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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
49
  • Value
    45
  • Growth
    84
  • Safety
    Safety
    53
  • Combined
    65
  • Sentiment
    31
  • 360° View
    360° View
    49
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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 49 (better than 49% 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 half of the metrics below and half above average for Insignia Financial. The consolidated Growth Rank has a good rank of 84, 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 84% of competitors in the same industry. In addition, the consolidated Safety Rank has a safer rank of 53 which 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. But the consolidated Value Rank has a less desirable rank of 45 which means that the share price of Insignia Financial is on the higher side compared with typical size in indicators such as revenues, profits, and invested capital. This means that the stock price is higher than for 55% of alternative stocks in the same industry. The consolidated Sentiment Rank also has a low rank of 31, which means that professional investors are more pessimistic about the stock than for 69% of alternative investment opportunities. ...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: 23-Apr-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

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Metrics Current 2025 2024 2023
Value
45 53 96 79
Growth
84 79 5 59
Safety
Safety
53 36 53 75
Sentiment
31 67 34 80
360° View
360° View
49 82 42 100
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Metrics Current 2025 2024 2023
Analyst Opinions
7 41 37 89
Opinions Change
9 94 50 86
Pro Holdings
n/a 71 39 53
Market Pulse
60 26 42 24
Sentiment
31 67 34 80
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Metrics Current 2025 2024 2023
Value
45 53 96 79
Growth
84 79 5 59
Safety Safety
53 36 53 75
Combined
65 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)
42 52 79 71
Dividend Yield
55 73 98 84
Value
45 53 96 79
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Metrics Current 2025 2024 2023
Revenue Growth
21 15 52 14
Profit Growth
71 65 13 79
Capital Growth
83 96 11 76
Stock Returns
81 95 11 45
Growth
84 79 5 59
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Metrics Current 2025 2024 2023
Leverage
54 58 68 65
Refinancing
51 35 49 55
Liquidity
46 38 38 57
Safety Safety
53 36 53 75

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Frequently Asked
Questions

The company has high growth and safe financing but is expensive (low Value Rank) and has low market sentiment. This is a warning that the stock may be too expensive. This is for an experienced growth investor willing to risk overpaying, but only after conducting thorough research on future growth potential.

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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