Skip to Content

Investec PLC IVTJF

Morningstar Rating
$6.92 +0.41 (6.33%)
View Full Chart
Unlock Our Analysis with Morningstar Investor

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

IVTJF is trading at a 24% discount.
Price
$6.95
Fair Value
$7.75
Uncertainty
Very High
1-Star Price
$45.41
5-Star Price
$5.94
Economic Moat
Fkbg
Capital Allocation
Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if IVTJF is a good fit for your portfolio.

News

Trading Information

Previous Close Price
$6.51
Day Range
$6.926.92
52-Week Range
$4.596.92
Bid/Ask
$5.85 / $7.36
Market Cap
$4.46 Bil
Volume/Avg
111 / 5,804

Key Statistics

Price/Earnings (Normalized)
9.11
Price/Sales
2.33
Dividend Yield
5.13%
Dividend Yield (Forward)
5.13%
Total Yield
14.28%

Company Profile

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 strategy 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.
Sector
Financial Services
Industry
Capital Markets
Stock Style Box
Mid Value
Total Number of Employees
7,400

Valuation

Metric
IVTJF
Price/Earnings (Normalized)
9.11
Price/Book Value
0.78
Price/Sales
2.33
Price/Cash Flow
7.48
Price/Earnings
IVTJF

Financial Strength

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

Profitability

Metric
IVTJF
Return on Assets (Normalized)
1.11%
Return on Equity (Normalized)
14.19%
Return on Invested Capital (Normalized)
Return on Assets
IVTJF

Capital Markets Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Economic Moat
Market Cap
MS
Morgan StanleyKjmlq$132.8 Bil
SCHW
Charles Schwab CorpJrlv$115.1 Bil
GS
The Goldman Sachs Group IncNhcylp$113.6 Bil
RJF
Raymond James Financial IncJdc$22.5 Bil
TW
Tradeweb Markets IncPxwjk$20.1 Bil
LPLA
LPL Financial Holdings IncWtdwqp$16.8 Bil
NMR
Nomura Holdings Inc ADRCbh$12.4 Bil
MKTX
MarketAxess Holdings IncYbmp$9.1 Bil
IBKR
Interactive Brokers Group Inc Class ABfqzz$8.4 Bil
SF
Stifel Financial CorpTvsl$6.4 Bil