Investec (FRA:IVKA) Moat Score: 5/10 (As of Jul. 02, 2026)


FRA:IVKA Investec PLC FRA:IVKA
74 GF Score
Price €7.00
GF Value €8.02
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Investec Moat Score?

Investec FRA:IVKA 74 Moat Score is 5 as of Jul. 02, 2026. GuruFocus rates FRA:IVKA with a GF Score™ of 74/100 and a GF Value™ of €8.02 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 841 Capital Markets companies, Investec ranks better than 95.36% on this metric.

Investec has the Moat Score of 5, which implies that the company might have Narrow Moat - Solid narrow moat.

Investec has Narrow Moat: Investec PLC has a solid narrow moat due to its diversified financial services and strong brand in certain markets. It benefits from some customer loyalty and economies of scale, but lacks significant regulatory barriers or proprietary technology, limiting its competitive position.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Investec might have Narrow Moat - Solid narrow moat.

Investec  (FRA:IVKA) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Investec Moat Score Related Terms

FRA:IVKA vs MS, GS, SCHW: Moat Score Comparison

For the Capital Markets subindustry, Investec's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Investec Moat Score vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Investec's Moat Score distribution charts can be found below:

* The bar in red indicates where Investec's Moat Score falls into.


FRA:IVKA
74GF Score
Investec PLC FRA:IVKA
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 5 mean?
Investec (FRA:IVKA) has a Moat Score of 5 as of Jul. 02, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Investec ranks #39 out of 841 companies in the Capital Markets industry, placing it in the top 4.6%.
Is Investec's Moat Score too high?
Investec's current Moat Score is 5. Based on the distribution chart, Investec ranks #39 out of 841 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Investec has a GF Score™ of 74/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Investec's Moat Score compare to MS and GS?
According to the Capital Markets industry distribution chart, Investec ranks #39 out of 841 companies for Moat Score. This places Investec in the top 5% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a Capital Markets company?
A good Moat Score depends on the Capital Markets industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Investec's current Moat Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Investec stock overvalued right now?
Based on GuruFocus' analysis, Investec (FRA:IVKA) is currently considered Modestly Undervalued. The stock's GF Value™ is €8.02, compared to a current price of €7.00 — trading 12.7% below its estimated fair value. The current Moat Score is 5. Investec's overall GF Score™ is 74/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Investec (FRA:IVKA), the current Moat Score is 5 as of Jul. 02, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Investec (FRA:IVKA) Overvalued in 2026?

Based on GuruFocus' analysis, Investec stock appears to be undervalued. The current stock price of €7.00 is trading 12.7% below its estimated GF Value™ of €8.02. GuruFocus considers Investec to be Modestly Undervalued.

Key valuation signals for FRA:IVKA:

  • Moat Score: 5
  • GF Value™: €8.02 vs. price of €7.00 (12.7% below fair value)
  • GF Score™: 74/100 with 2 warning signs

No single metric tells the full story. See the FRA:IVKA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Investec Business Description

Address 30 Gresham Street, London, GBR, EC2V 7QP
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 segments includes Wealth and Investment, Private Banking, Corporate, Investment Banking and Other, and Group Investment. Company operates in UK and Southern Africa.
74GF Score

Get the complete analysis for FRA:IVKA

Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€7.00
Price
€8.02
GF Value