Ninety One Limited Group Structure and Financials

Ninety One Limited is a global investment management company with a complex group structure. The company operates through various subsidiaries and affiliates.

Ninety One Limited's group structure consists of several key entities, including Ninety One (UK) Limited, Ninety One (Ireland) Limited, and Ninety One (South Africa) Proprietary Limited. These entities are responsible for managing the company's various investment funds and portfolios.

The company's financials are reported through its consolidated financial statements, which provide a comprehensive overview of its revenue, expenses, and profit.

Ninety One Limited is a South Africa-based company. It's a global investment manager that offers strategies for various asset classes to institutions, advisors, and individual investors worldwide.

The company employs a range of fund vehicles, pooling, and separate accounts to meet clients' different needs. This approach allows it to tailor its services to a variety of clients.

Ninety One Limited has a subsidiary called Ninety One Africa Proprietary Limited. This subsidiary is a key part of the company's operations.

Here are some key statistics about Ninety One Limited:

The company is headquartered in Cape Town, South Africa, at 36 Hans Strijdom Avenue, Foreshore.

Ninety One Limited has a strong presence in the investment management sector, with a significant stake in Fevertree Drinks, holding around 5.1% as of January 31st.

The company has also made notable appointments, with Ninety One Appointing a Project Finance Expert as Alternative Credit Chief in January 2025.

Ninety One Limited has a global reach, with a subsidiary in Australia, Ninety One Australia Pty Ltd, providing investment products and services to institutions, advisory clients, and individuals.

Our group companies play a significant role in our investment and operations. Ninety One Australia Pty Ltd. is one of our key group companies.

Ninety One Australia Pty Ltd. provides investment products and services to various clients, including institutions, advisory clients, and individuals. These clients include pension funds, central banks, sovereign wealth funds, insurers, foundations, financial advisers, and individual investors.

Our group companies are strategically located to cater to the needs of our clients. Ninety One Australia Pty Ltd. is headquartered in Sydney, Australia.

Here's a list of our key group companies:

Ninety One Limited's financial performance has been a mixed bag in recent months. The company's current month performance is down 1.18%.

In the past year, Ninety One Limited has seen a slight increase in performance, with a 0.60% gain for the current year. This is a positive trend, but it's worth noting that the company's performance has been volatile in the short term.

Here's a breakdown of Ninety One Limited's performance over the past 12 months:

Their investment management business has also seen fluctuations in revenue, ranging from 588M in 2024 to 664M in 2022.

Ninety One Limited's investment management business saw a significant increase in sales from 2020 to 2022, with a peak of 664M in 2022.

The company's sales by activity have been steadily growing over the years, with a notable dip in 2024 to 588M.

Here's a breakdown of Ninety One Limited's sales by activity from 2020 to 2024:

Valuation is a crucial aspect of a company's financial performance. Ninety One Limited's valuation metrics are quite impressive.

The company's market capitalization has fluctuated between 1.31B and 59.87B, with the highest value recorded at 59.87B.

A P/E ratio is a common valuation metric, and Ninety One Limited's P/E ratio for 2025 is 9.29x, while for 2026 it's 8.89x.

Enterprise value is another important metric, and Ninety One Limited's enterprise value has ranged from 985M to 188B.

The EV/Sales ratio is a useful metric for evaluating a company's valuation, and Ninety One Limited's EV/Sales ratio for 2025 is 1.67x, while for 2026 it's 1.53x.

A high free-float percentage indicates that a significant portion of the company's shares are available for trading. Ninety One Limited's free-float percentage is 77.34%.

A high yield indicates a potentially attractive investment opportunity. Ninety One Limited's yield for 2025 is 8.03%, while for 2026 it's 8.37%.

Here's a summary of Ninety One Limited's valuation metrics:

Ninety One Limited has a strong leadership team in place. Hendrik du Toit has been the CEO since 1990.

The company's Chief Executive Officer, Hendrik du Toit, is 64 years old. He has been in this role since December 31, 1990.

Kim McFarland serves as the Director of Finance/CFO. She is 61 years old and has been in this position since November 30, 1993.

Richard Brearley is the Compliance Officer and is 55 years old. He joined the company on December 31, 2020.

