In the dynamic world of the FTSE 100 index, unearthing a hidden gem that’s both a market leader and potentially undervalued is akin to finding a needle in a haystack. Yet, Informa (LSE: INF), a colossus of international events and academic publishing, might just be that elusive treasure. Let’s take a closer look.
Unlocking hidden value
My favourite quick metric for value investing, a discounted cash flow (DCF) calculation, suggests that the firm could be trading at a staggering 50% below its estimated fair value. Such a claim naturally raises eyebrows – could this FTSE 100 stalwart really be the bargain of the decade, or is it simply too good to be true?
Before we get carried away, it’s crucial to scrutinise the cold, hard facts. The company’s fundamentals paint an intriguing picture. With analysts projecting annual earnings growth of 22% for the next five years, the company stands out in today’s…


