3I Infrastructure plc (3IN.L)
3i Infrastructure plc is an investment firm specializing in infrastructure investments. The firm invests in early stage assets, mature assets, middle markets, mid venture, acquisitions, and projects and privatizations undergoing a period of operational ramp-up. It may invest in junior or mezzanine debt in infrastructure businesses or assets. The firm primarily invests in core infrastructure companies and assets with a focus on the utilities, transportation, energies, social infrastructure and adjacent sectors; primary PPP with a focus on greenfield projects in education, transport, healthcare; public sector accommodation sectors and low-risk energy projects with a focus on wind, solar, offshore transmission in developed markets; and mid-market economic infrastructure with a focus on low-risk energy projects. It primarily invests in unquoted companies, but may also invest in listed companies. The firm seeks to invest across the world, but with an initial focus on Europe, North America, Asia, the United Kingdom. It seeks to invest more than £50 million ($69.33 million) for an individual investment. The firm typically invests between £5 million ($6.93 million) and £50 million ($69.33 million) in primary PPP sector and £50 million and £250 million ($346.66 million) in low-risk energy projects in mid-market economic infrastructure. The firm seeks board representation in its portfolio companies and in cases where it acquires a majority equity interest in a business, that interest may also be a controlling interest. It primarily exits its investments between 20 to 30 years. 3i Infrastructure plc was founded on January 16, 2007 and is based in St. Helier, Channel Islands with an additional office in London, United Kingdom.
Company Info
| ISIN | JE00BF5FX167 |
|---|---|
| Sector | Financial Services |
| Industry | Collective Investments |
Highlights
| Market Cap | £3.20B |
|---|---|
| EPS (TTM) | £0.38 |
| PE Ratio | 9.12 |
| Total Revenue (TTM) | £273.50M |
| Gross Profit (TTM) | £198.50M |
| EBITDA (TTM) | £1.17B |
| Year Range | £279.67 - £360.00 |
| Target Price | £391.00 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in 3I Infrastructure plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
3I Infrastructure plc had a return of 9.77% year-to-date (YTD) and 18.39% in the last 12 months. Over the past 10 years, 3I Infrastructure plc had an annualized return of 12.18%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.77% | 13.39% |
| 1 month | 2.36% | 4.02% |
| 6 months | 8.26% | 5.56% |
| 1 year | 18.39% | 21.51% |
| 5 years (annualized) | 6.33% | 12.69% |
| 10 years (annualized) | 12.18% | 10.55% |
Monthly Returns
The table below presents the monthly returns of 3IN.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.80% | 1.36% | -2.54% | 1.99% | 1.65% | -3.56% | 9.05% | -2.15% | 9.77% | ||||
| 2023 | 0.15% | -5.53% | -0.95% | 1.44% | -0.63% | 0.97% | 0.00% | -1.60% | -1.14% | -1.81% | 11.17% | -1.53% | -0.26% |
| 2022 | -2.40% | -1.30% | 1.76% | 1.15% | -0.85% | -4.13% | 1.82% | 1.64% | -10.72% | 3.29% | 5.29% | 2.77% | -2.66% |
| 2021 | -3.08% | -2.51% | 1.89% | 0.17% | 3.87% | -1.81% | 2.68% | 4.25% | -4.70% | 8.88% | 4.92% | 3.65% | 18.80% |
| 2020 | 5.43% | -4.51% | -16.53% | 5.05% | 6.73% | 7.17% | -0.85% | 0.86% | -1.03% | 1.90% | 3.36% | 2.67% | 8.07% |
| 2019 | 2.53% | 1.89% | 1.98% | 4.58% | 0.35% | 4.50% | -4.20% | 4.91% | -1.17% | -3.05% | 3.18% | 1.20% | 17.48% |
| 2018 | -3.37% | -2.09% | 2.38% | 2.74% | 3.35% | 0.28% | 11.14% | -0.26% | -1.55% | -0.70% | 7.90% | 0.58% | 21.29% |
| 2017 | 2.14% | 1.99% | -2.88% | 2.96% | 2.11% | -2.35% | 2.83% | 0.36% | -1.42% | 1.65% | 1.45% | 5.42% | 14.87% |
| 2016 | -0.47% | 1.29% | -0.40% | 4.35% | -3.55% | 4.28% | 7.02% | -1.99% | 3.91% | -1.29% | -2.10% | 1.19% | 12.31% |
| 2015 | 0.72% | 2.47% | 1.46% | -0.50% | 5.40% | 1.55% | -2.41% | -2.60% | 1.64% | 3.05% | 1.76% | -0.46% | 12.45% |
| 2014 | 1.57% | -0.22% | -0.59% | -0.59% | 3.66% | 0.06% | 0.22% | 2.27% | 0.29% | 4.50% | 1.56% | 4.58% | 18.52% |
| 2013 | 2.29% | 3.60% | 2.43% | -0.11% | -1.06% | 5.16% | 1.27% | -1.40% | -0.67% | 2.10% | -4.88% | 5.12% | 14.24% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of 3IN.L is 80, placing it in the top 20% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for 3I Infrastructure plc (3IN.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
3I Infrastructure plc granted a 3.43% dividend yield in the last twelve months. The annual payout for that period amounted to £0.12 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.12 | £0.12 | £0.11 | £0.10 | £0.10 | £0.09 | £0.50 | £0.08 | £0.07 | £0.24 | £0.07 | £0.08 |
Dividend yield | 3.43% | 3.59% | 3.24% | 2.86% | 3.08% | 3.03% | 19.21% | 2.93% | 3.13% | 11.14% | 3.13% | 4.42% |
Monthly Dividends
The table displays the monthly dividend distributions for 3I Infrastructure plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.00 | £0.06 | |||
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.00 | £0.12 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.00 | £0.11 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.10 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.10 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.09 |
| 2018 | £0.00 | £0.00 | £0.41 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.50 |
| 2017 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.08 |
| 2016 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.07 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.17 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.24 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.07 |
| 2013 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.08 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the 3I Infrastructure plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the 3I Infrastructure plc was 41.42%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.
The current 3I Infrastructure plc drawdown is 1.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.42% | Feb 13, 2020 | 28 | Mar 23, 2020 | 162 | Nov 11, 2020 | 190 |
| -33.66% | Jun 27, 2008 | 178 | Mar 9, 2009 | 274 | Apr 9, 2010 | 452 |
| -20.1% | Apr 19, 2022 | 297 | Jun 26, 2023 | 220 | May 8, 2024 | 517 |
| -11.31% | Jan 5, 2022 | 43 | Mar 4, 2022 | 28 | Apr 13, 2022 | 71 |
| -10.73% | Jan 10, 2018 | 47 | Mar 15, 2018 | 42 | May 17, 2018 | 89 |
Volatility
Volatility Chart
The current 3I Infrastructure plc volatility is 3.33%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for 3I Infrastructure plc.
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Income Statement
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