- 3i’s net asset value per share increased to GBP 27.11 in the first quarter of 2025, up from GBP 21.67 in the previous year.
- The total return for the period rose to 7%, compared to 4% year-on-year.
- In early July, 3i refinanced an existing £900 million revolving credit facility (RCF) with a new five-year £1.2 billion RCF at improved pricing.
- As of the end of June, the company had £428 million in gross cash and an undrawn RCF of £900 million, with a gearing ratio of 3%.
- Action, a significant portfolio company, added 125 net new stores in the year to date, maintaining its target to reach 370 new stores by the year’s end.
- The stock received 9 buy ratings, 3 hold ratings, and no sell ratings.
A look at 3i Group PLC Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 4 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.2 |
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 with a diversified portfolio in private equity, infrastructure, and debt management, is positioned for a positive long-term outlook based on Smartkarma Smart Scores. With solid scores in resilience and momentum, the company demonstrates a robust capability to withstand market fluctuations and maintain a steady growth trajectory. Additionally, its strong performance in growth factors highlights promising prospects for expanding its investments in various geographical regions, leveraging local investment teams in Europe, Asia, and North America. While the dividend score is moderate, the overall outlook for 3i Group PLC remains favorable, reflecting its strategic positioning in the investment landscape.
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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