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Key financial summary
Financials in GBP| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | £m | 2,743 | 2,917 | 3,802 | 4,776 | 1,017 | 4,731 | 4,731 | 2,259 |
| Operating profit | £m | 964 | 925 | ||||||
| Net profit | £m | 268 | 477 | 765 | 941 | 332 | 340 | 340 | 767 |
| EPS reported | £ | 0.77 | 0.77 | ||||||
| Operating cashflow per share | £ | -0.37 | -0.37 | ||||||
| Capex per share | £ | 0.07 | 0.07 | ||||||
| FCF per share | £ | -0.44 | -0.44 | ||||||
| Free cash flow | £m | -371 | -371 | ||||||
| Net debt | £m | -3,710 | -3,710 | ||||||
| Book value equity | £m | 6,072 | 6,072 | ||||||
| Book value per share | £ | 7.12 | 7.12 | ||||||
| Number of shares | m | 852.74 | 852.74 | ||||||
| DPS (TTM paid) | £ | 0.26 | 0.50 |
Financial summary
Financials in GBP| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 8.60 | - | ||||||
| P/B LTM | x | 0.93 | 0.74 | ||||||
| P/S LTM | x | 1.19 | 0.95 | ||||||
| P/FCF LTM | x | -15.21 | -12.06 | ||||||
| EV/EBITDA LTM | x | 3.66 | 0.83 | ||||||
| EV/Sales LTM | x | 0.72 | 0.16 | ||||||
| Earnings Yield LTM | % | 11.63% | 5.78% | ||||||
| FCF Yield | % | -6.57% | -8.29% | ||||||
| Quality | |||||||||
| ROE | % | 5.60% | 5.98% | ||||||
| ROIC | % | 5.50% | 5.28% | ||||||
| Operating margin | % | 20.38% | 19.54% | ||||||
| Gross margin | % | 46.30% | 46.30% | ||||||
| FCF/Sales | % | -7.85% | -7.85% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | +97.44% | +97.44% | ||||||
| Sales Growth YoY | % | +365.30% | +365.30% | ||||||
| Net Income Growth YoY | % | +2.56% | +2.56% | ||||||
| FCF Growth | % | - | - | ||||||
| Operating Profit Growth | % | -5.16% | -5.16% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | 5.97% | 7.31% | ||||||
| Dividend Growth | % | -55.95% | -15.23% | ||||||
| Payout Ratio | % | 51.38% | 99.15% | ||||||
| FCF/Debt | x | -0.15 | -0.15 | ||||||
| Net Debt/EBITDA | x | -2.40 | -2.40 | ||||||
| EBIT/Net interest | x | 0.38 | 0.36 | ||||||
| Net debt/market cap | % | -65.68% | -82.83% | ||||||
| Net debt/Equity | x | -0.61 | -0.61 | ||||||
| Gross debt/equity | x | 0.42 | 0.42 | ||||||
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
Company overview
Investec plc functions as a specialized banking and wealth management firm, delivering a broad spectrum of financial products and services across the United Kingdom and internationally. Its wealth and investment division offers comprehensive solutions, including investments, savings, financial planning, and pension/retirement services, catering to private individuals, professional advisors, charities, and trusts. The company's specialist banking segment provides private banking services—such as lending, private capital, transactional banking, savings, and foreign exchange—along with corporate and investment banking solutions like lending, advisory services, treasury and risk management, institutional research, sales, and trading. Additionally, it undertakes principal investments, property investment, and fund management. Investec serves a diverse client base, from high-net-worth and high-income private clients to corporate entities, private equity firms, government bodies, and institutional clients. Beyond these core areas, its services extend to various specialized provisions such as nominee services, diverse leasing options (including aircraft), debt issuance, property and shipping financing, investment management, corporate secretarial support, insurance, merchant banking, stockbroking, and retail credit. Established in London, UK, in 1974, Investec plc functions as a subsidiary of the broader Investec Group.
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For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Based on consensus from external analysts. Not Kvantra's opinion.
Investec plc functions as a specialized banking and wealth management firm, delivering a broad spectrum of financial products and services across the United Kingdom and internationally. Its wealth and investment division offers comprehensive solutions, including investments, savings, financial planning, and pension/retirement services, catering to private individuals, professional advisors, charities, and trusts. The company's specialist banking segment provides private banking services—such as lending, private capital, transactional banking, savings, and foreign exchange—along with corporate and investment banking solutions like lending, advisory services, treasury and risk management, institutional research, sales, and trading. Additionally, it undertakes principal investments, property investment, and fund management. Investec serves a diverse client base, from high-net-worth and high-income private clients to corporate entities, private equity firms, government bodies, and institutional clients. Beyond these core areas, its services extend to various specialized provisions such as nominee services, diverse leasing options (including aircraft), debt issuance, property and shipping financing, investment management, corporate secretarial support, insurance, merchant banking, stockbroking, and retail credit. Established in London, UK, in 1974, Investec plc functions as a subsidiary of the broader Investec Group.
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