Informa PLC (IFJPY) fair value: what the stock is really worth
As of Oct 2, 2026: fair value of Informa PLC $25.61, price $23.14, upside +10.7%, quality 67 out of 100. 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, dashed = 300-day average. As of Oct 3, 2026.
How to read this chart
60‑month range $10.28 – $25.47 · fair‑value band $14.44 – $36.77 · the $23.14 price screens below the $25.61 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Oct 3, 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. It operates through five segments: Informa Markets, Informa Connect, Informa Festivals, Taylor & Francis, and Infroma TechTarget.
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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. 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 ADR (IFJPY) currently trades at $23.14, while our model-based Fair Value estimate is $25.61, implying the stock looks roughly 9.7% undervalued today.
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Valuation
Bull case: the DCF Models group reads highest at a median of $25.09 per share, and 8 of the 26 models we run sit above the $23.14 price.
Bear case: the Economic Profit group reads lowest at $7.37, and 18 of the 26 models stay below the price. Evidence for this calculation is medium.
Scenario range: $14.44 (bear) to $36.77 (bull), the price of $23.14 sits inside 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 67/100 (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 ADR reported revenue of £4.0B in FY2025 versus £1.6B in FY2021, a compound +25.7%/yr. Reported net income was £10.8M in FY2025, compounding −39.0%/yr from FY2021.
Key figures
Market cap $15.2B · P/S ratio 3.62 · EPS (TTM) $0.0200 · Dividend yield 1.0% · Net margin 0.3% · Return on equity −2.1% · Return on assets (EBIT) 3.3% · Operating margin 19.6%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 38 out of 100 (medium confidence).
What moves the price
The share trades about 9% below its 52-week high and 20% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Communication Services peers we cover trades at 0% fair-value upside, at 11%, IFJPY screens cheaper than that median.
Fair Value models
Bear $14.44Fair Value $25.61Bull $36.77
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model.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.Evidence ⓘEvidence = 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
+11.3%
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.
+20.4%
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.
+18.9%
Start year 2020 (pandemic). Over 10 years: +12.5% 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.
+10.9%
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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.
−40.0%
Earnings growth per share plus dividend.
Earnings per share, growth per year−41.0%
Dividend (yield on the price)1.0%
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.−41.0% vs −28.9%, 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.−53% → 20%
Start year 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).
+3.4%
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.
+7.3%
Yearly sales growth analysts expect, extended to five years.
After inflation (figures in GBP, UK: IMF forecast 2.3% a year to 2030, 3.3% from 2016 to 2025) that is about +1.1% a year for the price and +4.8% for the forecasts.
News mood ⓘNews mood, the average tone of recent news (100 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Hype
Recent news coverage is unusually upbeat, far more positive than stocks are typically covered.
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 · 101 stocks
Beats the industry median on 5/12 measures
A mixed picture versus its industry peers.
Valuation
Quality Score67 · Above median
Fair Value upside−83.7% · Bottom 25%
Profitability
Return on assets3.8% · Above median
Net margin (TTM)0.3% · Below median
Operating margin (TTM)19.6% · Top 25%
Growth and dividend
Revenue growth8.0% · Top 25%
Dividend yield (TTM)1.0% · Bottom 25%
Balance sheet
Debt / equity0.48× · Highest 25%
Valuation Multiplesvs Publishing median · lower = cheaper
P/B2.69× · 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.
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.
As of Oct 3, 2026, our model estimates a fair value of $25.61 versus a price of $23.14, about +11% upside (undervalued).
What is the fair value of IFJPY?
Our model-based fair value for Informa PLC ADR is $25.61 (as of Oct 3, 2026), built from audited fundamentals. The current price: $23.14.
What is the quality score of IFJPY?
Informa PLC ADR has a Quality Score of 67/100. 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 (IFJPY)?
Our model-based price target is the fair value of $25.61 (as of Oct 3, 2026) from 26 valuation models. Cautious scenario $14.44, optimistic scenario $36.77. It is a calculation from audited fundamentals, not an analyst target.
What is the Informa PLC ADR stock forecast for 2026?
Our models put fair value at $25.61, about +11% upside versus a price of $23.14 (undervalued). Cautious scenario $14.44, optimistic scenario $36.77. The calculation is refreshed regularly with new filings.
What is the revenue of Informa PLC (IFJPY)?
Informa PLC ADR reported trailing-twelve-month revenue of about £4.0B (latest available figure, as of Oct 3, 2026).
Does Informa PLC ADR pay a dividend?
Informa PLC ADR currently shows a dividend yield of about 0.95% relative to its recent price (as of Oct 3, 2026).
What growth is priced into Informa PLC (IFJPY)?
For today's price to be fair in a discounted-cash-flow model, Informa PLC ADR would have to grow free cash flow by +3.4 % per year for five years (discount rate 8.6 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +18.9 % per year. As of Oct 3, 2026.
What discount rate (WACC) does the fair value of IFJPY use?
Our models discount Informa PLC ADR at 8.6 %: a base by market capitalisation (large), damped by beta 0.71, country premium for USA. 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 ADR that is +3.4 % per year a year over ten years, using the same discount rate (8.6 %) and the same formula as our fair value.
How much growth has Informa PLC (IFJPY) delivered so far?
Over the past 5 years revenue at Informa PLC ADR grew +18.9 % a year. The price currently implies +3.4 % 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 (IFJPY) growing?
The median revenue growth in the sector is +3.0 % a year. That is the yardstick for the growth priced into Informa PLC ADR (+3.4 % 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 (IFJPY)?
The free-cash-flow yield on the price is 7.41 %: that much free cash flow Informa PLC ADR produces per unit of market value. When it exceeds the discount rate of our models (8.6 %), 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 (IFJPY)?
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 ADR it is $25.61 per share (as of Oct 3, 2026), against a price of $23.14. It is the blended result of 26 valuation models (cash flow, earnings, asset, dividend).
Is Informa PLC ADR stock overvalued or undervalued in 2026?
As of Oct 3, 2026, IFJPY trades below its calculated fair value: price $23.14, fair value $25.61, a gap of about +11% (undervalued). 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 IFJPY?
No. The price is what the market pays today ($23.14); the fair value is what the company's own numbers justify ($25.61). For Informa PLC ADR the two are $2.47 per share apart. That gap is exactly why we show both numbers side by side.
How much is Informa PLC ADR worth?
The market values Informa PLC ADR at about $15.2B (market capitalisation, as of Oct 3, 2026). Per share that is $23.14; our models calculate a fair value of $25.61 per share.
What do the bullish and bearish scenarios say about IFJPY?
Our models span a range for Informa PLC ADR: cautious scenario $14.44, base $25.61, optimistic $36.77 per share (as of Oct 3, 2026, price $23.14). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the PEG ratio of IFJPY?
The PEG ratio of Informa PLC ADR is 0.14 (P/E divided by earnings growth, as of Oct 3, 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 (IFJPY)?
Balance-sheet figures for Informa PLC ADR (as of Oct 3, 2026): return on equity −2.1%, debt of 0.48 per unit of equity. They feed the Quality Score of 67/100, which measures business quality independently of the share price.
How far is IFJPY from its 52-week high?
Informa PLC ADR trades at $23.14, about 9% below its 52-week high of $25.47 and 20% above the low of $19.31 (as of Oct 2, 2026). Distance from the high says nothing about value: that is what the fair value of $25.61 is for.
Which stocks are comparable to Informa PLC ADR?
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 South Publishing & Media Group, 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 ADR stock attractive at the current price?
The data as of Oct 3, 2026: price $23.14, calculated fair value $25.61 (+11%), Quality Score 67/100, from 26 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 IFJPY calculated?
We run Informa PLC ADR through 26 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 $25.61, 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 14.5 % above its aggregate fair value. Informa PLC ADR currently trades 10 % below its own fair value, and the market average says nothing about that. 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 (IFJPY)?
The closing price on Oct 2, 2026 was $23.14. Our model-based fair value is $25.61, about +11% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Informa PLC ADR right now?
A fairly wide model range ($14.44 to $36.77) leaves room in how you read the outcome. The price sits in the lower half of our model range, the side with the larger margin of safety. Read the verdict with care: some models are missing inputs, so the estimate scatters more than usual.
Where does the earnings growth of Informa PLC (IFJPY) come from?
Earnings per share at Informa PLC ADR grew −3.8 % a year from 2015 to 2025. Broken into its drivers: revenue per share +4.2 %, EBIT margin −3.0 %, tax rate −0.5 %, residual (interest, one-offs) −4.3 %. 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 ADR
How large is the market capitalisation of Informa PLC (IFJPY)?
The market capitalisation of Informa PLC ADR is $15.2B. 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 (IFJPY)?
The price-to-sales ratio of Informa PLC ADR is 3.62 (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 (IFJPY)?
Earnings per share at Informa PLC ADR are $0.0200. Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Informa PLC (IFJPY)?
The dividend yield of Informa PLC ADR is 1.0%. 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 (IFJPY)?
The net margin of Informa PLC ADR is 0.3% (fiscal year 2025). 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 (IFJPY)?
The return on equity (ROE) of Informa PLC ADR is −2.1% (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 (IFJPY)?
On an EBIT basis the return on assets of Informa PLC ADR is 3.3% (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 (IFJPY)?
The operating margin of Informa PLC ADR is 19.6% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Informa PLC (IFJPY)?
Revenue at Informa PLC ADR is growing +8.0% versus a year earlier (3y avg +20.4%). 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 (IFJPY)?
Earnings per share at Informa PLC ADR 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 (IFJPY) carry?
The net debt of Informa PLC ADR is £3.1B (fiscal year 2025, ≈ 3.7 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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Some data
Oct 3, 2026