- 3i’s total return for the first half of the year was GBP2.05 billion, surpassing the estimate of GBP1.73 billion.
- The net asset value per share is reported at GBP22.61.
- The interim dividend per share stands at 30.5 pence.
- The total return achieved was 10%.
- Confidence expressed in the company’s strong business and financial model, highlighting opportunities for continued growth in the future.
- Leading companies in the portfolio are showing strong performance, with improvements seen in companies that faced challenges in 2023.
- Analyst recommendations include 8 buys, 3 holds, and no sells.
3i Group PLC on Smartkarma
Analysts on Smartkarma have been covering 3i Group PLC, a unique listed private equity firm with a long history dating back to pre-World War II England. Business Breakdowns, in episode 180 titled “3i Group: Capital in Action,” sponsored by Public.com, delves into the complexities of 3i’s investment approach. The report highlights how 3i stands out from traditional private equity firms by using its balance sheet funds and having a significant stake in the European retailer Action. Despite its intricate history, 3i remains a challenge to categorize within conventional investment frameworks.
The analysis provided by Business Breakdowns showcases a bullish sentiment towards 3i Group, emphasizing the company’s unique approach and long-standing presence in the investment landscape. With a focus on capital in action, independent analysts are shedding light on 3i’s unconventional strategies and investment tactics, offering valuable insights into the firm’s operations and potential for growth in the market.
A look at 3i Group PLC Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
3i Group PLC: Smart Scores Paint a Positive Long-Term Outlook
3i Group PLC, an international investor specializing in private equity, infrastructure, and debt management, is poised for a promising long-term future based on its Smartkarma Smart Scores. With a solid momentum score of 5, the company shows strong potential for growth and performance in the coming years. Additionally, its value, growth, and resilience scores of 3 indicate a stable foundation and potential for sustained success.
The company’s slightly lower dividend score of 2 suggests that income-seeking investors may find better opportunities elsewhere, but overall, 3i Group PLC‘s diversified investment focus and solid performance across key factors position it well for long-term success in the global market.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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