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Overview
Profile

Investec stock

INVP.L
GB00B17BBQ50
A0J32R

Price

5.06
Today +/-
-0.01
Today %
-0.20 %

Investec stock price

%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the Investec stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Investec stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Investec stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Investec's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Investec Stock Price History

DateInvestec Price
3/7/20255.06 undefined
3/6/20255.07 undefined
3/5/20255.06 undefined
3/4/20255.03 undefined
3/3/20255.11 undefined
2/28/20255.17 undefined
2/27/20255.20 undefined
2/26/20255.30 undefined
2/25/20255.23 undefined
2/24/20255.30 undefined
2/21/20255.35 undefined
2/20/20255.32 undefined
2/19/20255.31 undefined
2/18/20255.39 undefined
2/17/20255.34 undefined
2/14/20255.38 undefined
2/13/20255.37 undefined
2/12/20255.34 undefined
2/11/20255.30 undefined
2/10/20255.29 undefined

Investec Revenue, EBIT, Net Income

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Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

ⓘ

Understanding Revenue, EBIT, and Income

Gain insights into Investec, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Investec from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Investec’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Investec. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Investec’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Investec’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Investec’s growth potential.

Investec Revenue, EBIT and net profit per share

DateInvestec RevenueInvestec EBITInvestec Net Income
2027e2.46 B undefined1.16 B undefined870.17 M undefined
2026e2.31 B undefined1.09 B undefined794.98 M undefined
2025e2.23 B undefined1.05 B undefined756.2 M undefined
20244.92 B undefined0 undefined891.96 M undefined
20234.2 B undefined973.78 M undefined764.4 M undefined
20223.13 B undefined645.6 M undefined476.7 M undefined
20212.91 B undefined0 undefined234.5 M undefined
20200 undefined0 undefined1.09 B undefined
20190 undefined0 undefined489.6 M undefined
20180 undefined0 undefined472.6 M undefined
20170 undefined0 undefined457.2 M undefined
20160 undefined0 undefined335.3 M undefined
20150 undefined0 undefined210.7 M undefined
20140 undefined0 undefined295.5 M undefined
20130 undefined0 undefined271 M undefined
20120 undefined0 undefined208.2 M undefined
20110 undefined0 undefined377.5 M undefined
20100 undefined0 undefined302.3 M undefined
20090 undefined0 undefined244.5 M undefined
20080 undefined0 undefined349.8 M undefined
20070 undefined0 undefined308.5 M undefined
20060 undefined0 undefined295.2 M undefined
20050 undefined0 undefined93.8 M undefined

Investec Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (B)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (B)NET INCOME (B)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
20002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022202320242025e2026e2027e
0000000000000000000002.913.134.24.922.232.312.46
----------------------7.7434.0017.16-54.753.826.28
---------------------74.6560.0651.7044.1397.5393.9488.39
00000000000000000000001.882.170000
0.070.080.01-0.060.060.090.30.310.350.240.30.380.210.270.30.210.340.460.470.491.090.230.480.760.890.760.790.87
-11.27-83.54-584.62-196.8352.46217.204.4113.31-30.0923.7724.83-44.8330.298.86-28.8159.5236.423.283.60122.90-78.53103.4260.5016.62-15.155.039.57
----------------------------
----------------------------
422.4457.4457.6500.4515.1555.5596.1613.7649678.8727.9807.9855.8909.5914.4910.6913.3937949.3962.1953.4940948.7926.6884.29000
----------------------------
Details

Keystats

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Revenue and Growth

The Investec Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Investec is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (B)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (B)CURRENT ASSETS (B)TANGIBLE ASSETS (M)LONG-T. INVEST. (M)LONG-T. REC. (M)INTANGIBLE ASSETS (M)GOODWILL (M)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (B)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (M)ADDITIONAL PAID-IN CAPITAL (B)RETAINED EARNINGS (B)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (B)LIABILITIES (M)PROVISIONS (M)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (B)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (B)LONG-T. LIAB. (B)DEFERRED TAXES (M)OTHER LIAB. (B)LONG-T. LIABILITIES (B)DEBT (B)TOTAL CAPITAL (B)
2000200120022003200420052006200720082009201020112012201320142015201620172018201920202021202220232024
                                                 
