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Invesco Perpetual Select Trust plc - Balanced Risk Allocation Share Portfolio
IVPB.LFinancial ServicesLSEGB
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Estimates, scoring, valuation assumptions, and peer comparison in one research surface.
Change the assumptions to see how revenue growth, margins, and exit multiples can move fair value.
| Year | Revenue | Margin | Profit | Free cash flow | Present value |
|---|---|---|---|---|---|
| 2026 | £1.29M | 25.6% | £329.5K | £772.2K | N/A |
| 2027 | £1.42M | 25.6% | £362.4K | £849.4K | £772.2K |
| 2028 | £1.56M | 25.6% | £398.7K | £934.4K | £772.2K |
| 2029 | £1.71M | 25.6% | £438.5K | £1.03M | £772.2K |
| 2030 | £1.88M | 25.6% | £482.4K | £1.13M | £772.2K |
| 2031 | £2.07M | 25.6% | £530.6K | £1.24M | £772.2K |
Projects EPS forward, applies an exit P/E, then discounts the result back to today.
| Base EPS | £0.12 | 2023-05-31 |
| EPS growth | 0.0% | Forecast years: 5 |
| Future EPS | £0.12 | EPS × (1 + G)^5 |
| Base P/E | 432.9 | P/E |
| Future price | £51.948 | Future EPS × P/E |
| Fair value today | £32.256 | PV @ 10.0% |
| 30% safety price | £22.579 | Margin of safety |
| 50% safety price | £16.128 | Margin of safety |
| Discount rate \\ Terminal growth | 1.5% | 2.5% | 3.5% |
|---|---|---|---|
| 9.0% | £6.571 | £8.44 | £10.99 |
| 10.0% | £4.682 | £6.061 | £7.863 |
| 11.0% | £3.194 | £4.243 | £5.573 |