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Stock Research: Insignia Financial

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

Insignia Financial

ASX:IFL AU000000IFL2
37
  • Value
    50
  • Growth
    75
  • Safety
    Safety
    36
  • Combined
    62
  • Sentiment
    50
  • 360° View
    360° View
    37
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Company Description

Insignia Financial Ltd is an Australian wealth manager offering financial advice, superannuation, wrap platforms, and asset management services. It operates in the wealth management industry, with segments including Advice, Master Trust, Wrap, and Asset Management. The company operates in Australia. In the last fiscal year, the company had a market cap of $1,682 million, profits of $950 million, and revenue of $1,293 million. The number of employees is not available.

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ANALYSIS: With an Obermatt 360° View of 37 (better than 37% compared with alternatives), overall professional sentiment and financial characteristics for the stock Insignia Financial are below the industry average. The 360° View is based on consolidating four consolidated indicators, with all but one indicator above average for Insignia Financial. The consolidated Value Rank has an attractive rank of 50, which means that the share price of Insignia Financial is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 50% of alternative stocks in the same industry. The consolidated Growth Rank has a good rank of 75, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth, as well as stock returns. In addition, professional market sentiment is above average compared with other stock investment alternatives with a Sentiment Rank of 50. But the company’s financing is risky with a Safety rank of 36. This means 64% of comparable companies have a safer financing structure than Insignia Financial. ...read more

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Strongest Rank Dividend Yield
Weakest Rank Profit Growth
Country Australia
Industry Asset Management & Custody
Size Medium
Website insigniafinancial.com.au
Index
ASX 200
ASX 300
Insignia Financial stock price by TradingView. Not sourced by Obermatt.
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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 3-Sep-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Growth
Shows a company's growth potential.
High Growth Tough Times
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history. Unlock the analysis.

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Metrics Current 2025 2024 2023
Value
50 53 96 79
Growth
75 79 5 59
Safety
Safety
36 36 53 75
Sentiment
50 67 34 80
360° View
360° View
37 82 42 100
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Metrics Current 2025 2024 2023
Analyst Opinions
19 41 37 89
Opinions Change
5 94 50 86
Pro Holdings
n/a 71 39 53
Market Pulse
81 26 42 24
Sentiment
50 67 34 80
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Metrics Current 2025 2024 2023
Value
50 53 96 79
Growth
75 79 5 59
Safety Safety
36 36 53 75
Combined
62 77 53 100
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
47 61 80 70
Price vs. Earnings (P/E)
52 53 79 63
Price vs. Book (P/B)
45 52 79 71
Dividend Yield
1 73 98 84
Value
50 53 96 79
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Metrics Current 2025 2024 2023
Revenue Growth
24 15 52 14
Profit Growth
96 65 13 79
Capital Growth
57 96 11 76
Stock Returns
81 95 11 45
Growth
75 79 5 59
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Metrics Current 2025 2024 2023
Leverage
53 58 68 65
Refinancing
47 35 49 55
Liquidity
59 38 38 57
Safety Safety
36 36 53 75

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Frequently Asked
Questions

This is a high-quality, high-growth stock with positive sentiment. However, the financing is on the riskier side. It is best for a growth-focused investor willing to accept higher financial risk for potentially higher shareholder returns.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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