- 3i Group’s net asset value per share has increased from GBP16.49 the previous year to GBP20.34 this year.
- The total return for the nine month period is 18%, which is a decrease from the previous year’s 26.8%.
- For the 12 months ending December 31, 2023, 3i Group’s net sales and operating EBITDA were 28% and 34% higher respectively than in 2022.
- The Group had a “well-funded” balance sheet as of December 31, 2023, including gross cash of £666 million, an undrawn revolving credit facility (RCF) of £900 million, and a gearing ratio of 3%.
- Despite ongoing global uncertainty and challenging macroeconomic conditions impacting some portfolio companies, 3i Group remains confident in its capital allocation strategy.
- The company anticipates a strong return for this financial year due to its “unrelenting focus” on good capital allocation.
- Out of 11 ratings, 3i Group received 10 ‘buy’ recommendations and 1 ‘hold’ recommendation, with no ‘sell’ recommendations.
A look at 3i Group PLC Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.4 |
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, an international investor in private equity, infrastructure, and debt management, has a positive long-term outlook based on the Smartkarma Smart Scores. With a high momentum score of 5, the company is showing strong growth potential in its investments located across multiple continents. This momentum is supported by a solid growth score of 4, indicating the company’s ability to generate returns and expand its portfolio. While the value score is at a moderate 3, the company’s resilience score of 3 shows its ability to weather market fluctuations and continue to perform well. However, the dividend score of 2 suggests that 3i Group PLC may not be the best option for investors seeking regular income from dividends.
Overall, 3i Group PLC is a well-established company with a diverse portfolio and international reach. Its investments are managed by local teams in Europe, Asia, and North America, providing a strong foundation for future growth. With a high momentum score and solid growth and resilience scores, the company is positioned for long-term success in the competitive investment market. However, investors seeking regular dividends may want to consider other options due to the lower dividend score. 3i Group PLC‘s strong performance in the other categories makes it a promising choice for investors looking for growth and resilience in their investments.
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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