ducovest

IGQ:F:F-3I GROUP PLC ADR 1/2 (EUR)

COMMON STOCK | Asset Management |

Last Closing

USD 18.7

Change

0.00 (0.00)%

Market Cap

USD 38.27B

Volume

10.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

3i Group plc is a private equity firm specializing in mature companies, growth capital, middle markets, infrastructure, and management leveraged buyouts and buy-ins. The firm also provides infrastructure financing and debt management. For debt management, it invests in senior and mezzanine corporate debt in typically large and private companies in United Kingdom, Europe, Asia, and North America. It makes private equity investments in business and technology services, financial services, consumer, healthcare, consumption and distribution, media and telecom, renewable energy, wind, and industrial technology sector. Within business and technology services, the firm seeks to invest in sub sectors such as testing, inspection and certification; intelligent outsourcing, BPO and consultancy; human capital including staffing, governance, risk and compliance, services to pharmaceutical companies, vertical application software, education and training businesses; facilities management; support services to industrial sectors such as oil and gas and utilities; human resources outsourcing and advising; recruitment; logistics and infrastructure support services including distribution, waste, and rental. In the consumer sector, it focuses on, multi-unit roll out, omni-channel propositions, niche branded consumer goods, polarization, health and wellness, ageing population, millennials, consumer goods; e-commerce; retail; food and drinks; and leisure. In the healthcare sector, the firm focuses on outsourced medical device manufacturing & services, outsourced pharmaceutical manufacturing & services, bioprocessing supply chain, life science tools and diagnostics, wellness & consumer health products, pharmaceuticals and biotechnology including specialty pharma, generics / OTC, drug delivery, and animal health; healthcare Services including activities such as elderly and specialty care, including caring for people in their own homes, in hospital and in community facilities, as well as operational services such as outsourced support, cl

Company Website : https://www.3i.com

Currency: EUR

Country : Germany

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-03 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BBN1:F Blackstone Group Inc

N/A

 USD 190.17B
BLQA:F BlackRock Inc

N/A

 USD 126.21B
KR51:F KKR & Co LP

N/A

 USD 118.32B
IVS:F INVESTOR A (FRIA) O.N.

N/A

 USD 82.41B
IVSD:F INVESTOR B (FRIA) O.N.

N/A

 USD 82.41B
N7I:F APOLLO GL.M.NEW DL-00001

N/A

 USD 75.72B
K7X:F BROOKFIELD CORP. CL.A

N/A

 USD 75.59B
0QN:F Ares Management Corp Class A

N/A

 USD 46.87B
A4S:F Ameriprise Financial Inc

N/A

 USD 45.58B
6EQ:F EQT AB

N/A

 USD 32.82B

ETFs Containing IGQ:F

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 37.50% 84% B 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.50% 84% B 85% B
Trailing 12 Months  
Capital Gain 65.49% 88% B+ 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 65.49% 88% B+ 88% B+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 29.29% 94% A 89% A-
Dividend Return 29.80% 93% A 83% B
Total Return 0.51% 15% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 34.37% 24% F 36% F
Risk Adjusted Return 86.72% 98% N/A 92% A
Market Capitalization 38.27B 96% N/A 95% A

Annual Financials (EUR)

Quarterly Financials (EUR)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.