Informa PLC (INF) fair value: what the stock is really worth
As of Nov 2, 2026: fair value (intrinsic value) of Informa PLC stock £1.28, price £8.47, that is 84.9% below the price, quality 66 out of 100. Rating: strongly overvalued. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Oct 31, 2026.
How to read this chart
60‑month range £4.25 – £9.75 · fair‑value band £0.7200 – £2.12 · the £8.47 price screens above the £1.28 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Oct 31, 2026.
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Informa plc operates as an international events, digital services, and academic research company in the United Kingdom, Continental Europe, North America, China, and internationally.
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It operates through five segments: Informa Markets, Informa Connect, Informa Festivals, Taylor & Francis, and Infroma TechTarget.
The Informa Markets segment enable buyers, sellers, and decision makers to meet, discover, and showcase new products in various specialist markets, as well as delivers live events, including annual business-to-business exhibitions, specialist content, and services that help buyers and suppliers connect digitally comprising lead and demand generation solutions.
Its Informa Connect segment delivers digital content; and creates content-led live and on demand events and experiences for professionals in finance, life sciences, foodservice, and other specialist markets through in-person, live, and online platforms that enables businesses and professionals to meet, network, discuss, and learn.
Informa Festivals segment engages in experience-led B2B events. The Informa TechTarget segment provides B2B data and market access services.
Its Taylor & Francis segment curates and publishes applied academic research, learning, and championing communities of academics, researchers, experts, and knowledge makers in science, technology and medicine, and humanities and social sciences fields in pay-to-publish and pay-to-read, open research, and advanced learning formats.
The company was formerly known as T&F Informa plc and changed its name to Informa plc in August 2005. Informa plc was founded in 1998 and is headquartered in London, the United Kingdom.
Stock analysis
Informa PLC (INF) currently trades at £8.47, while our model-based Fair Value estimate is £1.28, 84.9% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the Asset-Based group reads highest at a median of £3.62 per share, and 0 of the 25 models we run sit above the £8.47 price.
Bear case: the Growth Earnings group reads lowest at £0.1500, and 25 of the 25 models stay below the price. Data coverage for this calculation is low.
Scenario range: £0.7200 (bear) to £2.12 (bull), the price of £8.47 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 66/100 (solid quality), in the Communication Services sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
Informa PLC reported revenue of £4.0B in FY2025 versus £1.6B in FY2021, a compound +26.4%/yr. Reported net income was £11.0M in FY2025, compounding −38.7%/yr from FY2021.
Key figures
Market cap £10.8B Large · P/E ratio 49.8 · P/S ratio 2.66 · EPS (TTM) £0.1700 · Dividend yield 2.7% · Net margin 5.4% · Return on equity 4.5% · Return on assets (EBIT) 3.4%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 39 out of 100 (low confidence).
What moves the price
The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat.
The share trades about 13% below its 52-week high and 17% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Communication Services peers we cover trades at −5% fair-value upside, at −85%, INF screens richer than that median.
Fair Value models
The price assumes far more growth than our models allow for, so the models scatter widely (£0.0900 to £3.62). Read the Fair Value as a cautious anchor, not a price target; the Growth Forecast section shows what the price assumes.
Bear£0.7200Fair Value £1.28Bull£2.12
Price £8.47 · Downside -84.9%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.90/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
+13.7%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+21.3%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+19.5%
Start year 2020 (pandemic). Over 10 years: +12.8% a year
Revenue growth 21 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+11.0%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
−38.0%
Earnings growth per share plus dividend.
Earnings per share, growth per year−40.7%
Dividend (yield on the price)2.7%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.−40.7% vs −28.8%, slowing
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.−2% → 20%
Pace: the 5-year rate starts in 2020 (pandemic)
Growth Forecast
Little optimism in the price
The price assumes less growth than the company has delivered so far and less than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+3.5%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+12.0%
Yearly sales growth analysts expect, extended to five years.
After inflation (UK: IMF forecast 2.3% a year to 2030, 3.3% from 2016 to 2025) that is about +1.2% a year for the price and +9.4% for the forecasts.
AI conclusion: Weak durable advantage signals and persistently low net margins with ROE mark the core quality, while a scaled portfolio of trade shows offers the main path to higher growth.
Main risk: The sizable equity raise together with ongoing integration work forms the biggest risk by adding complexity that could outweigh growth momentum from the events portfolio.
