AlphaValue Corporate Services
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IDI

CR
Bloomberg   IDIP FP
Holding Companies  /  France  Web Site   |   Investors Relation
A challenging environment for private equity after a record year
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 65.7%
Price (€) 46.5
Market Cap (€M) 337
Perf. 1W: 4.03%
Perf. 1M: 1.09%
Perf. 3M: -5.10%
Perf Ytd: -8.20%
10 day relative perf. to stoxx600: 2.43%
20 day relative perf. to stoxx600: 5.15%