Investec Plc, a specialist bank, (INVR) Fair Value & Analysis
Financial Services · GB · Market cap 5.9B GBX
Fair value as of: Jun 26, 2026
From 15 valuation models · updated 4 days ago
Fair value updated Jun 26, 2026 — revised from £4.89 to £6.02 (+23.1%) since Jun 24, 2026. Share price −0.7% over the past month.
Price vs Fair Value (12 months)
12‑month range £6.05 – £6.80 · fair‑value band £4.51 – £7.52 · the £6.65 price screens above the £6.02 fair value. As of Jun 26, 2026.
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Investec Plc, a specialist bank, (INVR) currently trades at £6.65, while our model-based Fair Value estimate is £6.02 — implying the stock looks roughly 9.5% overvalued today. We read business quality at 95/100 (high quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).
Over the trailing twelve months, Investec Plc, a specialist bank, generated revenue of £1.0B at a net margin of 33.6%. Revenue grew 3.7% year over year. It earns a return on equity of 9.6%. The balance sheet holds a net cash position of £2.7B. Fundamentals as of Jun 26, 2026
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.
About the company
Investec Plc, a specialist bank, provides integrated banking and wealth management products and services to high-net-worth private, corporate, private, intermediary, government, and institutional clients in the United Kingdom and internationally. The company operates four segments: Wealth & Investment; Private Banking; Corporate, Investment Banking, and Other; and Group Investments. It offers wealth and investment services, such as investments and savings, financial planning, and pensions and retirement services to private clients, trusts, charities, intermediaries, pension schemes, and professional advisors. The company also provides specialist banking products and services comprising private client banking services, including lending, private capital, transactional banking, savings, and foreign exchange; corporate and investment banking services, such as lending, treasury and risk management, and advisory solutions, as well as institutional research, sales, and trading. In additio…
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Investec Plc, a specialist bank, reported revenue of £1.0B in FY2025 versus £2.7B in FY2021, a compound −22.0%/yr. Reported net income was £332M in FY2025, compounding +5.4%/yr from FY2021.
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.