Informa plc
Informa plc operates as an international events, digital services, and academic research company in the United Kingdom, Continental Europe, North America, China, and internationally. It operates through five segments: Informa Markets, Informa Connect, Informa Festivals, Taylor & Francis, and Infrom…
Informa plc operates as an international events, digital services, and academic research company in the United Kingdom, Continental Europe, North America, China, and internationally. It operates through five segments: Informa Markets, Informa Connect, Informa Festivals, Taylor & Francis, and Infroma TechTarget. The Informa Markets segment enable buyers, sellers, and decision makers to meet, discover, and showcase new products in various specialist markets, as well as delivers live events, including annual business-to-business exhibitions, specialist content, and services that help buyers and suppliers connect digitally comprising lead and demand generation solutions. Its Informa Connect segment delivers digital content; and creates content-led live and on demand events and experiences for professionals in finance, life sciences, foodservice, and other specialist markets through in-person, live, and online platforms that enables businesses and professionals to meet, network, discuss, and learn. Informa Festivals segment engages in experience-led B2B events. The Informa TechTarget segment provides B2B data and market access services. Its Taylor & Francis segment curates and publishes applied academic research, learning, and championing communities of academics, researchers, experts, and knowledge makers in science, technology and medicine, and humanities and social sciences fields in pay-to-publish and pay-to-read, open research, and advanced learning formats. The company was formerly known as T&F Informa plc and changed its name to Informa plc in August 2005. Informa plc was founded in 1998 and is headquartered in London, the United Kingdom.After signing in, return here and select “Add to watchlist”. Saving companies requires a verified email address.
Priced within the modelled range
5-year outlook: Not shown because confidence is low: Earnings-based DCF disagrees strongly.
Other models: GBP 0.12–6.68 (median 2.53). The recommended value is 331% above that median, so treat the upside with extra caution.
Why: Latest free cash flow is depressed by heavy investment or one-off items, so a three-year average is used instead.
Start with the price and fair value range, then review the data dates and assumptions below. Estimates are not predictions or investment advice.
Market price within modeled range
Normalised free-cash-flow DCF using a three-year average of free cash flow, because the latest figure is depressed by heavy investment or one-off items, with cash, debt, and shares from the latest report. Base assumptions are 17.13% growth, 2.9% terminal growth, and 10.4% discount. Low/high cases vary growth by 2 and terminal growth/discount by 1 percentage point; this illustrative range is not a statistical confidence interval or investment advice.
Assumptions: growth 17.13%, discount rate 10.40%, terminal growth 2.90% (sector defaults). See a worked example.
Blended growth assumption: 17.1% (sector default 7.0%, own revenue history 26.4%, analyst revenue consensus 17.6%).
Analyst consensus expects revenue growth of 17.6% a year; the growth assumption used is 17.1%.
Adjust assumptions
Why this model: Latest free cash flow is depressed by heavy investment or one-off items, so a three-year average is used instead.
Compare models- Recommended: Normalised free-cash-flow DCF — GBP 10.92 (+30.4%)
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EPS-based Gordon proxy
— GBP 0.12 (-98.6%)
Not used: Treats all earnings as if paid out and ignores the cash kept for reinvestment, so it overstates value for companies that retain most profit.
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DCF (trailing free cash flow)
— GBP 13.78 (+64.6%)
Not used: Free cash flow is 78.9x net income, which usually means costs such as lease payments sit outside operating cash flow, so it may be overstated.
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FCFF (steady state)
— GBP 6.68 (-20.2%)
Not used: Free cash flow is 78.9x net income, which usually means costs such as lease payments sit outside operating cash flow, so it may be overstated.
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EV/EBITDA (12x)
— GBP 2.53 (-69.7%)
Not used: Used only when free cash flow is far below earnings even after averaging three years; a fixed 12x multiple also ignores sector differences.
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Fade DCF (10-year growth fade)
— GBP 13.59 (+62.4%)
Not used: Free cash flow is 78.9x net income, which usually means costs such as lease payments sit outside operating cash flow, so it may be overstated.
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EV/Sales (Rule of 40)
— GBP 16.40 (+95.9%)
Not used: Used only when cash-flow models land far below the price; here they do not.
| Bear GBP 7.50 | -11.6% |
| Base GBP 10.92 | 23.3% |
| Bull GBP 16.91 | 50.5% |
Margin = (value − price) / value, so it is measured against the value and reads lower than the upside to value, which is measured against the price. Positive means the price is below that case.
At GBP 8.37 the market implies about this annual free-cash-flow growth for 5 years (terminal 2.9%, discount 10.4%).
