3i Group plc (TGOPY)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
3i Group plc (TGOPY) trades at $8.86 with AI Score 58/100 (Grade B). 3i Group plc is a leading international investment manager focused on private equity and infrastructure. Market cap: $17.13B, Sector: Financial services.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for TGOPY: TGOPY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates TGOPY against Financial Services peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
TGOPY: 4/7 perspectives are bullish. Dominant signal: Izzy Englander bullish.
How is this calculated? →3i Group plc (TGOPY) Financial Services Profile
3i Group plc, established in 1945, is a global investment firm specializing in private equity and infrastructure, managing investments across diverse sectors like business services, consumer, and healthcare. With a market capitalization of $17.13B and a focus on long-term value creation, 3i Group operates primarily in Europe, North America, and Asia.
What Is the Investment Thesis for TGOPY?
3i Group plc presents a compelling investment case based on its diversified portfolio, strategic sector focus, and global reach. The company's high profit margin of 352.4% indicates efficient operations and successful investment strategies. A dividend yield of 2.66% offers investors an income stream while they await capital appreciation. Key growth catalysts include expanding investments in high-growth sectors such as healthcare and technology services. The company's established presence in Europe, North America, and Asia provides access to diverse investment opportunities and mitigates geographic risk. However, potential risks include market volatility and competition from other private equity firms. The company's P/E ratio of 4.57 suggests it may be undervalued relative to its earnings.
Based on FMP financials and quantitative analysis
TGOPY Key Highlights
- Market capitalization of $17.13B, reflecting its significant presence in the investment management industry.
- Profit margin of 352.4%, indicating strong profitability and efficient investment strategies.
- Gross margin of 184.9%, showcasing effective cost management and value creation.
- Dividend yield of 2.66%, providing investors with a steady income stream.
- Beta of 1.01, suggesting the stock's volatility is similar to the overall market.
Who Are TGOPY's Competitors?
TGOPY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BAMKF Brookfield Asset Management Inc. | $12.50 | +0.00% | $27.92B | 48 |
| BKHPF Bank Hapoalim B.M. | $23.00 | -14.66% | $30.08B | 51 |
| BKHYY Bank Hapoalim B.M. | $117.05 | +2.04% | $30.62B | 47 |
| CEBCF China Everbright Bank Company Limited | $0.40 | -3.33% | $23.63B | 46 |
| GBOOY Grupo Financiero Banorte, S.A.B. de C.V. | $54.16 | +0.39% | $30.47B | 67 |
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TGOPY's Key Strengths?
- Diversified investment portfolio across sectors and geographies.
- Experienced management team with a proven track record.
- Strong global presence with offices in key markets.
- High profit margin of 352.4%.
What Are TGOPY's Weaknesses?
- Exposure to market volatility and economic cycles.
- Dependence on successful investment outcomes.
- Complexity of managing a diverse portfolio.
- ADR structure introduces currency risk.
What Could Drive TGOPY Stock Higher?
- Expansion of investments in high-growth sectors such as healthcare and technology services.
- Increasing presence in emerging markets in Asia and South America.
- Leveraging digital transformation to improve operational efficiency.
- Potential acquisitions of complementary businesses to expand market reach.
- New infrastructure projects in renewable energy and sustainable development.
What Are the Key Risks for TGOPY?
- Increased competition from other private equity firms.
- Regulatory changes and compliance costs.
- Geopolitical risks and trade tensions.
- Exposure to market volatility and economic cycles.
- Currency risk associated with the ADR structure.
What Are the Growth Opportunities for TGOPY?
- Expansion in Healthcare Sector: 3i Group can capitalize on the growing demand for healthcare services and technologies by increasing its investments in pharmaceuticals, biotechnology, medical devices, and healthcare services. The global healthcare market is projected to reach $10 trillion by 2028, offering significant growth potential. 3i Group's expertise in healthcare investments positions it to identify and support innovative companies in this sector, driving long-term value creation.
- Increased Focus on Technology Services: The firm can further expand its investments in technology services, including software, IT consulting, and digital transformation solutions. The global technology services market is expected to reach $1.3 trillion by 2025, driven by increasing demand for cloud computing, cybersecurity, and data analytics. 3i Group's investments in this sector can benefit from the rapid growth and innovation in the technology industry.
- Infrastructure Investments in Renewable Energy: 3i Group can leverage its infrastructure expertise to invest in renewable energy projects, including wind, solar, and energy storage. The global renewable energy market is projected to reach $1.1 trillion by 2027, driven by increasing demand for clean energy and government incentives. 3i Group's investments in renewable energy can contribute to sustainable development and generate attractive returns.
- Strategic Investments in Asia: The company can expand its presence in Asia by making strategic investments in high-growth markets such as China, India, and Southeast Asia. These regions offer significant opportunities for private equity and infrastructure investments, driven by rapid economic growth and increasing urbanization. 3i Group's global network and expertise can help it identify and capitalize on attractive investment opportunities in Asia.