000000000000000000000015.414.940
0000000000000000000000000
0000000000000000000000000
0000000000000000000000000
00000000000000000000002.281.250
000000000000000000000017.6816.190
14516518720614623419021727636443465917613410910291106233262357330335279238.07
21832324921049754463708393104232828242526739246838870167973454858.42
000000000000000000000043.178.020
0000051036323437136192179159147148143125107867254579.71
22624338530025219918419627225627445746846743436236836836936727126025826375.37
0000049605984147134135150165198176159163160249325298339271227.13
0.590.730.820.720.91.030.510.580.750.890.981.411.010.970.920.811.031.171.361.371.741.641.7611.41
0.590.730.820.720.91.030.510.580.750.890.981.411.010.970.920.811.031.171.361.371.741.6419.4417.191.41
                                                 
4242493130326217294200000000000169174175136127.38
0.520.560.810.981.031.031.031.131.631.771.932.242.462.52.472.292.272.372.722.781.811.851.931.611.01
-0.03-0.03-0.13-0.3-0.29-0.210.080.230.390.691.091.181.281.261.191.311.251.922.192.033.623.784.093.715.27
00000000020024800000000-847-798-6750-265.08
000000000-1202200000000-153120-59.81
0.530.580.740.680.871.151.321.652.032.473.023.693.733.763.663.63.514.294.914.814.65.015.525.456.08
25726421825418622700000433005375765887497867315005285970204.63
0000000000000000000000000
00000731371141331551972102102102082021922281851625179668382.74
0000000.361.770.380.921.111.61.861.941.321.290.970.690.661.111.5810.860.940.92
000000000000002928013814262573201790000
0.260.260.220.250.190.30.51.880.521.071.312.242.072.152.352.862.132.091.882.322.311.611.531.021.2
0.080.240.190.280.50.50.530.841.071.141.071.293.744.583.372.23.143.454.084.493.563.933.953.052.99
000007264879120137149102111977655403224454020275.2
2.142.744.464.134.766.537.816.636.36.4312.9913.6314.2213.7211.9710.659.7211.2912.2711.324.033.714.364.694
2.232.984.654.415.267.038.367.527.447.6914.215.0718.0618.4115.4412.9312.9214.7916.3915.837.637.688.337.776.99
2.483.244.874.665.457.338.869.47.958.7615.5117.3120.1420.5617.815.7915.0516.8818.2718.159.949.299.858.798.2
3.013.825.615.346.328.4810.1811.059.9811.2318.532123.8724.3121.4519.3918.5621.1723.1822.9614.5414.315.3714.2414.28
Details

Balance Sheet

ⓘ

Understanding the Balance Sheet

The balance sheet of Investec provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Investec's financial health and stability.

Assets

Investec's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Investec must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Investec after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Investec's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (B)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (B)NON-CASH ITEM (B)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (B)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES (M)TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (B)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
0.110.110.06-0.040.08000.470.470.370.410.470.290.390.420.390.520.640.640.691.320.330.70
27341151366300108730365266594840384245568063630
000000000000000000000000
-20.53-1.31-0.89-0.01-0.080.17-0.510.45-0.111.02-1.191.06-1.920.44000.04-0.260.66-0.05-1.022.33-0.71
4.22-2.231.760.86-0.71000.020.030.070.050.020.090.070.060.160.060.040.030-0.760.01-0.020
000000000000000000000000
1536192131001229795561171176135105132126127116941081520
2.35-1.550.620.07-0.57-0.080.17-0.011.040.351.51-0.661.51-1.40.980.60.620.760.461.410.59-0.623.07-0.71
-25-36-78-7-9-183-473-26-31-60-17-285-84-48-42-45-24-37-24-95-38-13-90
-135-107-557-145372-183-473-178-65-63-19-12439-2524193-13-59-37-65-35013510
-110-71-479-13738200-151-34-3-2160124236623910-21-1330-312144410
000000000000000000000000
-10172263620200356121-30-148196291374-132-33212646260-225-20-2080
143-54-39187002251537156114-110-31-33256330765-68-4-1180
-43159-83-5733612938430-54-185-127143105187-234-259-3473745-218-616-134-587-346
-34-56-520012938000000012240-1420004500-346
00-2-54-5200-151-191-191-136-167-174-187-193-232-253-290-324-343-367-109-2610
2.17-1.5-0.02-0.130.14-0.13-0.19-0.060.820.331.64-0.541.56-1.380.490.510.091.070.410.98-0.83-0.612.61-1.02
2,328.8-1,589.3545.763.1-580-268-304.2-32.51,003.4294.11,492.7-940.41,428.4-1,450.2936.5550.4596.5723.7430.61,309.3549.7-6333,062.2-708.9
000000000000000000000000