Informa is shifting to a pure-play B2B live events business through the Clarion acquisition and Taylor & Francis separation. The move targets higher growth from a scaled portfolio of trade shows, yet it involves a sizable equity raise and ongoing integration work. Will the events side generate enough momentum to outweigh the added complexity and dilution?
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Publishing · 102 stocks
Beats the industry median on 5/14 measures
Overall it trails its industry peers.
Valuation
Quality Score66 · Above median
Fair Value upside−84.9% · Bottom 25%
Profitability
Return on equity (12 months)4.5% · Below median
Return on assets1.4% · Below median
Net margin (12 months)82.7% · Top 25%
Operating margin (12 months)17.9% · Top 25%
Growth and dividend
Revenue growth (quarter YoY)1.4% · Above median
Dividend yield (12 months)2.7% · Below median
Balance sheet
Debt / equity0.48× · Highest 25%
Valuation Multiplesvs Publishing median · lower = cheaper
P/E (12 months)49.8× · Priciest 25%
P/B1.91× · book value is mostly goodwill ⓘGoodwill and other intangible assets are larger than the equity. The book value mainly reflects prices paid for past acquisitions, so we do not rank this P/B against the peer group.
P/S (12 months)40.38× · Priciest 25%
Price / free cash flow189.4× · Priciest 25%
EV/EBITDA180.8× · Priciest 25%
PEG0.12× · Cheapest 25%
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 56
FUTURE (revenue growth)7· sector 0
PAST (return on equity)18· sector 24
HEALTH (low debt)76· sector 99
DIVIDEND (yield)53· sector 61
VALUE 0: the price sits above our fair-value range.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "Informa PLC Fair Value". https://www.fairvalue-calculator.com/stock/INF.LSE
Frequently asked questions
Is Informa PLC (INF) overvalued or undervalued?
As of Oct 31, 2026, our model estimates a fair value of £1.28 versus a price of £8.47, about 85% lower (overvalued).
What is the fair value of INF?
Our model-based fair value for Informa PLC is £1.28 (as of Oct 31, 2026), built from audited fundamentals. The current price: £8.47.
What is the quality score of INF?
Informa PLC has a Quality Score of 66/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Informa PLC (INF)?
Our model-based price target is the fair value of £1.28 (as of Oct 31, 2026) from 25 valuation models. Cautious scenario £0.7200, optimistic scenario £2.12. It is a calculation from audited fundamentals, not an analyst target.
What is the Informa PLC stock forecast for 2026?
Our models put fair value at £1.28, about 85% lower versus a price of £8.47 (overvalued). Cautious scenario £0.7200, optimistic scenario £2.12. The calculation is refreshed regularly with new filings.
What is the revenue of Informa PLC (INF)?
Informa PLC reported trailing-twelve-month revenue of about £4.1B (latest available figure, as of Oct 31, 2026).
Does Informa PLC pay a dividend?
Informa PLC currently shows a dividend yield of 2.65% relative to its recent price (as of Oct 31, 2026).
What growth is priced into Informa PLC (INF)?
For today's price to be fair in a discounted-cash-flow model, Informa PLC would have to grow free cash flow by +3.5 % per year for five years (discount rate 9.1 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +19.5 % per year. As of Oct 31, 2026.
What discount rate (WACC) does the fair value of INF use?
Our models discount Informa PLC at 9.1 %: a base by market capitalisation (large), damped by beta 0.71, country premium for United Kingdom. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Informa PLC that is +3.5 % per year a year over ten years, using the same discount rate (9.1 %) and the same formula as our fair value.
How much growth has Informa PLC (INF) delivered so far?
Over the past 5 years revenue at Informa PLC grew +19.5 % a year. The price currently implies +3.5 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Informa PLC (INF) growing?
The median revenue growth in the sector is +3.7 % a year. That is the yardstick for the growth priced into Informa PLC (+3.5 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Informa PLC (INF)?
The free-cash-flow yield on the price is 8.04 %: that much free cash flow Informa PLC produces per unit of market value. When it exceeds the discount rate of our models (9.1 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Informa PLC (INF)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Informa PLC it is £1.28 per share (as of Oct 31, 2026), against a price of £8.47. It is the blended result of 25 valuation models (cash flow, earnings, asset, dividend).
Is Informa PLC stock overvalued or undervalued in 2026?
