3I Group plc (III.L)
3i Group plc is a private equity firm specializing in mature companies, growth capital, middle markets, infrastructure, and management leveraged buyouts and buy-ins. The firm also provides infrastructure financing and debt management. For debt management, it invests in senior and mezzanine corporate debt in typically large and private companies in United Kingdom, Europe, Asia, and North America. It makes private equity investments in business and technology services, financial services, consumer, healthcare, consumption and distribution, media and telecom, renewable energy, wind, and industrial technology sector. Within business and technology services, the firm seeks to invest in sub sectors such as testing, inspection and certification; intelligent outsourcing, BPO and consultancy; human capital including staffing, governance, risk and compliance, services to pharmaceutical companies, vertical application software, education and training businesses; facilities management; support services to industrial sectors such as oil and gas and utilities; human resources outsourcing and advising; recruitment; logistics and infrastructure support services including distribution, waste, and rental. In the consumer sector, it focuses on, multi-unit roll out, omni-channel propositions, niche branded consumer goods, polarization, health and wellness, ageing population, millennials, consumer goods; e-commerce; retail; food and drinks; and leisure. In the healthcare sector, the firm focuses on outsourced medical device manufacturing & services, outsourced pharmaceutical manufacturing & services, bioprocessing supply chain, life science tools and diagnostics, wellness & consumer health products, pharmaceuticals and biotechnology including specialty pharma, generics / OTC, drug delivery, and animal health; healthcare Services including activities such as elderly and specialty care, including caring for people in their own homes, in hospital and in community facilities, as well as operational services such as outsourced support, cl
Company Info
| ISIN | GB00B1YW4409 |
|---|---|
| Sector | Financial Services |
| Industry | Investment Banking & Investment Services |
Highlights
| Market Cap | £33.36B |
|---|---|
| EPS (TTM) | £3.97 |
| PE Ratio | 8.71 |
| Total Revenue (TTM) | £2.24B |
| Gross Profit (TTM) | £2.23B |
| EBITDA (TTM) | £2.15B |
| Year Range | £2,044.15 - £3,511.00 |
| Target Price | £3,670.22 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: III.L vs. JGGI.L, III.L vs. PGHN.SW, III.L vs. IGC.L, III.L vs. AIE.L, III.L vs. KKR, III.L vs. SMH, III.L vs. BX, III.L vs. BRK-B, III.L vs. FICO, III.L vs. DHI
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in 3I Group 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 Group plc had a return of 41.85% year-to-date (YTD) and 70.53% in the last 12 months. Over the past 10 years, 3I Group plc had an annualized return of 27.79%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 41.85% | 25.45% |
| 1 month | 3.95% | 2.91% |
| 6 months | 16.41% | 14.05% |
| 1 year | 70.53% | 35.64% |
| 5 years (annualized) | 30.09% | 14.13% |
| 10 years (annualized) | 27.79% | 11.39% |
Monthly Returns
The table below presents the monthly returns of III.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 | 2.40% | -0.44% | 13.82% | 2.39% | -0.45% | 8.30% | 2.02% | 1.63% | 3.96% | -4.02% | 41.85% | ||
| 2023 | 17.41% | 3.30% | 3.56% | 4.87% | 10.67% | 1.18% | 1.46% | 0.83% | 3.99% | -6.68% | 16.77% | 8.47% | 85.46% |
| 2022 | -5.45% | -2.52% | 3.97% | -4.57% | -4.19% | -10.51% | 14.52% | -4.25% | -10.08% | 6.18% | 16.20% | 1.23% | -3.46% |
| 2021 | -4.02% | -0.40% | 4.20% | 11.14% | -3.04% | -4.03% | 9.08% | 4.53% | -4.19% | 6.44% | 1.69% | 5.89% | 28.99% |
| 2020 | 0.59% | -8.74% | -21.41% | -1.04% | 5.23% | 2.99% | 6.85% | 5.44% | 6.25% | -3.57% | 11.39% | 9.92% | 9.36% |
| 2019 | 9.85% | 11.32% | 4.12% | 8.70% | -1.82% | 7.96% | -0.09% | -1.44% | 6.38% | -3.30% | -5.05% | 4.26% | 47.12% |
| 2018 | 1.96% | 0.88% | -8.58% | 9.62% | 1.21% | -3.34% | 5.22% | -5.40% | 5.00% | -6.69% | -5.08% | -5.46% | -11.76% |
| 2017 | -0.57% | -1.64% | 8.86% | 5.87% | 12.79% | 2.97% | 3.71% | 3.58% | -5.83% | 5.26% | -6.24% | 2.31% | 33.70% |
| 2016 | -8.22% | -0.88% | 4.18% | 3.77% | 18.56% | 0.59% | 12.69% | -0.41% | 5.86% | 3.15% | 2.68% | 3.36% | 52.54% |
| 2015 | 2.02% | 7.47% | -2.27% | 5.00% | 11.15% | -5.79% | 7.16% | -11.15% | -5.19% | 7.44% | 0.30% | -2.96% | 11.23% |
| 2014 | -3.04% | 12.75% | -5.49% | -4.55% | 13.72% | -3.84% | -6.07% | 4.16% | -2.52% | 3.55% | 11.87% | 2.77% | 22.44% |
| 2013 | 21.18% | 21.73% | -1.37% | 3.99% | 3.71% | 0.68% | 13.57% | -6.49% | 1.48% | 2.56% | -0.83% | 6.02% | 83.56% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of III.L is 96, placing it in the top 4% 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 Group plc (III.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
3I Group plc provided a 1.80% dividend yield over the last twelve months, with an annual payout of £0.61 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.61 | £0.56 | £0.51 | £0.40 | £0.35 | £0.38 | £0.37 | £0.27 | £0.24 | £0.20 | £0.19 | £0.12 |
Dividend yield | 1.80% | 2.32% | 3.76% | 2.78% | 3.02% | 3.42% | 4.78% | 2.90% | 3.41% | 4.15% | 4.29% | 3.14% |
Monthly Dividends
The table displays the monthly dividend distributions for 3I Group 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 | £0.35 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.35 | |
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.30 | £0.00 | £0.00 | £0.00 | £0.00 | £0.27 | £0.00 | £0.56 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.27 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.23 | £0.51 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.21 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.19 | £0.40 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.18 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.18 | £0.35 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.20 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.18 | £0.38 |
| 2018 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.22 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.15 | £0.37 |
| 2017 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.19 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | £0.27 |
| 2016 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.16 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | £0.24 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.20 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.13 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.19 |
| 2013 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.07 | £0.12 |
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 Group 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 Group plc was 87.59%, occurring on Mar 9, 2009. Recovery took 1960 trading sessions.
The current 3I Group plc drawdown is 2.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.59% | Sep 6, 2000 | 2151 | Mar 9, 2009 | 1960 | Dec 8, 2016 | 4111 |
| -49.08% | Feb 21, 2020 | 19 | Mar 18, 2020 | 184 | Dec 8, 2020 | 203 |
| -31.23% | Mar 15, 2000 | 23 | Apr 17, 2000 | 61 | Jul 17, 2000 | 84 |
| -30.34% | Jun 18, 1998 | 60 | Sep 10, 1998 | 145 | Apr 9, 1999 | 205 |
| -27.82% | Jan 5, 2022 | 113 | Jun 17, 2022 | 147 | Jan 17, 2023 | 260 |
Volatility
Volatility Chart
The current 3I Group plc volatility is 8.99%, 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 Group plc.
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Income Statement
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