III Stock Overview
A private equity firm specializing in mature companies, growth capital, middle markets, infrastructure, and management leveraged buyouts and buy-ins. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 4/6 |
| Past Performance | 3/6 |
| Financial Health | 5/6 |
| Dividends | 4/6 |
Rewards
Risk Analysis
No risks detected for III from our risk checks.
3i Group plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£39.04 |
| 52 Week High | UK£41.54 |
| 52 Week Low | UK£27.50 |
| Beta | 0.94 |
| 1 Month Change | 4.50% |
| 3 Month Change | 9.05% |
| 1 Year Change | 36.93% |
| 3 Year Change | 192.98% |
| 5 Year Change | 405.57% |
| Change since IPO | 803.49% |
Recent News & Updates
Expansion In Private Equity And Resilient Sectors Will Boost Future Performance
Feb 23 Focusing on expanding Private Equity and strategic disposals positions 3i Group for sustainable growth, enhancing future revenue and return on investments.Not Many Are Piling Into 3i Group plc (LON:III) Just Yet
Feb 07
Recent updates
Expansion In Private Equity And Resilient Sectors Will Boost Future Performance
Feb 23 Focusing on expanding Private Equity and strategic disposals positions 3i Group for sustainable growth, enhancing future revenue and return on investments.Not Many Are Piling Into 3i Group plc (LON:III) Just Yet
Feb 073i Group (LON:III) Has Announced A Dividend Of £0.305
Nov 18Many Still Looking Away From 3i Group plc (LON:III)
Oct 07We Think Shareholders Will Probably Be Generous With 3i Group plc's (LON:III) CEO Compensation
Jun 213i Group (LON:III) Has Announced That It Will Be Increasing Its Dividend To £0.345
Jun 083i Group (LON:III) Has Announced That It Will Be Increasing Its Dividend To £0.345
May 253i Group plc Just Missed Revenue By 12%: Here's What Analysts Think Will Happen Next
May 123i Group plc (LON:III) Looks Inexpensive But Perhaps Not Attractive Enough
Apr 23Shareholder Returns
| III | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 15.9% | 8.6% | 5.6% |
| 1Y | 36.9% | 13.9% | -0.5% |
Return vs Industry: III exceeded the UK Capital Markets industry which returned 13.9% over the past year.
Return vs Market: III exceeded the UK Market which returned -0.5% over the past year.
Price Volatility
| III volatility | |
|---|---|
| III Average Weekly Movement | 4.5% |
| Capital Markets Industry Average Movement | 4.9% |
| Market Average Movement | 5.6% |
| 10% most volatile stocks in GB Market | 10.6% |
| 10% least volatile stocks in GB Market | 3.2% |
Stable Share Price: III has not had significant price volatility in the past 3 months compared to the UK market.
Volatility Over Time: III's weekly volatility (4%) has been stable over the past year.
Community vs My Fair Value
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About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1945 | 249 | Simon Borrows | www.3i.com |
3i Group plc is a private equity firm specializing in mature companies, growth capital, middle markets, infrastructure, and management leveraged buyouts and buy-ins. The firm also provides infrastructure financing and debt management. For debt management, it invests in senior and mezzanine corporate debt in typically large and private companies in United Kingdom, Europe, Asia, and North America.
3i Group plc Fundamentals Summary
| III fundamental statistics | |
|---|---|
| Market cap | UK£37.69b |
| Earnings (TTM) | UK£4.21b |
| Revenue (TTM) | UK£4.29b |
8.9x
P/E Ratio8.8x
P/S RatioIs III overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| III income statement (TTM) | |
|---|---|
| Revenue | UK£4.29b |
| Cost of Revenue | UK£0 |
| Gross Profit | UK£4.29b |
| Other Expenses | UK£75.00m |
| Earnings | UK£4.21b |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
May 15, 2025
| Earnings per share (EPS) | 4.36 |
| Gross Margin | 100.00% |
| Net Profit Margin | 98.25% |
| Debt/Equity Ratio | 5.4% |
How did III perform over the long term?
See historical performance and comparisonDividends
1.7%
Current Dividend Yield15%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/04/14 10:01 |
| End of Day Share Price | 2025/04/14 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2024/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
3i Group plc is covered by 22 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Geoff Allum | Arden Partners Plc. |
| Daniel Garrod | Barclays |
| Michael Sanderson | Barclays |