19 October 2026

strategyland.uk

Investec PLC (INVP)

Rank #128 of 280 - Financials - UK Equities

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Investec PLC

INVP.L·Financials·Market Cap £5.5b

Rank #128 of 280

Quantitative Model · 280 Stocks Analysed

£5.93

+7.52% YTD

52W: £4.99 - £6.90

Factor Analysis Summary

Editorial assessment generated from Investec PLC's live factor scores and sector positioning.

Based on Strategyland's proprietary 7-factor analysis, Investec PLC (INVP.L) currently holds an overall rank of #128 out of 280 FTSE 100 constituents, reflecting its weighted composite score across liquidity, valuation, profitability, solvency, asset efficiency, market trading, and technical dimensions.

Key strengths include valuation (P/E 7.8, dividend yield 9.3%), where it demonstrates compelling valuation metrics, trading at a discount to peer averages on key multiples; liquidity, where it demonstrates solid trading liquidity that should accommodate most institutional order sizes; and technical (RSI 25.0), where it demonstrates generally favourable technical indicators with price holding above key moving averages.

Areas requiring attention include asset efficiency, where poor capital efficiency suggests assets may be underutilised or overvalued on the balance sheet, as well as solvency (debt/equity 0.8), where higher debt levels or weaker coverage ratios raise solvency concerns.

Within the Financials sector, Investec PLC sits at composite rank #128, trailing the Financials peer average (rank 8). It ranks behind all 6 tracked Financials peers in our model.

The composite profile is weighed down by 3 below-average factor scores, with asset efficiency (rank 271/280) representing the most significant drag on its #128 overall standing.

Strongest Factors

Valuation — Rank 53/280 (top quartile)
Liquidity — Rank 72/280 (above average)
Technical — Rank 86/280 (above average)

Weakest Factors

Asset Efficiency — Rank 271/280 (below average)
Solvency — Rank 253/280 (below average)

Score Analysis

Investec PLC is ranked #128 out of 280 UK stocks. Lower factor scores indicate better performance in that category.

Factor Breakdown

153/280

Average Score

Liquidity

Good72/280

Valuation

Excellent53/280

Profitability

Weak203/280

Solvency

Weak253/280

Asset Efficiency

Weak271/280

Mkt Trading

Fair132/280

Technical

Good86/280

1. Liquidity

Score: 72/280

How liquid is INVP and can it meet its short-term obligations?

0/6

liquidity criteria met

Metric

Sector Range

Value

Rank

–

Quick Ratio

N/A

Range: N/A

–

Current Ratio

N/A

Range: N/A

–

TTM Operating Cash Flow

N/A

Range: N/A

–

Liquidity Coverage Ratio

100-150

N/A

Range: 100-150

✗

Intangible Asset Ratio

10 - 30

0.00xRank 187/280

Range: 10 - 30Rank 187/280

–

Cash-to-Debt Ratio

N/A

0.84xRank 62/280

Range: N/ARank 62/280

Key Liquidity Metrics

Quick Ratio

N/A

Sector: N/A

Current Ratio

N/A

Sector: N/A

Overall Liquidity Rank

Rank within universe#72/280

Best (1)Worst (280)

2. Valuation

Score: 53/280

Is INVP undervalued compared to its peers and fair value metrics?

4/7

valuation criteria met

Metric

Sector Range

Value

Rank

✗

FY27e P/E

8x - 18x

6.1xRank 10/280

Range: 8x - 18xRank 10/280

✗

FY26e P/E

8x - 18x

6.8xRank 11/280

Range: 8x - 18xRank 11/280

✓

FY27e Net Div Yld (%)

3.0 - 8.0

6.87%Rank 30/280

Range: 3.0 - 8.0Rank 30/280

✓

Div Payout Ratio

30 - 55

33.36%Rank 50/280

Range: 30 - 55Rank 50/280

–

Current EV/EBITDA

N/A

7.2xRank 111/280

Range: N/ARank 111/280

✓

Current P/TBV

0.8x - 2.0x

0.92xRank 54/280

Range: 0.8x - 2.0xRank 54/280

✓

Current P/B

0.8x - 2.0x

0.90xRank 54/280

Range: 0.8x - 2.0xRank 54/280

Key Valuation Metrics

TTM P/E

Price-to-Earnings

7.8x

FY26e P/E

Forward estimate

6.8x

FY27e P/E

Forward estimate

6.1x

Current P/B

Price-to-Book

0.90x

Current P/TBV

Tangible Book Value

0.92x

Current EV/EBITDA

Enterprise Value

7.2x

FY26e EV/EBITDA

Forward estimate

N/A

FY27e EV/EBITDA

Forward estimate

N/A

Dividend

INVP pays a dividend yield of 9.26%.

Current Yield

9.26%

FY27e Net Div Yield

6.87%

FY26e Gross DPS

0.380

FY27e Gross DPS

0.408

Dividend Per Share Forecast

3. Profitability

Score: 203/280

How profitable is INVP relative to its peers?

1/7

profitability criteria met

Metric

Sector Range

Value

Rank

✗

TTM Profit Margin

15 - 30

33.5%Rank 90/280

Range: 15 - 30Rank 90/280

–

T12 FCF Margin

N/A

-0.4%Rank 235/280

Range: N/ARank 235/280

✓

FY27e RoE

10 - 16

14.3%Rank 126/280

Range: 10 - 16Rank 126/280

✗

FY26 EPS Growth

8 - 15

6.1%Rank 129/280

Range: 8 - 15Rank 129/280

✗

FY27e EPS Growth

6 - 12

19.0%Rank 115/280

Range: 6 - 12Rank 115/280

–

NIM

1.5 - 3.2

N/A

Range: 1.5 - 3.2

–

Expense Ratio

50 - 65

N/A

Range: 50 - 65

TTM Profit Margin

33.5%

Current RoCE

12.7%

FY27e RoE

14.3%

T12 FCF Margin

-0.4%

EPS Growth

4. Solvency

Score: 253/280

How strong is INVP's balance sheet and financial position?

1/6

solvency criteria met

Metric

Sector Range

Value

Rank

✓

Debt/Eqt

0.5x - 1.5x

0.79xRank 181/280

Range: 0.5x - 1.5xRank 181/280

–

Interest Coverage Ratio

N/A

Rank 254Rank 254/280

Range: N/ARank 254/280

–

Net Leverage Ratio

N/A

Range: N/A

–

Altman Z-Score (Manufacturing)

N/A

N/ARank 240/280

Range: N/ARank 240/280

–

Z-Score (Non Manufacturing)

N/A

Rank 246Rank 246/280

Range: N/ARank 246/280

–

CapAdeq Ratio Tier1

13 - 18

N/A

Range: 13 - 18

Key Solvency Metrics

Debt/Eqt

0.79x

Net Leverage Ratio

N/A

Interest Coverage

Rank 254

T12 FCF Margin

-0.4%

Altman Z-Score

N/A

Distress Zone

01.812.995+

5. Asset Efficiency

Score: 271/280

How efficiently does INVP deploy its assets and intellectual capital?

1/5

asset efficiency criteria met

Metric

Sector Range

Value

Rank

–

Efficiency Ratio

50 - 70

Rank 5Rank 5/280

Range: 50 - 70Rank 5/280

–

TTM Asset Turnover Ratio

N/A

0.04xRank 260/280

Range: N/ARank 260/280

✓

TTM CAPEX/Sales

1 - 3

2.7%Rank 139/280

Range: 1 - 3Rank 139/280

–

Working Capital Turnover

N/A

Range: N/A

–

R&D/Sales FY27e

N/A

Range: N/A

Overall Asset Efficiency Rank

Rank within sector peers#271/280

Best (1)Worst (280)

6. Market Trading

Score: 132/280

How liquid and actively traded is INVP?

2/2

market trading criteria met

Metric

Sector Range

Value

Rank

✓

Intraday Sentiment (%)

40 - 75

64.0%Rank 84/280

Range: 40 - 75Rank 84/280

–

10D-Avg v/s 3M-Avg Vol

N/A

61%Rank 50/280

Range: N/ARank 50/280

✓

Avg Directional Index 30D

012 - 45

25.8Rank 71/280

Range: 012 - 45Rank 71/280

–

Parabolic SAR

N/A

584.00Rank 140/280

Range: N/ARank 140/280

–

Stock Rating Rank

N/A

Rank 100Rank 100/280

Range: N/ARank 100/280

Market Cap

£5,474,602,565

Enterprise Value

£8,248,134,343

Trading Volume

7. Technical

Score: 86/280

What do the technical indicators say about INVP?

0/5

technical criteria met

Metric

Chart

Sector Range

Value

Rank

–

CMP v/s 52-WH

£6.90£4.99

-14.1%CMP: £5.93

N/A

-14.1%Rank 163/280

£6.90£4.99

-14.1%CMP: £5.93

Range: N/ARank 163/280

–

CMP v/s 52-WL

£6.90£4.99

+18.8%CMP: £5.93

N/A

18.8%Rank 102/280

£6.90£4.99

+18.8%CMP: £5.93

Range: N/ARank 102/280

–

RSI 14D

025.0 - Oversold100

N/A

25.0Rank 100/280

025.0 - Oversold100

Range: N/ARank 100/280

–

MA50 - MA200

£6.22+0.25£6.47

N/A

BullishRank 113/280

£6.22+0.25£6.47

Range: N/ARank 113/280

–

MACD Rank

Golden Cross

MACD: -3.29

N/A

-3.29

Golden Cross

MACD: -3.29

Range: N/A

RSI (14 Day)

25.0

Oversold

0 (Oversold)50100 (Overbought)

Moving Averages

50 SMA£6.47

200 SMA£6.22

SignalGolden Cross (Bullish)

MACD-3.29

Risk Metrics

Beta

N/A

3-Yr Std Dev

0.3%

5-Yr Std Dev

0.3%

Peer Comparison

How does INVP compare to other Financials stocks?

Overall Rank Comparison

Factor Score Comparison

Stock	Rank	Liquidity	Valuation	Profitability	Solvency	Mkt Trading	Technical
INVP	#128	72	53	203	253	132	86
MUT.L	#3	128	38	24	56	27	8
RTW.L	#5	116	7	9	145	69	229
BPCR.L	#7	163	34	56	9	112	76
RCP.L	#9	179	26	22	59	13	2
AGT.L	#11	108	57	55	72	90	79
TBCG.L	#14	29	55	38	257	129	18

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Methodology Note

The analysis presented for Investec PLC is produced using Strategyland's proprietary 7-factor quantitative model, which evaluates each stock across Liquidity, Valuation, Profitability, Solvency, Asset Efficiency, Market Trading, and Technical dimensions. Individual factor scores and the composite rank reflect relative rankings within the FTSE 100 universe — a lower rank number indicates stronger performance in that category.

Underlying financial and market data is sourced from LSEG (London Stock Exchange Group) and processed through our scoring engine. Scores are recalculated as new data becomes available and should be interpreted as a systematic screening output, not a forecast of future share price performance.

This content is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance and factor rankings are not indicative of future results. Please read our Risk Disclaimer before making any investment decisions.

Strategyland Research Center - strategyland.ukThis report is for informational purposes only. Not financial advice.