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 5,140 - -
Change - -16.58% 22.88% -14.39% 17.95% 7.73% - -
Enterprise Value (EV) 4,610 3,845 4,725 4,046 4,772 5,140 5,140 5,140
Change - -16.58% 22.88% -14.39% 17.95% 7.73% 0% 0%
P/E - - 5.16x 6.83x 7.55x 7.93x 7.18x 6.27x
PBR - - - - 0.89x - - -
PEG - - - -0.2x 1.13x 2.7x 0.7x 0.4x
Capitalization / Revenue 2.32x 1.69x 2.31x 1.85x 2.09x 2.16x 2.02x 1.88x
EV / Revenue 0x 0x 0x 0x 0x 2.16x 2.02x 1.88x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 4.84x 4.47x 4.09x
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% 6.7% 7.35% 8.33%
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 6.123 6.123 6.123
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.($)
19.18x3.59x9.84x2.99% 64.35B
12.1x - - 3.09% 43.3B
7.6x - - 2.41% 13.23B
5.98x0.85x - 4.01% 10.93B
11.19x0.81x - 2% 8.74B
-164.49x2.86x15.84x1.03% 4.28B
26.74x - - 1.68% 4.04B
20.76x6.06x14.5x2.5% 3.27B
Average -7.62x 2.84x 13.40x 2.46% 19.02B
Weighted average by Cap. 9.81x 3.05x 10.41x 2.88%

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