Subscribe

Investec plc (INVR.L)

GBp675.00 +0.00 (+0.00%)
GB LSE Financial Services Financial - Capital Markets
Address 30 Gresham Street EC2V 7QP
London, GB
CEO Fani Titi
IPO 2008-07-10
ISIN GB00B19RX541

Explore sections of this company profile

Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
GBp675.00 +0.00 (+0.00%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
1.1K
Beta
-0.15
Float Shares
532.22M
Free Float %
82.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% +0.00% +0.00% +0.37% +5.10% +3.88% +5.51% +28.85% +74.03% +35.90% +17.03%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
675.00
DCF (Unlevered) 474.80 -29.7%
DCF (Levered) 322.37 -52.2%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Quality scores
Altman Z-Score
0.55
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Capital Markets: +19.7%
    +365.3% Q1'26: +371.6% (vs Q1'24)
  • EPS growth Financial - Capital Markets: +35.3%
    +97.4% Q1'26: +8.3% (vs Q1'24)
  • FCF margin FCF growth · Financial - Capital Markets: +29.5%
    -64.0% Q1'26: -15.3% (vs Q1'24)
  • EBIT margin Financial - Capital Markets: +33.5%
    +19.1% Q1'26: +20.6% (vs Q1'24)
  • ROIC Financial - Capital Markets: +4.0%
    +30.7% Q1'26: +69.7% (vs Q1'24)
  • Share dilution Financial - Capital Markets: +0.0%
    +1.0% Q1'26: +1.0% (vs Q1'24)
  • Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×
    2.74× Q1'26: 1.21× (vs Q1'24)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (-0.15) × ERP
WACC = 67% × Ke + 33% × Kd (100.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 474.80 Current price: 675.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Mar 2024
actual
Mar 2025
actual
Mar 2026
1 Rev. Ana.
1 EPS Ana.
Mar 2027
1 Rev. Ana.
1 EPS Ana.
Mar 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
4.78B
est: 2.10B (+127.2%)
1.02B
est: 2.21B (-54.0%)
2.14B
2.14B – 2.14B
-3.3% YoY
2.26B
2.26B – 2.26B
+5.8% YoY
2.42B
2.42B – 2.42B
+7.1% YoY
EBITDA
872.93M
est: 679.97M (+28.4%)
896.24M
est: 742.52M (+20.7%)
718.18M
718.18M – 718.18M
-3.3% YoY
759.76M
759.76M – 759.76M
+5.8% YoY
814.06M
814.06M – 814.06M
+7.1% YoY
EBIT
766.55M
est: 651.80M (+17.6%)
863.15M
est: 710.19M (+21.5%)
686.92M
686.92M – 686.92M
-3.3% YoY
726.68M
726.68M – 726.68M
+5.8% YoY
778.62M
778.62M – 778.62M
+7.1% YoY
Net Income
941.04M
est: 630.29M (+49.3%)
331.75M
est: 671.71M (-50.6%)
705.73M
705.73M – 705.73M
+5.1% YoY
767.41M
767.41M – 767.41M
+8.7% YoY
835.09M
835.09M – 835.09M
+8.8% YoY
SGA
47.48M
est: 41.32M (+14.9%)
40.86M
est: 39.46M (+3.6%)
38.16M
38.16M – 38.16M
-3.3% YoY
40.37M
40.37M – 40.37M
+5.8% YoY
43.26M
43.26M – 43.26M
+7.1% YoY
EPS
1.05
est: 0.75 (+40.6%)
0.39
est: 0.79 (-50.5%)
0.83
0.83 – 0.83
+5.1% YoY
0.90
0.90 – 0.90
+8.7% YoY
0.98
0.98 – 0.98
+8.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 B+ 3/5 3/5 4/5 4/5 1/5 3/5 3/5
2026-05-28 B+ 3/5 3/5 4/5 4/5 1/5 3/5 3/5
2026-05-27 B+ 3/5 3/5 4/5 4/5 1/5 3/5 3/5
2026-05-26 B+ 3/5 3/5 4/5 4/5 1/5 3/5 3/5
2026-05-22 B+ 3/5 3/5 4/5 4/5 1/5 3/5 3/5
2026-05-21 B+ 3/5 3/5 4/5 4/5 1/5 3/5 3/5
2026-05-20 B+ 3/5 3/5 4/5 4/5 1/5 3/5 3/5
2026-05-19 B+ 3/5 3/5 4/5 4/5 1/5 3/5 3/5
2026-05-18 B+ 3/5 3/5 4/5 4/5 1/5 3/5 3/5
2026-05-15 B+ 3/5 3/5 4/5 4/5 1/5 3/5 3/5
2026-05-14 B+ 3/5 3/5 4/5 4/5 1/5 3/5 3/5
2026-05-13 B+ 3/5 3/5 4/5 4/5 1/5 3/5 3/5
2026-05-12 B+ 3/5 3/5 4/5 4/5 1/5 3/5 3/5
2026-05-11 B+ 3/5 3/5 4/5 4/5 1/5 3/5 3/5
2026-05-08 B+ 3/5 3/5 4/5 5/5 1/5 3/5 3/5
2026-05-07 B+ 3/5 3/5 4/5 5/5 1/5 3/5 3/5
2026-05-06 B+ 3/5 3/5 4/5 5/5 1/5 3/5 3/5
2026-05-05 A- 4/5 3/5 4/5 5/5 1/5 4/5 3/5
2026-05-01 A- 4/5 3/5 4/5 5/5 1/5 4/5 3/5
2026-04-30 A- 4/5 3/5 4/5 5/5 1/5 4/5 3/5
2026-04-29 A- 4/5 3/5 4/5 5/5 1/5 4/5 3/5
2026-04-28 A- 4/5 3/5 4/5 5/5 1/5 4/5 3/5
2026-04-27 A- 4/5 3/5 4/5 5/5 1/5 4/5 3/5
2026-04-24 A- 4/5 3/5 4/5 5/5 1/5 4/5 3/5
2026-04-23 A- 4/5 3/5 4/5 5/5 1/5 4/5 3/5
2026-04-22 A- 4/5 3/5 4/5 5/5 1/5 4/5 3/5
2026-04-21 A- 4/5 3/5 4/5 5/5 1/5 4/5 3/5
2026-04-20 A- 4/5 3/5 4/5 5/5 1/5 4/5 3/5
2026-04-17 A- 4/5 4/5 4/5 5/5 1/5 4/5 3/5
2026-04-16 A- 4/5 4/5 4/5 5/5 1/5 4/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
154.49M
OE per share TTM
0.18
Owner's Yield
2.70%
Maintenance CapEx ratio
158.85%
Maint CapEx / Avg PPE
11.1%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
693.7K
Shares Outstanding
644.54M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Fani Titi Chief Executive Officer & Executive Director 3M male
Nishlan Andre Samujh Group Finance Director, Chief Financial Officer & Executive Director 2M male
Richard John Wainwright Head of Specialist Banking & Joint Head of South Africa 721.0K male
James Kieran-Colum Whelan Group Chief Operating Officer 694.0K male
Marc Simon Kahn Global Head of Human Resources & Organisational Development
Qaqambile Dwayi Head of Investor Relations male
Lesley R. Penfold Head of Share Schemes & Secretarial male
Domenico Ferrini Co-Chief Investment Officer male
John Terence McNab Co-Chief Investment Officer male
Allen Zimbler Chief Integrating Officer
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits