Insignia Financial Ltd IFL

Morningstar Rating
A$2.62 −0.03 (1.13%)
View Full Chart

Price vs Fair Value

IFL is trading at a 386% premium.
Price
A$2.62
Fair Value
A$6.70
Uncertainty
High
1-Star Price
A$5.88
5-Star Price
A$8.42
Economic Moat
Pbgg
Capital Allocation
Kvvnjhy

Trading Information

Previous Close Price
A$2.65
Day Range
A$2.592.67
52-Week Range
A$1.992.94
Bid/Ask
A$2.59 / A$2.63
Market Cap
A$1.75 Bil
Volume/Avg
922,271 / 2.6 Mil

Key Statistics

Price/Earnings (Normalized)
12.12
Price/Sales
0.93
Dividend Yield (Trailing)
7.10%
Dividend Yield (Forward)
7.10%
Total Yield
7.10%

Company Profile

Insignia Financial (formerly IOOF) provides wealth-management advice and products via a multibranded strategy, and a vertically integrated business model. Insignia's advice business provides financial planning services to both the mass affluent and high-net-worth clients. It also services non-Insignia advisors, providing compliance and other administrative services. Furthermore, Insignia offers platform products, which generates fees mainly from superannuation and non-superannuation investments accessed via its own platforms. It also derives revenue via some third-party platforms sourced from its aligned advisors. Lastly, the firm has an investment management segment.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Small Value
Total Number of Employees
408

Competitors

Valuation

Metric
IFL
JHG
PTM
Price/Earnings (Normalized)
12.1212.6811.92
Price/Book Value
0.861.372.02
Price/Sales
0.932.723.53
Price/Cash Flow
11.359.55
Price/Earnings
IFL
JHG
PTM

Financial Strength

Metric
IFL
JHG
PTM
Quick Ratio
5.243.85
Current Ratio
5.744.05
Interest Coverage
−0.0750.19
Quick Ratio
IFL
JHG
PTM

Profitability

Metric
IFL
JHG
PTM
Return on Assets (Normalized)
4.13%8.52%12.80%
Return on Equity (Normalized)
8.29%12.13%14.00%
Return on Invested Capital (Normalized)
5.40%10.82%
Return on Assets
IFL
JHG
PTM

Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BlackRock Inc
BLK
LnzqbhsdWrk$140.0 Bil
Blackstone Inc
BX
CvybsqtpVhhndgp$118.6 Bil
KKR & Co Inc Ordinary Shares
KKR
YdqkpqydpYrzpwt$117.3 Bil
Ameriprise Financial Inc
AMP
WnrzldfZthwfkh$46.0 Bil
State Street Corp
STT
VmlzdnkfWjxq$26.3 Bil
Raymond James Financial Inc
RJF
MjfwmytmCmtxdp$25.2 Bil
T. Rowe Price Group Inc
TROW
WzjtjjsqyMpfcbcr$24.4 Bil
Northern Trust Corp
NTRS
MvhbwrsfkhCwl$18.2 Bil
The Carlyle Group Inc
CG
RwdjwxnJftqbbd$15.5 Bil
Franklin Resources Inc
BEN
GknmrrqmVvhg$10.9 Bil

Sponsor Center