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About the company
3i Group PLC is a United Kingdom-based investment company, which is specialized in private equity and infrastructure. It invests in mid-market companies. Its private equity business includes investment and asset management to generate capital returns, and is focused on consumer, healthcare, industrial technology, and business and technology services. Its infrastructure business invests in a range of economic infrastructure businesses and operational projects in Europe and North America, in sectors such as utilities, transport/logistics, communications, natural resources/energy, social infrastructure, and healthcare.
- Revenue in GBP (TTM)4.30bn
- Net income in GBP4.21bn
- Incorporated1973
- Employees244.00
- Location3i Group Plc16 Palace StreetLONDON SW1E 5JDUnited KingdomGBR
- Phone+44 207 975 3131
- Fax+44 207 975 3232
- Websitehttps://www.3i.com/
Profile
| Management group(s) | 3i Asset Management Ltd |
|---|---|
| AIC sector | Private Equity |
| ISIN | GB00B1YW4409 |
| Launch date | 01 Apr 1945 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
3i is an investment company which aims to provide its shareholders with quoted access to private equity and infrastructure returns. Currently, its main focus is on making quoted and unquoted equity and/ or debt investments in businesses and funds in Europe, Asia and the Americas.
Managed by
| Simon Borrows |
|---|
Management & contract fees
Management fee of between 1.2% and 1.4% on a tiered basis. Performance fee of 20% of returns above a hurdle of 8% of the growth in NAV per share with a deferral and clawback mechanism in the event of subsequent performance below the hurdle.
Peer analysis
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Groep Brussel Lambert NV | 5.57bn | 43.27m | 7.43bn | 69.00 | 182.03 | -- | 19.43 | 1.33 | 0.3546 | 0.5182 | 48.45 | -- | -- | -- | -- | 97,028,980.00 | -- | 1.17 | -- | 1.38 | 64.70 | 66.97 | -1.06 | 5.77 | -- | -- | -- | 152.47 | 24.09 | 3.89 | 225.68 | -- | 10.94 | -2.18 |
| Pershing Square Holdings Ltd | 2.28bn | 1.73bn | 7.62bn | -- | 3.88 | 0.6641 | -- | 3.34 | 11.71 | 11.71 | 15.47 | 68.44 | 0.2005 | -- | 152.99 | -- | 15.23 | 16.37 | 15.41 | 17.27 | 75.67 | 78.95 | 75.97 | 77.22 | -- | -- | 0.1567 | 3.47 | 424.21 | 158.59 | 312.11 | -- | -- | 7.80 |
| HAL Trust | 10.46bn | 799.08m | 8.68bn | 31.85k | 10.86 | 0.7437 | 4.53 | 0.8298 | 10.63 | 10.63 | 139.09 | 155.17 | 0.4725 | 5.13 | 6.48 | 394,630.40 | 4.26 | 6.12 | 6.14 | 9.23 | 53.92 | 56.16 | 9.02 | 16.72 | 1.17 | -- | 0.2377 | 40.45 | 25.92 | 22.14 | 54.68 | -- | 4.32 | 3.52 |