Investec stock margins

The Investec margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Investec. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Investec.

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Gross margin
EBIT margin
Profit margin
Details

Margin

ⓘ

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Investec's sales revenue. A higher gross margin percentage indicates that the Investec retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Investec's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Investec's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Investec's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Investec. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Investec's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Investec Margin History

Investec Gross marginInvestec Profit marginInvestec EBIT marginInvestec Profit margin
2027e51.7 %47.17 %35.44 %
2026e51.7 %47.14 %34.41 %
2025e51.7 %47.04 %33.97 %
202451.7 %0 %18.14 %
202351.7 %23.2 %18.21 %
202260.08 %20.61 %15.22 %
202151.7 %0 %8.07 %
202051.7 %0 %0 %
201951.7 %0 %0 %
201851.7 %0 %0 %
201751.7 %0 %0 %
201651.7 %0 %0 %
201551.7 %0 %0 %
201451.7 %0 %0 %
201351.7 %0 %0 %
201251.7 %0 %0 %
201151.7 %0 %0 %
201051.7 %0 %0 %
200951.7 %0 %0 %
200851.7 %0 %0 %
200751.7 %0 %0 %
200651.7 %0 %0 %
200551.7 %0 %0 %

Investec Stock Sales Revenue, EBIT, Earnings per Share

The Investec earnings per share therefore indicates how much revenue Investec has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

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Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Investec earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Investec's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Investec’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Investec's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Investec Revenue, EBIT and net profit per share

DateInvestec Sales per ShareInvestec EBIT per shareInvestec Earnings per Share
2027e2.61 undefined0 undefined0.93 undefined
2026e2.46 undefined0 undefined0.85 undefined
2025e2.37 undefined0 undefined0.8 undefined
20245.56 undefined0 undefined1.01 undefined
20234.53 undefined1.05 undefined0.82 undefined
20223.3 undefined0.68 undefined0.5 undefined
20213.09 undefined0 undefined0.25 undefined
20200 undefined0 undefined1.14 undefined
20190 undefined0 undefined0.51 undefined
20180 undefined0 undefined0.5 undefined
20170 undefined0 undefined0.49 undefined
20160 undefined0 undefined0.37 undefined
20150 undefined0 undefined0.23 undefined
20140 undefined0 undefined0.32 undefined
20130 undefined0 undefined0.3 undefined
20120 undefined0 undefined0.24 undefined
20110 undefined0 undefined0.47 undefined
20100 undefined0 undefined0.42 undefined
20090 undefined0 undefined0.36 undefined
20080 undefined0 undefined0.54 undefined
20070 undefined0 undefined0.5 undefined
20060 undefined0 undefined0.5 undefined
20050 undefined0 undefined0.17 undefined

