Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
IHP.L
HoldPremium GrowerFLAGIntegraFin Holdings plc · Financial Services · United Kingdom · $1.8B · Avg Vol: $3M/d
Insufficient evidence for a screen-pass. IntegraFin Holdings plc: fails the quant gate on value (Q55/V34/M70; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.
COMPANY DESCRIPTION
IntegraFin Holdings plc operates the Transact platform, a leading independent investment platform in the UK that empowers financial advisers to efficiently manage client investments. The company's competitive advantage is built on its robust technology, high switching costs for advisers, and a strong reputation for excellent customer service within the independent financial adviser market. IntegraFin benefits from a recurring revenue model, catering to the growing demand for outsourced investment administration.
FINANCIAL SUMMARY (GBP)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 133.6M | 134.9M | 144.9M | 156.8M | 5.5% | 166.1M | 177.1M | 195.3M | 11.6% |
| EPS (GBp) | 13.30 | 15.10 | 15.80 | 15.50 | 5.2% | 19.08 | 18.40 | 21.45 | 17.7% |
| Shares | 331.3M | 330.8M | 330.6M | 330.4M | -0.3% | 330.4M | — | — | — |
| Debt | 2.8M | 1.1M | 2.9M | 13.0M | 66.8% | 13.3M | — | — | — |
| Equity | 173.2M | 189.9M | 208.3M | 224.9M | 9.1% | — | — | — | — |
| Op CF | 236.7M | 7.2M | 277.2M | 330.1M | 11.7% | 515.7M | — | — | — |
| Inv CF | 0.4M | -14.4M | 29.4M | -18.0M | — | — | — | — | — |
| Fin CF | -37.9M | -37.1M | -36.8M | -39.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of IHP.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| IHP.L | IntegraFin Holdings plc(you) | $1.8B | 65 | Hold |
| MNTN.L | The Schiehallion Fund Limited | $2.3B | 62 | Hold |
| ASHM.L | Ashmore Group Plc | $2.0B | 57 | Hold |
| RICA.L | Ruffer Investment Company Limited | $1.2B | 61 | Hold |
| QLT.JO | Quilter plc | $3.5B | 65 | Buy |
| JUP.L | Jupiter Fund Management Plc | $1.2B | 73 | Buy |
| IPO.L | IP Group Plc | $868M | 68 | Buy |
| 3IN.L | 3i Infrastructure plc | $4.9B | 65 | Hold |
| AJB.L | AJ Bell plc | $3.3B | 75 | Buy |
| JFJ.L | JPMorgan Japanese Ord | $1.7B | 86 | Strong Buy |
Peer medians: ROE 11.0% · P/E 12.0x · Gross margin 94.6%