| Industrivarden AB | 2.28bn | 2.26bn | 11.02bn | 14.00 | 4.89 | 0.946 | -- | 4.82 | 72.74 | 72.74 | 73.66 | 375.91 | 0.2033 | -- | 263.97 | 2,272,000,000.00 | 20.07 | 11.82 | 20.35 | 12.06 | -- | -- | 98.76 | 98.29 | -- | 221.58 | 0.043 | 20.06 | 298.08 | -- | 292.20 | -- | -- | 6.15 |
| Koc Holding AS | 54.84bn | -77.22m | 11.03bn | 134.75k | -- | 0.938 | 9.69 | 0.201 | -1.32 | -1.32 | 938.40 | 201.07 | 0.7696 | 13.52 | 14.56 | 19,926,990.00 | -0.2575 | 4.62 | -1.09 | 17.77 | 16.05 | 23.16 | -0.3346 | 7.29 | 0.8516 | 4.12 | 0.4934 | 16.68 | -6.49 | 62.13 | -0.5945 | 67.14 | 63.35 | 82.24 |
| Investment AB Latour | 1.82bn | 439.30m | 11.51bn | 8.89k | 28.36 | 4.07 | 23.07 | 6.32 | 9.54 | 9.54 | 39.51 | 66.42 | 0.3986 | 3.04 | 4.11 | 2,998,935.00 | 9.67 | 10.85 | 11.77 | 12.56 | 39.41 | 38.57 | 24.26 | 26.27 | 0.6555 | -- | 0.275 | 42.95 | 13.00 | 16.74 | 41.61 | 20.33 | 14.56 | 10.40 |
| Amundi SA | 3.76bn | 1.01bn | 11.52bn | 5.48k | 11.43 | -- | -- | 3.06 | 5.90 | 5.90 | 22.05 | -- | -- | -- | -- | 824,927.70 | -- | 3.93 | -- | 4.59 | -- | 54.33 | 26.69 | 20.52 | -- | -- | -- | 56.26 | -0.5791 | 4.03 | 8.49 | 6.38 | 23.31 | 7.17 |
| Scottish Mortgage Investment Trust PLC | 2.06bn | 1.96bn | 11.70bn | 0.00 | 6.57 | 0.9938 | -- | 5.67 | 1.40 | 1.40 | 1.51 | 9.28 | 0.1565 | -- | 179.54 | -- | 14.85 | 8.82 | 15.14 | 9.07 | 95.53 | 93.58 | 94.85 | 92.94 | -- | -- | 0.1176 | 4.33 | 152.24 | 9.33 | 146.75 | 9.11 | -- | 6.26 |
| Legal & General Group Plc | 44.45bn | 26.00m | 12.90bn | 11.96k | 524.94 | 3.30 | -- | 0.2902 | 0.0042 | 0.0579 | 7.07 | 0.6628 | 0.0866 | -- | -- | 3,717,381.00 | 0.0029 | 0.2161 | -- | -- | -- | -- | 0.0338 | 5.42 | -- | 2.18 | 0.608 | 91.00 | -41.24 | 147.67 | -85.06 | -43.25 | -9.98 | 4.37 |
| CVC Capital Partners PLC | 1.22bn | 392.47m | 18.85bn | 1.22k | 49.89 | 35.56 | 36.98 | 15.46 | 0.4271 | 0.4271 | 1.48 | 0.5992 | -- | -- | -- | 1,269,947.00 | -- | -- | -- | -- | 87.06 | -- | 38.59 | -- | -- | 25.81 | 0.5892 | -- | 10.23 | -- | 29.09 | -- | -- | -- |
| EQT AB | 1.92bn | 341.20m | 26.61bn | 1.80k | 74.50 | 4.07 | 38.03 | 13.85 | 4.01 | 3.92 | 22.57 | 73.34 | 0.2306 | -- | 6.57 | 14,559,110.00 | 4.09 | 7.49 | 4.44 | 8.25 | -- | -- | 17.75 | 25.68 | -- | 134.04 | 0.2282 | 904.11 | 39.21 | 39.60 | -21.00 | 2.86 | 0.00 | -- |
| Partners Group Holding AG | 1.57bn | 860.18m | 29.37bn | 1.87k | 33.35 | 15.42 | 32.72 | 18.75 | 36.82 | 36.82 | 67.05 | 79.64 | 0.391 | -- | 2.21 | 905,696.50 | 21.46 | 24.34 | 26.35 | 29.28 | -- | -- | 54.90 | 56.33 | -- | -- | 0.4741 | 83.13 | 2.35 | 7.72 | -0.1493 | 5.46 | 13.74 | 12.13 |
| 3i Group plc | 4.30bn | 4.21bn | 34.49bn | 244.00 | 8.14 | 1.58 | -- | 8.03 | 4.35 | 4.35 | 4.44 | 22.49 | 0.2001 | -- | 306.93 | 17,610,660.00 | 19.62 | 22.01 | 19.71 | 22.27 | 99.37 | 98.93 | 98.02 | 94.69 | -- | -- | 0.0535 | 15.55 | -16.04 | 28.70 | -16.12 | 25.30 | 0.00 | 11.75 |