Investec business model

The Investec PLC is a globally operating financial company headquartered in London and originated in South Africa. It was founded in 1974 by Larry Nestadt, Errol Grolman, and Ian Kantor in Johannesburg to provide customized financial services to wealthy private clients and companies. Today, Investec operates in 13 countries around the world and employs over 9,000 people globally. Business model Investec's business model is based on the concept of an integrated financial services provider. The company focuses on three core areas: Wealth & Investment, Asset Management, and Corporate & Investment Banking. Through collaboration between the different business areas, Investec can offer comprehensive solutions to its customers' financial needs. Wealth & Investment In the Wealth & Investment sector, Investec offers comprehensive wealth management services to wealthy private clients and family businesses worldwide. These include investment advice, wealth transfer, real estate financing, and financial planning. Asset Management Investec specializes in alternative investments in the asset management sector. This includes hedge funds, private equity, infrastructure investments, and real estate investments. The goal is to achieve high returns for clients while minimizing risk. Corporate & Investment Banking In the Corporate & Investment Banking sector, Investec offers investment and financing services to companies and institutional clients worldwide. This includes syndications, mergers and acquisitions, capital market transactions, as well as foreign exchange and trade financing. Products Investec offers a wide range of services and products. These include customized investment strategies, private banking, portfolio management, wealth transfer, structured financial products, alternative investments, infrastructure financing, trade financing, foreign exchange and interest rate hedging, as well as a range of banking services. Internationalization Through its expanding international activities, Investec has expanded its business worldwide. The company has branches in Africa, Europe, Asia, the Middle East, North America, and Australia. Investec's stated goal is to further expand its presence in global markets and offer a comprehensive network of services. Overall, Investec has written an impressive success story over the past decades. The company has focused on the needs of its customers and built an impressive expertise in various business areas. Its international success is based on the ability to be innovative and react quickly to changes. Investec is a reliable partner for its customers and is expected to continue growing and thriving in the future. Investec is one of the most popular companies on Eulerpool.com.

Investec SWOT Analysis

Strengths

Investec PLC has several key strengths that contribute to its success in the market.

1. Diversified business model: Investec operates in various sectors, including banking, wealth and investment management, and asset management. This diversification helps mitigate risks and provides stable revenue streams.

2. Strong global presence: The company has a strong international presence with operations in key financial centers such as London, Johannesburg, and Hong Kong. This global footprint enhances Investec's ability to serve a wide range of clients and access diverse markets.

3. Focus on client relationships: Investec places great importance on building and maintaining strong client relationships. This client-centric approach helps attract and retain high-net-worth individuals and institutional clients, leading to long-term partnerships and increased business opportunities.

Weaknesses

Despite its strengths, Investec also faces certain weaknesses that pose challenges in its operations.

1. Limited geographic diversification: While Investec has a global presence, a significant portion of its revenue still comes from the South African market. This concentration exposes the company to country-specific risks and economic fluctuations, impacting its overall performance.

2. Vulnerability to market volatility: As a financial institution, Investec is vulnerable to market volatility and economic downturns. Fluctuations in interest rates, exchange rates, and asset prices can impact the company's profitability and financial stability.

Opportunities

Investec has several opportunities to leverage and further enhance its market position.

1. Expansion into emerging markets: Investing in emerging markets such as Asia, Africa, and Latin America can provide new growth avenues for Investec. These regions offer untapped potential and a growing base of affluent individuals and businesses seeking financial services.

2. Technological advancements: Embracing technological advancements and digital transformation can help Investec streamline its operations, improve customer experiences, and offer innovative financial products and services. Investing in fintech collaborations can drive digital innovation and attract tech-savvy customers.

Threats

Despite its opportunities, Investec faces certain threats that could impact its future performance.

1. Intense competition: The financial services industry is highly competitive, with both traditional banks and fintech startups vying for market share. Investec needs to continuously innovate and differentiate itself to stay ahead of the competition.

2. Regulatory and compliance challenges: The financial industry is subject to rigorous regulatory requirements, which can increase operational costs and limit business flexibility. Adhering to regulatory changes and ensuring compliance is crucial for Investec to avoid penalties and maintain its reputation.

