IHP (IntegraFin Holdings plc) vs FTSE All Share Index Comparison

IHP

FTSE All Share Index

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IHP

FTSE All Share Index

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IHP

FTSE All Share Index

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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FTSE All Share Index

IHP

SPGI

MCO

ICE

CME

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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IntegraFin Holdings plc
Glance View

Market Cap

1.1B GBX

Industry

Financial Services

In the world of financial services, IntegraFin Holdings plc has carved a niche for itself as a pivotal player in the UK’s investment platform market. Founded in 1999, the company is best known for its flagship product, Transact, a wrap platform that allows financial advisers to manage their clients' investment portfolios efficiently. This platform brings together a comprehensive range of tax wrappers, investments, and tools, providing advisers with the flexibility to tailor their services to the specific needs of their clients. By offering a fully integrated administrative service, the Transact platform reduces the burden of handling various administrative and regulatory tasks, allowing financial advisers to focus more on advising and expanding their client base. The revenue model of IntegraFin is firmly rooted in charging fees for the assets under administration on their platform. As the total value of the assets managed through Transact grows, so does the company's income, creating a scalable model that benefits from both market appreciation and the acquisition of new clients. This recurring revenue ensures stability and offers some predictability in financial performance. Furthermore, while the company continues to expand its service offerings and technological capabilities, its steadfast commitment to customer service and robust platform functionality remains a cornerstone of its enduring appeal and competitive advantage.

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IHP Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

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IHP

vs

FTSE All Share Index

Stocks Performance
IHP vs FTSE All Share Index

Performance Gap
IHP vs FTSE All Share Index

Performance By Year
IHP vs FTSE All Share Index

Competitors Performance
IntegraFin Holdings plc vs Peers

IntegraFin Holdings plc
Glance View

Company

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IHP vs FTSE All Share Index

Stocks Performance IHP vs FTSE All Share Index

Performance Gap IHP vs FTSE All Share Index

Performance By Year IHP vs FTSE All Share Index

Competitors Performance IntegraFin Holdings plc vs Peers

IntegraFin Holdings plc Glance View

Company

Help

Tools

Stocks

IHP

vs

FTSE All Share Index

Stocks Performance
IHP vs FTSE All Share Index

Performance Gap
IHP vs FTSE All Share Index

Performance By Year
IHP vs FTSE All Share Index

Competitors Performance
IntegraFin Holdings plc vs Peers

IntegraFin Holdings plc
Glance View