3i Group Plc (III) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

3i Group Plc

AJ Bell Plc

Quilter Plc

abrdn Plc

Hargreaves Lansdown Plc

Ashmore Group Plc

Rathbones Group Plc

Schroders Plc

Bridgepoint Group Plc

JTC Plc

Man Group Plc (Jersey)

Why is 3i Group Plc ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 20.86%

With a growth in Net Profit of 9.93%, the company declared Outstanding results in Sep 25

The company has declared positive results for the last 2 consecutive quarters
OPERATING CASH FLOW(Y) Highest at GBP 782 MM
DEBT-EQUITY RATIO (HY) Lowest at 3 %
DIVIDEND PER SHARE(HY) Highest at GBP 508.86

With ROE of 37.16%, it has a very attractive valuation with a 1.03 Price to Book Value

The stock is trading at a discount compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of -27.68%, its profits have risen by 49% ; the PEG ratio of the company is 0.1

Real-Time Research Report

Verdict Report

How much should you buy?

Overall Portfolio exposure to 3i Group Plc should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is 3i Group Plc for you?

High Risk, High Return

Absolute

Risk Adjusted

Volatility

3i Group Plc

-29.33%

2.50

37.00%

FTSE 100

13.98%

1.15

13.60%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

70.67%

EBIT Growth (5y)

53.18%

EBIT to Interest (avg)

61.88

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

0.02%

Dividend Payout Ratio

13.99%

Pledged Shares

Institutional Holding

0.00%

ROCE (avg)

21.43%

ROE (avg)

20.86%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.03

EV to EBIT

5.04

EV to EBITDA

5.04

EV to Capital Employed

1.03

EV to Sales

16.11

PEG Ratio

0.06

Dividend Yield

2.64%

ROCE (Latest)

20.45%

ROE (Latest)

37.16%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bearish

RSI

No Signal

Bullish

Bollinger Bands

Bearish

Moving Averages

Bearish (Daily)

KST

Mildly Bullish

Mildly Bearish

Dow Theory

Mildly Bearish

OBV

Mildly Bearish

Mildly Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

15What is working for the Company

OPERATING CASH FLOW(Y)

Highest at GBP 782 MM

DEBT-EQUITY RATIO (HY)

Lowest at 3 %

DIVIDEND PER SHARE(HY)

Highest at GBP 508.86

NET SALES(Q)

At GBP 192 MM has Grown at 88.24%

RAW MATERIAL COST(Y)

Fallen by -44.63% (YoY

DEBTORS TURNOVER RATIO(HY)

Highest at 508.86 times

PRE-TAX PROFIT(Q)

Highest at GBP 3,287 MM

NET PROFIT(Q)

Highest at GBP 3,287 MM

EPS(Q)

Highest at GBP 3.4

0What is not working for the Company

NO KEY NEGATIVE TRIGGERS

Here's what is working for 3i Group Plc

Net Sales

At GBP 192 MM has Grown at 88.24%

Year on Year (YoY)

MOJO Watch

Near term sales trend is very positive

Net Sales (GBP MM)

Debt-Equity Ratio

Lowest at 3 % and Grown

In each half year in the last five Semi-Annual periods

MOJO Watch

The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

Dividend per share

Highest at GBP 508.86 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (GBP)

Operating Cash Flow

Highest at GBP 782 MM

in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (GBP MM)

Pre-Tax Profit

Highest at GBP 3,287 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (GBP MM)

Pre-Tax Profit

At GBP 3,287 MM has Grown at 60.42%

Year on Year (YoY)

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (GBP MM)

Net Profit

Highest at GBP 3,287 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is positive

Net Profit (GBP MM)

Net Profit

At GBP 3,287 MM has Grown at 60.5%

Year on Year (YoY)

MOJO Watch

Near term Net Profit trend is positive

Net Profit (GBP MM)

EPS

Highest at GBP 3.4

in the last five periods

MOJO Watch

Increasing profitability; company has created higher earnings for shareholders

EPS (GBP)

Debtors Turnover Ratio

Highest at 508.86 times

in the last five Semi-Annual periods

MOJO Watch

Company has been able to sell its Debtors faster

Debtors Turnover Ratio

Raw Material Cost

Fallen by -44.63% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales