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Equity
Investec plc(INVR)
GBX --+0.00%
Reward39Moderate
Risk51Moderate
📊75%Data
Strong 34% profit margin · 5.5% dividend yield
INVR
+0.0 · +0.00%
GBX · LSE
Investec plc | Financial Services
Dividend King
Market Cap:5.86Bn
ℹ️
Reward Rating
39
Moderate
Bottom 5% (model universe)
75% data coverage
ℹ️
Risk Rating
51
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on INVR to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is Investec plc?

Investec Plc, a specialist bank, provides integrated banking and wealth management products and services to high-net-worth private, corporate, private, intermediary, government, and institutional clients in the United Kingdom and internationally.

INVR · Verdict

Limited reward · elevated risk

INVR has limited near-term tailwinds — growth and cash flow weigh on the model output.

Based on 88% data coverage

INVR · Verdict

What’s working & what to watch

Watchouts 2

  • Growth13/100

    Rev -29.6% CAGR · earnings -11.4%

  • Cash flow35/100

    -58% free-cash-flow margin

Model-based scoring. For information only — not financial advice.

What is Investec plc?

Investec Plc, a specialist bank, provides integrated banking and wealth management products and services to high-net-worth private, corporate, private, intermediary, government, and institutional clients in the United Kingdom and internationally. The company operates four segments: Wealth & Investment; Private Banking; Corporate, Investment Banking, and Other; and Group Investments. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 5.86B, and a P/E ratio of 0.1x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue growth is subdued, limiting near-term earnings expansion.
💰 Profitability
Adequate profitability with some margin variability in recent periods.
⚠️ Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
💸 Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: Moderate (39)

The scoring profile indicates weak reward characteristics across most factors, including profitability and valuation. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap5.86B
P/E Ratio0.1279
Dividend Yield5.47%
52 Week High680
52 Week Low545.2807
Last AnnualMarch
IPO DateN/A
IncorporatedUK
Shares Outstanding937M
No. of EmployeesN/A
IndustryCapital Markets
ExchangeLSE
Beta0.9927
CurrencyGBX · Reports in GBP
Websitewww.investec.com/en_gb.html
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