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Investec PLC INVP

Morningstar Rating
GBX 551.00 −3.50 (0.63%)
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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

INVP is trading at a 655% premium.
Price
GBP 551.59
Fair Value
GBP 854.13
Uncertainty
High
1-Star Price
GBP 132.46
5-Star Price
GBP 668.36
Economic Moat
Qbpn
Capital Allocation
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Trading Information

Previous Close Price
GBX 554.50
Day Range
GBX 550.00565.00
52-Week Range
GBX 401.00567.00
Bid/Ask
GBX 550.50 / GBX 551.50
Market Cap
GBX 355.48 Bil
Volume/Avg
449,868 / 937,364

Key Statistics

Price/Earnings (Normalized)
7.59
Price/Sales
2.29
Dividend Yield (Trailing)
5.95%
Dividend Yield (Forward)
5.95%
Total Yield
5.91%

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

Comparables

Valuation

Metric
INVP
N91
TAM
Price/Earnings (Normalized)
7.599.7428.35
Price/Book Value
0.764.709.30
Price/Sales
2.292.2111.59
Price/Cash Flow
7.3416.4827.45
Price/Earnings
INVP
N91
TAM

Financial Strength

Metric
INVP
N91
TAM
Quick Ratio
1.033.62
Current Ratio
1.033.62
Interest Coverage
49.9248.92
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
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