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Investec Eulerpool Fair Value

Details

Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Investec historical P/E ratio, EBIT multiple, and P/S ratio

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Investec shares outstanding

The number of shares was Investec in 2024 — This indicates how many shares 884.286 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Number of stocks
Details

Revenue, EBIT and Earnings per share

ⓘ

Revenue Per Share

Revenue per share represents the total revenue Investec earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Investec's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Investec’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Investec's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Investec stock splits

In Investec's history, there have been no stock splits.

Investec dividend history and estimates

In 2024, Investec paid a dividend amounting to 0.52 GBP. Dividend means that Investec distributes a portion of its profits to its owners.

  • 3 years

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  • 25 Years

  • Max

Dividend
Dividend (Estimate)
Details

Dividend

ⓘ

Dividend Overview

The dividend per year chart for Investec provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Investec’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Investec's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Investec Dividend History

DateInvestec Dividend
2027e0.54 undefined
2026e0.54 undefined
2025e0.54 undefined
20240.52 undefined
20230.33 undefined
20220.28 undefined
20210.19 undefined
20200.06 undefined
20190.25 undefined
20180.25 undefined
20170.24 undefined
20160.22 undefined
20150.23 undefined
20140.22 undefined
20130.2 undefined
20120.19 undefined
20110.19 undefined
20100.18 undefined
20090.14 undefined
20080.24 undefined
20070.27 undefined
20060.23 undefined
20050.17 undefined

Investec dividend payout ratio

In 2024, Investec had a payout ratio of 57.87%. The payout ratio indicates the percentage of the company's profits that Investec distributes as dividends.

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Payout ratio
Details

Payout ratio

ⓘ

What is Yearly Payout Ratio?

The yearly payout ratio for Investec represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Investec could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Investec's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Investec Payout Ratio History

DateInvestec Payout ratio
2027e54.01 %
2026e51.66 %
2025e52.49 %
202457.87 %
202344.61 %
202255 %
202174 %
20204.82 %
201949 %
201849 %
201747.96 %
201658.11 %
2015101.45 %
201467.71 %
201366.67 %
201278.7 %
201140.19 %
201042.33 %
200940.12 %
200844.24 %
200754.44 %
200645.78 %
2005104.13 %
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Unfortunately, there are currently no price targets and forecasts available for Investec.

Investec latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
9/30/20230.35 0.37  (4.98 %)2024 Q2
3/31/20230.32 0.37  (15.75 %)2023 Q4
9/30/20220.26 0.32  (22.56 %)2023 Q2
3/31/20220.25 0.3  (21.16 %)2022 Q4
9/30/20210.25 0.25  (-1.55 %)2022 Q2
3/31/20210.15 0.18  (15.46 %)2021 Q4
3/31/20160.24 0.2  (-15.65 %)2016 Q4
9/30/20150.23 0.21  (-6.36 %)2016 Q2
9/30/20110.23 0.18  (-23.48 %)2012 Q2
3/31/20110.23 0.11  (-54.14 %)2011 Q4
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Eulerpool ESG Scorecard© for the Investec stock

Eulerpool World ESG Rating (EESG©)

86/ 100

🌱 Environment

99

👫 Social

99

🏛️ Governance

59

Environment

Scope 1 - Direct Emissions
3,101
Scope 2 - Indirect emissions from purchased energy
17,250
Scope 3 - Indirect emissions within the value chain
16,249
Total CO₂ emissions
20,351
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees39.79
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Investec shareholders

%
Name
Stocks
Change
Date
11.04654 % Public Investment Corporation (SOC) Limited103,869,509-1,055,3612/21/2025
3.38550 % Ninety One UK Limited31,833,523-1,346,6695/17/2024
2.67983 % Coronation Fund Managers Limited25,198,188-985,06712/4/2024
2.06029 % The Vanguard Group, Inc.19,372,696-5,214,82412/27/2024
1.90106 % MandG Investment Managers (Pty) Ltd17,875,4832,25012/31/2024
1.34582 % M&G Investment Management Ltd.12,654,58102/3/2025
1.30364 % BlackRock Institutional Trust Company, N.A.12,257,951126,8182/3/2025
1.20894 % T. Rowe Price International Ltd11,367,54383,86212/26/2024
0.91194 % Norges Bank Investment Management (NBIM)8,574,894-37,2002/3/2025
0.79852 % Legal & General Investment Management Ltd.7,508,38902/3/2025
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5
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Investec Executives and Management Board

