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 5,281 - -
Change - -16.58% 22.88% -14.39% 17.95% 10.68% - -
Enterprise Value (EV) 4,610 3,845 4,725 4,046 4,772 5,281 5,281 5,281
Change - -16.58% 22.88% -14.39% 17.95% 10.68% 0% 0%
P/E - - 5.16x 6.83x 7.55x 8.07x 7.3x 6.38x
PBR - - - - 0.89x - - -
PEG - - - -0.2x 1.13x 2.75x 0.7x 0.4x
Capitalization / Revenue 2.32x 1.69x 2.31x 1.85x 2.09x 2.22x 2.08x 1.93x
EV / Revenue 0x 0x 0x 0x 0x 2.22x 2.08x 1.93x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 4.97x 4.59x 4.21x
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% 6.58% 7.22% 8.19%
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 6.229 6.229 6.229
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.($)
19x3.59x9.81x3.02% 66.24B
7.43x3.6x30.57x3.27% 41.54B
11.9x - - 2.35% 13.31B
8.99x1.01x - 3.6% 12.76B
12.09x0.82x - 1.99% 8.83B
8.07x - - 6.58% 7.2B
-1296.01x2.93x15.84x1.15% 4.61B
18.6x24.16x76.99x2.44% 4.14B
Average -151.24x 6.02x 33.30x 3.05% 19.83B
Weighted average by Cap. -24.55x 3.77x 19.83x 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