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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
- LocationInsignia Financial LtdLevel 1, 800 Bourke StreetMELBOURNE 3008AustraliaAUS
- Phone+61 38614-4400
- Fax+61 80055-8539
- Websitehttps://www.insigniafinancial.com.au/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Generation Development Group Ltd | 333.60m | 5.84m | 1.12bn | 200.00 | 125.25 | 4.80 | 5.38 | 3.34 | 0.0299 | 0.0299 | 1.72 | 0.7817 | 0.1043 | -- | -- | -- | 6.42 | 3.41 | -- | -- | -- | -- | 61.56 | 57.83 | -- | 2,087.98 | 0.0161 | -- | 38.58 | 32.31 | 30.30 | -36.36 | -21.88 | 0.7145 |
| Diversified United Investment Ltd | 46.52m | 36.03m | 1.15bn | 8.00 | 32.14 | 1.11 | -- | 24.77 | 0.1658 | 0.1658 | 0.2141 | 4.79 | 0.0358 | -- | 6.27 | -- | 2.77 | 3.11 | 2.77 | 3.12 | 88.88 | 91.79 | 77.46 | 81.15 | -- | 2,338.18 | 0.0697 | 91.13 | -8.96 | 0.463 | -15.89 | -1.07 | -- | 0.637 |
| MA Financial Group Ltd | 1.08bn | 24.77m | 1.17bn | 600.00 | 43.11 | 2.68 | 25.62 | 1.09 | 0.1501 | 0.1501 | 6.54 | 2.41 | 0.300 | -- | 5.19 | 1,798,838.00 | 0.7597 | 2.56 | 1.03 | 3.32 | 42.91 | 55.32 | 2.53 | 6.97 | -- | 1.26 | 0.8868 | 70.69 | 18.02 | 43.65 | -36.42 | -0.5972 | 21.83 | 20.11 |
| Australian United Investment Company Ltd | 57.76m | 49.12m | 1.35bn | 0.00 | 27.83 | 1.11 | -- | 23.29 | 0.3896 | 0.3896 | 0.4581 | 9.74 | 0.039 | -- | 9.29 | -- | 3.31 | 3.78 | 3.32 | 3.84 | 91.19 | 93.65 | 85.04 | 88.74 | -- | -- | 0.0602 | 92.25 | -9.47 | -1.57 | -12.85 | -2.51 | 21.67 | 0.5495 |
| BKI Investment Company Ltd | 70.01m | 64.39m | 1.38bn | 0.00 | 21.34 | 1.01 | -- | 19.77 | 0.0804 | 0.0804 | 0.0874 | 1.70 | 0.0486 | -- | 6.37 | -- | 4.47 | 5.00 | 4.48 | 5.02 | 97.90 | 98.14 | 91.98 | 91.85 | -- | -- | 0.00 | 51.49 | -9.96 | -3.17 | -8.10 | -2.93 | -- | 1.39 |
| Regal Partners Ltd | 196.09m | 55.72m | 1.39bn | -- | 21.14 | 2.15 | 20.28 | 7.09 | 0.1944 | 0.1944 | 0.6574 | 1.91 | 0.3185 | -- | 3.63 | -- | 9.11 | 8.93 | 10.18 | 9.65 | 97.58 | -- | 28.61 | 28.20 | -- | 60.22 | 0.0384 | 105.38 | 24.08 | -- | -86.27 | -- | -- | -- |
| Centuria Capital Group | 327.03m | 102.14m | 1.56bn | -- | 15.05 | 1.05 | 14.31 | 4.76 | 0.1246 | 0.1246 | 0.3987 | 1.79 | 0.114 | -- | 3.04 | -- | 3.56 | 2.97 | 4.33 | 3.29 | 84.96 | 81.95 | 31.24 | 24.67 | -- | 18.66 | 0.2403 | 109.42 | -11.64 | 23.04 | -3.57 | 14.99 | -42.27 | 1.59 |
| WAM Capital Limited | 380.84m | 229.23m | 1.67bn | 30.00 | 7.22 | 0.9198 | 15.71 | 4.40 | 0.2071 | 0.2071 | 0.3442 | 1.63 | 0.2052 | -- | 9.21 | -- | 12.35 | 4.20 | 12.83 | 4.35 | 84.18 | 72.04 | 60.19 | 58.55 | -- | -- | 0.00 | 213.90 | 44.41 | 71.34 | 32.28 | 73.61 | -- | 0.00 |
| Wam Leaders Ltd | 47.88m | 22.34m | 1.70bn | -- | 70.18 | 0.9288 | -- | 35.53 | 0.0177 | 0.0177 | 0.038 | 1.34 | 0.0268 | -- | 0.9923 | -- | 1.25 | 6.43 | 1.29 | 6.82 | 44.44 | 76.56 | 46.66 | 59.85 | -- | -- | 0.00 | 91.58 | -75.50 | -14.26 | -82.83 | -20.76 | -- | 10.56 |
