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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
75
  • Value
    43
  • Growth
    87
  • Safety
    Safety
    53
  • Combined
    69
  • Sentiment
    52
  • 360° View
    360° View
    75
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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 75 (better than 75% compared with alternatives) for 2026, overall professional sentiment and financial characteristics for the stock Insignia Financial are very positive. The 360° View is based on consolidating four consolidated indicators, with all but one indicator above average for Insignia Financial. The consolidated Growth Rank has a good rank of 87, 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. This means that growth is higher than for 87% of competitors in the same industry. The consolidated Safety Rank at 53 means that the company has a financing structure that is safer than 53% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. Finally, the consolidated Sentiment Rank has a good rank of 52, which means that professional investors are more optimistic about the stock than for 52% of alternative investment opportunities. But the consolidated Value Rank is less desirable at 43, meaning that the share price of Insignia Financial is on the higher side compared with indicators such as revenues, profits, and invested capital. This means the stock price is higher than for 57% of alternative stocks in the same industry. ...read more

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Strongest Rank Analyst Opinions
Weakest Rank Pro Holdings
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: 26-Mar-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
43 53 96 79
Growth
87 79 5 59
Safety
Safety
53 36 53 75
Sentiment
52 67 34 80
360° View
360° View
75 82 42 100
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Metrics Current 2025 2024 2023
Analyst Opinions
7 41 37 89
Opinions Change
50 94 50 86
Pro Holdings
n/a 71 39 53
Market Pulse
45 26 42 24
Sentiment
52 67 34 80
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Metrics Current 2025 2024 2023
Value
43 53 96 79
Growth
87 79 5 59
Safety Safety
53 36 53 75
Combined
69 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)
56 53 79 63
Price vs. Book (P/B)
45 52 79 71
Dividend Yield
55 73 98 84
Value
43 53 96 79
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Metrics Current 2025 2024 2023
Revenue Growth
22 15 52 14
Profit Growth
71 65 13 79
Capital Growth
95 96 11 76
Stock Returns
75 95 11 45
Growth
87 79 5 59
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Metrics Current 2025 2024 2023
Leverage
58 58 68 65
Refinancing
49 35 49 55
Liquidity
46 38 38 57
Safety Safety
53 36 53 75

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Frequently Asked
Questions

This stock offers a high growth opportunity with safe financing and positive sentiment. It is typically expensive (low Value Rank), as investors pay a premium for high performance. It is for growth-focused investors comfortable paying a premium for a stock with strong future momentum.

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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