Investec PLC INVP

Morningstar Rating
GBX595.50 +3.50 (0.59%)
View Full Chart

About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

INVP is trading at a LOCK|bHbNj premium.
Price
£5.92
Fair Value
LOCK|<&P$?B
Uncertainty
LOCK|d@<
1-Star Price
LOCK|Jxw?q<
5-Star Price
LOCK|^@#JGq
Economic Moat
LOCK|>X
Capital Allocation
—

News

Trading Information

Previous Close Price
GBX592.00
Day Range
GBX588.00–597.50
52-Week Range
GBX499.36–690.00
Bid/Ask
GBX0.00 / GBX0.00
Shares Outstanding
626.62M
Market Cap
GBX373.15B
Volume/Avg
1M / 3M

Key Statistics

Price/Earnings (Normalized)
8.26
Price/Sales
2.39
Dividend Yield (Trailing)
6.50%
Dividend Yield (Forward)
6.50%
Dividend Payment Schedule
Sep, Dec
Total Yield
12.48%

Company Profile

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.
Sector
Financial Services
Industry
Capital Markets
Stock Style Box
Mid Value
Total Number of Employees
8,000

Valuation

Metric
INVP
Price/Earnings (Normalized)
8.26
Price/Book Value
0.99
Price/Sales
2.39
Price/Cash Flow
5.81
Price/Earnings
INVP

Financial Strength

Metric
INVP
Quick Ratio
—
Current Ratio
—
Interest Coverage
—
Quick Ratio
No chart available

Profitability

Metric
INVP
Return on Assets (Normalized)
1.39%
Return on Equity (Normalized)
15.54%
Return on Invested Capital (Normalized)
—
Return on Assets
INVP

Capital Markets Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Morgan Stanley
MS
LOCK|!%%&#QHLOCK|Q@?$288B
The Goldman Sachs Group Inc
GS
LOCK|WjW<r%LLOCK|fS$260B
Charles Schwab Corp
SCHW
LOCK|@djLzl?#LOCK|r?n$158B
Robinhood Markets Inc Class A
HOOD
LOCK|&&bb@flLOCK|?#?!l$87B
Interactive Brokers Group Inc Class A
IBKR
LOCK|^STZn@?LOCK|@@?$37B
Tradeweb Markets Inc
TW
LOCK|$R#xB%TzLOCK|!?$26B
LPL Financial Holdings Inc
LPLA
LOCK|HMd%@hLOCK|fBc$25B
Jefferies Financial Group Inc
JEF
LOCK|&%?R!^MLOCK|skC$10B
IREN Ltd
IREN
LOCK|tj&<?K%LOCK|dPQ$10B
Stifel Financial Corp
SF
LOCK|^@p#WfLOCK|m$BYN$10B

Sponsor Center