35% 13.72B
6.06x0.87x - 4.04% 11.15B
11.49x0.83x - 1.95% 8.93B
-305.41x2.89x15.84x1.02% 4.48B
26.82x - - 1.68% 4.07B
70.46x - - - 3.85B
Average -18.91x 2.06x 12.93x 2.43% 19.51B
Weighted average by Cap. 7.07x 3.00x 10.39x 2.85%

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