Informa plc

OTCPK:IFJP.Y Stock Report

Market Cap: US$14.5b

Informa Valuation

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

Valuation Score

3/6

Valuation Score 3/6

  • 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 IFJP.Y when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: IFJP.Y ($21.77) is trading below our estimate of fair value ($37.95)

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

Key Valuation Metric

Which metric is best to use when looking at relative valuation for IFJP.Y?

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

The above table shows the Price to Earnings ratio for IFJP.Y. This is calculated by dividing IFJP.Y's market cap by their current earnings.
What is IFJP.Y's PE Ratio?
PE Ratio36.8x
EarningsUK£312.80m
Market CapUK£11.50b

Price to Earnings Ratio vs Peers

How does IFJP.Y's PE Ratio compare to its peers?

The above table shows the PE ratio for IFJP.Y vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average54.6x
OMC Omnicom Group
14x6.4%US$20.0b
IPG Interpublic Group of Companies
14.1x6.8%US$11.0b
MGNI Magnite
135.1x49.3%US$2.4b
IAS Integral Ad Science Holding
55.3x26.6%US$1.8b
IFJP.Y Informa
36.8x22.4%US$11.5b

Price-To-Earnings vs Peers: IFJP.Y is good value based on its Price-To-Earnings Ratio (36.8x) compared to the peer average (54.6x).

Price to Earnings Ratio vs Industry

How does IFJP.Y's PE Ratio compare vs other companies in the US Media Industry?

6 CompaniesPrice / EarningsEstimated GrowthMarket Cap
DISH DISH Network
2.5x-71.9%US$3.08b
GTN Gray Television
2.9x-29.4%US$440.14m
SGRP SPAR Group
4.1x-89.1%US$49.16m
ABLV Able View Global
3.9xn/aUS$37.47m
IFJP.Y 36.8xIndustry Avg. 15.6xNo. of Companies7PE020406080100+
6 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: IFJP.Y is expensive based on its Price-To-Earnings Ratio (36.8x) compared to the US Media industry average (15.3x).

Price to Earnings Ratio vs Fair Ratio

What is IFJP.Y'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.

IFJP.Y PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio36.8x
Fair PE Ratio25.8x

Price-To-Earnings vs Fair Ratio: IFJP.Y is expensive based on its Price-To-Earnings Ratio (36.8x) compared to the estimated Fair Price-To-Earnings Ratio (25.8x).

Analyst Price Targets

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

Analyst Forecast: Insufficient data to show price forecast.

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