AlphaValue Corporate Services Fundamental Analysis FR
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AlphaValue Corporate Services
This research has been commissioned and paid for by the company and is deemed to constitute an acceptable minor non-monetary benefit as defined in MiFID II

IDI

CR
Bloomberg   IDIP FP
Holding Companies  /  France  Web Site   |   Investors Relation
Private equity aligned to stakeholders does pay off
Pros
  • IDI strikes as a private equity firm more aligned to the interests of its stakeholders as its management has skin in the game at the holding and equity stakes level.
  • IDI is not subject to investment time constraints like most PE funds, this flexible approach allows IDI to accompany the investee companies through the whole development process, enhancing value creation.
  • IDI’s investment model based on engaged and entrepreneurial ownership has proven successful, ensuring stable dividend payments, an attractive yield and a 15% average annual total shareholder return since 1991.
Cons
  • As a partnership limited by shares, minority shareholders could suffer from this legal set-up since the value of voting rights is essentially nil.
  • Given its small size in absolute terms, IDI may fall below most investors' radars.
Target
Upside 55.7%
Price (€) 51.4
Market Cap (€M) 372
Perf. 1W: 5.76%
Perf. 1M: 3.42%
Perf. 3M: 26.9%
Perf Ytd: 30.8%
10 day relative perf. to stoxx600: 3.49%
20 day relative perf. to stoxx600: 6.22%