Informa plc

OTCPK:IFPJ.F Stock Report

Market Cap: US$14.3b

Informa Valuation

Is IFPJ.F 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 IFPJ.F when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: IFPJ.F ($10.15) is trading below our estimate of fair value ($18.01)

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

Key Valuation Metric

Which metric is best to use when looking at relative valuation for IFPJ.F?

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

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

Price to Earnings Ratio vs Peers

How does IFPJ.F's PE Ratio compare to its peers?

The above table shows the PE ratio for IFPJ.F vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average54.7x
OMC Omnicom Group
14x6.4%US$20.4b
IPG Interpublic Group of Companies
14x6.8%US$11.4b
MGNI Magnite
135.2x49.3%US$2.3b
IAS Integral Ad Science Holding
55.7x26.6%US$1.8b
IFPJ.F Informa
36.1x22.4%US$11.3b

Price-To-Earnings vs Peers: IFPJ.F is good value based on its Price-To-Earnings Ratio (36.1x) compared to the peer average (54.7x).

Price to Earnings Ratio vs Industry

How does IFPJ.F'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
2.8x-29.4%US$430.39m
ABLV Able View Global
4xn/aUS$37.47m
ANTE AirNet Technology
0.3xn/aUS$6.36m
IFPJ.F 36.1xIndustry Avg. 15.5xNo. of Companies7PE01632486480+
6 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: IFPJ.F is expensive based on its Price-To-Earnings Ratio (36.1x) compared to the US Media industry average (15.5x).

Price to Earnings Ratio vs Fair Ratio

What is IFPJ.F'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.

IFPJ.F PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio36.1x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate IFPJ.F's Price-To-Earnings Fair Ratio for valuation analysis.

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 IFPJ.F forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Currentn/a
US$12.46
0%
5.6%US$13.51US$11.00n/a12
Nov ’25US$10.76
US$12.94
+20.2%
5.7%US$14.02US$11.41n/a12
Oct ’25n/a
US$12.93
0%
4.9%US$13.81US$11.45n/a9
Sep ’25n/a
US$12.93
0%
4.9%US$13.81US$11.45n/a9
Aug ’25US$11.05
US$12.67
+14.6%
5.0%US$13.56US$11.25n/a9
Jul ’25US$10.72
US$12.32
+14.9%
5.5%US$13.28US$11.06n/a12
Jun ’25n/a
US$12.28
0%
6.2%US$13.34US$11.05n/a13
May ’25US$9.90
US$11.94
+20.6%
6.4%US$13.17US$10.66n/a13
Apr ’25n/a
US$11.96
0%
6.4%US$13.17US$10.67n/a13
Mar ’25n/a
US$11.61
0%
7.5%US$13.16US$10.03n/a13
Feb ’25n/a
US$11.64
0%
8.4%US$13.34US$10.16n/a13
Jan ’25n/a
US$11.35
0%
7.7%US$13.03US$10.22n/a14
Dec ’24n/a
US$11.07
0%
8.4%US$12.75US$9.75n/a14
Nov ’24n/a
US$10.46
0%
9.0%US$12.29US$9.06US$10.7614
Oct ’24n/a
US$10.23
0%
9.3%US$12.19US$8.92n/a15
Sep ’24US$8.76
US$10.73
+22.4%
9.3%US$12.54US$8.78n/a16
Aug ’24n/a
US$10.76
0%
8.5%US$12.34US$8.87US$11.0516
Jul ’24n/a
US$10.26
0%
10.8%US$12.24US$7.65US$10.7216
Jun ’24n/a
US$9.57
0%
10.7%US$11.50US$7.42n/a14
May ’24n/a
US$9.63
0%
10.8%US$11.62US$7.49US$9.9014
Apr ’24n/a
US$9.50
0%
10.6%US$11.15US$7.43n/a14
Mar ’24n/a
US$9.07
0%
10.8%US$11.18US$7.34n/a15
Feb ’24US$8.06
US$9.07
+12.5%
10.8%US$11.18US$7.34n/a15
Jan ’24US$7.44
US$8.71
+17.2%
8.5%US$9.85US$7.24n/a16
Dec ’23US$7.36
US$8.52
+15.8%
8.6%US$9.68US$7.11n/a16
Nov ’23US$6.49
US$8.01
+23.4%
8.5%US$8.85US$6.75n/a16

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

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