MAX Chat
Company Analysis 3i Group plc
1. Summary
Advantages
- The stock's return over the last year (25.44%) is higher than the sector average (-1.03%).
- Current debt level 5.78% is below 100% and has decreased over 5 years from 6.42%.
Disadvantages
- Price (56.34 $) is higher than fair price (50.33 $)
- Dividends (1.68%) are below the sector average (4.61%).
- The company's current efficiency (ROE=20.73%) is lower than the sector average (ROE=100.46%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| 3i Group plc | Financials | Index | |
|---|---|---|---|
| 7 days | 2.1% | -14.7% | -0.6% |
| 90 days | -3.3% | -13.8% | 7.9% |
| 1 year | 25.4% | -1% | 14.5% |
TGOPF vs Sector: 3i Group plc has outperformed the "Financials" sector by 26.47% over the past year.
TGOPF vs Market: 3i Group plc has outperformed the market by 10.93% over the past year.
Stable price: TGOPF is not significantly more volatile than the rest of the market on "OTC" over the last 3 months, with typical variations of +/- 5% per week.
Long period: TGOPF with weekly volatility of 0.4893% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (56.34 $) is higher than the fair price (50.33 $).
Price is higher than fair: The current price (56.34 $) is 10.7% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (7.03) is lower than that of the sector as a whole (54.53).
P/E vs Market: The company's P/E (7.03) is lower than that of the market as a whole (48.33).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.34) is lower than that of the sector as a whole (1.72).
P/BV vs Market: The company's P/BV (1.34) is lower than that of the market as a whole (4.63).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (6.77) is higher than that of the sector as a whole (2.8).
P/S vs Market: The company's P/S indicator (6.77) is lower than that of the market as a whole (13.27).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (7.28) is lower than that of the sector as a whole (141.09).
EV/Ebitda vs Market: The company's EV/Ebitda (7.28) is lower than that of the market as a whole (42.28).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 338.5% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (338.5%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-4.74%).
5.4. ROE
ROE vs Sector: The company's ROE (20.73%) is lower than that of the sector as a whole (100.46%).
ROE vs Market: The company's ROE (20.73%) is lower than that of the market as a whole (51.15%).
5.5. ROA
ROA vs Sector: The company's ROA (19.44%) is lower than that of the sector as a whole (84.78%).
ROA vs Market: The company's ROA (19.44%) is lower than that of the market as a whole (35.9%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (20.83%) is higher than that of the sector as a whole (10.61%).
ROIC vs Market: The company's ROIC (20.83%) is higher than that of the market as a whole (10.83%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 1.68% is below the average for the sector '4.61%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 1.68% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 1.68% has been growing weakly or stagnant over the past 5 years. Growth over only 4 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (14.1%) are at an uncomfortable level.
Pay for your subscription
More functionality and data for company and portfolio analysis is available by subscription
