Ratings 3i Group plc

Equities

III

GB00B1YW4409

Market Closed - London S.E. Other stock markets 09:05:11 26/04/2024 pm IST			5-day change	1st Jan Change
2,879 ^GBX	+1.27%		+1.55%	+18.92%

25/04	KKR: completes acquisition of nexeye	CF
25/04	KKR European Fund VI a fund managed by KKR & Co. Inc. signed an agreement to acquire Nexeye B.V. from 3i Group plc.	CI

Summary

The company has a good ESG score relative to its sector, according to Refinitiv.

Strengths

Before interest, taxes, depreciation and amortization, the company's margins are particularly high.
The group's activity appears highly profitable thanks to its outperforming net margins.
Thanks to a sound financial situation, the firm has significant leeway for investment.
Its low valuation, with P/E ratio at 7.16 and 6.24 for the ongoing fiscal year and 2025 respectively, makes the stock pretty attractive with regard to earnings multiples.
Over the last twelve months, the sales forecast has been frequently revised upwards.
Over the last 4 months, analysts have significantly revised upwards the company's estimated sales.
For the past year, analysts covering the stock have been revising their EPS expectations upwards in a significant manner.
Analysts covering this company mostly recommend stock overweighting or purchase.
Over the past four months, analysts' average price target has been revised upwards significantly.
The divergence of price targets given by the various analysts who make up the consensus is relatively low, suggesting a consensus method of evaluating the company and its prospects.
The group usually releases upbeat results with huge surprise rates.

Weaknesses

With relatively low growth outlooks, the group is not among those with the highest revenue growth potential.
The potential for earnings per share (EPS) growth in the coming years appears limited according to current analyst estimates.
The company's "enterprise value to sales" ratio is among the highest in the world.
The valuation of the company is particularly high given the cash flows generated by its activity.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Investment Management & Fund Operators

	1st Jan change	Capi.	Investor Rating	ESG Refinitiv
3I GROUP PLC	+18.92%	34.58B		A-
BLACKROCK, INC.	-6.03%	113B		A-
UBS GROUP AG	-3.98%	87.91B		C+
APOLLO GLOBAL MANAGEMENT, INC.	+20.96%	63.76B		C
BROOKFIELD CORPORATION	+5.29%	61.9B	-	B+
BANK OF NEW YORK MELLON CORPORATION (THE)	+10.12%	42.86B		C+
AMERIPRISE FINANCIAL, INC.	+7.95%	40.84B		A-
T. ROWE PRICE GROUP INC.	+5.88%	25.48B		B
STATE STREET CORPORATION	-5.25%	22.13B		A-
PRINCIPAL FINANCIAL GROUP, INC.	+0.57%	18.61B		B+

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes