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About the company
Investec plc is a United Kingdom-based company, which provides its clients with product and services in the corporate mid-market, bespoke solutions to high-net-worth clients and access to a wealth management offering through its strategic partnership with Rathbones. Its principal business divisions include Wealth & Investment; Private Banking; Corporate, Investment Banking and Other, and Group Investments. Its private client offering provides transactional banking, lending, private capital, savings and foreign exchange tailored to suit its clients' needs. Its savings offering targets primarily United Kingdom retail savers. Its corporate and investment banking activities include lending, treasury and risk management solutions, advisory, and institutional research, sales and trading. Its client-centric, solution-driven offering provides corporate banking and investment banking services to private companies, private equity and sponsor-backed companies and publicly listed companies.
- Revenue in GBP (TTM)4.16bn
- Net income in GBP622.93m
- Incorporated1998
- Employees7.95k
- LocationInvestec PLC2 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 | 376.90m | 305.00m | 2.68bn | 61.00 | 9.08 | 0.7333 | -- | 7.12 | 2.10 | 2.10 | 2.60 | 26.05 | 0.0925 | -- | 3.88 | 6,178,689.00 | 7.48 | 5.52 | 7.98 | 5.92 | 91.14 | 92.62 | 80.92 | 76.59 | -- | -- | 0.0826 | 24.24 | 163.20 | -0.8482 | 361.42 | -2.28 | -12.94 | 2.78 |
| Greencoat UK Wind PLC | 61.67m | -55.42m | 2.74bn | 0.00 | -- | 0.8159 | -- | 44.37 | -0.0247 | -0.0247 | 0.027 | 1.51 | 0.0114 | -- | 1,019.27 | -- | -1.03 | 6.85 | -1.08 | 7.07 | 49.66 | 92.79 | -89.86 | 78.54 | -- | 0.36 | 0.3405 | 60.57 | -73.69 | -7.12 | -143.91 | -- | -- | 7.60 |
| Bridgepoint Group PLC | 428.10m | 64.80m | 2.81bn | 513.00 | 47.51 | 2.85 | 26.65 | 6.55 | 0.0716 | 0.0716 | 0.4207 | 1.19 | 0.1323 | -- | 0.2396 | 834,502.90 | 2.14 | 4.16 | 2.50 | 5.02 | -- | -- | 16.14 | 24.05 | -- | 6.74 | 0.6578 | 81.77 | 33.12 | 20.17 | -8.35 | 17.53 | -4.67 | -- |
| 3i Infrastructure PLC | 387.00m | 333.00m | 3.16bn | 0.00 | 9.49 | 0.8869 | -- | 8.16 | 0.361 | 0.361 | 0.4196 | 3.86 | 0.0991 | -- | 154.80 | -- | 8.53 | 10.42 | 8.62 | 10.53 | 74.68 | 81.65 | 86.05 | 84.41 | -- | -- | 0.068 | 29.75 | 3.21 | 8.64 | -4.03 | 8.25 | -- | 6.58 |
| JPMorgan Global Growth & Income PLC | 465.29m | 443.54m | 3.23bn | 0.00 | 5.78 | 0.9681 | -- | 6.93 | 0.9618 | 0.9618 | 0.9791 | 5.74 | 0.1754 | -- | 87.52 | -- | 16.72 | 15.48 | 16.78 | 15.65 | 96.87 | 96.04 | 95.33 | 94.12 | -- | -- | 0.0449 | 22.99 | 229.78 | 72.04 | 241.16 | 73.69 | -- | 7.83 |
| Aberdeen Group PLC | 1.37bn | 248.00m | 3.54bn | 4.62k | 14.09 | 0.7032 | 9.62 | 2.58 | 0.1365 | 0.1365 | 0.7536 | 2.73 | 0.174 | -- | -- | 296,601.00 | 3.15 | 3.20 | 3.15 | 3.36 | 95.26 | 94.35 | 18.10 | 19.94 | -- | -- | 0.1059 | 93.04 | -7.06 | -10.98 | 1,966.67 | 3.38 | -5.16 | -7.53 |
| IG Group Holdings plc | 1.05bn | 363.00m | 3.76bn | 2.57k | 11.16 | 2.14 | 8.91 | 3.58 | 0.9673 | 0.9673 | 2.79 | 5.05 | 0.3782 | -- | 2.10 | 408,326.80 | 13.08 | 14.99 | 16.55 | 19.27 | 98.49 | 98.24 | 34.59 | 37.03 | -- | -- | 0.1517 | 51.36 | -3.24 | 15.06 | -15.40 | 14.22 | 4.12 | 1.35 |
| Polar Capital Technology Trust plc | 155.01m | 118.36m | 4.32bn | 0.00 | 39.24 | 1.15 | -- | 27.85 | 0.0951 | 0.0951 | 0.1305 | 3.25 | 0.0399 | -- | 4.25 | -- | 3.05 | 11.66 | 3.08 | 11.87 | 78.94 | 93.39 | 76.36 | 92.54 | -- | -- | 0.0205 | 0.00 | -86.48 | -16.57 | -89.39 | -19.95 | -- | -- |
| Alliance Witan PLC | 538.87m | 490.70m | 4.96bn | 0.00 | 7.68 | 0.961 | -- | 9.20 | 1.63 | 1.63 | 1.74 | 13.05 | 0.1175 | -- | 52.31 | -- | 10.70 | 8.87 | 10.78 | 9.15 | 94.30 | 93.48 | 91.06 | 89.50 | -- | 306.90 | 0.0644 | 19.93 | -15.62 | -1.52 | -18.17 | -2.22 | -- | 13.85 |
| Investec plc | 4.16bn | 622.93m | 5.14bn | 7.95k | 7.79 | 0.8943 | -- | 2.29 | 0.7027 | 0.7027 | 2.54 | 6.26 | -- | -- | -- | -- | 1.21 | 1.04 | -- | -- | -- | -- | 30.82 | 27.86 | -- | -- | -- | 30.01 | 0.8879 | 9.16 | 3.67 | 30.39 | -15.24 | 27.11 |
| F&C Investment Trust PLC | 1.05bn | 999.76m | 5.45bn | 0.00 | 5.66 | 0.9636 | -- | 5.19 | 2.00 | 2.00 | 2.12 | 11.77 | 0.1768 | -- | 79.96 | -- | 16.80 | 9.12 | 16.84 | 9.20 | 96.94 | 94.17 | 95.07 | 91.44 | -- | -- | 0.0926 | 14.25 | 80.31 | 8.01 | 87.63 | 8.11 | -- | 6.10 |
| Intermediate Capital Group plc | 960.70m | 451.20m | 5.82bn | 686.00 | 13.03 | 2.34 | 12.41 | 6.06 | 1.54 | 1.54 | 3.27 | 8.57 | 0.1041 | -- | 2.31 | 1,400,437.00 | 4.89 | 5.00 | 5.34 | 5.46 | -- | -- | 46.97 | 48.50 | -- | 16.84 | 0.7122 | 58.93 | 0.0625 | 20.13 | -3.47 | 32.88 | 1.59 | 10.32 |
| Schroders plc | 2.97bn | 417.00m | 6.19bn | 6.21k | 14.78 | 1.40 | 9.91 | 2.08 | 0.2598 | 0.2598 | 1.85 | 2.75 | 0.1429 | -- | 3.05 | 478,414.90 | 2.08 | 2.23 | 2.86 | 2.89 | 79.38 | 80.70 | 14.58 | 17.04 | -- | -- | 0.5437 | 67.51 | 1.13 | 3.20 | 3.58 | -3.40 | -13.18 | 2.10 |
| St James's Place PLC | 25.91bn | 398.40m | 6.55bn | 3.33k | 16.85 | 5.23 | 14.63 | 0.2526 | 0.7266 | 0.7266 | 47.20 | 2.34 | 0.1412 | -- | -- | 7,772,406.00 | 0.217 | 0.1757 | -- | -- | -- | -- | 1.54 | 2.28 | -- | -- | 0.3288 | 74.71 | 36.91 | 9.49 | 4,044.55 | 22.13 | -19.79 | -14.10 |
| Pershing Square Holdings Ltd | 1.23bn | 869.47m | 7.51bn | -- | 8.85 | 0.7936 | -- | 6.10 | 4.72 | 4.72 | 6.69 | 52.68 | 0.108 | -- | 73.68 | -- | 7.63 | 12.71 | 7.84 | 13.38 | 69.73 | 74.96 | 70.67 | 73.51 | -- | -- | 0.1514 | 5.03 | -47.13 | -6.78 | -52.79 | -10.96 | -- | 10.48 |
Data as of Jul 11 2025. Currency figures normalised to Investec PLC's reporting currency: UK Pound GBX
50.77%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Public Investment Corporation (SOC) Ltd.as of 21 Feb 2025 | 103.87m | 16.10% |
| STANLIB Asset Management (Pty) Ltd.as of 11 Jun 2025 | 32.73m | 5.07% |
| Ninety One SA (Pty) Ltd.as of 17 May 2024 | 31.83m | 4.93% |
| Old Mutual Investment Group (Pty) Ltd.as of 02 Jun 2025 | 30.16m | 4.68% |
| M&G Investment Management Ltd.as of 31 Mar 2024 | 27.31m | 4.23% |
| The Vanguard Group, Inc.as of 31 Mar 2024 | 26.46m | 4.10% |
| Acadian Asset Management LLCas of 31 Mar 2024 | 22.33m | 3.46% |
| M&G Investment Managers (Pty) Ltd.as of 02 Jun 2025 | 19.54m | 3.03% |
| Coronation Asset Management (Pty) Ltd.as of 11 Mar 2025 | 18.61m | 2.89% |
| BlackRock Investment Management (UK) Ltd.as of 16 Jun 2025 | 14.69m | 2.28% |
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Data from 31 Dec 2024 - 02 Jul 2025Source: FactSet Research Systems Inc.
