Ninety One PLC

JSE:N91 South Africa Asset Management
Market Cap
$1.70 Billion
ZAC3.20 Trillion ZAC
Market Cap Rank
#24509 Global
#28 in South Africa
Share Price
ZAC5028.00
Change (1 day)
-0.65%
52-Week Range
ZAC3001.00 - ZAC5712.00
All Time High
ZAC5712.00
About

Ninety One Group operates as an independent global asset manager worldwide. It serves private and public sector pension funds, sovereign wealth funds, insurers, corporates, foundations, and central banks, as well as large retail financial groups, wealth managers, public and private equity as well as debt, private banks, and intermediaries. It seeks to invest in South African companies struggling … Read more

Ninety One PLC (N91) - Net Assets

Latest net assets as of September 2025: ZAC391.00 Million ZAC

Based on the latest financial reports, Ninety One PLC (N91) has net assets worth ZAC391.00 Million ZAC as of September 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (ZAC13.64 Billion) and total liabilities (ZAC13.25 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets ZAC391.00 Million
% of Total Assets 2.87%
Annual Growth Rate 8.35%
5-Year Change 47.49%
10-Year Change N/A
Growth Volatility 26.15

Ninety One PLC - Net Assets Trend (2017–2025)

This chart illustrates how Ninety One PLC's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Ninety One PLC (2017–2025)

The table below shows the annual net assets of Ninety One PLC from 2017 to 2025.

Year Net Assets Change
2025-03-31 ZAC373.60 Million +1.63%
2024-03-31 ZAC367.60 Million +5.06%
2023-03-31 ZAC349.90 Million +2.43%
2022-03-31 ZAC341.60 Million +34.86%
2021-03-31 ZAC253.30 Million +67.64%
2020-03-31 ZAC151.10 Million -22.77%
2019-03-31 ZAC195.64 Million -7.55%
2018-03-31 ZAC211.61 Million +7.63%
2017-03-31 ZAC196.62 Million --

Equity Component Analysis

This analysis shows how different components contribute to Ninety One PLC's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 36800000000.0% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (March 2025)

Component Amount Percentage
Retained Earnings ZAC368.00 Million 98.55%
Other Components ZAC5.40 Million 1.45%
Total Equity ZAC373.40 Million 100.00%

Ninety One PLC Competitors by Market Cap

The table below lists competitors of Ninety One PLC ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Ninety One PLC's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2024 to 2025, total equity changed from 367,400,000 to 373,400,000, a change of 6,000,000 (1.6%).
  • Net income of 150,100,000 contributed positively to equity growth.
  • Dividend payments of 107,200,000 reduced retained earnings.
  • Share repurchases of 48,100,000 reduced equity.
  • Other factors increased equity by 11,200,000.

Equity Change Factors (2024 to 2025)

Factor Impact Contribution
Net Income ZAC150.10 Million +40.2%
Dividends Paid ZAC107.20 Million -28.71%
Share Repurchases ZAC48.10 Million -12.88%
Other Changes ZAC11.20 Million +3.0%
Total Change ZAC- 1.63%

Book Value vs Market Value Analysis

This analysis compares Ninety One PLC's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 11590.85x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 15990.42x to 11590.85x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2017-03-31 ZAC0.31 ZAC5028.00 x
2018-03-31 ZAC0.23 ZAC5028.00 x
2019-03-31 ZAC0.21 ZAC5028.00 x
2020-03-31 ZAC0.16 ZAC5028.00 x
2021-03-31 ZAC0.27 ZAC5028.00 x
2022-03-31 ZAC0.37 ZAC5028.00 x
2023-03-31 ZAC0.38 ZAC5028.00 x
2024-03-31 ZAC0.40 ZAC5028.00 x
2025-03-31 ZAC0.43 ZAC5028.00 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Ninety One PLC utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 40.20%
  • The company demonstrates strong efficiency in generating profits from shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 21.44%
  • • Asset Turnover: 0.06x
  • • Equity Multiplier: 32.71x
  • Recent ROE (40.20%) is below the historical average (62.14%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2017 65.19% 21.63% 0.07x 42.31x ZAC108.05 Million
2018 66.56% 21.22% 0.07x 42.96x ZAC119.38 Million
2019 71.67% 20.07% 0.08x 45.12x ZAC120.31 Million
2020 103.12% 20.42% 0.10x 50.77x ZAC140.33 Million
2021 60.98% 20.43% 0.08x 39.12x ZAC129.08 Million
2022 60.12% 25.82% 0.07x 34.21x ZAC171.15 Million
2023 46.83% 21.97% 0.07x 30.91x ZAC128.82 Million
2024 44.61% 23.49% 0.06x 30.26x ZAC127.16 Million
2025 40.20% 21.44% 0.06x 32.71x ZAC112.76 Million

Industry Comparison

This section compares Ninety One PLC's net assets metrics with peer companies in the Asset Management industry.

Industry Context

  • Industry: Asset Management
  • Average net assets among peers: $2,139,259,079
  • Average return on equity (ROE) among peers: 16.59%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Ninety One PLC (N91) ZAC391.00 Million 65.19% 33.89x $24.76 Million
African Rainbow Capital Investments Ltd (AIL) $11.66 Billion 11.48% 0.00x $33.34 Million
Astoria Investments Ltd (ARA) $122.83 Million -1.36% 0.00x $296.19K
Brait SE (BAT) $970.83 Million 29.75% 0.90x $4.70 Million
Coronation Fund Managers Ltd (CML) $1.25 Billion 15.72% 12.91x $9.80 Million
EPE Capital Partners Ltd (EPE) $2.19 Billion 22.60% 0.09x $934.65K
Huge Group Ltd (HUG) $1.63 Billion 4.93% 0.13x $110.97K
PSG Konsult Ltd (KST) $469.73 Million 19.54% 1.04x $17.21 Million
Mahube Infrastructure Ltd (MHB) $585.99 Million 2.04% 0.00x $155.64K
Ninety One Ltd (NY1) $367.60 Million 44.59% 29.25x $24.39 Million