Compare: the market implies 11.8% a year, this model assumes 17.1%. The model is more optimistic than the price, which is why it reads as undervalued.
Sensitivity: base value per share
How the Normalised free-cash-flow DCF value changes with growth (rows) and discount rate (columns). Green cells are above the current price.
These are assumption-based scenarios, not a confidence interval. Scroll horizontally to see all discount rates.
| Growth \ Discount | 8.4% | 9.4% | 10.4% | 11.4% | 12.4% |
|---|---|---|---|---|---|
| 13.1% | 13.32 | 10.82 | 8.98 | 7.58 | 6.47 |
| 15.1% | 14.65 | 11.92 | 9.92 | 8.39 | 7.18 |
| 17.1% | 16.08 | 13.10 | 10.92 | 9.25 | 7.94 |
| 19.1% | 17.59 | 14.35 | 11.98 | 10.17 | 8.75 |
| 21.1% | 19.21 | 15.69 | 13.12 | 11.15 | 9.61 |
Track record: see the methodology page for how this model has performed historically, including its limits. Treat it as a screen, not a forecast.
Price history and fair value
3 months price change: -6.00% · GBP 8.37 · Market data through 06 Nov 2026 ; dashed line is today’s model base value (GBP 10.92). The fair value is today’s estimate, not what the model said in the past.
Saved price history is current through 06 Nov 2026; last refreshed 06 Nov 2026 18:33 (26 minutes ago).
10 Aug 2026Range GBP 8.26 – 9.2606 Nov 2026
Latest news
Headlines provided by EODHD. Articles may mention multiple companies and are not investment recommendations.
More detail: quality, peers, price history, dividends and financials
Quality score: 66 / 100
Five equal checks on reported history: profitability, cash generation, revenue growth, balance sheet and margins. It describes business quality, not whether the price is attractive.
| Profitability | 4 of 5 years profitable | 16 / 20 |
| Cash generation | free cash flow positive in 5 of 5 years | 20 / 20 |
| Growth | revenue +26.4% a year | 20 / 20 |
| Balance sheet | net debt 5.8x EBITDA | 0 / 20 |
| Margins | EBITDA margin 13% | 10 / 20 |
Peers in Communication Services
Same-sector companies with a valuation, most undervalued first. Compare the margin of safety, yield and quality score side by side.
| Company | Price | Margin of safety | P/E | P/B | Yield | Quality |
|---|---|---|---|---|---|---|
| INF.L (this company) | GBP 8.37 | 23.3% | – | 1.9 | 2.4% | 66 |
| DTE.DE Deutsche Telekom AG | EUR 25.91 | 49.6% | 14.4 | 2.1 | 5.5% | 82 |
| VOD.L Vodafone Group Public Limited Company | GBP 1.17 | 42.0% | – | 0.7 | 3.2% | 66 |
| PUB.PA Publicis Groupe S.A. | EUR 102.95 | 41.8% | 15.8 | 2.5 | 3.5% | 90 |
| CMCSA Comcast | USD 24.95 | 39.1% | 7.9 | 1.0 | 5.4% | 82 |
| TEF.MC Telefonica, S.A. | EUR 3.38 | 33.4% | – | – | 8.9% | 59 |
| SONY Sony Group Corporation | USD 27.54 | 19.5% | – | – | – | 82 |
| EMBRAC-B.ST Embracer Group AB | SEK 95.66 | 18.3% | – | 1.0 | – | 56 |
| GOOG Alphabet Inc. (Class C) | USD 281.74 | 11.7% | 14.8 | 5.1 | 0.3% | 100 |
| Peer median | 14.6 | 1.6 | ||||
Dividends
Paid in the last 12 months: GBP 0.00 per share · yield 0.03% at the current price.
| Year | Dividends per share |
|---|---|
| 2026 (so far) | 0.002 |
| 2025 | 0.002 |
| 2024 | 0.002 |
| 2023 | 0.001 |
| 2022 | 0.000 |
| 2020 | 0.002 |
Annual financial statement
Saved annual report · Fiscal year 2025 · EODHD annual statements · period ended 31 Dec 2025
| Revenue | GBP 4,041,400,000 |
|---|---|
| EBITDA | GBP 539,100,000 |
| EBIT | GBP 94,600,000 |
| Net income | GBP 11,000,000 |
| Free cash flow | GBP 867,500,000 |
| Capital expenditures | GBP 27,400,000 |
| Debt | GBP 3,479,100,000 |
| Cash | GBP 330,500,000 |
| Working capital | GBP -1,407,400,000 |
| Shares outstanding | 1,310,041,420 |
| Reported dividends per share | GBP 0.2047 |