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About the company
Investec plc is a United Kingdom-based international bank and wealth manager. The Company provides its clients with a diversified, combined, and integrated banking and wealth management offering in the United Kingdom. Its private client offerings include Wealth & Investment and Private Banking. Its corporate client offerings include Corporate and Investment Banking. The Wealth & Investment includes investment and savings, pensions and retirement, and financial planning. Its Private Banking segment predominantly comprises lending to high-net worth (HNW) clients, primarily residential mortgages, as well as flexible capital solutions for privately owned businesses and entrepreneurs (Private Capital). Its Corporate and Investment Banking segment comprises business activities that provide capital, advisory and risk management services to growth-orientated corporate clients in the private companies, private equity, and listed companies arenas, including specialist sector-focused expertise.
- Revenue in GBP (TTM)4.12bn
- Net income in GBP600.85m
- Incorporated1998
- Employees7.55k
- LocationInvestec PLC30 Gresham StreetLONDON EC2V 7QPUnited KingdomGBR
- Phone+44 207 597 4000
- Fax+44 207 597 4070
- Websitehttps://www.investec.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RIT Capital Partners plc | 143.20m | 66.10m | 2.77bn | 62.00 | 42.75 | 0.7845 | -- | 19.33 | 0.4444 | 0.4444 | 0.949 | 24.22 | 0.0355 | -- | 0.8919 | 2,309,678.00 | 1.64 | 5.89 | 1.74 | 6.32 | 75.98 | 92.52 | 46.16 | 78.21 | -- | -- | 0.0736 | 23.16 | 128.16 | 14.77 | 111.45 | 19.52 | 8.45 | 2.86 |
| Man Group PLC | 904.09m | 181.13m | 3.03bn | 1.79k | 16.87 | 2.45 | 12.62 | 3.35 | 0.1504 | 0.1504 | 0.749 | 1.04 | 0.304 | -- | 2.08 | 505,078.40 | 6.09 | 11.61 | 7.84 | 14.98 | -- | -- | 20.03 | 27.23 | -- | -- | 0.2079 | 47.55 | -32.56 | 4.00 | -61.51 | -3.04 | 1.26 | -1.27 |
| 3i Infrastructure PLC | 374.00m | 347.00m | 3.08bn | 0.00 | 8.87 | 0.9204 | -- | 8.22 | 0.3762 | 0.3762 | 0.4055 | 3.62 | -- | -- | -- | -- | -- | 10.95 | -- | 11.08 | 70.59 | 81.49 | 92.78 | 84.50 | -- | -- | 0.1324 | 29.65 | -24.75 | 2.99 | -11.93 | 6.07 | -- | 6.59 |
| St James's Place PLC | 18.93bn | -10.10m | 3.09bn | 2.30k | -- | 3.14 | 94.54 | 0.1633 | -0.0178 | -0.0178 | 34.50 | 1.79 | 0.1168 | -- | -- | 8,236,249.00 | -0.0061 | 0.1589 | -- | -- | -- | -- | -0.0523 | 2.21 | -- | -- | 0.2744 | 101.78 | 259.33 | -- | -102.48 | -- | 20.50 | -13.15 |
| IG Group Holdings plc | 985.30m | 301.50m | 3.14bn | 2.54k | 11.52 | 1.76 | 8.58 | 3.18 | 0.7354 | 0.739 | 2.41 | 4.82 | 0.344 | -- | 1.96 | 388,678.50 | 10.53 | 16.41 | 13.13 | 21.00 | 98.37 | 97.94 | 30.60 | 37.94 | -- | -- | 0.1466 | 55.71 | 4.67 | 11.62 | -8.18 | 9.94 | 13.35 | 0.9092 |
| Abrdn PLC | 1.47bn | 12.00m | 3.17bn | 5.06k | 221.65 | 0.6226 | 22.94 | 2.15 | 0.0078 | 0.0078 | 0.7637 | 2.76 | 0.171 | -- | -- | 291,419.50 | 0.1392 | 2.89 | 0.1394 | 3.06 | 94.84 | 94.76 | 0.8141 | 17.15 | -- | 6.82 | 0.1053 | 110.90 | -4.16 | -5.40 | 102.18 | -- | -17.67 | -8.40 |
| Greencoat UK Wind PLC | 234.38m | 126.19m | 3.19bn | 0.00 | 25.75 | 0.8544 | -- | 13.62 | 0.0545 | 0.0545 | 0.1011 | 1.64 | 0.0443 | -- | 266.49 | -- | 2.38 | 8.57 | 2.55 | 8.78 | 85.99 | 93.65 | 53.84 | 82.54 | -- | 3.35 | 0.3206 | 48.87 | -77.14 | 0.184 | -86.77 | -9.02 | -- | 8.17 |
