IVTJ.Y Stock Overview

Engages in the provision of various financial products and services in South Africa, the United Kingdom, and internationally. More details

IVTJ.Y fundamental analysis
Snowflake Score
Valuation	3/6
Future Growth	0/6
Past Performance	4/6
Financial Health	6/6
Dividends	4/6

Rewards

Trading at 15.5% below our estimate of its fair value

Earnings grew by 87.7% over the past year

Risk Analysis

Shares are highly illiquid

Earnings are forecast to decline by an average of 6.4% per year for the next 3 years

Unstable dividend track record

My Notes

Capture your thoughts, links and company narrative

Investec Group Competitors

PJT Partners

NYSE:PJT

US$6.4b

NasdaqGS:XP

US$6.5b

Main Street Capital

NYSE:MAIN

US$5.0b

BGC Group

NasdaqGS:BGC

US$4.2b

Price History & Performance

Summary of share price highs, lows and changes for Investec Group
Historical stock prices
Current Share Price	R11.04
52 Week High	R11.99
52 Week Low	R8.24
Beta	1.1
1 Month Change	0%
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	-2.30%
5 Year Change	n/a
Change since IPO	-12.76%

Recent updates

Shareholder Returns

	IVTJ.Y	US Capital Markets	US Market
7D	0%	-4.3%	-2.7%
1Y	n/a	32.4%	23.4%

Return vs Industry: Insufficient data to determine how IVTJ.Y performed against the US Capital Markets industry.

Return vs Market: Insufficient data to determine how IVTJ.Y performed against the US Market.

Price Volatility

Is IVTJ.Y's price volatile compared to industry and market?
IVTJ.Y volatility
IVTJ.Y Average Weekly Movement	n/a
Capital Markets Industry Average Movement	4.1%
Market Average Movement	6.3%
10% most volatile stocks in US Market	16.9%
10% least volatile stocks in US Market	3.2%

Stable Share Price: IVTJ.Y has not had significant price volatility in the past 3 months.

Volatility Over Time: Insufficient data to determine IVTJ.Y's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1974	8,500	Fani Titi	www.investec.com

Investec Group provides various financial products and services in the United Kingdom South Africa, and internationally. The company offers wealth and investment products and services, including portfolio management, discretionary wealth management, financial planning, stockbroking/execution, pensions and retirement, and investment advisory services for private clients, charities, pension funds and trusts. It also provides specialist banking products and services comprising private banking products, such as lending, savings, foreign exchange, private capital, and transactional banking services; corporate and investment banking products, including lending, advisory, hedging, cash deposits and savings, and equity placement services to government, institutions, corporates, and intermediaries.

Investec Group Fundamentals Summary

How do Investec Group's earnings and revenue compare to its market cap?
IVTJ.Y fundamental statistics
Market cap	US$5.34b
Earnings (TTM)	US$863.54m
Revenue (TTM)	US$2.52b

6.1x

P/E Ratio

2.1x

P/S Ratio

Is IVTJ.Y overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IVTJ.Y income statement (TTM)
Revenue	UK£2.06b
Cost of Revenue	UK£0
Gross Profit	UK£2.06b
Other Expenses	UK£1.35b
Earnings	UK£704.98m

Last Reported Earnings

Sep 30, 2022

Next Earnings Date

May 18, 2023

Earnings per share (EPS)	0.78
Gross Margin	100.00%
Net Profit Margin	34.29%
Debt/Equity Ratio	126.1%

How did IVTJ.Y perform over the long term?

See historical performance and comparison

Dividends

5.4%

Current Dividend Yield

37%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2022/12/04 06:21
End of Day Share Price	2022/09/06 00:00
Earnings	2022/09/30
Annual Earnings	2022/03/31

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	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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 here.

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 .

Analyst Sources

Investec Group is covered by 17 analysts. 6 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
Harry Botha	Anchor Stockbrokers Proprietary Limited
Jaap Meijer	Arqaam Capital Research Offshore S.A.L.
Adrienne Damant	Avior Capital Markets