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Insignia Financial Ltd IFL

Morningstar Rating
A$2.35 −0.03 (1.26%)
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Price vs Fair Value

IFL is trading at a 668% premium.
Price
A$2.35
Fair Value
A$7.10
Uncertainty
High
1-Star Price
A$9.45
5-Star Price
A$7.94
Economic Moat
Xscr
Capital Allocation
Cnwtpsn
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Trading Information

Previous Close Price
A$2.38
Day Range
A$2.332.38
52-Week Range
A$1.993.12
Bid/Ask
A$2.34 / A$2.35
Market Cap
A$1.58 Bil
Volume/Avg
1.4 Mil / 1.7 Mil

Key Statistics

Price/Earnings (Normalized)
11.18
Price/Sales
0.83
Dividend Yield (Trailing)
7.91%
Dividend Yield (Forward)
7.91%
Total Yield
7.91%

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
IFL
PPT
AMP
Price/Earnings (Normalized)
11.1811.0653.81
Price/Book Value
0.701.130.78
Price/Sales
0.831.992.33
Price/Cash Flow
11.42
Price/Earnings
IFL
PPT
AMP

Financial Strength

Metric
IFL
PPT
AMP
Quick Ratio
5.240.906.59
Current Ratio
5.741.436.98
Interest Coverage
−0.072.26−0.24
Quick Ratio
IFL
PPT
AMP

Profitability

Metric
IFL
PPT
AMP
Return on Assets (Normalized)
4.13%3.30%0.57%
Return on Equity (Normalized)
8.29%5.67%4.87%
Return on Invested Capital (Normalized)
5.40%5.59%0.14%
Return on Assets
IFL
PPT
AMP
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Asset Management Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BLK
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BX
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KKR
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BK
Bank of New York Mellon CorpDkcmlrmLkg$43.7 Bil
AMP
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TROW
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STT
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NTRS
Northern Trust CorpMvtgsgqssBwzb$17.8 Bil
CG
The Carlyle Group IncJgmhkgqBcyrwg$15.2 Bil
BEN
Franklin Resources IncCgqvmdcyKjsdh$12.4 Bil

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