Highlights
- Market Cap
- £5.65B
- Enterprise Value
- £11.69B
- EPS (TTM)
- £1.29
- PE Ratio
- 5.15
- PEG Ratio
- 0.16
- Total Revenue (TTM)
- £5.78B
- Gross Profit (TTM)
- £3.45B
- EBITDA (TTM)
- £1.62B
- Year Range
- £5.96 - £6.80
- ROA (TTM)
- 3.63%
- ROE (TTM)
- 20.71%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Investec PLC, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Different Benchmark Currency
INVR.L is traded in GBp, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to GBp using the latest available exchange rates.
Returns By Period
Investec PLC (INVR.L) has returned 2.71% so far this year and 18.11% over the past 12 months. Over the last ten years, INVR.L has returned 7.98% per year, falling short of the S&P 500 Index benchmark, which averaged 12.98% annually.
Investec PLC
- 1D
- 0.00%
- 1M
- -0.75%
- YTD
- 2.71%
- 6M
- 8.64%
- 1Y
- 18.11%
- 3Y*
- 21.51%
- 5Y*
- 20.81%
- 10Y*
- 7.98%
Benchmark (S&P 500 Index)
- 1D
- 2.61%
- 1M
- -3.22%
- YTD
- -2.82%
- 6M
- -0.72%
- 1Y
- 13.66%
- 3Y*
- 14.01%
- 5Y*
- 11.18%
- 10Y*
- 12.98%
Monthly Returns
Based on dividend-adjusted daily data since Jul 12, 2007, INVR.L's average daily return is +0.03%, while the average monthly return is +0.55%. At this rate, your investment would double in approximately 10.5 years.
Historically, 49% of months were positive and 51% were negative. The best month was Jun 2009 with a return of +31.3%, while the worst month was Dec 2008 at -28.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 8 months.
On a daily basis, INVR.L closed higher 16% of trading days. The best single day was Nov 24, 2008 with a return of +14.1%, while the worst single day was Sep 30, 2008 at -13.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.33% | 1.14% | -0.75% | 2.71% | |||||||||
| 2025 | 1.73% | 3.83% | -0.00% | -0.41% | 4.53% | 7.31% | -3.45% | 0.00% | 0.79% | 0.00% | 4.54% | 1.18% | 21.46% |
| 2024 | -0.47% | 0.00% | 0.93% | 4.17% | 1.33% | 6.20% | 1.31% | -1.72% | 0.44% | -1.31% | 6.46% | 1.32% | 19.89% |
| 2023 | -4.55% | -2.38% | -4.00% | 0.61% | 5.05% | 10.22% | 2.73% | 2.21% | -2.60% | 2.22% | 1.23% | -2.71% | 7.29% |
| 2022 | 5.37% | 3.30% | 1.83% | 4.48% | -1.29% | 3.75% | -2.97% | 5.24% | 0.83% | -5.35% | -0.43% | -1.97% | 12.82% |
| 2021 | 0.27% | -5.16% | 3.15% | 5.83% | 0.26% | 8.04% | 0.00% | 1.97% | 2.17% | 7.31% | 7.03% | 4.47% | 40.58% |
Benchmark Metrics
Investec PLC has an annualized alpha of 8.17%, beta of -0.01, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since July 18, 2007.
- This stock participated in 33.65% of S&P 500 Index downside but only 27.78% of its upside — more exposed to losses than it benefited from rallies.
- Beta of -0.01 may look defensive, but with R² of 0.00 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R² of 0.00 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 8.17%
- Beta
- -0.01
- R²
- 0.00
- Upside Capture
- 27.78%
- Downside Capture
- 33.65%
Return for Risk
Risk / Return Rank
INVR.L ranks 95 for risk / return — in the top 95% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Investec PLC (INVR.L) and compare them to a chosen benchmark (S&P 500 Index).
| INVR.L | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.66 | 0.73 | +1.92 |
Sortino ratioReturn per unit of downside risk | 6.02 | 1.14 | +4.87 |
Omega ratioGain probability vs. loss probability | 2.91 | 1.18 | +1.73 |
Calmar ratioReturn relative to maximum drawdown | 5.25 | 1.24 | +4.02 |
Martin ratioReturn relative to average drawdown | 10.08 | 4.87 | +5.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore INVR.L risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Investec PLC provided a 8.26% dividend yield over the last twelve months, with an annual payout of £0.55 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.55 | £0.55 | £0.62 | £0.51 | £0.18 | £0.11 | £0.14 | £0.18 | £0.15 | £0.13 | £0.15 | £0.15 |
Dividend yield | 8.26% | 8.49% | 10.78% | 9.43% | 3.25% | 2.19% | 3.80% | 3.52% | 2.83% | 2.24% | 2.78% | 2.83% |
Monthly Dividends
The table displays the monthly dividend distributions for Investec 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | £0.00 | £0.00 | £0.00 | £0.00 | |||||||||
| 2025 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.29 | £0.00 | £0.00 | £0.00 | £0.00 | £0.26 | £0.00 | £0.55 |
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.31 | £0.00 | £0.00 | £0.00 | £0.00 | £0.31 | £0.00 | £0.62 |
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.22 | £0.00 | £0.00 | £0.00 | £0.00 | £0.29 | £0.00 | £0.51 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.11 | £0.18 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.11 |
Dividend Yield & Payout
Dividend Yield
Investec PLC has a dividend yield of 8.26%, which means its dividend payment is significantly above the market average.
Payout Ratio
Investec PLC has a payout ratio of 75.81%, which is quite average when compared to the overall market. This suggests that Investec PLC strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Investec 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 Investec PLC was 78.07%, occurring on Mar 9, 2009. Recovery took 921 trading sessions.
The current Investec PLC drawdown is 1.12%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.07% | Aug 3, 2007 | 224 | Mar 9, 2009 | 921 | Jun 30, 2014 | 1145 |
| -37.82% | Jun 13, 2019 | 303 | Sep 3, 2020 | 344 | Jan 13, 2022 | 647 |
| -18.87% | Oct 4, 2022 | 131 | Apr 11, 2023 | 59 | Jul 6, 2023 | 190 |
| -10.37% | Jul 25, 2016 | 51 | Oct 4, 2016 | 296 | Dec 7, 2017 | 347 |
| -8.9% | Oct 26, 2023 | 73 | Feb 8, 2024 | 52 | Apr 24, 2024 | 125 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Investec PLC over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Investec PLC is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for INVR.L, comparing it with other companies in the Capital Markets industry. Currently, INVR.L has a P/E ratio of 5.1. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for INVR.L compared to other companies in the Capital Markets industry. INVR.L currently has a PEG ratio of 0.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for INVR.L relative to other companies in the Capital Markets industry. Currently, INVR.L has a P/S ratio of 1.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for INVR.L in comparison with other companies in the Capital Markets industry. Currently, INVR.L has a P/B value of 1.1. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |