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International Personal Finance plc (IPF) Fair Value & Analysis

Financial Services · GB · Market cap 552M GBX

IP International Personal Finance plc IPF · LSE
Price£2.49
Fair Value£3.17
Upside+27.6%
Quality53/100
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Expensive Growth
Thin margins · 7.4% net margin
Moderate debt · negative free cash flow
5.15% dividend yield
Mixed vs. peers (8/14)
Moderate moat 53/100
Evidence: High Range £2.12 – £3.20 Share as image

Fair value as of: Jul 12, 2026

From 8 valuation models · updated 29 days ago

Share price +0.6% over the past month.

A solid business, screening 28% undervalued on our models.

What matters now

  • Solid quality (53/100) at a price below fair value, the discount is the argument here, not the business quality.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

£2.49 £0.4761 Fair Value £3.17 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.

How to read this chart

60‑month range £0.4761 – £2.49 · fair‑value band £2.12 – £3.20 · the £2.49 price screens below the £3.17 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.

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Analysis

International Personal Finance plc (IPF) currently trades at £2.49, while our model-based Fair Value estimate is £3.17, implying the stock looks roughly 27.6% undervalued today. The Quality Score stands at 53/100 (solid quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, International Personal Finance plc generated revenue of £738M at a net margin of 7.4%. Revenue grew 9.9% year over year. It earns a return on equity of 10.7%. Net debt stands at £624M. Fundamentals as of Jul 12, 2026

Our scenario range runs from £2.12 (bear case) to £3.20 (bull case); at £2.49, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Financial Services peers we cover trades at -41% fair-value upside, at 28%, IPF screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Residual Income £2.04 £2.21 £2.60 76
Gordon GGM £0.9000 £1.25 £1.57 70
P/E Multiple £2.38 £3.17 £3.96 63
All 8 models by family
DCF Models
Owner Earnings £0.8700 £1.79 £2.93 31
Earnings-Based
Graham-Dodd £1.66 £3.43 £4.33 54
Dividend Discount
Gordon GGM £0.9000 £1.25 £1.57 70
DDM Multi-Stage £0.9000 £1.21 £1.52 61
Multiples
P/E Multiple £2.38 £3.17 £3.96 63
P/B Multiple £2.58 £3.44 £4.30 55
Asset-Based
NCAV (Graham) £1.23 £1.65 £2.46 50
Economic Profit
Residual Income £2.04 £2.21 £2.60 76

Widest divergence: Earnings-Based (£3.43) versus Dividend Discount (£1.21). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 738M GBX
Revenue growth (YoY) +9.9%
Net margin 7.4%
Return on equity 10.7%
Free cash flow −11.9M GBX FY2025
P/E ratio 10.4
More key figures
Operating margin 19.3%
EPS (TTM) £0.2400
Dividend yield 5.2%
EPS growth (YoY) -43.0%
Net debt 624M GBX FY2025

Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 53/100

Of which business quality 48 · Market factors (momentum, volatility) 73

Profitability 50
Margins and returns on capital today
Quality Growth 49
Are margins and returns improving?
Cashflow 12
Earnings quality: real cash, not paper profit
Fin. Strength 31
Balance sheet, leverage, solvency risk
Investment 81
Disciplined investing over empire-building
Low Volatility 97
Calm price path (market factor)
Momentum 54
Price trend over the last 3–12 months (market factor)
52W Momentum 78
Distance to the 52-week high (market factor)
Net Issuance 95
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

International Personal Finance plc, together with its subsidiaries, engages in financial services business in Europe and Mexico. The company provides home credit installment loans; hybrid loans; credit card; retail credit; digital installment loans; revolving credit line; mobile wallet services; and value added services, including health and life insurance.

Full company description

International Personal Finance plc, together with its subsidiaries, engages in financial services business in Europe and Mexico. The company provides home credit installment loans; hybrid loans; credit card; retail credit; digital installment loans; revolving credit line; mobile wallet services; and value added services, including health and life insurance. It offers its products under the Provident, and Creditea digital brands. The company was founded in 1997 and is headquartered in Leeds, the United Kingdom.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

International Personal Finance plc reported revenue of £738M in FY2025 versus £549M in FY2021, a compound +7.7%/yr. Reported net income was £54.2M in FY2025, compounding +6.6%/yr from FY2021.

Growth Quality 30/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
£738M
Latest YoY
+12.4%
Avg. growth/yr (3Y)
+4.5%
Avg. growth/yr (5Y)
+2.2%
Avg. growth/yr (19Y)
+3.8%
Revenue +7.7%/yr
FY21 £549M
FY22 £646M
FY23 £768M
FY24 £656M
FY25 £738M
Net income +6.6%/yr
FY21 £41.9M
FY22 £56.8M
FY23 £48.0M
FY24 £60.9M
FY25 £54.2M

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Cite: Fair Value Calculator (2026). "International Personal Finance plc Fair Value". https://www.fairvalue-calculator.com/stock/IPF

Peer Group

Credit Services · 333 stocks

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.

Quality Score 51 · Below median
Fair Value upside +28% · Above median
Return on equity (TTM) 11% · Above median
Return on assets 8% · Top 25%
Net margin (TTM) 7% · Below median
Operating margin (TTM) 19% · Below median
Revenue growth 10% · Above median
Dividend yield (TTM) 5.2% · Top 25%
Debt / equity 0.90× · Higher than median

Valuation Multiples vs Credit Services median · lower = cheaper

P/E (TTM) 10.4× · Cheaper than median
P/B 1.36× · Pricier than median
P/S (TTM) 1.01× · Cheaper than median
EV/EBITDA 7.3× · Cheaper than median
PEG 0.90× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 70 · sector 35
FUTURE 50 · sector 39
PAST 43 · sector 32
HEALTH 55 · sector 59
DIVIDEND 100 · sector 51

Insider activity: 30/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Credit Services stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).

Stock Price Fair Value vs Fair Value
Visa Inc V $348.97 $204.19 -41%
Mastercard Incorporated MA $537.70 $221.87 -59%
American Express Company AXP $358.44 $206.40 -42%
Bajaj Finance Limited BAJFINANCE ₹1,056 ₹397.61 -62%
Shriram Finance Limited SHRIRAMFIN ₹1,024 ₹553.83 -46%
Cholamandalam Investment and Finance Company CHOLAFIN ₹1,808 ₹796.52 -56%
Tata Capital Limited TATACAP ₹360.60 ₹229.85 -36%
Power Finance Corporation PFC ₹405.10 ₹810.20 +100%
Muthoot Finance Limited MUTHOOTFIN ₹3,129 ₹3,463 +11%
Indian Railway Finance Corporation IRFC ₹88.41 ₹69.72 -21%

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Frequently asked questions

Is International Personal Finance plc (IPF) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of £3.17 versus a price of £2.49, about +28% (undervalued).
What is the fair value of IPF?
Our model-based fair value for International Personal Finance plc is £3.17 (as of Jul 12, 2026), built from audited fundamentals. The current price is £2.49.
What is the quality score of IPF?
International Personal Finance plc has a Quality Score of 53/100. 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 revenue of International Personal Finance plc (IPF)?
International Personal Finance plc reported trailing-twelve-month revenue of about £738M (latest available figure, as of Jul 12, 2026).
What is the net profit margin of IPF?
The net profit margin of International Personal Finance plc is about 7.4%, meaning it keeps roughly 7.4% of revenue as net income. Based on the latest reported figures.
Does International Personal Finance plc pay a dividend?
International Personal Finance plc currently shows a dividend yield of about 5.16% relative to its recent price (as of Jul 12, 2026).

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.

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