Equities

Insignia Financial Ltd

Insignia Financial Ltd

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FinancialsInvestment Banking and Brokerage Services
  • Price (AUD)3.19
  • Today's Change-0.14 / -4.20%
  • Shares traded1.71m
  • 1 Year change+54.11%
  • Beta1.8036
Data delayed at least 20 minutes, as of Nov 13 2024 01:34 GMT.
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About the company

Insignia Financial Ltd is an Australia-based wealth manager. The Company operates through four segments: Platforms, Advice, Asset Management and Corporate. The Platforms segment offers a wide range of superannuation and investment solutions to clients, including investors, members, employers and advisers. The Advice segment provides financial advice for Australians, which helps clients navigate their way through a range of financial services and solutions and educates clients to improve their financial wellbeing. The Asset Management segment provides investment management services to institutional, retail and direct clients across a diverse range of asset classes and product constructs. The Company has a range of options for its financial adviser network covering the salaried, self-employed and self-licensed channels. Its subsidiaries include Actuate Alliance Services Pty Ltd, Antares Capital Partners Ltd, Australian Wealth Management Limited and Financial Acuity Limited.

  • Revenue in AUD (TTM)1.94bn
  • Net income in AUD-185.30m
  • Incorporated2002
  • Employees1.30k
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Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
PM Capital Global Opportunities Fund Ltd195.98m125.53m1.13bn0.007.691.27--5.770.30680.30680.47911.850.2256--93.32--14.4511.6715.8812.8588.8387.8264.0662.86----0.061244.31-0.42384.07-0.9763112.71--22.54
Diversified United Investment Ltd46.52m36.03m1.14bn8.0031.781.10--24.490.16580.16580.21414.790.0358--6.27--2.773.112.773.1288.8891.7977.4681.15--2,338.180.069791.13-8.960.463-15.89-1.07--0.637
MA Financial Group Ltd1.08bn24.77m1.25bn600.0045.842.8527.241.160.15010.15016.542.410.300--5.191,798,838.000.75972.561.033.3242.9155.322.536.97--1.260.886870.4118.0243.65-36.42-0.597221.8320.11
Regal Partners Ltd196.09m55.72m1.27bn--19.341.9718.556.480.19440.19440.65741.910.3185--3.63--9.118.9310.189.6597.58--28.6128.20--60.220.0384105.3824.08---86.27------
Australian United Investment Company Ltd57.76m49.12m1.37bn0.0028.361.13--23.740.38960.38960.45819.740.039--9.29--3.313.783.323.8491.1993.6585.0488.74----0.060292.25-9.47-1.57-12.85-2.5121.670.5495
BKI Investment Company Ltd70.01m64.39m1.38bn0.0021.221.00--19.660.08040.08040.08741.700.0486--6.37--4.475.004.485.0297.9098.1491.9891.85----0.0051.49-9.96-3.17-8.10-2.93--1.39
Centuria Capital Group327.03m102.14m1.49bn--14.411.0013.704.560.12460.12460.39871.790.114--3.04--3.562.974.333.2984.9681.9531.2424.67--18.660.2403109.42-11.6423.04-3.5714.99-42.271.59
WAM Capital Limited380.84m229.23m1.69bn30.007.290.92915.874.440.20710.20710.34421.630.2052--9.21--12.354.2012.834.3584.1872.0460.1958.55----0.00213.9044.4171.3432.2873.61--0.00
Wam Leaders Ltd47.88m22.34m1.83bn--75.540.9997--38.240.01770.01770.0381.340.0268--0.9923--1.256.431.296.8244.4476.5646.6659.85----0.0091.58-75.50-14.26-82.83-20.76--10.56
Magellan Financial Group Ltd378.63m238.76m1.86bn109.007.891.847.664.911.321.322.095.640.3309--6.473,473,633.0020.8725.6023.7429.4496.4896.8463.0652.86----0.0074103.34-12.28-9.2630.72-8.734.25-18.87
Deterra Royalties Ltd240.51m154.89m1.88bn11.0012.1723.4212.127.830.29250.29250.45420.1522.24--3.6521,864,450.00144.24--149.92--98.54--64.40----38.850.0062--4.90--1.59------
L1 Long Short Fund Ltd431.92m170.29m1.97bn--11.461.02--4.560.27480.27480.69743.090.1031--9,093.14--4.075.418.8812.1775.6176.6239.4344.50--4.400.00--3.42100.094.30------
Metrics Master Income Trust181.11m174.09m2.22bn0.0011.561.05--12.250.18080.18080.18732.000.0926--12.61--8.906.268.966.3099.7999.6896.1294.61----0.00100.0727.0230.1027.8831.03--44.74
Insignia Financial Ltd1.94bn-185.30m2.22bn1.30k--1.08--1.14-0.2788-0.27882.923.060.4515--17.27---4.31-1.05-5.26-1.1773.4268.15-9.55-2.98--5.680.3098---3.1911.60-4,311.36---47.46-23.08
Perpetual Ltd1.35bn-472.20m2.35bn1.88k--1.30--1.74-4.20-4.2011.8515.830.3709--6.22719,712.30-12.96-1.45-16.88-1.86-----34.95-3.65--2.670.3238--31.5620.98-900.34--9.72-13.94
MFF Capital Investments Ltd666.59m447.36m2.46bn--5.461.18--3.690.77350.77351.153.570.2679--1,139.48--17.988.3520.219.3096.2795.1667.1165.92----0.07328.4837.5515.7138.2515.40--30.01
Data as of Nov 13 2024. Currency figures normalised to Insignia Financial Ltd's reporting currency: Australian Dollar AUD

Institutional shareholders

42.02%Per cent of shares held by top holders
HolderShares% Held
Australian Retirement Trust Pty Ltd.as of 18 Oct 202462.66m9.34%
Yarra Investment Management Ltd.as of 13 Jun 202333.06m4.93%
The Vanguard Group, Inc.as of 22 Aug 202432.76m4.89%
First Sentier Investors (Australia) IM Ltd.as of 01 Nov 202428.51m4.25%
Norges Bank Investment Managementas of 30 Jun 202427.61m4.12%
State Street Global Advisors, Australia, Ltd.as of 22 Aug 202426.05m3.88%
Dimensional Fund Advisors LPas of 03 Oct 202421.56m3.22%
Franklin Templeton Australia Ltd.as of 30 Sep 202421.02m3.13%
First Sentier Investors RQI Pty Ltd.as of 01 Nov 202414.34m2.14%
Vanguard Investments Australia Ltd.as of 30 Sep 202414.25m2.13%
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Data from 30 Jun 2024 - 08 Nov 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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