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Investec PLC IVTJF

Morningstar Rating
$6.65 −0.09 (1.26%)
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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

IVTJF is trading within a range we consider fairly valued.
Price
$6.63
Fair Value
$9.84
Uncertainty
High
1-Star Price
$25.24
5-Star Price
$1.25
Economic Moat
Zyzz
Capital Allocation
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Trading Information

Previous Close Price
$6.74
Day Range
$6.656.65
52-Week Range
$5.286.92
Bid/Ask
$7.09 / $7.86
Market Cap
$4.29 Bil
Volume/Avg
100 / 220

Key Statistics

Price/Earnings (Normalized)
16.13
Price/Sales
2.35
Dividend Yield (Trailing)
6.27%
Dividend Yield (Forward)
6.27%
Total Yield
9.27%

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 plan of action 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
7,500

Comparables

Valuation

Metric
IVTJF
TAM
N91
Price/Earnings (Normalized)
16.1332.449.85
Price/Book Value
0.719.874.16
Price/Sales
2.3511.982.16
Price/Cash Flow
5.7230.109.73
Price/Earnings
IVTJF
TAM
N91

Financial Strength

Metric
IVTJF
TAM
N91
Quick Ratio
3.611.03
Current Ratio
3.711.03
Interest Coverage
46.6451.95
Quick Ratio
IVTJF
TAM
N91

Profitability

Metric
IVTJF
TAM
N91
Return on Assets (Normalized)
1.16%27.87%1.34%
Return on Equity (Normalized)
14.40%34.47%41.07%
Return on Invested Capital (Normalized)
33.68%29.65%
Return on Assets
IVTJF
TAM
N91
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