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3i Group plc (IGQ) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

3i Group plc

IGQMarket cap $32BPrice $8.0

Country🇬🇧United Kingdom

SectorFinancials

IndustryCapital Markets

Invests in private equity and infrastructure, betting big on Dutch discount retailer Action, which alone drives most of its portfolio value. One of Europe's oldest investment trusts, still beating markets after decades.

In Bastion Portfolios?

52W Return-44%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+8%6

Revenue Forecast

Rev CAGR (1y)-6%1

Rev CAGR (3y)+9%6

Rev CAGR (5y)+15%9

Earnings Forecast

EPS Growth Y+1-6%3

EPS Growth Y+2+21%8

EPS Growth Y+3+10%6

Quality

Margins

EBIT Margin98%10

Net Income Margin95%10

Free Cash Flow Margin18%8

Debt

Net Debt/EBITDA0.19

Efficiency

ROE19%8

ROA18%10

Earnings Stability77

GEAR+VERY STRONG94

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)510

P/E Ratio (Forward 3y)110

P/BV0.810

EV Multiples

EV/EBITDA Fwd010

EV/EBIT Fwd010

Yield

Free Cash Flow Yield0.0%10

Dividend Yieldna–

Momentum

Short term

1 month return-13%1

3 month return-9%4

YTD return-23%2

Mid term

Price vs 52wHigh57%2

1 year return-43%1

Long term

3 year return+32%4

5 year return+125%8

Risk Shield

Price Risk

Beta0.94

Volatility49%3

Free Cash Flow

Free Cash Flow Margin18%8

Free Cash Flow Yield0.0%10

Quality

ROCE19%10

Earnings Stability77

Net Debt/EBITDA0.19

02Growth

Is it actually growing, and how fast?

IGQ3i Group

Revenue FY26$7.4B

GROWTH RATING↗

AVERAGE56 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y-6%1

Revenue, next 3Y, CAGR+9%6

Revenue, next 5Y, CAGR+15%9

EARNINGS FORECAST▾SCORE

EPS growth, FY27E-6%3

EPS growth, FY28E+21%8

EPS growth, FY29E+10%6

GROWTH ASSESSMENT

STRENGTHS

The runway holds up: revenue is set to grow 15%/yr over five years.9/10

WATCH

A mid-pack grower, ahead of 56% of companies worldwide.

Revenue is set to grow 9%/yr over the next 3 years, in line with the market.5/10

Revenue grew 8%/yr over the last 3 years and is set to keep growing around 9%/yr.

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 9%/yr). One year dips: EPS falls 6% next year.

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

IGQ3i Group

Total return Current136%

Price return Current111%

MOMENTUM RATING↗

WEAK15 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-13%1

3-month return-9%4

YTD return-23%2

MID & LONG-TERM▾SCORE

% of 52-week high57%2

1-year return-43%1

3-year return+32%4

5-year return+125%8

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+32% over three years and +125% over five), roughly average for the market.

Returns sit at the market level over three months (-9%).

WEAKNESSES

It's down 43% over the past year, now 43% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-13%) and so far this year (-23%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on 3i. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

IGQ3i Group

Revenue FY26$7.4B

GROWTH RATING↗

AVERAGE56 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y-6%1

Revenue, next 3Y, CAGR+9%6

Revenue, next 5Y, CAGR+15%9

EARNINGS FORECAST▾SCORE

EPS growth, FY27E-6%3

EPS growth, FY28E+21%8

EPS growth, FY29E+10%6

GROWTH ASSESSMENT

STRENGTHS

The runway holds up: revenue is set to grow 15%/yr over five years.9/10

WATCH

A mid-pack grower, ahead of 56% of companies worldwide.

Revenue is set to grow 9%/yr over the next 3 years, in line with the market.5/10

Revenue grew 8%/yr over the last 3 years and is set to keep growing around 9%/yr.

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 9%/yr). One year dips: EPS falls 6% next year.

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

IGQ3i Group

Total return Current136%

Price return Current111%

MOMENTUM RATING↗

WEAK15 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-13%1

3-month return-9%4

YTD return-23%2

MID & LONG-TERM▾SCORE

% of 52-week high57%2

1-year return-43%1

3-year return+32%4

5-year return+125%8

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+32% over three years and +125% over five), roughly average for the market.

Returns sit at the market level over three months (-9%).

WEAKNESSES

It's down 43% over the past year, now 43% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-13%) and so far this year (-23%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on 3i. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community