INF.L

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.
Market price
GBP 8.37
Within modeled range
Base value (DCF (trailing free cash flow)) is 64.6% above the market price
Data: Price updated 06 Nov 2026 18:22; FY2025, period ended 31 Dec 2025 from EODHD (downloaded 1 min ago).
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Verdict

Priced within the modelled range

PriceGBP 8.37
Fair value range7.90–24.98base 13.78
Estimate reliabilityLow
5-year outlook–

5-year outlook: Not shown because confidence is low: Earnings-based DCF disagrees strongly.

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.

DCF (trailing free cash flow)

Market price within modeled range

Showing the DCF (trailing free cash flow) you selected on the company card, using 17.13% growth, 2.9% terminal growth and 10.4% discount. The range varies these assumptions slightly; it is illustrative, not 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

Show the recommended model instead

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%)
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
Illustrative range / share GBP 7.90–24.98
Base scenario / share GBP 13.78
Margin of safety (share of value) Margin of safety vs base case
Bear GBP 7.90-5.9%
Base GBP 13.7839.3%
Bull GBP 24.9866.5%

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.

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

No chartable saved daily price history is available for this range. The chart uses stored EODHD prices only and will appear after history is saved.

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.

Profitability4 of 5 years profitable16 / 20
Cash generationfree cash flow positive in 5 of 5 years20 / 20
Growthrevenue +26.4% a year20 / 20
Balance sheetnet debt 5.8x EBITDA0 / 20
MarginsEBITDA 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.

CompanyPriceMargin of safetyP/EP/BYieldQuality
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.

YearDividends per share
2026 (so far)0.002
20250.002
20240.002
20230.001
20220.000
20200.002
Sector Communication Services
Exchange London Stock Exchange
Currency GBP

Annual financial statement

Saved annual report · Fiscal year 2025 · EODHD annual statements · period ended 31 Dec 2025

RevenueGBP 4,041,400,000
EBITDAGBP 539,100,000
EBITGBP 94,600,000
Net incomeGBP 11,000,000
Free cash flowGBP 867,500,000
Capital expendituresGBP 27,400,000
DebtGBP 3,479,100,000
CashGBP 330,500,000
Working capitalGBP -1,407,400,000
Shares outstanding1,310,041,420
Reported dividends per shareGBP 0.2047