| Magellan Financial Group Ltd | 378.63m | 238.76m | 1.89bn | 109.00 | 8.03 | 1.88 | 7.80 | 5.00 | 1.32 | 1.32 | 2.09 | 5.64 | 0.3309 | -- | 6.47 | 3,473,633.00 | 20.87 | 25.60 | 23.74 | 29.44 | 96.48 | 96.84 | 63.06 | 52.86 | -- | -- | 0.0074 | 103.34 | -12.28 | -9.26 | 30.72 | -8.73 | 4.25 | -18.87 |
| Deterra Royalties Ltd | 240.51m | 154.89m | 1.92bn | 11.00 | 12.44 | 23.95 | 12.39 | 8.00 | 0.2925 | 0.2925 | 0.4542 | 0.152 | 2.24 | -- | 3.65 | 21,864,450.00 | 144.24 | -- | 149.92 | -- | 98.54 | -- | 64.40 | -- | -- | 38.85 | 0.0062 | -- | 4.90 | -- | 1.59 | -- | -- | -- |
| L1 Long Short Fund Ltd | 431.92m | 170.29m | 1.93bn | -- | 11.25 | 1.00 | -- | 4.47 | 0.2748 | 0.2748 | 0.6974 | 3.09 | 0.1031 | -- | 9,093.14 | -- | 4.07 | 5.41 | 8.88 | 12.17 | 75.61 | 76.62 | 39.43 | 44.50 | -- | 4.40 | 0.00 | -- | 3.42 | 100.09 | 4.30 | -- | -- | -- |
| Insignia Financial Ltd | 1.94bn | -185.30m | 2.11bn | 1.30k | -- | 1.03 | -- | 1.09 | -0.2788 | -0.2788 | 2.92 | 3.06 | 0.4515 | -- | 17.27 | -- | -4.31 | -1.05 | -5.26 | -1.17 | 73.42 | 68.15 | -9.55 | -2.98 | -- | 5.68 | 0.3098 | -- | -3.19 | 11.60 | -4,311.36 | -- | -47.46 | -23.08 |
| Metrics Master Income Trust | 181.11m | 174.09m | 2.24bn | 0.00 | 11.67 | 1.06 | -- | 12.37 | 0.1808 | 0.1808 | 0.1873 | 2.00 | 0.0926 | -- | 12.61 | -- | 8.90 | 6.26 | 8.96 | 6.30 | 99.79 | 99.68 | 96.12 | 94.61 | -- | -- | 0.00 | 100.07 | 27.02 | 30.10 | 27.88 | 31.03 | -- | 44.74 |
| Perpetual Ltd | 1.35bn | -472.20m | 2.42bn | 1.88k | -- | 1.34 | -- | 1.79 | -4.20 | -4.20 | 11.85 | 15.83 | 0.3709 | -- | 6.22 | 719,712.30 | -12.96 | -1.45 | -16.88 | -1.86 | -- | -- | -34.95 | -3.65 | -- | 2.67 | 0.3238 | -- | 31.56 | 20.98 | -900.34 | -- | 9.72 | -13.94 |
| MFF Capital Investments Ltd | 666.59m | 447.36m | 2.43bn | -- | 5.40 | 1.17 | -- | 3.65 | 0.7735 | 0.7735 | 1.15 | 3.57 | 0.2679 | -- | 1,139.48 | -- | 17.98 | 8.35 | 20.21 | 9.30 | 96.27 | 95.16 | 67.11 | 65.92 | -- | -- | 0.073 | 28.48 | 37.55 | 15.71 | 38.25 | 15.40 | -- | 30.01 |
Data as of Nov 22 2024. Currency figures normalised to Insignia Financial Ltd's reporting currency: Australian Dollar AUD
41.98%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Australian Retirement Trust Pty Ltd.as of 18 Oct 2024 | 62.66m | 9.34% |
| Yarra Investment Management Ltd.as of 13 Jun 2023 | 33.06m | 4.93% |
| The Vanguard Group, Inc.as of 22 Aug 2024 | 32.76m | 4.89% |
| First Sentier Investors (Australia) IM Ltd.as of 01 Nov 2024 | 28.51m | 4.25% |
| Norges Bank Investment Managementas of 30 Jun 2024 | 27.61m | 4.12% |
| State Street Global Advisors, Australia, Ltd.as of 22 Aug 2024 | 26.05m | 3.88% |
| Dimensional Fund Advisors LPas of 07 Nov 2024 | 21.54m | 3.21% |
| Franklin Templeton Australia Ltd.as of 31 Oct 2024 | 20.79m | 3.10% |
| First Sentier Investors RQI Pty Ltd.as of 01 Nov 2024 | 14.34m | 2.14% |
| Vanguard Investments Australia Ltd.as of 30 Sep 2024 | 14.25m | 2.13% |
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Data from 30 Jun 2024 - 15 Nov 2024Source: FactSet Research Systems Inc.