| Alliance Trust PLC | 638.61m | 599.67m | 3.45bn | 0.00 | 5.86 | 1.04 | 10.97 | 5.40 | 2.08 | 2.08 | 2.22 | 11.75 | 0.191 | -- | 67.33 | -- | 17.93 | 10.12 | 18.16 | 10.50 | 95.97 | 94.26 | 93.90 | 90.58 | -- | 158.48 | 0.0645 | 16.53 | 406.33 | -- | 347.14 | -- | -- | 13.20 |
| Polar Capital Technology Trust plc | 1.15bn | 1.12bn | 3.78bn | 0.00 | 3.48 | 1.00 | -- | 3.30 | 9.08 | 9.08 | 9.29 | 31.54 | 0.3389 | -- | 41.53 | -- | 32.97 | 14.57 | 33.38 | 14.90 | 97.58 | 94.56 | 97.29 | 93.85 | -- | -- | 0.0126 | 0.00 | 1,563.54 | 22.85 | 1,160.48 | 23.80 | -- | -- |
| M&G PLC | 5.95bn | 297.00m | 4.95bn | 6.00k | 16.50 | 1.22 | 10.20 | 0.8324 | 0.126 | 0.126 | 2.52 | 1.71 | 0.0312 | -- | -- | 990,833.30 | 0.1623 | 0.0518 | -- | -- | -- | -- | 5.20 | 0.8461 | -- | 4.21 | 0.6725 | 426.99 | 550.76 | -- | 114.36 | -18.16 | 15.53 | -- |
| F&C Investment Trust PLC | 583.25m | 532.84m | 5.17bn | 0.00 | 10.00 | 1.05 | -- | 8.86 | 1.03 | 1.03 | 1.13 | 9.88 | 0.1073 | -- | 52.30 | -- | 9.81 | 8.48 | 9.82 | 8.59 | 94.78 | 93.57 | 91.36 | 90.80 | -- | -- | 0.1035 | 15.79 | 231.80 | -- | 208.44 | -- | -- | 5.97 |
| Hargreaves Lansdown PLC | 753.30m | 301.70m | 5.26bn | 2.28k | 17.44 | 7.37 | 16.58 | 6.98 | 0.6354 | 0.6354 | 1.59 | 1.50 | 0.6697 | -- | 1.38 | 330,830.00 | 26.82 | 24.30 | 44.94 | 49.85 | -- | -- | 40.05 | 46.86 | -- | -- | 0.0141 | 77.54 | 26.09 | 10.43 | 49.70 | 6.50 | 7.11 | 5.21 |
| Investec plc | 4.12bn | 600.85m | 5.49bn | 7.55k | 8.59 | 0.9213 | -- | 2.60 | 0.6795 | 1.01 | 2.39 | 6.48 | -- | -- | -- | -- | 1.14 | 0.8994 | -- | -- | -- | -- | 30.82 | 24.63 | -- | -- | -- | 28.86 | 29.39 | 9.35 | -14.69 | 11.09 | -27.66 | 7.09 |
| Intermediate Capital Group plc | 960.10m | 467.40m | 6.17bn | 637.00 | 13.28 | 2.68 | 12.69 | 6.43 | 1.60 | 1.62 | 3.29 | 7.92 | 0.1057 | -- | 3.09 | 1,507,221.00 | 5.15 | 4.46 | 5.59 | 4.86 | -- | -- | 48.79 | 46.91 | -- | 10.59 | 0.7278 | 63.84 | 46.33 | 16.96 | 108.85 | 21.01 | 12.81 | 11.91 |
| Schroders plc | 2.94bn | 402.60m | 6.37bn | 6.19k | 15.74 | 1.45 | 10.36 | 2.17 | 0.2510 | 0.2510 | 1.83 | 2.72 | 0.14 | -- | 3.23 | 474,349.90 | 1.92 | 2.29 | 2.67 | 2.93 | 79.49 | 81.02 | 13.71 | 18.03 | -- | -- | 0.5225 | 64.48 | 1.56 | 2.26 | -17.19 | -4.42 | -17.10 | 2.10 |
Data as of Jul 22 2024. Currency figures normalised to Investec PLC's reporting currency: UK Pound GBX
58.72%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Public Investment Corporation (SOC) Ltd.as of 31 Mar 2023 | 93.11m | 14.43% |
| Investec Wealth & Investment Ltd.as of 31 Mar 2023 | 51.12m | 7.92% |
| M&G Investment Management Ltd.as of 31 Mar 2023 | 49.39m | 7.66% |
| Ninety One SA (Pty) Ltd.as of 17 May 2024 | 31.83m | 4.93% |
| Old Mutual Investment Group (Pty) Ltd.as of 01 Jul 2024 | 30.16m | 4.68% |
| BlackRock Investment Management (UK) Ltd.as of 31 Mar 2023 | 29.23m | 4.53% |
| The Vanguard Group, Inc.as of 31 Mar 2023 | 26.15m | 4.05% |
| Acadian Asset Management LLCas of 31 Mar 2023 | 25.89m | 4.01% |
| Allan Gray (Pty) Ltd.as of 31 Mar 2023 | 22.41m | 3.47% |
| M&G Investment Managers (Pty) Ltd.as of 01 Jul 2024 | 19.54m | 3.03% |
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Data from 30 Sep 2023 - 19 Jul 2024Source: FactSet Research Systems Inc.