- Leveraging Digital Transformation: 3i Group can leverage digital transformation to improve its operational efficiency, enhance its investment decision-making process, and create new value for its portfolio companies. By adopting advanced technologies such as artificial intelligence, machine learning, and data analytics, 3i Group can gain a competitive edge and drive innovation across its business.
What Opportunities Does TGOPY Have?
- Expanding investments in high-growth sectors such as healthcare and technology.
- Increasing presence in emerging markets in Asia and South America.
- Leveraging digital transformation to improve operational efficiency.
- Capitalizing on the growing demand for alternative investments.
What Threats Does TGOPY Face?
- Increased competition from other private equity firms.
- Regulatory changes and compliance costs.
- Geopolitical risks and trade tensions.
- Interest rate fluctuations and inflation.
What Are TGOPY's Competitive Advantages?
- Established global presence with offices across Europe, North America, and Asia.
- Diversified investment portfolio spanning multiple sectors and geographies.
- Experienced investment team with deep industry knowledge and expertise.
- Strong track record of value creation and successful exits.
- Combination of third-party and proprietary capital provides flexibility and scale.
What Does TGOPY Do?
Founded in 1945, 3i Group plc has evolved into a prominent international investment manager focused on private equity and infrastructure. Initially established to provide capital for small and medium-sized enterprises in the UK, the firm has expanded its scope to become a global investor with a presence in Europe, North America, and Asia. 3i Group targets investments in mature companies, growth capital opportunities, middle market businesses, and infrastructure projects, including management buyouts and buy-ins. The firm's investment portfolio spans a wide array of sectors, including business and technology services, financial services, consumer, healthcare, and industrial. 3i Group also provides infrastructure financing and debt management services, investing in senior and mezzanine corporate debt. Its infrastructure investments focus on utilities, transportation, and social infrastructure. With a market capitalization of $17.13B, 3i Group seeks to invest between €5 million and €300 million in companies with enterprise values ranging from €100 million to €500 million, taking both majority and minority stakes. Headquartered in London, 3i Group operates with 249 employees, managing investments through a combination of third-party and proprietary capital.
What Products and Services Does TGOPY Offer?
- Invest in mature companies across various sectors.
- Provide growth capital to middle-market businesses.
- Finance infrastructure projects in utilities, transportation, and social infrastructure.
- Manage debt investments in senior and mezzanine corporate debt.
- Facilitate management leveraged buyouts and buy-ins.
- Take both majority and minority stakes in portfolio companies.
- Invest in companies across Europe, North America, and Asia.
How Does TGOPY Make Money?
- Invests in private equity across various sectors, seeking long-term capital appreciation.
- Provides infrastructure financing, generating returns through project revenues and asset appreciation.
- Manages debt investments, earning interest income and capital gains.
- Combines third-party and proprietary capital to maximize investment opportunities.
What Industry Does TGOPY Operate In?
3i Group operates within the asset management industry, which is characterized by increasing demand for alternative investments and private equity. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. 3i Group competes with other global private equity firms, infrastructure funds, and asset managers. The market is seeing a trend towards specialization, with firms focusing on specific sectors or investment strategies. 3i Group's diversified approach and global presence position it to capitalize on growth opportunities in various markets and sectors.
Who Are TGOPY's Key Customers?
- Mature companies seeking growth capital and operational expertise.
- Infrastructure projects requiring financing and management support.
- Institutional investors seeking exposure to private equity and infrastructure assets.
- Middle-market businesses looking for strategic partnerships and financial resources.
ROE 18%Key Financial Metrics
Return on equity for 3i Group plc stands at 17.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 16.4%, showing how much profit it generates from its asset base. TGOPY trades at a trailing price-to-earnings ratio of 4.97, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.6%, a gauge of the cash the business throws off relative to its market value. Its earnings yield is 20.1%, the inverse of the P/E and a quick read on earnings relative to price.
3i Group plc (TGOPY) Valuation Context
Valued at $17.13B, TGOPY is classified as a large-cap stock. Relative to its peer group, TGOPY's quantitative score of 58/100 is roughly in line with the peer average of 52/100.
Company Profile
3i Group plc operates in the Asset Management industry within the Financial Services sector. It is headquartered in London, GB. The company is led by CEO Simon Alexander Borrows. TGOPY has traded publicly since 2009.
F-Score 6/9Financial Health
3i Group plc's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 6.44 places it in the safe zone, indicating low near-term bankruptcy risk.
FY2026 estForward Outlook
Wall Street analysts project 3i Group plc revenue of about $6.58B for fiscal 2026, with EPS near $1.54. The estimate reflects 5 contributing analysts.
TGOPY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2026
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future, indicating that executives believe in the value of their own stock.
- Community sentiment has turned cautiously optimistic, with discussions highlighting the company's strong asset management strategies and potential for growth.
- The recent focus on sustainable investments aligns well with 3i Group's portfolio, appealing to socially-conscious investors and enhancing market perception.
- Positive feedback from analysts regarding the company's strategic acquisitions has bolstered investor confidence, reinforcing a bullish outlook.
Bear Case
- Concerns about global economic instability have led some investors to question the sustainability of 3i Group's growth trajectory in the near term.
- Recent bearish sentiment in social forums highlights worries about market volatility impacting investment returns, causing hesitation among potential buyers.
- Increased competition in the asset management space has raised doubts about 3i Group's ability to maintain its market position, leading to cautious views.
- The company's reliance on specific sectors may pose risks if those sectors underperform, creating uncertainty among investors looking for stability.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
TGOPY Latest News
No recent news available for TGOPY.
TGOPY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for TGOPY.
Price Targets
Wall Street price target analysis for TGOPY.
TGOPY MoonshotScore
What does this score mean?
The MoonshotScore rates TGOPY's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Simon Alexander Borrows
Managing Partner & Chief Executive Officer
Simon Borrows has served as the Managing Partner & Chief Executive Officer of 3i Group plc since May 2012. Prior to joining 3i, he had a distinguished career in investment banking, including serving as Co-Head of Investment Banking at Goldman Sachs. His extensive experience in financial markets and strategic leadership has been instrumental in shaping 3i Group's growth and investment strategy. He brings a wealth of knowledge in private equity, infrastructure, and debt management.
Track Record: Under Simon Borrows' leadership, 3i Group has achieved significant milestones, including expanding its global presence, increasing its investments in high-growth sectors, and delivering strong returns to shareholders. He has overseen strategic acquisitions and divestitures, optimized the firm's capital structure, and fostered a culture of innovation and collaboration. His focus on long-term value creation has positioned 3i Group as a leading player in the investment management industry.
3i Group plc ADR Information Unsponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. TGOPY is a Level 1 ADR, meaning it trades over-the-counter (OTC) without the same reporting requirements as listed companies. TGOPY allows U.S. investors to invest in 3i Group plc without directly dealing with foreign exchanges.
- Home Market Ticker: London Stock Exchange (LSE), United Kingdom
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: TGOP
TGOPY OTC Market Information
The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market, indicating that TGOPY has the least stringent listing requirements compared to stocks listed on major exchanges like the NYSE or NASDAQ. Companies in this tier often have limited financial disclosure and may not meet minimum listing standards, resulting in higher risk for investors. This tier is distinct from higher OTC tiers like OTCQX and OTCQB, which require more comprehensive reporting and corporate governance standards.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure and transparency.
- Lower trading volume and liquidity.
- Wider bid-ask spreads.
- Potential for price volatility.
- Higher risk of fraud or manipulation.
- Verify the company's legal status and registration.
- Review available financial statements and disclosures.
- Assess the company's business model and competitive position.
- Evaluate the management team and their track record.
- Check for any regulatory actions or legal disputes.
- Monitor trading volume and price movements.
- Consult with a financial advisor.
- Established operating history since 1945.
- Global presence with offices in multiple countries.
- Investments in well-known companies and infrastructure projects.
- Management team with extensive experience in finance and investment.
- ADR structure allows U.S. investors to access the stock.
What Investors Ask About 3i Group plc (TGOPY) — Financial Services
What does 3i Group plc do?
3i Group plc is an investment manager that focuses on private equity and infrastructure investments. They invest in mature companies, growth capital opportunities, and infrastructure projects across various sectors, including business services, consumer, healthcare, and industrial. The firm seeks to generate long-term capital appreciation by actively managing its portfolio companies and leveraging its global network and expertise.
What do analysts say about TGOPY stock?
Analyst consensus on TGOPY is currently mixed, with some firms highlighting the company's strong profit margins and dividend yield as positive factors. However, concerns remain regarding the potential impact of market volatility and regulatory changes on the company's performance. Key valuation metrics, such as the P/E ratio, suggest that the stock may be undervalued, but investors should carefully consider the risks associated with investing in an OTC-traded ADR.
What are the main risks for TGOPY?
The main risks for TGOPY include market volatility, regulatory changes, geopolitical risks, and currency risk. As an OTC-traded ADR, TGOPY may also be subject to lower liquidity and transparency compared to stocks listed on major exchanges. Investors should be aware of these risks and conduct thorough due diligence before investing in TGOPY. Additionally, the unknown disclosure status adds an extra layer of uncertainty.
What are the key factors to evaluate for TGOPY?
3i Group plc (TGOPY) holds an AI score of 58/100 (moderate). Not financial advice.
How frequently does TGOPY data refresh on this page?
TGOPY prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven TGOPY's recent stock price performance?
3i Group plc (TGOPY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified investment portfolio across sectors and geographies. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider TGOPY overvalued or undervalued right now?
Valuing 3i Group plc (TGOPY) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying TGOPY?
Before investing in 3i Group plc (TGOPY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- AI analysis is pending and may provide additional insights.