Company Analysis Investec Group
1. Summary
Advantages
- Price (16.2 $) is less than fair price (20.12 $)
- Dividends (9.98%) are higher than the sector average (0%).
- The stock's return over the last year (46.74%) is higher than the sector average (11.74%).
- The company's current efficiency (ROE=18.88%) is higher than the sector average (ROE=0%)
Disadvantages
- Current debt level 13.65% has increased over 5 years from 8.66%.
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Investec Group | Financials | Index | |
|---|---|---|---|
| 7 days | 0% | 2.4% | -3.9% |
| 90 days | 46.7% | 11% | -6% |
| 1 year | 46.7% | 11.7% | 5.2% |
IVTJY vs Sector: Investec Group has outperformed the "Financials" sector by 35% over the past year.
IVTJY vs Market: Investec Group has outperformed the market by 41.58% over the past year.
Stable price: IVTJY is not significantly more volatile than the rest of the market on "USA Stocks" over the last 3 months, with typical variations of +/- 5% per week.
Long period: IVTJY with weekly volatility of 0.8988% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (16.2 $) is lower than the fair price (20.12 $).
Price significantly below the fair price: The current price (16.2 $) is 24.2% lower than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (8.21) is higher than that of the sector as a whole (0).
P/E vs Market: The company's P/E (8.21) is higher than that of the market as a whole (0).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.41) is higher than that of the sector as a whole (0).
P/BV vs Market: The company's P/BV (1.41) is higher than that of the market as a whole (0).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (4.04) is higher than that of the sector as a whole (0).
P/S vs Market: The company's P/S indicator (4.04) is higher than that of the market as a whole (0).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (-42.93) is lower than that of the sector as a whole (0).
EV/Ebitda vs Market: The company's EV/Ebitda (-42.93) is lower than that of the market as a whole (0).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -3.42% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-3.42%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (0%).
5.4. ROE
ROE vs Sector: The company's ROE (18.88%) is higher than that of the sector as a whole (0%).
ROE vs Market: The company's ROE (18.88%) is higher than that of the market as a whole (0%).
5.5. ROA
ROA vs Sector: The company's ROA (1.65%) is higher than that of the sector as a whole (0%).
ROA vs Market: The company's ROA (1.65%) is higher than that of the market as a whole (0%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (0%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (0%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 9.98% is higher than the average for the sector '0%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 9.98% has been steadily paid over the past 7 years, DSI=0.9.
Weak dividend growth: The company's dividend yield 9.98% has been growing weakly or stagnant over the past 5 years. Growth over only 2 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (37.67%) are at a comfortable level.
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