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 5,488 - -
Change - -16.58% 22.88% -14.39% 17.95% 15.02% - -
Enterprise Value (EV) 4,610 3,845 4,725 4,046 4,772 5,488 5,488 5,488
Change - -16.58% 22.88% -14.39% 17.95% 15.02% 0% 0%
P/E - - 5.16x 6.83x 7.55x 8.22x 7.44x 6.49x
PBR - - - - 0.89x - - -
PEG - - - -0.2x 1.13x 2.8x 0.7x 0.4x
Capitalization / Revenue 2.32x 1.69x 2.31x 1.85x 2.09x 2.31x 2.16x 2x
EV / Revenue 0x 0x 0x 0x 0x 2.31x 2.16x 2x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 5.17x 4.77x 4.37x
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% 6.46% 7.09% 8.04%
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 6.343 6.343 6.343
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.($)
19.14x3.62x9.91x2.99% 66.74B
7.44x3.61x30.58x3.27% 41.63B
12.2x - - 2.29% 13.64B
8.51x0.93x - 3.8% 12.09B
12.17x0.83x - 1.98% 8.89B
8.22x - - 6.46% 7.47B
-1296.49x2.93x15.85x1.15% 4.61B
18.53x24.14x76.94x2.45% 4.12B
Average -151.29x 6.01x 33.32x 3.05% 19.9B
Weighted average by Cap. -24.37x 3.79x 19.85x 3.11%

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