Informa plc

LSE:INF Stock Report

Market Cap: UK£11.3b

Informa Valuation

Is INF undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of INF when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: INF (£8.55) is trading below our estimate of fair value (£15.54)

Significantly Below Fair Value: INF is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for INF?

Key metric: As INF is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for INF. This is calculated by dividing INF's market cap by their current earnings.
What is INF's PE Ratio?
PE Ratio36.1x
EarningsUK£312.80m
Market CapUK£11.30b

Price to Earnings Ratio vs Peers

How does INF's PE Ratio compare to its peers?

The above table shows the PE ratio for INF vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average19.2x
WPP WPP
43.1x20.6%UK£8.8b
FOUR 4imprint Group
16.2x4.6%UK£1.4b
NFG Next 15 Group
6x-8.0%UK£365.0m
TIG Team Internet Group
11.5x1.1%UK£213.4m
INF Informa
36.1x22.4%UK£11.3b

Price-To-Earnings vs Peers: INF is expensive based on its Price-To-Earnings Ratio (36.1x) compared to the peer average (19.2x).

Price to Earnings Ratio vs Industry

How does INF's PE Ratio compare vs other companies in the GB Media Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
INF 36.1xIndustry Avg. 12.9xNo. of Companies6PE01632486480+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: INF is expensive based on its Price-To-Earnings Ratio (36.1x) compared to the European Media industry average (12.8x).

Price to Earnings Ratio vs Fair Ratio

What is INF's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

INF PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio36.1x
Fair PE Ratio30x

Price-To-Earnings vs Fair Ratio: INF is expensive based on its Price-To-Earnings Ratio (36.1x) compared to the estimated Fair Price-To-Earnings Ratio (30x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst INF forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUK£8.55
UK£9.92
+16.0%
5.7%UK£10.75UK£8.75n/a12
Nov ’25UK£8.15
UK£9.92
+21.7%
5.7%UK£10.75UK£8.75n/a12
Oct ’25UK£8.20
UK£9.88
+20.5%
4.9%UK£10.55UK£8.75n/a9
Sep ’25UK£8.34
UK£9.88
+18.4%
4.9%UK£10.55UK£8.75n/a9
Aug ’25UK£8.57
UK£9.86
+15.0%
5.0%UK£10.55UK£8.75n/a9
Jul ’25UK£8.45
UK£9.75
+15.3%
5.5%UK£10.50UK£8.75n/a12
Jun ’25UK£8.48
UK£9.66
+14.0%
6.2%UK£10.50UK£8.70n/a13
May ’25UK£8.00
UK£9.52
+18.9%
6.4%UK£10.50UK£8.50n/a13
Apr ’25UK£8.31
UK£9.53
+14.7%
6.4%UK£10.50UK£8.50n/a13
Mar ’25UK£8.14
UK£9.26
+13.8%
7.5%UK£10.50UK£8.00n/a13
Feb ’25UK£7.75
UK£9.16
+18.1%
8.4%UK£10.50UK£8.00n/a13
Jan ’25UK£7.81
UK£8.89
+13.7%
7.7%UK£10.20UK£8.00n/a14
Dec ’24UK£7.57
UK£8.86
+17.1%
8.4%UK£10.20UK£7.80n/a14
Nov ’24UK£7.13
UK£8.54
+19.8%
9.0%UK£10.04UK£7.40UK£8.1514
Oct ’24UK£7.50
UK£8.43
+12.3%
9.3%UK£10.04UK£7.35UK£8.2015
Sep ’24UK£7.36
UK£8.43
+14.5%
9.3%UK£9.86UK£6.90UK£8.3416
Aug ’24UK£7.56
UK£8.37
+10.7%
8.5%UK£9.60UK£6.90UK£8.5716
Jul ’24UK£7.26
UK£8.04
+10.8%
10.8%UK£9.60UK£6.00UK£8.4516
Jun ’24UK£6.98
UK£7.74
+10.9%
10.7%UK£9.30UK£6.00UK£8.4814
May ’24UK£7.23
UK£7.71
+6.6%
10.8%UK£9.30UK£6.00UK£8.0014
Apr ’24UK£6.93
UK£7.67
+10.8%
10.6%UK£9.00UK£6.00UK£8.3114
Mar ’24UK£6.78
UK£7.35
+8.5%
10.8%UK£9.07UK£5.95UK£8.1415
Feb ’24UK£6.65
UK£7.35
+10.7%
10.8%UK£9.07UK£5.95UK£7.7515
Jan ’24UK£6.20
UK£7.16
+15.6%
8.5%UK£8.10UK£5.95UK£7.8116
Dec ’23UK£6.19
UK£7.13
+15.2%
8.6%UK£8.10UK£5.95UK£7.5716
Nov ’23UK£5.66
UK£7.06
+24.7%
8.5%UK£7.80UK£5.95UK£7.1316

Analyst Forecast: Target price is less than 20% higher than the current share price.

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