John McNab is the Chief Investment Officer and is 59 years old. He has been in this role since December 31, 1994.

Varuni Dharma is the Investor Relations Contact and joined the company on December 31, 2013.

Gareth Penny is the Chairman and is 62 years old. He has been in this role since November 18, 2019.

Colin Keogh is a Director/Board Member and is 70 years old. He joined the company on November 18, 2019.

Hendrik du Toit is also a Director/Board Member and is 64 years old. He joined the company on September 30, 2019.

Here is a list of the company's top management team:

JPMorgan has provided several recommendations for Ninety One Limited over the years.

Their initial recommendation was to keep Ninety One at Neutral, but they also boosted the price target in a separate instance.

In June 2024, JPMorgan reduced Ninety One Group's price target while maintaining a Neutral rating.

Numis upgraded Ninety One to Hold from Reduce in April 2024, also lifting the price target.

JPMorgan restarted coverage of Ninety One Group in September 2023, assigning a Neutral rating.

Here's a summary of the analyst recommendations:

JPMorgan has also maintained a Neutral rating for Ninety One Limited in multiple instances.

Ninety One Limited has disclosed a 5.1% stake in FeverTree Drinks as of January 31.

Ninety One Group has commenced an equity buyback plan for 31,131,231 shares, representing 5% of its issued share capital.

The FTSE 100 rose, but sofa demand is going down.

Ninety One Records Higher Assets Under Management in Fiscal Q3, and its assets under management rose in the third quarter.

Morgan Stanley raised Informa, while cutting Trustpilot.

Here's a summary of recent Ninety One Limited news:

Ninety One Appointed a Project Finance Expert as Alternative Credit Chief on January 6.

Ninety One Limited is a company that has a fair value, which is its true price based on an analysis of its financials. This value is different from the market price, which is the price other people are willing to pay for the stock.

The company is listed on the JSE under the ticker NY1, and its current market price is 3,405. However, its fair value is not publicly disclosed in this article section.

Companies with an economic moat, a concept popularized by Warren Buffett, have a durable competitive advantage that protects them from competitors and helps them sustain profitability over the long term. Johnson & Johnson, a company with a strong economic moat, has a market price of 157.78 USD.

Here are some notable companies in various categories:

The intrinsic value of a company is all-important for evaluating the relative attractiveness of investments and businesses.

Ninety One Limited has a strong peer analysis, with a market capitalization of £8.5 billion, which is significantly higher than its closest competitor's £3.5 billion.

The company's peers, such as Schroders and Aberdeen Standard Investments, have a similar business model, offering a range of investment products and services to individual and institutional clients.

However, Ninety One Limited's unique investment approach and strong brand reputation set it apart from its peers, allowing it to attract a loyal client base and generate consistent revenue growth.

In our peer analysis, we're taking a closer look at the geographical sales breakdown of Ninety One Limited. The company's sales in the United Kingdom have been steadily decreasing, from 554M in 2022 to 500M in 2023, and then to 450M in 2024.

South Africa has been a relatively stable market for Ninety One Limited, with sales ranging from 160M to 175M between 2022 and 2023.

The Rest of The World segment has seen a slight increase in sales, from 73.2M in 2022 to 85.4M in 2023, and then a slight decrease to 84.6M in 2024.

Here's a breakdown of the geographical sales for Ninety One Limited:

Peer analysis is a powerful tool for managers to evaluate their team's performance and identify areas for improvement. It involves comparing the performance of team members to their peers, which can provide valuable insights and help to level the playing field.

By analyzing peer performance, managers can identify top performers and learn from their strengths. This can help to create a more competitive and motivated team.

One key aspect of peer analysis is identifying the factors that contribute to a team member's success. Research has shown that certain personality traits, such as conscientiousness and extraversion, are strongly linked to job performance.

Conscientiousness, for example, is associated with a strong work ethic and attention to detail, while extraversion is linked to leadership skills and ability to work with others. Understanding these factors can help managers to develop targeted strategies for improving team performance.

Managers can also use peer analysis to identify potential biases in their evaluation process. For instance, research has shown that managers tend to favor team members who are similar to themselves. By comparing team members to their peers, managers can gain a more objective view of their performance and avoid making biased decisions.