Investec PLC INVP
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.
Trading Information
- Previous Close Price
- GBX 512.50
- Day Range
- GBX 500.50–519.00
- 52-Week Range
- GBX 401.00–545.00
- Bid/Ask
- GBX 480.00 / GBX 545.00
- Market Cap
- GBX 326.45 Bil
- Volume/Avg
- 428,752 / 981,465
Key Statistics
- Price/Earnings (Normalized)
- 6.97
- Price/Sales
- 2.10
- Dividend Yield (Trailing)
- 6.44%
- Dividend Yield (Forward)
- 6.44%
- Total Yield
- 6.47%
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
- Website
- https://www.investec.com
Comparables
Valuation
|
Metric
|
INVP
|
N91
|
TAM
|
|---|---|---|---|
Price/Earnings (Normalized) | 6.97 | 9.16 | 26.52 |
Price/Book Value | 0.70 | 4.42 | 8.70 |
Price/Sales | 2.10 | 2.08 | 10.84 |
Price/Cash Flow | 6.74 | 15.50 | 25.68 |
Price/Earnings
INVP
N91
TAM
Financial Strength
|
Metric
|
INVP
|
N91
|
TAM
|
|---|---|---|---|
Quick Ratio | — | 1.03 | 3.62 |
Current Ratio | — | 1.03 | 3.62 |
Interest Coverage | — | 49.92 | 48.92 |
Quick Ratio
INVP
N91
TAM
Profitability
|
Metric
|
INVP
|
N91
|
TAM
|
|---|---|---|---|
Return on Assets (Normalized) | 1.11% | 1.45% | 26.72% |
Return on Equity (Normalized) | 14.19% | 45.59% | 34.20% |
Return on Invested Capital (Normalized) | — | 33.01% | 34.91% |
Return on Assets
INVP
N91
TAM
Capital Markets Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
MS
| Morgan Stanley | Smvhwdxp | Vcdhcm | $150.6 Bil | |
SCHW
| Charles Schwab Corp | Jwjmsbcty | Wywxr | $136.8 Bil | |
GS
| The Goldman Sachs Group Inc | Jtrndlxbj | Nfzzw | $136.3 Bil | |
RJF
| Raymond James Financial Inc | Prcvpcb | Cnh | $25.5 Bil | |
TW
| Tradeweb Markets Inc | Tdntkxlcd | Kbm | $21.7 Bil | |
LPLA
| LPL Financial Holdings Inc | Bftpvrfc | Nygrxp | $19.9 Bil | |
IBKR
| Interactive Brokers Group Inc Class A | Ksrvdhj | Fvhtnq | $12.6 Bil | |
SF
| Stifel Financial Corp | Mfhynrlm | Qrvlp | $8.1 Bil | |
MKTX
| MarketAxess Holdings Inc | Vbsgrjml | Wrnlv | $7.6 Bil | |
EVR
| Evercore Inc Class A | Lbfzdthvb | Slgtfr | $7.1 Bil |