Mr. Fani Titi

(60)
Investec Group Chief Executive Officer, Executive Director (since 2004)
Compensation 7.5 M

Mr. Nishlan Samujh

(49)
Investec Group Finance Director, Executive Director
Compensation 4.3 M

Mr. Philip Hourquebie

(70)
Investec Independent Non-Executive Chairman of the Board
Compensation 426,241

Mr. Khumo Shuenyane

(52)
Investec Independent Non-Executive Director
Compensation 316,678

Ms. Zarina Bassa

(58)
Investec Senior Independent Non-Executive Director
Compensation 309,497
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Most common questions regarding Investec

What values and corporate philosophy does Investec represent?

Investec PLC represents a unique set of values and corporate philosophy. The company is built on integrity, client-centricity, and an entrepreneurial spirit. Investec strives to cultivate long-term relationships with its clients and provides tailor-made solutions across its various business areas, including asset management and investment banking. With a focus on innovation and expertise, Investec aims to deliver exceptional service and sustainable growth. The company's commitment to empowering its clients and employees is reflected in its strong culture of partnership and collaboration. Overall, Investec PLC embodies a client-focused approach and a commitment to excellence in every aspect of its operations.

In which countries and regions is Investec primarily present?

Investec PLC is primarily present in South Africa and the United Kingdom.

What significant milestones has the company Investec achieved?

Investec PLC has achieved several significant milestones throughout its history. These include the establishment of its London-based operations in 1992, which marked the company's expansion into international markets. Another milestone was the acquisition of Guinness Mahon, a UK merchant bank, in 1998, which further strengthened Investec's position in the financial services industry. In 2002, the company successfully listed on the London Stock Exchange, a major accomplishment that enhanced its visibility and credibility. Investec also expanded its reach by acquiring Rensburg Sheppards, a UK-based wealth management company, in 2010. These milestones demonstrate Investec PLC's commitment to growth and its ability to adapt and thrive in the ever-evolving financial market.

What is the history and background of the company Investec?

Investec PLC is a well-established financial services provider with a rich history. The company was founded in 1974 and is headquartered in London, United Kingdom. Investec PLC operates in three main areas: Asset Management, Wealth & Investment, and Specialist Banking. With a strong presence globally, Investec PLC offers a wide range of financial products and services to various clients, including individuals, corporations, and institutions. Over the years, Investec PLC has built a reputation for its expertise in investment banking, private banking, and asset management. Through its commitment to innovation and client-centric approach, Investec PLC continues to thrive in the ever-changing financial landscape.

Who are the main competitors of Investec in the market?

The main competitors of Investec PLC in the market include financial institutions such as Standard Bank Group, FirstRand Limited, and Nedbank Group. These companies also operate in various segments of the financial industry, offering similar services and competing for market share. Investec PLC, a global financial services group, stands out with its unique approach and expertise in areas such as investment banking, wealth management, and asset management. Despite facing competition from other established players in the industry, Investec PLC strives to differentiate itself through innovative solutions and exceptional client service.

In which industries is Investec primarily active?

Investec PLC is primarily active in the financial services industry. With its diversified portfolio, Investec operates in areas such as investment banking, asset management, and wealth management. The company offers a wide range of financial products and services to its clients, including corporate and institutional banking, private banking, and investment management. Investec PLC has established a strong reputation in the industry, providing comprehensive financial solutions to individuals, businesses, and institutions globally. Whether it's financing, advisory services, or investment support, Investec PLC continues to play a significant role in the financial services sector.

What is the business model of Investec?

