Stock Research: Insignia Financial

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Insignia Financial

ASX:IFL AU000000IFL2
14
  • Value
    75
  • Growth
    13
  • Safety
    Safety
    46
  • Combined
    29
  • Sentiment
    15
  • 360° View
    360° View
    14
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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

ANALYSIS: With an Obermatt 360° View of 14 (better than 14% compared with alternatives), overall professional sentiment and financial characteristics for the stock Insignia Financial are critical, mostly below average. The 360° View is based on consolidating four consolidated indicators, with three out of four metrics below average for Insignia Financial. The only rank that is above average is the consolidated Safety Rank at 75, which means that the company has a financing structure that is safer than those of 75% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. But the Value, Growth and Sentiment Ranks are all below average. The consolidated Value Rank has a less desirable rank of 46, which means that the share price of Insignia Financial is on the high side compared with typical size in indicators such as revenues, profits, and invested capital. The consolidated Growth Rank also has a low rank of 13, which implies that the company exhibits below-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. Finally, the consolidated Sentiment Rank is also low at a rank of 15, which means that professional investors are more pessimistic about the stock than for 85% of alternative investment opportunities. While Safety is strong, it’s not the most critical indicator, so we suggest proceeding with caution if you are considering this stock. ...read more

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Index
ASX 200
ASX 300
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: 30-Oct-2025.

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.

Detailed and Historical Ranks

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Metrics Current 2024 2023 2022
Value
46 53 96 79
Growth
13 79 5 59
Safety
Safety
75 36 53 75
Sentiment
15 67 34 80
360° View
360° View
14 82 42 100
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Metrics Current 2024 2023 2022
Analyst Opinions
3 41 37 89
Opinions Change
97 94 50 86
Pro Holdings
n/a 71 39 53
Market Pulse
24 26 42 24
Sentiment
15 67 34 80
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Metrics Current 2024 2023 2022
Value
46 53 96 79
Growth
13 79 5 59
Safety Safety
75 36 53 75
Combined
29 77 53 100
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
55 53 79 63
Price vs. Earnings (P/E)
62 61 80 70
Price vs. Book (P/B)
56 52 79 71
Dividend Yield
16 73 98 84
Value
46 53 96 79
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Metrics Current 2024 2023 2022
Revenue Growth
13 15 52 14
Profit Growth
23 65 13 79
Capital Growth
1 96 11 76
Stock Returns
79 95 11 45
Growth
13 79 5 59
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Metrics Current 2024 2023 2022
Leverage
62 58 68 65
Refinancing
35 35 49 55
Liquidity
89 38 38 57
Safety Safety
75 36 53 75

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