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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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPDR S&P/ASX 50 | 42.30m | 0.00 | 803.88m | 594.00 | -- | -- | -- | 19.00 | -- | -- | -- | -- | 0.0879 | -- | 40.87 | -- | 0.00 | 0.00 | 0.00 | -- | 96.93 | 96.99 | 0.00 | 0.00 | -- | 2.09 | 1.00 | -- | 782.51 | -- | -- | -- | -- | -- |
EQT Holdings Ltd | 162.63m | 26.65m | 853.69m | 390.00 | 31.95 | 2.09 | 26.73 | 5.25 | 1.00 | 0.8951 | 6.11 | 15.30 | 0.3171 | -- | 4.00 | 416,987.20 | 4.85 | 5.61 | 5.01 | 5.81 | -- | -- | 15.29 | 18.51 | -- | 12.48 | 0.132 | 97.03 | 26.68 | 9.83 | -22.27 | -0.8921 | -1.87 | 4.01 |
Regal Partners Ltd | 104.45m | 1.60m | 870.16m | -- | 1,502.22 | 1.90 | 67.52 | 8.33 | 0.0023 | 0.0023 | 0.3685 | 1.78 | 0.1777 | -- | 3.55 | -- | 0.4183 | 8.93 | 0.4518 | 9.65 | 96.54 | -- | 2.35 | 28.20 | -- | 7.18 | 0.0737 | 105.38 | 24.08 | -- | -86.27 | -- | -- | -- |
PM Capital Global Opportunities Fund Ltd | 134.82m | 90.16m | 905.37m | 0.00 | 9.92 | 1.31 | -- | 6.72 | 0.2228 | 0.2228 | 0.3326 | 1.68 | 0.1677 | -- | 1,250.05 | -- | 11.21 | 8.85 | 12.74 | 9.75 | 92.78 | 86.12 | 66.87 | 61.59 | -- | -- | 0.1282 | 52.65 | 1,377.38 | 20.24 | 10,066.39 | 20.32 | -- | 22.67 |
Plato Income Maximiser Ltd | 64.98m | 53.59m | 909.59m | 0.00 | 14.50 | 1.11 | -- | 14.00 | 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 |
Navigator Global Investments Ltd | 331.16m | 14.66m | 950.42m | 286.00 | 188.97 | 0.765 | 38.95 | 2.87 | 0.0103 | 0.0103 | 1.03 | 2.54 | 0.2934 | -- | 8.00 | 1,157,917.00 | 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 |
Diversified United Investment Ltd | 48.03m | 39.56m | 1.09bn | 8.00 | 27.78 | 1.09 | -- | 22.72 | 0.1822 | 0.1822 | 0.2211 | 4.66 | 0.0374 | -- | 14.96 | -- | 3.08 | 3.27 | 3.14 | 3.28 | 88.41 | 92.09 | 82.37 | 82.40 | -- | -- | 0.0845 | 89.12 | -10.67 | 4.29 | -6.55 | 4.39 | -- | 1.30 |
Australian United Investment Company Ltd | 58.33m | 50.61m | 1.28bn | 0.00 | 25.76 | 1.09 | -- | 21.92 | 0.4006 | 0.4006 | 0.4617 | 9.47 | 0.0389 | -- | 25.99 | -- | 3.38 | 3.99 | 3.56 | 4.06 | 91.95 | 93.90 | 86.77 | 89.56 | -- | -- | 0.0871 | 85.62 | -17.95 | 3.17 | -21.70 | 3.36 | -- | 1.12 |
Centuria Capital Group | 359.58m | 76.83m | 1.35bn | -- | 17.43 | 0.9226 | 16.31 | 3.76 | 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 |
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 |
Insignia Financial Ltd | 1.98bn | -42.20m | 1.50bn | 1.30k | -- | 0.6672 | 17.86 | 0.7589 | -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 | 1.64bn | 107.00 | 8.11 | 1.75 | 7.91 | 4.08 | 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 Leaders Ltd | 100.47m | 61.69m | 1.66bn | -- | 25.20 | 0.9515 | -- | 16.53 | 0.0522 | 0.0522 | 0.0832 | 1.38 | 0.059 | -- | 2.53 | -- | 3.62 | 8.07 | 3.73 | 8.63 | 73.90 | 79.88 | 61.41 | 61.82 | -- | -- | 0.00 | 68.29 | 44.93 | 11.19 | 97.81 | 11.77 | -- | 12.80 |
WAM Capital Limited | 312.03m | 199.29m | 1.69bn | 30.00 | 8.36 | 0.9512 | 15.83 | 5.41 | 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 | 1.91bn | -- | 21.56 | 1.04 | -- | 6.91 | 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 | -- | -- | -- |
Metrics Master Income Trust | 166.63m | 160.17m | 2.20bn | 0.00 | 11.49 | 1.03 | -- | 13.18 | 0.1802 | 0.1802 | 0.1875 | 2.00 | 0.0888 | -- | 11.70 | -- | 8.53 | 5.28 | 8.60 | 5.31 | 99.78 | 99.62 | 96.12 | 93.69 | -- | -- | 0.00 | 100.10 | 95.83 | 43.92 | 102.23 | 44.96 | -- | 17.18 |
Holder | Shares | % Held |
---|---|---|
Australian Retirement Trust Pty Ltd.as of 04 Oct 2023 | 54.40m | 8.11% |
First Sentier Investors (Australia) IM Ltd.as of 30 Nov 2023 | 33.64m | 5.02% |
Yarra Investment Management Ltd.as of 13 Jun 2023 | 33.06m | 4.93% |
The Vanguard Group, Inc.as of 24 Aug 2023 | 32.76m | 4.89% |
Norges Bank Investment Managementas of 31 Dec 2023 | 27.55m | 4.11% |
State Street Global Advisors, Australia, Ltd.as of 25 Sep 2023 | 26.05m | 3.88% |
Franklin Templeton Australia Ltd.as of 31 May 2024 | 23.51m | 3.51% |
Dimensional Fund Advisors LPas of 06 Jun 2024 | 18.87m | 2.81% |
Vanguard Investments Australia Ltd.as of 31 May 2024 | 13.77m | 2.05% |
BlackRock Fund Advisorsas of 06 Jun 2024 | 6.88m | 1.03% |