As of Oct 31, 2026, INF trades above its calculated fair value: price £8.47, fair value £1.28, a gap of about −85% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of INF?
No. The price is what the market pays today (£8.47); the fair value is what the company's own numbers justify (£1.28). For Informa PLC the two are £7.19 per share apart. That gap is exactly why we show both numbers side by side.
How much is Informa PLC worth?
The market values Informa PLC at about £10.8B (market capitalisation, as of Oct 31, 2026). Per share that is £8.47; our models calculate a fair value of £1.28 per share.
What do the bullish and bearish scenarios say about INF?
Our models span a range for Informa PLC: cautious scenario £0.7200, base £1.28, optimistic £2.12 per share (as of Oct 31, 2026, price £8.47). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of INF?
Informa PLC trades at a price-to-earnings ratio of 49.8 (as of Oct 31, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of £1.28 is built from several models across several years. Median P/E at fiscal year-end, 8 fiscal years (2016 to 2025), reported earnings, FY2025 ex one-offs: 30.4. Other multiples: PEG 0.1, P/B 1.9, P/S 40.4, EV/EBITDA 180.8.
What is the PEG ratio of INF?
The PEG ratio of Informa PLC is 0.12 (P/E divided by earnings growth, as of Oct 31, 2026). That is below 1, so growth is priced more cheaply than the earnings multiple alone suggests.
How solid is the balance sheet of Informa PLC (INF)?
Balance-sheet figures for Informa PLC (as of Oct 31, 2026): return on equity 4.5%, debt of 0.48 per unit of equity. They feed the Quality Score of 66/100, which measures business quality independently of the share price.
How far is INF from its 52-week high?
Informa PLC trades at £8.47, about 13% below its 52-week high of £9.75 and 17% above the low of £7.26 (as of Nov 2, 2026). Distance from the high says nothing about value: that is what the fair value of £1.28 is for.
Which stocks are comparable to Informa PLC?
From the same area (Communication Services) we also value The New York Times Company, Xinhua Winshare Publishing and Media Co, Jiangsu Phoenix Publishing & Media Corporation, China Science Publishing & Media Ltd, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Informa PLC stock attractive at the current price?
The data as of Oct 31, 2026: price £8.47, calculated fair value £1.28 (−85%), Quality Score 66/100, from 25 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of INF calculated?
We run Informa PLC through 25 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of £1.28, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.9 % above its aggregate fair value. Informa PLC itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Informa PLC (INF)?
The closing price on Nov 2, 2026 was £8.47. Our model-based fair value is £1.28, about 85% lower (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Informa PLC right now?
The price sits above even our optimistic bull case (£2.12). The favourable scenario is already priced in. The model range is unusually wide (£0.7200 to £2.12). The outcome hinges heavily on assumptions, so read the point estimate with caution. The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution. Solid but not exceptional quality (66/100) and above fair value, neither a clear bargain nor a standout compounder.
Where does the earnings growth of Informa PLC (INF) come from?
Earnings per share at Informa PLC grew −3.8 % a year from 2015 to 2025. Broken into its drivers: revenue per share +4.3 %, EBIT margin −3.0 %, tax rate −0.6 %, residual (interest, one-offs) −4.4 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Informa PLC
How large is the market capitalisation of Informa PLC (INF)?
The market capitalisation of Informa PLC is £10.8B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Informa PLC (INF)?
The price-to-sales ratio of Informa PLC is 2.66 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Informa PLC (INF)?
Earnings per share at Informa PLC are £0.1700 (price ÷ EPS = P/E 49.8). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Informa PLC (INF)?
The dividend yield of Informa PLC is 2.7% (payout 2.0%, on adjusted earnings, reported 132%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Informa PLC (INF)?
The net margin of Informa PLC is 5.4% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Informa PLC (INF)?
The return on equity (ROE) of Informa PLC is 4.5% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Informa PLC (INF)?
On an EBIT basis the return on assets of Informa PLC is 3.4% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Informa PLC (INF)?
The operating margin of Informa PLC is 17.9% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Informa PLC (INF)?
Revenue at Informa PLC is growing +1.4% versus a year earlier (3y avg +21.3%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Informa PLC (INF)?
Earnings per share at Informa PLC are growing −40.9% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does Informa PLC (INF) carry?
The net debt of Informa PLC is £3.1B (fiscal year 2025, ≈ 3.6 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Thin data
Oct 31, 2026