Investec Financials

IVKA Stock

EUR 7.20 0.05 0.70%

You can harness Investec fundamental data analysis to find out if markets are presently mispricing the company. We were able to collect data for thirty available reported financial drivers for Investec Group, which can be compared to its competitors. The stock experiences a moderate upward volatility. Check odds of Investec to be traded at €7.92 in 90 days.

Covid

Interest Hikes

Investec Balance Sheet Chart

At this time, Investec's Net Receivables is most likely to decrease significantly in the upcoming years.

Total Assets Other Current Liab Total Current Liabilities Total Stockholder Equity

Key indicators impacting Investec's financial strength include:

Current Value

Last Year

Change From Last Year

10 Year Trend

Operating Income

879.5 M

789.7 M

Moderately Up

Pretty Stable

Understanding current and past Investec Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Investec's financial statements are interrelated, with each one affecting the others. For example, an increase in Investec's assets may result in an increase in income on the income statement.

Investec Stock Summary

Investec competes with BK MANDIRI, PT Bank, PT Bank, Grupo Aval, and SHINHAN FINL. Investec plc, a specialist bank and asset manager, provides various financial products and services in the United Kingdom, Europe, South Africa, Asia, Australia, and internationally. The company was founded in 1974 and is headquartered in London, the United Kingdom. INVESTEC PLC operates under Asset Management classification in Germany and is traded on Frankfurt Stock Exchange. It employs 9884 people.

Specialization	Financial Services, Financial Services
Instrument	Germany Stock View All
Exchange	Frankfurt Exchange
ISIN	GB00B17BBQ50
Business Address	100 Grayston Drive,
Sector	Capital Markets
Industry	Financials
Benchmark	Dow Jones Industrial
Website	www.investec.com
Phone	27 11 286 7000
Currency	EUR - Euro

You should never invest in Investec without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Investec Stock, because this is throwing your money away. Analyzing the key information contained in Investec's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Investec Key Financial Ratios

There are many critical financial ratios that Investec's investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Investec Group reports annually and quarterly.

	Revenue	2.11 B
	Gross Profit	1.99 B
	Net Income	693.48 M
	Total Asset	58.25 B
	Retained Earnings	5.09 B

More Fundamentals

Investec Key Balance Sheet Accounts

	2021	2022	2023	2024	2025	2026 (projected)
Total Assets	58.8B	57.3B	56.9B	58.3B	67.0B	58.6B
Other Liab	1.8B	1.6B	2.0B	1.7B	1.5B	1.4B
Retained Earnings	4.1B	4.6B	4.8B	5.1B	5.9B	3.6B
Cash	6.7B	7.1B	7.0B	5.5B	6.4B	5.8B
Other Assets	28.4B	28.5B	31.9B	32.1B	36.9B	34.6B
Good Will	258.4M	262.6M	75.4M	74.3M	66.9M	63.5M
Other Current Assets	58.9M	1.6B	2.3B	1.2B	1.0B	1.1B
Total Liab	53.1B	52.0B	51.4B	52.6B	60.5B	53.1B
Total Current Assets	13.7B	14.4B	17.8B	16.3B	18.7B	14.2B
Intangible Assets	53.6M	56.5M	9.7M	7.5M	6.7M	6.4M
Net Receivables	6.6M	65.2M	45.8M	78.0M	70.2M	85.9M
Net Invested Capital	8.4B	7.6B	7.9B	8.1B	7.3B	6.6B
Capital Stock	175.1M	136.5M	127.4M	128.3M	147.6M	116.6M

Investec Key Income Statement Accounts

An income statement is very similar to a cash flow statement, but instead of showing net revenue minus expenses, it only includes earnings before interest and taxes (EBIT). This number does not have all of the same line items that are on a cash flow statement, but it leaves out non-cash expenses like depreciation and amortization. For example, if you bought $100 worth of goods from Walmart (WMT) using your debit card that has an interest rate of 20%, then paid off the balance at the end of the month with a credit card that charges 30% interest, you would have an income statement showing EBIT of $80 because your expenses are lower than the amount that went into your pocket.

	2021	2022	2023	2024	2025	2026 (projected)
Interest Expense	1.0B	2.1B	2.8B	2.8B	3.2B	3.4B
Total Revenue	1.9B	2.3B	2.0B	2.1B	2.4B	2.2B
Income Before Tax	697.3M	979.9M	822.5M	863.1M	992.6M	669.3M
Net Income	516.2M	804.9M	941.0M	693.5M	797.5M	621.8M
Minority Interest	(40.2M)	(12.6M)	(13.1M)	152K	136.8K	130.0K
Tax Provision	140.9M	162.5M	171.2M	169.8M	195.3M	121.3M
Net Interest Income	945.3M	1.3B	1.3B	1.4B	1.6B	1.1B
Interest Income	2.0B	3.4B	4.1B	4.2B	4.8B	3.1B

Investec Key Cash Accounts

Cash flow analysis captures how much money flows into and out of Investec Group. It measures of how well Investec is doing because it can show the actual money that comes into and out of the Company from sales instead of measuring expenses against revenue to determine earnings. You have to read the cash flow statement in three sections. The first section shows how much money Investec brought in, usually known as net revenue or sales. This is different from earnings because it does not include expenses when determining net revenue for use on this part of the cash flow statement. Next, are operating activities, which show how much money Investec had leftover after paying for its expenses. This number can be calculated in two ways: by subtracting the total of all operating expenses from net revenue or by adding up changes to cash and other assets or liabilities on this part of the statement. The third section is about investing activities, which shows what Investec has done with the money that it received from the sale of assets or what it spent to acquire new ones. This section can be broken down into two parts: investing in existing businesses (capital allocation) and investing in non-business activities like paying off debt or making acquisitions.

	2021	2022	2023	2024	2025	2026 (projected)
Change In Cash	2.6B	(655.7M)	(545.5M)	(1.1B)	(1.0B)	(953.7M)
Net Borrowings	(208.2M)	(251.2M)	(101.5M)	21.1M	19.0M	19.9M
Depreciation	66.9M	53.7M	44.8M	33.1M	38.1M	43.6M
Dividends Paid	261.9M	301.1M	(296.7M)	(320.8M)	(288.7M)	(274.3M)
Capital Expenditures	9.3M	30.3M	19.0M	17.0M	15.3M	26.6M
Net Income	516.2M	804.9M	941.0M	693.5M	797.5M	622.1M
Change To Netincome	(469.8M)	70.2M	75.2M	(25.7M)	(23.2M)	(22.0M)
End Period Cash Flow	9.1B	8.4B	7.3B	6.1B	7.1B	7.4B
Free Cash Flow	3.1B	469.8M	112.5M	(584.8M)	(526.3M)	(500.0M)

Investec Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Investec's current stock value. Our valuation model uses many indicators to compare Investec value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Investec competition to find correlations between indicators driving Investec's intrinsic value. More Info.

Investec Group is rated below average in return on equity category among its peers. It also is rated below average in return on asset category among its peers reporting about 0.10 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Investec Group is roughly 10.25 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Investec's earnings, one of the primary drivers of an investment's value.

Investec Group Total Assets Over Time

Most indicators from Investec's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into Investec Group current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Investec Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.

The Investec's current Selling General Administrative is estimated to increase to about 59.2 M, while Tax Provision is projected to decrease to roughly 121.3 M.

	2025	2026 (projected)
Gross Profit	2.7B	2.2B
Total Revenue	2.4B	2.2B

Gross Profit Total Revenue

Investec fundamental ratios Correlations

	Total Assets	Other Current Liab	Total Current Liabilities	Total Stockholder Equity	Other Liab	Net Tangible Assets	Retained Earnings	Accounts Payable	Cash	Other Assets	Long Term Debt	Good Will	Short Term Investments	Other Current Assets	Other Stockholder Equity	Total Liab	Long Term Investments	Short Long Term Debt	Total Current Assets	Short Term Debt	Intangible Assets	Common Stock	Property Plant Equipment	Net Receivables	Common Stock Shares Outstanding	Net Invested Capital
Total Assets		-0.69	0.9	0.95	-0.48	0.91	0.81	0.9	0.72	0.77	-0.36	-0.74	0.4	-0.13	0.36	1.0	0.76	-0.55	0.83	-0.55	-0.81	0.91	0.78	-0.35	-0.27	-0.56
Other Current Liab	-0.69		-0.89	-0.82	0.94	-0.86	-0.92	-0.87	-0.73	-0.14	0.28	0.87	0.0	0.27	0.13	-0.68	-0.25	0.48	-0.9	0.48	0.95	-0.78	-0.88	0.77	0.63	0.84
Total Current Liabilities	0.9	-0.89		0.97	-0.76	0.99	0.97	1.0	0.78	0.42	-0.4	-0.85	0.26	-0.18	0.12	0.89	0.55	-0.63	0.98	-0.63	-0.92	0.89	0.93	-0.66	-0.42	-0.7
Total Stockholder Equity	0.95	-0.82	0.97		-0.65	0.98	0.93	0.97	0.7	0.57	-0.4	-0.85	0.34	-0.19	0.24	0.94	0.67	-0.63	0.92	-0.63	-0.9	0.91	0.89	-0.54	-0.36	-0.64
Other Liab	-0.48	0.94	-0.76	-0.65		-0.71	-0.84	-0.74	-0.57	0.12	0.19	0.81	0.12	0.3	0.36	-0.46	0.0	0.35	-0.79	0.35	0.84	-0.64	-0.78	0.89	0.7	0.87
Net Tangible Assets	0.91	-0.86	0.99	0.98	-0.71		0.95	0.99	0.76	0.47	-0.38	-0.81	0.26	-0.18	0.22	0.89	0.61	-0.64	0.96	-0.64	-0.9	0.87	0.94	-0.6	-0.38	-0.64
Retained Earnings	0.81	-0.92	0.97	0.93	-0.84	0.95		0.97	0.74	0.27	-0.38	-0.9	0.16	-0.27	-0.06	0.79	0.4	-0.6	0.96	-0.6	-0.94	0.85	0.91	-0.71	-0.42	-0.75
Accounts Payable	0.9	-0.87	1.0	0.97	-0.74	0.99	0.97		0.78	0.44	-0.38	-0.83	0.26	-0.18	0.15	0.89	0.56	-0.63	0.97	-0.63	-0.9	0.87	0.92	-0.64	-0.38	-0.66
Cash	0.72	-0.73	0.78	0.7	-0.57	0.76	0.74	0.78		0.37	-0.31	-0.66	0.13	-0.06	0.1	0.72	0.32	-0.47	0.79	-0.47	-0.75	0.63	0.66	-0.36	-0.13	-0.5
Other Assets	0.77	-0.14	0.42	0.57	0.12	0.47	0.27	0.44	0.37		-0.09	-0.27	0.46	-0.03	0.64	0.78	0.8	-0.19	0.29	-0.19	-0.32	0.56	0.28	0.22	0.15	-0.12
Long Term Debt	-0.36	0.28	-0.4	-0.4	0.19	-0.38	-0.38	-0.38	-0.31	-0.09		0.49	-0.67	-0.07	0.1	-0.35	-0.44	0.92	-0.49	0.92	0.43	-0.48	-0.29	0.24	0.26	0.36
Good Will	-0.74	0.87	-0.85	-0.85	0.81	-0.81	-0.9	-0.83	-0.66	-0.27	0.49		-0.24	0.28	0.17	-0.72	-0.35	0.6	-0.84	0.6	0.97	-0.83	-0.75	0.64	0.46	0.83
Short Term Investments	0.4	0.0	0.26	0.34	0.12	0.26	0.16	0.26	0.13	0.46	-0.67	-0.24		0.15	0.29	0.4	0.62	-0.67	0.21	-0.67	-0.21	0.36	0.19	0.05	-0.06	-0.15
Other Current Assets	-0.13	0.27	-0.18	-0.19	0.3	-0.18	-0.27	-0.18	-0.06	-0.03	-0.07	0.28	0.15		0.41	-0.12	-0.15	0.04	-0.1	0.04	0.26	-0.24	-0.37	0.29	0.14	0.44
Other Stockholder Equity	0.36	0.13	0.12	0.24	0.36	0.22	-0.06	0.15	0.1	0.64	0.1	0.17	0.29	0.41		0.36	0.59	-0.06	0.03	-0.06	0.06	0.03	0.07	0.32	0.23	0.36
Total Liab	1.0	-0.68	0.89	0.94	-0.46	0.89	0.79	0.89	0.72	0.78	-0.35	-0.72	0.4	-0.12	0.36		0.76	-0.54	0.82	-0.54	-0.79	0.9	0.76	-0.33	-0.24	-0.54
Long Term Investments	0.76	-0.25	0.55	0.67	0.0	0.61	0.4	0.56	0.32	0.8	-0.44	-0.35	0.62	-0.15	0.59	0.76		-0.61	0.46	-0.61	-0.42	0.6	0.51	-0.01	-0.05	-0.18
Short Long Term Debt	-0.55	0.48	-0.63	-0.63	0.35	-0.64	-0.6	-0.63	-0.47	-0.19	0.92	0.6	-0.67	0.04	-0.06	-0.54	-0.61		-0.69	1.0	0.6	-0.6	-0.6	0.38	0.32	0.42
Total Current Assets	0.83	-0.9	0.98	0.92	-0.79	0.96	0.96	0.97	0.79	0.29	-0.49	-0.84	0.21	-0.1	0.03	0.82	0.46	-0.69		-0.69	-0.91	0.85	0.89	-0.69	-0.48	-0.68
Short Term Debt	-0.55	0.48	-0.63	-0.63	0.35	-0.64	-0.6	-0.63	-0.47	-0.19	0.92	0.6	-0.67	0.04	-0.06	-0.54	-0.61	1.0	-0.69		0.6	-0.6	-0.6	0.38	0.32	0.42
Intangible Assets	-0.81	0.95	-0.92	-0.9	0.84	-0.9	-0.94	-0.9	-0.75	-0.32	0.43	0.97	-0.21	0.26	0.06	-0.79	-0.42	0.6	-0.91	0.6		-0.86	-0.86	0.66	0.5	0.83
Common Stock	0.91	-0.78	0.89	0.91	-0.64	0.87	0.85	0.87	0.63	0.56	-0.48	-0.83	0.36	-0.24	0.03	0.9	0.6	-0.6	0.85	-0.6	-0.86		0.79	-0.5	-0.48	-0.75
Property Plant Equipment	0.78	-0.88	0.93	0.89	-0.78	0.94	0.91	0.92	0.66	0.28	-0.29	-0.75	0.19	-0.37	0.07	0.76	0.51	-0.6	0.89	-0.6	-0.86	0.79		-0.69	-0.51	-0.68
Net Receivables	-0.35	0.77	-0.66	-0.54	0.89	-0.6	-0.71	-0.64	-0.36	0.22	0.24	0.64	0.05	0.29	0.32	-0.33	-0.01	0.38	-0.69	0.38	0.66	-0.5	-0.69		0.76	0.77
Common Stock Shares Outstanding	-0.27	0.63	-0.42	-0.36	0.7	-0.38	-0.42	-0.38	-0.13	0.15	0.26	0.46	-0.06	0.14	0.23	-0.24	-0.05	0.32	-0.48	0.32	0.5	-0.48	-0.51	0.76		0.71
Net Invested Capital	-0.56	0.84	-0.7	-0.64	0.87	-0.64	-0.75	-0.66	-0.5	-0.12	0.36	0.83	-0.15	0.44	0.36	-0.54	-0.18	0.42	-0.68	0.42	0.83	-0.75	-0.68	0.77	0.71

