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 5,075 - -
Change - -16.58% 22.88% -14.39% 17.95% 6.36% - -
Enterprise Value (EV) 4,610 3,845 4,725 4,046 4,772 5,075 5,075 5,075
Change - -16.58% 22.88% -14.39% 17.95% 6.36% 0% 0%
P/E - - 5.16x 6.83x 7.55x 7.74x 7.01x 6.12x
PBR - - - - 0.89x - - -
PEG - - - -0.2x 1.13x 2.64x 0.7x 0.4x
Capitalization / Revenue 2.32x 1.69x 2.31x 1.85x 2.09x 2.14x 2x 1.85x
EV / Revenue 0x 0x 0x 0x 0x 2.14x 2x 1.85x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 4.78x 4.41x 4.04x
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% 6.86% 7.53% 8.53%
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 5.979 5.979 5.979
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.($)
18.88x3.52x9.64x3.04% 63.06B
11.58x3.69x27.55x3.23% 41.72B
7.11x - - 2.57% 12.39B
4.35x1.21x - 4.11% 10.78B
10.58x0.75x - 2.11% 8.26B
15.78x - - - 4.25B
-162x2.83x15.65x1.04% 4.22B
26.53x - - 1.69% 4.01B
58.23x - - - 3.17B
Average -1.00x 2.40x 17.61x 2.54% 16.87B
Weighted average by Cap. 10.34x 3.18x 16.73x 2.98%

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