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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)1.98bn
- Net income in AUD-42.20m
- Incorporated2002
- Employees1.30k
- LocationInsignia Financial LtdLevel 1, 800 Bourke StreetMELBOURNE 3008AustraliaAUS
- Phone+61 38614-4400
- Fax+61 80055-8539
- Websitehttps://www.insigniafinancial.com.au/
Peer analysis
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Navigator Global Investments Ltd | 346.84m | 15.35m | 816.04m | 286.00 | 154.92 | 0.6272 | 31.93 | 2.35 | 0.0108 | 0.0108 | 1.08 | 2.66 | 0.2934 | -- | 8.00 | 1,212,729.00 | 1.30 | 6.93 | 1.83 | 7.69 | 44.17 | 73.76 | 4.43 | 22.86 | -- | 1.89 | 0.1227 | 75.22 | 42.92 | 15.60 | -8.24 | 9.63 | 33.01 | -32.67 |
| MA Financial Group Ltd | 916.14m | 28.52m | 834.18m | 600.00 | 26.63 | 1.85 | 17.10 | 0.9105 | 0.1727 | 0.1727 | 5.55 | 2.49 | 0.3148 | -- | 6.38 | 1,526,900.00 | 1.07 | 2.56 | 1.42 | 3.32 | 42.47 | 55.32 | 3.39 | 6.97 | -- | 1.39 | 0.8283 | 70.41 | 18.02 | 43.65 | -36.42 | -0.5972 | 21.83 | 20.11 |
| Plato Income Maximiser Ltd | 64.98m | 53.59m | 905.85m | 0.00 | 14.44 | 1.10 | -- | 13.94 | 0.0838 | 0.0838 | 0.102 | 1.10 | 0.0861 | -- | 5.72 | -- | 7.10 | 5.61 | 7.10 | 5.61 | 91.60 | 85.56 | 82.48 | 97.84 | -- | -- | 0.00 | 82.05 | 275.65 | 26.55 | 545.99 | 24.60 | -- | 7.35 |
| BKI Investment Company Ltd | 74.18m | 67.71m | 1.36bn | 0.00 | 19.38 | 0.9979 | -- | 18.34 | 0.0872 | 0.0872 | 0.0955 | 1.69 | 0.0531 | -- | 14.87 | -- | 4.85 | 5.34 | 4.85 | 5.36 | 98.09 | 98.28 | 91.28 | 91.60 | -- | -- | 0.00 | 62.19 | -26.72 | 9.71 | -30.49 | 9.25 | -- | 1.20 |
| Centuria Capital Group | 359.58m | 76.83m | 1.44bn | -- | 18.54 | 0.9816 | 17.36 | 4.00 | 0.0941 | 0.0941 | 0.4411 | 1.78 | 0.148 | -- | 3.53 | -- | 3.16 | 2.95 | 3.29 | 3.17 | 70.15 | 82.38 | 21.37 | 24.74 | -- | 3.71 | 0.2454 | 113.02 | 23.49 | 22.44 | 379.83 | 14.10 | 95.60 | 7.27 |
| Insignia Financial Ltd | 1.98bn | -42.20m | 1.60bn | 1.30k | -- | 0.7089 | 18.98 | 0.8063 | -0.0635 | -0.0656 | 2.99 | 3.36 | 0.4441 | -- | 19.76 | -- | -0.9511 | -0.4216 | -0.9966 | -0.4588 | 73.34 | 65.37 | -2.14 | -1.28 | -- | 5.84 | 0.3112 | -- | -7.07 | 19.65 | -84.06 | -46.46 | 12.90 | -22.45 |
| Magellan Financial Group Ltd | 401.57m | 202.96m | 1.63bn | 107.00 | 8.07 | 1.74 | 7.87 | 4.06 | 1.12 | 1.12 | 2.21 | 5.18 | 0.3654 | -- | 8.47 | 3,491,913.00 | 18.47 | 30.16 | 21.30 | 34.43 | 96.56 | 96.99 | 50.54 | 53.29 | -- | 102.52 | 0.0094 | 102.96 | -22.02 | -0.8626 | -52.31 | -2.92 | -4.23 | -8.41 |
| WAM Capital Limited | 312.03m | 199.29m | 1.79bn | 30.00 | 8.91 | 1.01 | 16.78 | 5.73 | 0.1812 | 0.1812 | 0.2838 | 1.59 | 0.1753 | -- | 69.58 | -- | 11.19 | 1.71 | 11.39 | 1.77 | 87.61 | 48.07 | 63.87 | 55.72 | -- | -- | 0.00 | 510.86 | 165.79 | 6.98 | 159.01 | 6.68 | -- | 12.70 |
| L1 Long Short Fund Ltd | 276.56m | 87.86m | 1.84bn | -- | 20.79 | 0.9996 | -- | 6.66 | 0.1424 | 0.1424 | 0.4484 | 2.96 | 0.0716 | -- | 4,768.31 | -- | 2.27 | 4.58 | 4.74 | 10.34 | 73.85 | 75.16 | 31.77 | 42.59 | -- | 3.06 | 0.00 | -- | 15.69 | -- | 15.74 | -- | -- | -- |
| Pinnacle Investment Management Group Ltd | 46.42m | 76.21m | 2.21bn | 118.00 | 28.10 | 5.16 | 28.62 | 47.61 | 0.3872 | 0.3872 | 0.2357 | 2.11 | 0.0869 | -- | 1.63 | -- | 14.26 | 17.06 | 14.79 | 17.93 | -- | -- | 164.18 | 168.73 | -- | -- | 0.2089 | 89.57 | -1.05 | 22.44 | 0.1401 | 27.00 | -26.86 | 25.42 |
| Holder | Shares | % Held |
|---|---|---|
| Australian Retirement Trust Pty Ltd.as of 04 Oct 2023 | 54.40m | 8.16% |
| First Sentier Investors (Australia) IM Ltd.as of 30 Nov 2023 | 33.64m | 5.05% |
| Yarra Investment Management Ltd.as of 13 Jun 2023 | 33.06m | 4.96% |
| The Vanguard Group, Inc.as of 24 Aug 2023 | 32.76m | 4.92% |
| Norges Bank Investment Managementas of 31 Dec 2023 | 27.55m | 4.13% |
| State Street Global Advisors, Australia, Ltd.as of 25 Sep 2023 | 26.05m | 3.91% |
| Franklin Templeton Australia Ltd.as of 29 Feb 2024 | 22.63m | 3.39% |
| Dimensional Fund Advisors LPas of 04 Apr 2024 | 17.91m | 2.69% |
| Vanguard Investments Australia Ltd.as of 29 Feb 2024 | 13.55m | 2.03% |
| BlackRock Fund Advisorsas of 04 Apr 2024 | 6.92m | 1.04% |
