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INVP

Investec Group
Chart
649.00 GBp
Latest Week 2026-07-31
Snapshot 2026-07-26 · 1.1w · Fresh
0.72
OS Score
86.0%
Value
6.0%
Quality
84.0%
Momentum
#43.00000000
TV Rank
3/9
F-Score
0.227
QV
Strategy Eligibility
4 of 23 passing
OS Composite
Trending Value
#43
Quality × Value
🏛
Cornerstone Value
🌿
Cornerstone Growth
💎
Deep Value
VC2 Cheapest
VC2 6
📐
EBITDA/EV
Veiled Value
Piotroski Bargains
🔬
Quality Compounders
📈
Consistent Earners
🌱
GARP
🔄
Shareholder Yield
11.6%
💰
High Yield
🚀
Momentum Leaders
Market Leaders
Tiny Titans
🔍
Small Cap Value
🛡
Low Volatility
Vol 24%
🏷
Sector Cheapest
🧠
Capital Allocators
Risk-Adj Momentum
V
Value Analysis
Cheapness relative to fundamentals
86.0%ile
P/E
5.5×
P/S
1.8×
P/B
0.7×
FCF Yield
-0.198
SH Yield
0.116
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
10.00000000
/100 — 1=cheapest
VC2 (Trending Value)
6.00000000
/100
VC3 (Buyback)
7.00000000
/100
P/E of 5.5x places this firmly in deep value territory. Negative FCF yield (-19.8%) — the business is currently cash-consumptive. VC2 score of 6.00000000/100 puts this in the cheapest decile of the universe — prime Trending Value territory.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
6.0%ile
ROE
0.119
ROA
0.011
Net Margin
0.331
F-Score
3/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.036
Earn Growth
0.496
Accruals
0.016
lower=better
5yr Consist
No
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
84.0%ile
6M Return
5.5%
12M Return
13.8%
12-1 Mom
9.4%
Risk-Adj
0.39
Vol 252d
23.8%
Vol 60d
54.8%
↑ Expanding
Max DD 12M
-12.8%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (55%) is expanding vs long-term (24%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.72
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
Sector Context
Financial Services · 185 peers
Sector Value %ile
82.3%
Sector Quality %ile
7.0%
P/E z-score
-0.34
P/B z-score
-0.27
Sector Avg OS
56.8%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
CRE Conduit Holdings Limited 98.0% 99.0% 88.0% 85.0%
JUP Jupiter Fund Management Plc 98.0% 96.0% 89.0% 89.0%
BEZ Beazley plc 98.0% 93.0% 91.0% 93.0%
CLIG City of London Investment Group Plc 97.0% 90.0% 97.0% 90.0%
BGEO Lion Finance Group PLC 97.0% 96.0% 81.0% 95.0%
STAN Standard Chartered PLC 97.0% 93.0% 83.0% 95.0%
AIBG AIB Group plc 97.0% 90.0% 88.0% 95.0%
FEML Fidelity Emerging Markets Limited 97.0% 91.0% 86.0% 97.0%
Factor Interactions
Trending Value Signal
Cheap (86th value) with strong momentum (84th). The market is starting to recognise the value.
Cheap for a Reason?
Looks cheap (86th value) but weak quality (6th). Classic value trap risk.
Volatility Expanding
60-day vol (55%) significantly exceeds 252-day (24%). Near-term risk is elevated.
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
A
77.3% avg (5 factors)
Quality
C
48.3% avg (4 factors)
Momentum
D
43.5% avg (4 factors)
Risk
A
76.9% avg (1 factors)
Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends8 snapshots
Factor Persistence8 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.720—3
Value %ile0.860—8
Quality %ile0.060—8
Momentum %ile0.840—3
F-Score3.000—8
Confidence0.639—0
Volatility0.238—0
Value Lens2021-07-27 → 2026-07-26
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
5.50
Price / Sales
1.82
Price / Book
0.66
FCF Yield
-19.8%
Sales Yield (1/P·S)
1.1663
Shareholder Yield
Div + net buyback / mktcap
11.6%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
11.9%
Return on Assets
1.1%
Net Margin
33.1%
Accruals Ratio
(NI-OCF)/Assets — lower=better
0.016
MomentumPrice trend strength over different horizons
6M Return
5.5%
12M Return
13.8%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
9.4%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.39
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
3.6%
Earnings Growth (YoY)
49.6%
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
3
Dividend Yield
5.9%
Buyback Yield
5.7%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
10
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
6
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
7
Trending Value Rank
1=best. Top VC2 decile by 6M momentum
43
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity