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Investec Group (IVKA) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Investec Group

IVKAMarket cap $6.55BPrice $8.1

Country🇿🇦South Africa

SectorFinancials

IndustryCapital Markets

Provides banking, wealth management, and investment services across the UK and South Africa. Built its reputation lending to entrepreneurs banks wouldn't touch, it now manages over £60 billion for clients who value specialist advice over generic banking.

In Bastion Portfolios?

52W Return+11%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)+12%7

Rev CAGR (3y)+9%6

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+15%8

EPS Growth Y+2+10%7

EPS Growth Y+3+10%6

Quality

Margins

EBIT Margin0%5

Net Income Margin34%9

Free Cash Flow Margin-136%1

Debt

Net Debt/EBITDAna–

Efficiency

ROE11%5

ROA1%3

Earnings Stability55

GEAR+STRONG70

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)710

P/E Ratio (Forward 3y)610

P/BV0.910

EV Multiples

EV/EBITDA Fwd010

EV/EBIT Fwd010

Yield

Free Cash Flow Yield0.0%10

Dividend Yieldna–

Momentum

Short term

1 month return-7%4

3 month return+3%7

YTD return+18%7

Mid term

Price vs 52wHigh91%8

1 year return+20%7

Long term

3 year return+67%6

5 year return+172%9

Risk Shield

Price Risk

Beta0.48

Volatility31%7

Free Cash Flow

Free Cash Flow Margin-136%1

Free Cash Flow Yield0.0%10

Quality

ROCE8%3

Earnings Stability55

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

IVKAInvestec

Revenue FY26$2.7B

GROWTH RATING↗

AVERAGE57 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y+12%7

Revenue, next 3Y, CAGR+9%6

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+15%8

EPS growth, FY28E+10%7

EPS growth, FY29E+10%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 9%/yr).

WATCH

A mid-pack grower, ahead of 57% of companies worldwide.

Revenue is set to grow 9%/yr over the next 3 years, a little ahead of the market.6/10

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

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower. The one thing to watch: the long-term outlook is only average.

03Price Momentum

Is the market behind it right now?

IVKAInvestec

Total return Current88.9%

Price return Current8.3%

MOMENTUM RATING↗

STRONG72 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return+3%7

YTD return+18%7

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+20%7

3-year return+67%6

5-year return+172%9

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +67% over three years and +172% over five, ahead of 70% of the market.

It's up 20% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+3%) and so far this year (+18%).

WATCH

Returns sit at the market level over the past month (-7%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Investec Group. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

IVKAInvestec

Revenue FY26$2.7B

GROWTH RATING↗

AVERAGE57 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y+12%7

Revenue, next 3Y, CAGR+9%6

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+15%8

EPS growth, FY28E+10%7

EPS growth, FY29E+10%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 9%/yr).

WATCH

A mid-pack grower, ahead of 57% of companies worldwide.

Revenue is set to grow 9%/yr over the next 3 years, a little ahead of the market.6/10

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

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower. The one thing to watch: the long-term outlook is only average.

03Price Momentum

Is the market behind it right now?

IVKAInvestec

Total return Current88.9%

Price return Current8.3%

MOMENTUM RATING↗

STRONG72 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return+3%7

YTD return+18%7

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+20%7

3-year return+67%6

5-year return+172%9

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +67% over three years and +172% over five, ahead of 70% of the market.

It's up 20% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+3%) and so far this year (+18%).

WATCH

Returns sit at the market level over the past month (-7%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Investec Group. 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