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Business Description
Investec PLC
ISIN : GB00B17BBQ50
Description
Investec PLC is part of a dual-listed specialized financial services firm that is the controlling company for the group's non-Southern African businesses. The group reports its operating results and formulates its client plan of action in a consolidated manner. Investor PLC represents just under half of the group's operating profits. The group's operating profits are derived from its specialist banking division, followed by its asset management business. The specialist banking business generates net interest income through traditional spread lending. It also generates fees from transactional and advisory activities. Both its asset management and wealth management businesses derive their revenue overwhelmingly from fees and commissions.
Financial Strength
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 2.12 | |||||
| Equity-to-Asset | 0.1 | |||||
| Debt-to-Equity | 0.44 | |||||
| Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 8/9 | |||||
| Beneish M-Score | -2.32 | |||||
| WACC vs ROIC | ||||||
Growth Rank
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 9.8 | |||||
| 3-Year EPS without NRI Growth Rate | 38 | |||||
| 3-Year Book Growth Rate | 8 | |||||
| Future 3-5Y EPS without NRI Growth Rate Estimate | 6.43 | |||||
| Future 3-5Y Total Revenue Growth Rate Estimate | 6.46 |
Momentum Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 23.97 | |||||
| 9-Day RSI | 25.15 | |||||
| 14-Day RSI | 27.87 | |||||
| 3-1 Month Momentum % | -6.87 | |||||
| 6-1 Month Momentum % | -9.63 | |||||
| 12-1 Month Momentum % | -2.4 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 8.62 | |||||
| Dividend Payout Ratio | 0.48 | |||||
| 3-Year Dividend Growth Rate | 81.7 | |||||
| Forward Dividend Yield % | 8.62 | |||||
| 5-Year Yield-on-Cost % | 13.9 | |||||
| 3-Year Average Share Buyback Ratio | 2.4 | |||||
| Shareholder Yield % | 20.92 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 32.96 | |||||
| FCF Margin % | -27.4 | |||||
| ROE % | 12.41 | |||||
| ROA % | 1.18 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 5.88 | |||||
| Forward PE Ratio | 4.92 | |||||
| PE Ratio without NRI | 5.56 | |||||
| Shiller PE Ratio | 6.17 | |||||
| Price-to-Owner-Earnings | 13 | |||||
| PEG Ratio | 2.42 | |||||
| PS Ratio | 1.71 | |||||
| PB Ratio | 0.47 | |||||
| Price-to-Tangible-Book | 0.5 | |||||
| EV-to-Revenue | 0.08 | |||||
| EV-to-FCF | -0.13 | |||||
| Price-to-GF-Value | 0.71 | |||||
| Price-to-Projected-FCF | 0.32 | |||||
| Price-to-Median-PS-Value | 1.06 | |||||
| Price-to-Graham-Number | 0.36 | |||||
| FCF Yield % | -19.67 | |||||
| Forward Rate of Return (Yacktman) % | 22.4 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
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Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Investec PLC Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil €) | 2,428.033 | ||
| EPS (TTM) (€) | 0.81 | ||
| Beta | 1.56 | ||
| 3-Year Sharpe Ratio | 0.11 | ||
| 3-Year Sortino Ratio | 0.2 | ||
| Volatility % | 17 | ||
| 14-Day RSI | 27.87 | ||
| 14-Day ATR (€) | 0.152771 | ||
| 20-Day SMA (€) | 5.757 | ||
| 12-1 Month Momentum % | -2.4 | ||
| 52-Week Range (€) | 4.72 - 7.55 | ||
| Shares Outstanding (Mil) | 645.16 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 8 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Investec PLC Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Investec PLC Stock Events
| Event | Date | Price (€) | ||
|---|---|---|---|---|
| No Event Data | ||||
Investec PLC Frequently Asked Questions
What is Investec PLC(FRA:IVKA)'s stock price today?
The current price of FRA:IVKA is €4.92. The 52 week high of FRA:IVKA is €7.55 and 52 week low is €4.72.
When is next earnings date of Investec PLC(FRA:IVKA)?
The next earnings date of Investec PLC(FRA:IVKA) is 2025-05-22.
Does Investec PLC(FRA:IVKA) pay dividends? If so, how much?
The Dividend Yield %  of Investec PLC(FRA:IVKA) is 8.62% (As of Today), Highest Dividend Payout Ratio of Investec PLC(FRA:IVKA) was 0.73. The lowest was 0.19. And the median was 0.45. The  Forward Dividend Yield % of Investec PLC(FRA:IVKA) is 8.62%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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