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Investec PLC (GB:INVR)
LSE:INVR
UK Market

Investec (INVR) Stock Statistics & Valuation Metrics

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Total Valuation

Investec has a market cap or net worth of £10.59B. The enterprise value is ―.
Market Cap£10.59B
Enterprise Value

Share Statistics

Investec has 2,754,587 shares outstanding. The number of shares has decreased by -2.65% in one year.
Shares Outstanding2,754,587
Owned by Insiders
Owned by Institutions

Financial Efficiency

Investec’s return on equity (ROE) is 0.06 and return on invested capital (ROIC) is 6.52%.
Return on Equity (ROE)0.06
Return on Assets (ROA)<0.01
Return on Invested Capital (ROIC)6.52%
Return on Capital Employed (ROCE)0.08
Revenue Per Employee782.08K
Profits Per Employee663.96K
Employee Count1,300
Asset Turnover0.02
Inventory Turnover0.00

Valuation Ratios

The current PE Ratio of Investec is ―. Investec’s PEG ratio is -0.25.
PE Ratio
PS Ratio5.07
PB Ratio0.91
Price to Fair Value0.91
Price to FCF-8.81
Price to Operating Cash Flow3.57
PEG Ratio-0.25

Income Statement

In the last 12 months, Investec had revenue of 1.02B and earned 331.75M in profits. Earnings per share was 0.39.
Revenue1.02B
Gross Profit1.02B
Operating Income1.02B
Pretax Income405.82M
Net Income331.75M
EBITDA896.24M
Earnings Per Share (EPS)0.39

Cash Flow

In the last 12 months, operating cash flow was 2.33B and capital expenditures -2.33B, giving a free cash flow of 0.00 billion.
Operating Cash Flow2.33B
Free Cash Flow0.00
Free Cash Flow per Share0.00

Dividends & Yields

Investec pays an annual dividend of 26.199p, resulting in a dividend yield of 8.49%
Dividend Per Share26.199p
Dividend Yield8.49%
Payout Ratio
Free Cash Flow Yield
Earnings Yield

Stock Price Statistics

Beta0.02
52-Week Price Change22.64%
50-Day Moving Average639.91
200-Day Moving Average608.27
Relative Strength Index (RSI)75.93
Average Volume (3m)930.00

Important Dates

Investec upcoming earnings date is May 14, 2026, Before Open (Not Confirmed).
Last Earnings DateNov 20, 2025
Next Earnings DateMay 14, 2026
Ex-Dividend Date

Financial Position

Investec as a current ratio of 0.14, with Debt / Equity ratio of 49.54%
Current Ratio0.14
Quick Ratio0.14
Debt to Market Cap0.54
Net Debt to EBITDA-3.04
Interest Coverage Ratio0.36

Taxes

In the past 12 months, Investec has paid 74.06M in taxes.
Income Tax74.06M
Effective Tax Rate0.18

Enterprise Valuation

Investec EV to EBITDA ratio is 2.71, with an EV/FCF ratio of -4.15.
EV to Sales2.39
EV to EBITDA2.71
EV to Free Cash Flow-4.15
EV to Operating Cash Flow-4.28

Balance Sheet

Investec has £3.54B in cash and marketable securities with £7.70B in debt, giving a net cash position of -£4.16B billion.
Cash & Marketable Securities£3.54B
Total Debt£7.70B
Net Cash-£4.16B
Net Cash Per Share-£1.51K
Tangible Book Value Per Share£6.60

Margins

Gross margin is 34.70%, with operating margin of 100.00%, and net profit margin of 32.63%.
Gross Margin34.70%
Operating Margin100.00%
Pretax Margin39.92%
Net Profit Margin32.63%
EBITDA Margin88.15%
EBIT Margin84.90%

Analyst Forecast

The average price target for Investec is ―, which is 11.43% higher than the current price. The consensus rating is ―
Price Target
Price Target Upside
Analyst Consensus
Analyst Count0
Revenue Growth Forecast
EPS Growth Forecast

Scores

Smart Score5
AI Score