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 5,325 - -
Change - -16.58% 22.88% -14.39% 17.95% 11.6% - -
Enterprise Value (EV) 4,610 3,845 4,725 4,046 4,772 5,325 5,325 5,325
Change - -16.58% 22.88% -14.39% 17.95% 11.6% 0% 0%
P/E - - 5.16x 6.83x 7.55x 7.96x 7.2x 6.29x
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 2.24x 2.09x 1.94x
EV / Revenue 0x 0x 0x 0x 0x 2.24x 2.09x 1.94x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 5.01x 4.63x 4.24x
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% 6.68% 7.33% 8.3%
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 1 516.2 804.9 941 693.5 724.5 784.6 856 991.5
Net Debt - - - - - - - -
Reference price 2 5.070 4.477 5.216 4.801 5.660 6.142 6.142 6.142
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.($)
19.17x3.64x9.95x2.98% 65.77B
12.32x - - 3.03% 43.6B
7.49x - - 2.38% 13.51B
6.08x0.88x - 4.03% 11.15B
11.49x0.84x - 1.95% 8.94B
-1226.71x2.81x15.21x1.05% 4.37B
26.08x - - 1.72% 3.96B
65.62x - - - 3.59B
Average -134.81x 2.04x 12.58x 2.45% 19.36B
Weighted average by Cap. -19.02x 2.98x 10.28x 2.87%

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