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 5,294 - -
Change - -16.58% 22.88% -14.39% 17.95% 10.94% - -
Enterprise Value (EV) 4,610 3,845 4,725 4,046 4,772 5,294 5,294 5,294
Change - -16.58% 22.88% -14.39% 17.95% 10.94% 0% 0%
P/E - - 5.16x 6.83x 7.55x 8.04x 7.28x 6.35x
PBR - - - - 0.89x - - -
PEG - - - -0.2x 1.13x 2.74x 0.7x 0.4x
Capitalization / Revenue 2.32x 1.69x 2.31x 1.85x 2.09x 2.23x 2.08x 1.93x
EV / Revenue 0x 0x 0x 0x 0x 2.23x 2.08x 1.93x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 4.98x 4.6x 4.22x
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% 6.6% 7.25% 8.22%
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 6.208 6.208 6.208
Nbr of stocks (in thousands) 913,590 856,353 896,090 843,759 834,812 837,503 - -
Announcement Date 19/05/22 18/05/23 23/05/24 22/05/25 21/05/26 - - -
1GBP in Million2GBP
Estimates

P/E, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
18.71x3.51x9.61x3.06% 65.67B
7.55x3.63x30.83x3.22% 42.13B
11.94x - - 2.34% 13.35B
9.23x1.04x - 3.51% 13.08B
12.12x0.83x - 1.98% 8.86B
8.04x - - 6.6% 7.22B
-1313.77x2.96x16.02x1.13% 4.67B
18.6x24.18x77.31x2.44% 4.16B
Average -153.45x 6.03x 33.44x 3.04% 19.89B
Weighted average by Cap. -25.59x 3.75x 19.95x 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