0.32%
9.17%
6.36%
3.91%
10.29%
57.53%
11.22%

Company Description

Informa plc operates as an intelligence, events, and scholarly research company worldwide.It operates through five divisions: Informa Connect, Informa Intelligence, Informa Markets, Informa Tech, and Taylor & Francis.The Informa Connect division delivers specialist content and live experiences through in-person and virtual events, and digital platforms and services that enables businesses and professionals to meet, connect, learn, and share knowledge.


This division operates events in the finance, biotech and pharma, and other specialist markets, including food and hospitality, marketing, and pop culture.The Informa Intelligence division offers critical data and specialist intelligence to businesses in the areas of pharma, finance, and maritime.The Informa Markets division connects buyers and sellers and supports the flow of business and trade in various specialist markets.


Its major brands help businesses meet, discover products, trade and grow through major exhibitions, virtual events, digital marketplaces, and specialist content and data services.The Informa Tech division offers research, media, training, and events that inform, educate, and connect businesses and professionals working in technology.The Taylor & Francis division commissions, curates, produces, and publishes scholarly research and reference-led content in specialist subject areas, which assists to advance research and enabling knowledge to be discovered and shared.


This segment houses teaching guides, videos, case studies, and approximately 18,000 book chapters and journal articles.The company was formerly known as T&F Informa plc and changed its name to Informa plc in August 2005.Informa plc was founded in 1998 and is headquartered in London, the United Kingdom.

Market Data

Last Price 866.4
Change Percentage 0.32%
Open 864.8
Previous Close 863.6
Market Cap ( Millions) 11437
Volume 15906538
Year High 886
Year Low 772.8
M A 50 826.2
M A 200 833.39

Financial Ratios

FCF Yield 5.69%
Dividend Yield 2.15%
ROE 4.75%
Debt / Equity 31.98%
Net Debt / EBIDTA 188.26%
Price To Book 1.82
Price Earnings Ratio 37.42
Price To FCF 17.57
Price To sales 3.4
EV / EBITDA 14.45

News

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> Informa Markets

Expected Growth : 8 %

What the company do ?

Informa Markets, a division of Informa plc, is a leading global exhibitions organizer, providing market-leading events and digital platforms for various industries.

Why we expect these perspectives ?

Informa Markets' 8% growth driven by increasing demand for business-to-business (B2B) events and digital services, expansion into emerging markets, strategic acquisitions, and a strong portfolio of brands. Additionally, the company's focus on data analytics and customer insights has enabled it to provide high-value services to clients, further fueling growth.

Segment nΒ°2 -> Taylor & Francis

Expected Growth : 9 %

What the company do ?

Taylor & Francis, a subsidiary of Informa plc, is a leading international academic publisher of books, journals, and online resources.

Why we expect these perspectives ?

Taylor & Francis' 9% growth is driven by increasing demand for academic and professional content, expansion into emerging markets, strategic acquisitions, and a shift towards digital platforms. Additionally, the growth of open access publishing, partnerships with research institutions, and a strong brand reputation contribute to the segment's growth.

Segment nΒ°3 -> Informa Connect

Expected Growth : 8.5 %

What the company do ?

Informa Connect is a division of Informa plc, providing specialist information and networking opportunities to the global finance, biotech, and pharma industries.

Why we expect these perspectives ?

Informa Connect's 8.5% growth is driven by increasing demand for face-to-face events, expansion into high-growth markets, and strategic acquisitions. The segment benefits from its diversified portfolio of conferences and training events, strong brand recognition, and a loyal customer base. Additionally, Informa's investment in digital capabilities and data analytics enhances the overall customer experience, further fueling growth.

Segment nΒ°4 -> Informa Tech

Expected Growth : 9.5 %

What the company do ?

Informa Tech is a division of Informa plc, providing critical research, data, and events for the technology industry, serving professionals and businesses worldwide.

Why we expect these perspectives ?

Informa Tech's 9.5% growth is driven by increasing demand for digital transformation, cloud computing, and cybersecurity solutions. The segment benefits from its diversified portfolio of brands, including Ovum, Omdia, and Light Reading, which provide research, data, and events to the tech industry. Additionally, Informa Tech's expansion into emerging markets and strategic acquisitions contribute to its growth momentum.

Informa Plc Products

Product Range What is it ?
Academic Publishing Informa publishes academic journals, books, and online resources in fields such as life sciences, physical sciences, and social sciences.
Business Intelligence Informa provides business intelligence and data analytics solutions to help companies make informed decisions and stay competitive.
Events and Exhibitions Informa organizes and hosts conferences, trade shows, and exhibitions across various industries, including healthcare, finance, and technology.
Knowledge and Networking Informa offers training and professional development programs, as well as online communities and networking platforms.
Market Research Reports Informa publishes market research reports and analysis on various industries and markets.

Informa plc's Porter Forces

Informa plc operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the evolving nature of the industry.

Informa plc's customers have limited bargaining power due to the specialized nature of the company's products and services.

Informa plc's suppliers have some bargaining power due to the company's reliance on a few key suppliers, but the company's size and scale also give it some negotiating power.

The threat of new entrants is low due to the high barriers to entry in Informa plc's markets, including the need for specialized knowledge and expertise.

The intensity of rivalry in Informa plc's markets is high due to the presence of several established competitors and the need for continuous innovation to stay ahead.

Capital Structure

Value
Debt Weight 18.61%
Debt Cost 4.15%
Equity Weight 81.39%
Equity Cost 9.43%
WACC 8.45%
Leverage 22.86%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
PSON.L Pearson plc provides educational courseware, assessments, and services in the United Kingdom, the United States, Canada, the Asia Pacific, other European countries, and internationally. It operates through five segments: Assessment …
RCS.MI RCS MediaGroup S.p.A. operates as a multimedia publishing company in Italy, Spain, and internationally. The company publishes newspapers under the Corriere della Sera, Corriere Salute, SOLFERINO, Buone Notizie, Dataroom, La …
TEL.OL Telenor ASA, together with its subsidiaries, operates as a telecommunication company worldwide. Its principal products and services include mobile communication, fixed line communication, and broadcasting services. The company's mobile communication …
SCHB.OL Schibsted ASA, together with its subsidiaries, operates as a media company. The company operates through Nordic Marketplaces, News Media, eCommerce & Distribution, and Financial Services & Ventures segments. It operates …
OPL.WA Orange Polska S.A., together with its subsidiaries, provides telecommunications services in Poland. It offers mobile and fixed telecommunications services, including calls, messaging, content, and access to the Internet and TV; …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
8.66$
Current Price
8.66$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

πŸ₯‡

RCS MediaGroup Logo
RCS MediaGroup
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

πŸ₯ˆ

Telenor Logo
Telenor
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

πŸ₯‰

Pearson Logo
Pearson
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

4

Orange Polska Logo
Orange Polska
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

5

Informa Logo
Informa
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->

6

Schibsted Logo
Schibsted
A-Score # N/A

Value:# N/A

Growth: # N/A

Quality: # N/A

Yield: # N/A

Momentum: # N/A

Volatility: # N/A

1-Year Total Return ->