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Invicta Holdings (IVT) Fair Value & Analysis

Industrials · ZA · Market cap 3.1B ZAC

IH Invicta Holdings IVT · JSE
PriceR36.50
Fair ValueR96.04
Upside+163.1%
Quality94/100
Evidence: High Range R62.68 – R188.64

Fair value as of: Jun 26, 2026

From 25 valuation models · updated 3 days ago

Share price +1.3% over the past month.

Price vs Fair Value (12 months)

R37.47 R31.47 Fair Value R96.04 Jun 2025 Jun 2026

12‑month range R31.47 – R37.47 · fair‑value band R62.68 – R188.64 · the R36.50 price screens below the R96.04 fair value. As of Jun 26, 2026.

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Analysis

Invicta Holdings (IVT) currently trades at R36.50, while our model-based Fair Value estimate is R96.04 — implying the stock looks roughly 163.1% undervalued today. We read business quality at 94/100 (high quality), in the Industrials 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, Invicta Holdings generated revenue of 8.3B ZAR at a net margin of 8.9%. Revenue grew 5.9% year over year. It earns a return on equity of 14.5%. Net debt stands at 959M ZAR. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 8.3B ZAC
Revenue growth (YoY) +5.9%
Net margin 8.9%
Return on equity 14.5%
Free cash flow 162M ZAC FY2025
P/E ratio 4.6
More key figures
Operating margin 7.7%
EPS (TTM) R7.88
Dividend yield 0.0%
EPS growth (YoY) +6.8%
Net debt 959M ZAC FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Invicta Holdings Limited, an investment holding company, engages in the distribution of engineering components and consumables in South Africa, the Rest of Africa, Europe, and Asia. It operates in Replacement Parts for Industrial Equipment; Replacement Parts for Auto and Agri; Capital Equipment and Related Services; and Replacement Parts for Earthmoving Equipment. The company offers technical services, including on-site installation, maintenance work, breakdown repair, condition monitoring, failure analysis, design engineering, and manufacturing services; engineering consumables, such as bearings, seals and gaskets, power transmissions, light and heavy materials handling, fasteners, geared and electric drives, and motors; and fluid technology products and solutions comprising hydraulic, pneumatic, valves, pumps, filtration, hose, fittings, and lubrication. It also supplies tools and equipment, cutting, welding, lifting, personal protective equipment, locks, and machine tools; import…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Invicta Holdings reported revenue of R8.1B in FY2025 versus R6.3B in FY2021, a compound +6.7%/yr. Reported net income was R769M in FY2025, compounding +20.4%/yr from FY2021.

Revenue +6.7%/yr
FY21 R6.3B
FY22 R7.2B
FY23 R7.8B
FY24 R8.3B
FY25 R8.1B
Net income +20.4%/yr
FY21 R366M
FY22 R883M
FY23 R563M
FY24 R567M
FY25 R769M

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Similar stocks

6 more Industrial Distribution stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).

Stock Price Fair Value vs Fair Value
W.W. Grainger, Inc GWW $1,289 $505.02 -61%
Fastenal Company FAST $47.16 $15.46 -67%
Ferguson Enterprises Inc FERG $237.28 $149.65 -37%
WESCO International, Inc WCC $334.19 $117.47 -65%
Watsco, Inc WSOB $350.00 $162.07 -54%
Toromont Industries Ltd TMTNY $32.93 $17.32 -47%

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Frequently asked questions

Is Invicta Holdings (IVT) undervalued?
As of Jun 26, 2026, our model estimates a fair value of R96.04 versus a price of R36.50 — about +163% (undervalued). Model-based estimate, not financial advice.
What is the fair value of IVT?
Our 21-model fair value for Invicta Holdings is R96.04 (as of Jun 26, 2026), built from audited fundamentals. The current price is R36.50.
What is the quality score of IVT?
Invicta Holdings has a Quality Score of 94/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Invicta Holdings (IVT)?
Invicta Holdings reported trailing-twelve-month revenue of about 8.3B ZAR (latest available figure, as of Jun 26, 2026).
What is the net profit margin of IVT?
The net profit margin of Invicta Holdings is about 8.9%, meaning it keeps roughly 8.9% of revenue as net income. Based on the latest reported figures.
Does Invicta Holdings pay a dividend?
Invicta Holdings currently shows a dividend yield of about 0.03% relative to its recent price (as of Jun 26, 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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.