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 4,935 - -
Change - -16.58% 22.88% -14.39% 17.95% 3.42% - -
Enterprise Value (EV) 4,610 3,845 4,725 4,046 4,772 4,935 4,935 4,935
Change - -16.58% 22.88% -14.39% 17.95% 3.42% 0% 0%
P/E - - 5.16x 6.83x 7.55x 7.55x 6.83x 5.97x
PBR - - - - 0.89x - - -
PEG - - - -0.2x 1.13x 2.57x 0.7x 0.4x
Capitalization / Revenue 2.32x 1.69x 2.31x 1.85x 2.09x 2.08x 1.94x 1.8x
EV / Revenue 0x 0x 0x 0x 0x 2.08x 1.94x 1.8x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 4.47x 4.29x 3.93x
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% 7.03% 7.72% 8.75%
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 5.828 5.828 5.828
Nbr of stocks (in thousands) 9,13,590 8,56,353 8,96,090 8,43,759 8,34,812 8,37,503 - -
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.($)
18.6x3.53x9.64x2.98% 6.44TCr
7.71x - - 3.4% 4.02TCr
16.27x - - 2.1% 1.5TCr
6.66x0.89x - 4.13% 1.22TCr
12.33x0.84x - 1.94% 891.65Cr
7.55x - - 7.04% 659.57Cr
19.24x24.03x75.12x2.46% 416.17Cr
-75.32x2.58x13.73x1.52% 401.63Cr
Average 1.63x 6.37x 32.83x 3.2% 1.94TCr
Weighted average by Cap. 11.39x 3.80x 13.62x 3.15%

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