Obermatt

Informa

LSE:INF · GB00BMJ6DW54
MediaX-Large

360

44
EV / EBIT39
Price / Owner Earnings12
Owner Earnings Yield49
Dividend Yield51
Price/Sales14
EV / Gross Profit17
Price/Book30
Return on Capital51
Cash Return on Capital45
Return on Equity30
EBIT Margin95
Gross Profitability17
Cash Conversion100
Accruals63
Owner Earnings Margin71
Sales growth76
Profit Growth96
Long-Term EPS Growth67
Owner Earnings Growth54
Reinvestment40
Price momentum63
Debt load48
Refinancing29
Debt Payback25
Liquidity51
Analyst ratings59
Opinion Changes50
Price Target Upside35
Market mood84
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Informa clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUK
IndustryMedia
SizeX-Large
TypePublic Company
ExchangeLSE
Founded2014
Employees3,051
ISINGB00BMJ6DW54
Last UpdateApr 2, 2026
Themes
Digital MediaOnline Analysis and ReferenceEdTechE-learningMarketing AutomationMedia and Entertainment

Description

Informa plc operates as an international events, digital services, and academic research company in the United Kingdom, Continental Europe, the United States, China, and internationally. Business Segments The company operates across several key bus…

Analysis

Hope premium

Informa plc carries what we call a hope premium: an average business trading at an ambitious price.

The price is expensive. You pay 29.5× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 11% yearly growth; analysts expect 8%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is adequate. The company scores 10/20 on our value-creation score: creating some value.

What to watch: The financial cushion is thinner than comfortable. A large part of the company's book value is the price paid for past acquisitions. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
67
2023202420252026

All-time high

76

Feb 2026

All-time low

35

Apr 2025

Average rank

61

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
14
26
19
27
Price/Earnings
24
34
25
37
Price/Book
30
41
52
67
Dividend Yield
51
58
63
65
Value (overall)
14
18
26
22

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →