Investec (Germany) Analysis

Investec Stock Analysis Notes

About 77.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 1.1. Some equities with similar Price to Book (P/B) outperform the market in the long run. Investec Group last dividend was issued on the 11th of December 2025. 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. To learn more about Investec Group call the company at 27 11 286 7000 or check out https://www.investec.com.

Investec Group Investment Alerts

Investec Market Capitalization

The company currently falls under 'Mid-Cap' category with a current market capitalization of 4.52 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Investec's market, we take the total number of its shares issued and multiply it by Investec's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Investec Profitablity

The company has Profit Margin (PM) of 0.35 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.43 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.43.

Management Efficiency

Investec Group has return on total asset (ROA) of 0.0118 % which means that it generated a profit of $0.0118 on every $100 spent on assets. This is way below average. Similarly, it shows a return on equity (ROE) of 0.1209 %, meaning that it generated $0.1209 on every $100 dollars invested by stockholders. Investec's management efficiency ratios could be used to measure how well Investec manages its routine affairs as well as how well it operates its assets and liabilities. The Investec's current Other Current Assets is estimated to increase to about 1.1 B, while Total Assets are projected to decrease to roughly 58.6 B.

Technical Drivers

As of the 15th of February 2026, Investec retains the Risk Adjusted Performance of 0.0895, downside deviation of 2.09, and Market Risk Adjusted Performance of (0.35). Investec technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Please check out Investec Group maximum drawdown, potential upside, and the relationship between the treynor ratio and value at risk to decide if Investec is priced fairly, providing market reflects its last-minute price of 7.15 per share.

Investec Group Price Movement Analysis

Investec Outstanding Bonds

Investec Predictive Daily Indicators

Investec Forecast Models

Investec's time-series forecasting models are one of many Investec's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Investec's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Investec Group Debt to Cash Allocation

Investec Group has accumulated 52.6 B in total debt. Debt can assist Investec until it has trouble settling it off, either with new capital or with free cash flow. So, Investec's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Investec Group sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Investec to invest in growth at high rates of return. When we think about Investec's use of debt, we should always consider it together with cash and equity.

Investec Total Assets Over Time

Investec Assets Financed by Debt

Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Investec's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Investec, which in turn will lower the firm's financial flexibility.

Investec Corporate Bonds Issued

Investec Long Term Debt

Stock analysis is the technique used by a trader or investor to examine and evaluate how Investec prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Investec shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Investec. By using and applying Investec Stock analysis, traders can create a robust methodology for identifying Investec entry and exit points for their positions.

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.