Investec PLC ADR IVTJY

Morningstar Rating
$16.90 −0.44 (2.51%)
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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

IVTJY is trading at a LOCK|>%&kZp premium.
Price
$16.90
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation

Trading Information

Previous Close Price
$17.34
Day Range
$16.9016.90
52-Week Range
$13.5118.13
Bid/Ask
$9.78 / $24.68
Shares Outstanding
453.12M
Market Cap
$7.45B
Volume/Avg
227 / 279

Key Statistics

Price/Earnings (Normalized)
8.68
Price/Sales
2.52
Dividend Yield (Trailing)
5.98%
Dividend Yield (Forward)
5.98%
Total Yield
11.22%

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
IVTJY
Price/Earnings (Normalized)
8.68
Price/Book Value
1.06
Price/Sales
2.52
Price/Cash Flow
6.11
Price/Earnings
IVTJY

Financial Strength

Metric
IVTJY
Quick Ratio
Current Ratio
Interest Coverage
Quick Ratio
No chart available

Profitability

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

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