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 5,569 - -
Change - -16.58% 22.88% -14.39% 17.95% 16.71% - -
Enterprise Value (EV) 4,610 3,845 4,725 4,046 4,772 5,569 5,569 5,569
Change - -16.58% 22.88% -14.39% 17.95% 16.71% 0% 0%
P/E - - 5.16x 6.83x 7.55x 8.38x 7.59x 6.62x
PBR - - - - 0.89x - - -
PEG - - - -0.2x 1.13x 2.86x 0.7x 0.5x
Capitalization / Revenue 2.32x 1.69x 2.31x 1.85x 2.09x 2.34x 2.19x 2.03x
EV / Revenue 0x 0x 0x 0x 0x 2.34x 2.19x 2.03x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 5.24x 4.84x 4.43x
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% 6.34% 6.95% 7.88%
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 1 516.2 804.9 941 693.5 724.5 787.4 864 991.5
Net Debt - - - - - - - -
Reference price 2 5.070 4.477 5.216 4.801 5.660 6.470 6.470 6.470
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 (N) EV / Sales (N) EV / EBITDA (N) Dividend Yield (N) Capi.($)
19.22x3.64x9.96x2.98% 65.86B
9.53x - - 3.12% 44.22B
7.49x - - 2.38% 13.51B
8.3x1.02x - 3.84% 12.11B
11.67x0.85x - 1.92% 9.07B
-1301.48x2.94x15.9x1.14% 4.63B
27.23x - - 1.65% 4.14B
16.91x23.95x78.73x1.89% 3.49B
Average -150.14x 6.48x 34.86x 2.37% 19.63B
Weighted average by Cap. -24.58x 3.75x 13.58x 2.86%

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