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 5,582 - -
Change - -16.58% 22.88% -14.39% 17.95% 16.98% - -
Enterprise Value (EV) 4,610 3,845 4,725 4,046 4,772 5,582 5,582 5,582
Change - -16.58% 22.88% -14.39% 17.95% 16.98% 0% 0%
P/E - - 5.16x 6.83x 7.55x 8.53x 7.72x 6.74x
PBR - - - - 0.89x - - -
PEG - - - -0.2x 1.13x 2.91x 0.7x 0.5x
Capitalization / Revenue 2.32x 1.69x 2.31x 1.85x 2.09x 2.35x 2.2x 2.04x
EV / Revenue 0x 0x 0x 0x 0x 2.35x 2.2x 2.04x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 5.25x 4.85x 4.44x
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% 6.23% 6.84% 7.75%
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 6.584 6.584 6.584
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 (N) EV / Sales (N) EV / EBITDA (N) Dividend Yield (N) Capi.($)
19.84x3.79x10.38x2.89% 68.59B
7.67x3.62x31.25x3.14% 43.13B
11.13x - - 2.23% 14.02B
8.63x0.95x - 3.75% 12.21B
12.38x0.83x - 1.97% 8.9B
8.53x - - 6.23% 7.54B
-1313.39x2.96x16.01x1.13% 4.67B
26.69x - - 1.68% 4.07B
Average -152.31x 2.43x 19.22x 2.88% 20.39B
Weighted average by Cap. -23.92x 3.27x 18.34x 2.99%

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