Skip to Content

Insignia Financial Ltd IOOFF

Morningstar Rating
$1.30 −0.36 (21.69%)
View Full Chart
Unlock our analysis with Morningstar Investor

About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

IOOFF is trading at a 77% premium.
Price
$1.29
Fair Value
$6.75
Uncertainty
High
1-Star Price
$5.13
5-Star Price
$8.56
Economic Moat
Kjkv
Capital Allocation
Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if IOOFF is a good fit for your portfolio.

Trading Information

Previous Close Price
$1.66
Day Range
$1.301.30
52-Week Range
$1.301.84
Bid/Ask
$1.29 / $1.56
Market Cap
$867.65 Mil
Volume/Avg
920 / 918

Key Statistics

Price/Earnings (Normalized)
9.32
Price/Sales
0.69
Dividend Yield (Trailing)
9.21%
Dividend Yield (Forward)
9.21%
Total Yield
9.21%

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 owns finance dealer groups that provide compliance and other administrative services to financial planners operating under the dealer group’s licence. 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
IOOFF
JHG
PPT
Price/Earnings (Normalized)
9.3211.7110.58
Price/Book Value
0.571.191.08
Price/Sales
0.692.421.90
Price/Cash Flow
10.3610.92
Price/Earnings
IOOFF
JHG
PPT

Financial Strength

Metric
IOOFF
JHG
PPT
Quick Ratio
5.243.700.90
Current Ratio
5.743.921.43
Interest Coverage
−0.0746.532.26
Quick Ratio
IOOFF
JHG
PPT

Profitability

Metric
IOOFF
JHG
PPT
Return on Assets (Normalized)
4.13%7.00%3.30%
Return on Equity (Normalized)
8.29%9.99%5.67%
Return on Invested Capital (Normalized)
5.40%8.93%5.59%
Return on Assets
IOOFF
JHG
PPT
See how this stock stacks up to its competitors with Morningstar Investor

Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BlackRock Inc
BLK
StnlwvyyNbp$114.3 Bil
KKR & Co Inc Ordinary Shares
KKR
JzcfbtqRdnwfkj$96.9 Bil
Blackstone Inc
BX
VkphfmlkCbscbn$91.1 Bil
Bank of New York Mellon Corp
BK
TdmdptbblNzgq$43.4 Bil
Ameriprise Financial Inc
AMP
VfcwzfgjRpgjkz$42.1 Bil
T. Rowe Price Group Inc
TROW
VtggjdbpTpg$25.7 Bil
State Street Corporation
STT
WwzbgklgHhsr$21.4 Bil
Northern Trust Corp
NTRS
PwxrscdkyTht$16.7 Bil
The Carlyle Group Inc
CG
VphprljyYylhpm$14.1 Bil
Franklin Resources Inc
BEN
YdxkzcfrmrHzhctp$11.5 Bil

Sponsor Center