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 5,148 - -
Change - -16.58% 22.88% -14.39% 17.95% 7.9% - -
Enterprise Value (EV) 4,610 3,845 4,725 4,046 4,772 5,148 5,148 5,148
Change - -16.58% 22.88% -14.39% 17.95% 7.9% 0% 0%
P/E - - 5.16x 6.83x 7.55x 7.88x 7.13x 6.23x
PBR - - - - 0.89x - - -
PEG - - - -0.2x 1.13x 2.69x 0.7x 0.4x
Capitalization / Revenue 2.32x 1.69x 2.31x 1.85x 2.09x 2.17x 2.02x 1.88x
EV / Revenue 0x 0x 0x 0x 0x 2.17x 2.02x 1.88x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 4.67x 4.48x 4.1x
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% 6.74% 7.4% 8.38%
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 2,547 2,742
EBITDA - - - - - - - -
EBIT 1 716.2 917 963.6 1,039 1,075 1,103 1,150 1,256
Net income 1 516.2 804.9 941 693.5 724.5 754.2 845.9 936
Net Debt - - - - - - - -
Reference price 2 5.070 4.477 5.216 4.801 5.660 6.084 6.084 6.084
Nbr of stocks (in thousands) 913,590 856,353 896,090 843,759 834,812 837,503 - -
Announcement Date 19/5/22 18/5/23 23/5/24 22/5/25 21/5/26 - - -
1GBP in Million2GBP
Estimates

P/E, Detailed evolution



P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
18.95x3.59x9.81x2.94% 65.5B
7.8x - - 3.36% 40.43B
16.09x - - 2.12% 14.91B
6.64x0.89x - 4.14% 12.1B
12.34x0.84x - 1.94% 8.91B
7.88x - - 6.74% 6.89B
19.79x24.16x75.51x2.39% 4.29B
-79.82x2.7x14.38x1.44% 4.26B
Average 1.21x 6.43x 33.23x 3.13% 19.66B
Weighted average by Cap. 11.35x 3.87x 13.89x 3.12%

Y-o-Y evolution of P/E

Valuation ratios - P/E - Investec plc

Historical PBR trend

Valuation ratios - PBR - Investec plc

Evolution Enterprise Value / Sales

Valuation ratios - VE_REV - Investec plc

Change in Enterprise Value/EBITDA

Valuation ratios - VE_EBITDA - Investec plc


Year-on-year evolution of the Yield

Valuation ratios - Yield - Investec plc