Investec PLC operates as an international specialist banking and asset management group. The company focuses on providing a range of financial services to its clients globally. Investec's business model revolves around its dual banking and wealth management strategy. It offers a comprehensive range of banking products and services, including corporate and investment banking, private banking, and asset finance. Through its asset management division, Investec caters to the investment needs of institutional, corporate, and private clients. With its diversified business offerings, Investec PLC strives to deliver innovative and tailored financial solutions to its customers while maintaining a global presence in the financial industry.

What is the P/E ratio of Investec 2025?

The Investec P/E ratio is 5.91.

What is the P/S ratio of Investec 2025?

The Investec P/S ratio is 2.01.

What is the Quality Investing of Investec?

The Quality Investing for Investec is 5/10.

What is the revenue of Investec 2025?

The expected Investec revenue is 2.23 B GBP.

How high is the profit of Investec 2025?

The expected Investec profit is 756.2 M GBP.

What is the business model of Investec

Investec PLC is an internationally active company headquartered in London with branches all over the world. The company's business model is diverse and includes various business areas in which Investec PLC operates. The first division of Investec PLC is the investment division. Here, the company offers its customers asset management and investment advisory services. Investec provides a wide range of financial instruments, including stocks, bonds, certificates, and other derivatives. Investec specializes in alternative investments, such as hedge funds, real estate, and infrastructure financing. Another important division of Investec PLC is the banking division. Investec offers its customers both traditional and innovative banking products. For example, the company offers current accounts, debit cards, credit cards, and deposits. Investec also operates in asset management and investment banking, providing comprehensive support for mergers and acquisitions and capital raising for many years. The asset management division is the third business area of Investec PLC. Investec showcases its expertise in managing asset classes such as stocks, bonds, commodities, and real estate. Investec PLC can rely on its extensive expertise and global network. The company is present in more than 40 countries and manages assets worth over 140 billion euros. The last division of Investec PLC is the investment and trading division. Here, the company offers services such as trading, clearing, and settlement. Investec specializes particularly in structured products, which are complex and innovative financial products such as warrants. Investec PLC offers a wide and diverse portfolio of products and services ranging from individuals to companies and institutional investors. With its global network and extensive experience in the financial markets, Investec PLC positions itself as a reliable partner. The company places particular emphasis on individual and personal customer care, focusing on their needs and goals. The company strives to continuously expand and optimize its expertise and aims to play a leading role in the financial sector in the future.

What is the Investec dividend?

Investec pays a dividend of 0.28 GBP distributed over payouts per year.

How often does Investec pay dividends?

The dividend cannot currently be calculated for Investec or the company does not pay out a dividend.

What is the Investec ISIN?

The ISIN of Investec is GB00B17BBQ50.

What is the Investec WKN?

The WKN of Investec is A0J32R.

What is the Investec ticker?

The ticker of Investec is INVP.L.

How much dividend does Investec pay?

Over the past 12 months, Investec paid a dividend of 0.52 GBP . This corresponds to a dividend yield of about 10.29 %. For the coming 12 months, Investec is expected to pay a dividend of 0.54 GBP.

What is the dividend yield of Investec?

The current dividend yield of Investec is 10.29 %.

When does Investec pay dividends?

Investec pays a quarterly dividend. This is distributed in the months of September, January, September, January.

How secure is the dividend of Investec?

Investec paid dividends every year for the past 23 years.

What is the dividend of Investec?

For the upcoming 12 months, dividends amounting to 0.54 GBP are expected. This corresponds to a dividend yield of 10.74 %.

In which sector is Investec located?

Investec is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Investec kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Investec from 12/31/2024 amounting to 0.165 GBP, you needed to have the stock in your portfolio before the ex-date on 12/12/2024.

When did Investec pay the last dividend?

The last dividend was paid out on 12/31/2024.

What was the dividend of Investec in the year 2024?

In the year 2024, Investec distributed 0.33 GBP as dividends.

In which currency does Investec pay out the dividend?

The dividends of Investec are distributed in GBP.

All fundamentals about Investec

Our stock analysis for Investec Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Investec Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.