Business Description
Investec PLC
ISIN : GB00B17BBQ50
Total Employee Number:
8,000Compare
Compare
Traded in other countries / regions
INVP.UKINP.South AfricaIVKA.GermanyIVTJF.USA IPO Date
2007-10-05Description
Investec PLC provides specialised products and services to private, corporate, and institutional clients through defined target markets. Its operating segments are: Private Banking offers lending, mainly residential mortgages, savings and transactional banking, bespoke foreign exchange and financing solutions to HNW clients. Corporate, Investment Banking and Other provides lending, advisory and risk management services to growth-oriented corporate clients, including private companies, private equity and listed companies, with specialist sector-focused expertise, and includes central treasury and liability management. Group Investments comprises assets separated from core banking activities to assess underlying performance and value and provide transparency of standalone asset values.
Financial Strength
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 1.88 | |||||
Equity-to-Asset | 0.1 | |||||
Debt-to-Equity | 0.42 | |||||
Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 6/9 | |||||
Beneish M-Score | -2.34 | |||||
WACC vs ROIC | ||||||
Growth Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 7.3 | |||||
3-Year EPS without NRI Growth Rate | 6.8 | |||||
3-Year Book Growth Rate | 8.4 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 9.69 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 7.71 |
Momentum Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 19.23 | |||||
9-Day RSI | 34.53 | |||||
14-Day RSI | 42.62 | |||||
3-1 Month Momentum % | -3.92 | |||||
6-1 Month Momentum % | 0.68 | |||||
12-1 Month Momentum % | 16.67 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 5.99 | |||||
Dividend Payout Ratio | 0.5 | |||||
3-Year Dividend Growth Rate | 10.9 | |||||
Forward Dividend Yield % | 5.99 | |||||
5-Year Yield-on-Cost % | 31.99 | |||||
3-Year Average Share Buyback Ratio | 0.4 | |||||
Shareholder Yield % | 13.28 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 33.08 | |||||
FCF Margin % | 29.43 | |||||
OCF Margin % | 29.43 | |||||
ROE % | 14.16 | |||||
ROA % | 1.43 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 5 | |||||
Tariff Resilience Score | 8 |
GF Value Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 8.62 | |||||
Forward PE Ratio | 7.15 | |||||
PE Ratio without NRI | 8.43 | |||||
Shiller PE Ratio | 8.07 | |||||
PEG Ratio | 1.32 | |||||
PS Ratio | 2.58 | |||||
PB Ratio | 0.95 | |||||
Price-to-Tangible-Book | 0.97 | |||||
Price-to-Free-Cash-Flow | 9.25 | |||||
Price-to-Operating-Cash-Flow | 9.25 | |||||
EV-to-Revenue | 0.86 | |||||
EV-to-FCF | 3.04 | |||||
Price-to-GF-Value | 1.03 | |||||
Price-to-Projected-FCF | 0.64 | |||||
Price-to-Median-PS-Value | 1.36 | |||||
Price-to-Peter-Lynch-Fair-Value | 1.24 | |||||
Price-to-Graham-Number | 0.6 | |||||
FCF Yield % | 15.53 | |||||
Forward Rate of Return (Yacktman) % | 11.68 |
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 €) | 2,525.306 | ||
| EPS (TTM) (€) | 0.851 | ||
| Beta | 1.1005 | ||
| 3-Year Sharpe Ratio | 0.41 | ||
| 3-Year Sortino Ratio | 0.76 | ||
| Volatility % | 20.68 | ||
| 14-Day RSI | 42.62 | ||
| 14-Day ATR (€) | 0.106142 | ||
| 20-Day SMA (€) | 7.745 | ||
| 12-1 Month Momentum % | 16.67 | ||
| 52-Week Range (€) | 5.9 - 8 | ||
| Shares Outstanding (Mil) | 906.24 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| 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 (€) | ||
|---|---|---|---|---|
| Second quarter earnings conference call for 2027 | 2026-11-20 | In 88 days | ||
| Second quarter earnings results for 2027 | 2026-11-20 | In 88 days | ||
| GBP 0.210000 Cash Dividend | 2026-08-20 | 7.75 (+0.00%) | ||
| General meeting for 2026 | 2026-08-06 10:00 | 7.85 (+0.00%) | ||
| Annual report for 2026 | 2026-06-23 | 7.35 (+0.00%) | ||
| Fourth quarter earnings conference call for 2026 | 2026-05-21 09:30 | 7.10 (+2.16%) | ||
| Fourth quarter earnings results for 2026 | 2026-05-21 | 7.10 (+2.16%) | ||
| GBP 0.175000 Cash Dividend | 2025-12-11 | 6.10 (+0.00%) | ||
| Second quarter earnings conference call for 2026 | 2025-11-20 | 6.55 (+0.00%) | ||
| Second quarter earnings results for 2026 | 2025-11-20 | 6.55 (+0.00%) |
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Investec PLC Frequently Asked Questions
What is Investec PLC(FRA:IVKA)'s stock price today?
The current price of FRA:IVKA is €7.45. The 52 week high of FRA:IVKA is €8.00 and 52 week low is €5.90.
When is next earnings date of Investec PLC(FRA:IVKA)?
The next earnings date of Investec PLC(FRA:IVKA) is 2026-11-20 Est..
Does Investec PLC(FRA:IVKA) pay dividends? If so, how much?
The Dividend Yield %  of Investec PLC(FRA:IVKA) is 5.99% (As of Today), Highest Dividend Payout Ratio of Investec PLC(FRA:IVKA) was 0.73. The lowest was 0.19. And the median was 0.46. The  Forward Dividend Yield % of Investec PLC(FRA:IVKA) is 5.99%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
Articles on Investec PLC
No articles.
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