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 5,178 - -
Change - -16.58% 22.88% -14.39% 17.95% 8.52% - -
Enterprise Value (EV) 4,610 3,845 4,725 4,046 4,772 5,178 5,178 5,178
Change - -16.58% 22.88% -14.39% 17.95% 8.52% 0% 0%
P/E - - 5.16x 6.83x 7.55x 7.94x 7.19x 6.28x
PBR - - - - 0.89x - - -
PEG - - - -0.2x 1.13x 2.71x 0.7x 0.4x
Capitalization / Revenue 2.32x 1.69x 2.31x 1.85x 2.09x 2.18x 2.04x 1.89x
EV / Revenue 0x 0x 0x 0x 0x 2.18x 2.04x 1.89x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 4.69x 4.77x 4.18x
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% 6.69% 7.34% 8.32%
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 2,377 2,542 2,739
EBITDA - - - - - - - -
EBIT 1 716.2 917 963.6 1,039 1,075 1,103 1,085 1,238
Net income 1 516.2 804.9 941 693.5 724.5 784.6 856 991.5
Net Debt - - - - - - - -
Reference price 2 5.070 4.477 5.216 4.801 5.660 6.131 6.131 6.131
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.($)
18.94x3.53x9.68x3.03% 63.2B
11.7x3.71x31.12x3.19% 42.15B
7x - - 2.6% 12.19B
4.32x1.2x - 4.13% 10.71B
10.46x0.74x - 2.14% 8.17B
16.2x - - - 4.35B
27.27x - - 1.65% 4.12B
-157.4x2.77x15.3x1.07% 4.1B
61.15x - - - 3.33B
Average -0.04x 2.39x 18.70x 2.55% 16.92B
Weighted average by Cap. 10.82x 3.19x 18.15x 2.98%

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