3i Group III.L
3i Group is a British private equity firm that invests in consumer, industrial, and services companies, primarily in Europe and North America, with the aim of generating long-term capital gains. 3i Group trades at a 15% discount to its net asset value (P/B 0.85), with solid financial health (Debt/Equity 4.08) and an exceptional operating margin of 97.19%, but revenue and profit growth are falling by more than 33% and momentum is very negative (-36.09% over 12 months), reflecting the volatility of its private equity model.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
3i Group is a British private equity firm that invests in consumer, industrial, and services companies, primarily in Europe and North America, with the aim of generating long-term capital gains. 3i Group trades at a 15% discount to its net asset value (P/B 0.85), with solid financial health (Debt/Equity 4.08) and an exceptional operating margin of 97.19%, but revenue and profit growth are falling by more than 33% and momentum is very negative (-36.09% over 12 months), reflecting the volatility of its private equity model.
Score by category
| Category | Score |
|---|---|
| Financial health | 8.8 |
| Quality / Moat | 9.0 |
| Valuation | 6.0 |
| Growth | 0.2 |
| Dividend | 3.0 |
| Momentum | 0.8 |
| Risk & Context | 5.6 |
OVERALL SCORE: 5.7/10
Context and risks
Moderate governance/regulatory risk in the UK. As a private equity holding company, 3i is exposed to UK financial regulation, but no specific events justify a larger penalty.
News considered in the analysis
- UK Dividend Stocks To Watch In June 2026 — Listículo genérico sin información específica sobre 3i Group.
- UK Dividend Stocks: Andrews Sykes Group And 2 More Top Income Picks — Listículo sin información nueva sobre 3i Group.
- 3 UK Dividend Stocks Yielding Up To 13.4% — Listículo genérico; no aporta información específica sobre 3i Group.
- 3 UK Dividend Stocks To Watch With Up To 6.1% Yield — Listículo sin información relevante para 3i Group.
- 3 UK Dividend Stocks Yielding Up To 7.5% — Listículo genérico; no hay información nueva sobre la empresa.
Verdict: Hold; the discount to NAV is attractive for long-term investors, but the decline in earnings and negative momentum suggest waiting for signs of stabilization in realized gains.
Main risk: Dependence on capital gains from its portfolio companies (Action, etc.) makes results highly volatile; a sustained downturn in private markets could prolong the deterioration in earnings and share price.
Other Financial Services companies
Neighbours in the sector ranking, to compare without going back to the index.
See all 1,000+ companies in the index →