Informa INF.L
Informa is a British B2B information and events company, organizing trade fairs and conferences, publishing academic journals, and providing market data through brands such as Informa Markets and Taylor & Francis. Informa shows an attractive valuation with a forward P/E of 13.37 and an FCF yield of 8.21%, but its financial health is fragile (liquidity of 0.55) and revenue growth is low (1.40%), limiting its appeal despite the discount.
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.
Informa is a British B2B information and events company, organizing trade fairs and conferences, publishing academic journals, and providing market data through brands such as Informa Markets and Taylor & Francis. Informa shows an attractive valuation with a forward P/E of 13.37 and an FCF yield of 8.21%, but its financial health is fragile (liquidity of 0.55) and revenue growth is low (1.40%), limiting its appeal despite the discount.
Score by category
| Category | Score |
|---|---|
| Financial health | 4.3 |
| Quality / Moat | 5.0 |
| Valuation | 7.5 |
| Growth | 4.6 |
| Dividend | 0.5 |
| Momentum | 5.0 |
| Risk & Context | 7.4 |
OVERALL SCORE: 5.6/10
Context and risks
Informa operates in the UK, with moderate governance risk. Its B2B events and publishing business has exposure to economic cycles and business confidence, but not directly to commodities or interest rates. The adjustment reflects dependence on in-person activity and clients' marketing investment.
News considered in the analysis
- Informa PLC's Dividend Analysis — Análisis genérico de dividendo sin información nueva; el payout ya está en las métricas.
- Informa (LSE:INF) Stock Gets Fair Value Bump As Analysts Draw Fresh Price Target Split — Revisión de precio objetivo por analistas; señal moderada de confianza en el valor.
- Informa H1 Earnings Call Highlights — Resultados del primer semestre ya publicados; el mercado los ha asimilado parcialmente.
- Some Investors May Be Willing To Look Past Informa's (LON:INF) Soft Earnings — Beneficios débiles reconocidos; el mercado podría estar descontando una recuperación futura.
- Informa PLC (IFJPY) Full Year 2025 Earnings Call Highlights: Strong Growth Amidst Volatile Markets — Resultados anuales de 2025 ya conocidos y ampliamente cubiertos; sin información nueva.
Verdict: Hold; the cheap valuation does not offset the weak balance sheet and slow growth.
Main risk: Low liquidity (0.55) and a high payout ratio (128.65%) are the main financial risks, as they limit flexibility to invest or cover debt if the business slows down.
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