Click cells to compare fundamentals

Investec Account Relationship Matchups

Investec fundamental ratios Accounts

	2021	2022	2023	2024	2025	2026 (projected)
Total Assets	58.8B	57.3B	56.9B	58.3B	67.0B	58.6B
Other Liab	1.8B	1.6B	2.0B	1.7B	1.5B	1.4B
Retained Earnings	4.1B	4.6B	4.8B	5.1B	5.9B	3.6B
Cash	6.7B	7.1B	7.0B	5.5B	6.4B	5.8B
Other Assets	28.4B	28.5B	31.9B	32.1B	36.9B	34.6B
Good Will	258.4M	262.6M	75.4M	74.3M	66.9M	63.5M
Other Current Assets	58.9M	1.6B	2.3B	1.2B	1.0B	1.1B
Total Liab	53.1B	52.0B	51.4B	52.6B	60.5B	53.1B
Total Current Assets	13.7B	14.4B	17.8B	16.3B	18.7B	14.2B
Intangible Assets	53.6M	56.5M	9.7M	7.5M	6.7M	6.4M
Net Receivables	6.6M	65.2M	45.8M	78.0M	70.2M	85.9M
Net Invested Capital	8.4B	7.6B	7.9B	8.1B	7.3B	6.6B
Capital Stock	175.1M	136.5M	127.4M	128.3M	147.6M	116.6M

Investec February 17, 2026 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Investec help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Investec Group. We use our internally-developed statistical techniques to arrive at the intrinsic value of Investec Group based on widely used predictive technical indicators. In general, we focus on analyzing Investec Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Investec's daily price indicators and compare them against related drivers.

	Downside Deviation	2.13
	Information Ratio	0.0794
	Maximum Drawdown	8.65
	Value At Risk	(3.08)
	Potential Upside	3.25

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When running Investec's price analysis, check to measure Investec's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Investec is operating at the current time. Most of Investec's value examination focuses on studying past and present price action to predict the probability of Investec's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Investec's price. Additionally, you may evaluate how the addition of Investec to your portfolios can decrease your overall portfolio volatility.

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