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About the company
IOOF Holdings Ltd is an Australia-based financial services company. The Company’s segments include Financial advice and distribution, Portfolio and estate administration, Investment management and Ex-ANZ wealth management. Financial advice and distribution segment is focused on the provision of financial planning advice and stockbroking services supported by services such as investment research, training, compliance support and access to financial products. Portfolio and estate administration segment in engaged in the provision of administration and management services through master trust platforms, which offer a single access point to a range of investment products. Investment management segment is engaged in the management and investment of monies on behalf of corporate, superannuation, institutional clients and private individual investor clients. Ex-ANZ wealth management segment includes Aligned Dealer Groups (ADGs), which provide financial planning advice services.
- Revenue in AUD (TTM)1.19bn
- Net income in AUD57.19m
- Incorporated2002
- Employees1.30k
- LocationIOOF Holdings LtdL 6 161 Collins StMELBOURNE 3000AustraliaAUS
- Phone+61 38614-4400
- Fax+61 80055-8539
- Websitehttps://www.ioof.com.au
Mergers & acquisitions
| Acquired company | IFL:ASX since announced | Transaction value |
|---|---|---|
| MLC Wealth Management Ltd | -15.49% | 1.06bn |
| Wealth Central Pty Ltd | -15.49% | 22.10m |
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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| L1 Long Short Fund Ltd | 74.34m | -21.65m | 1.15bn | -- | -- | 1.05 | -- | 15.45 | -0.0335 | -0.0335 | 0.1122 | 1.76 | 0.029 | -- | 8.52 | -- | -0.8457 | -- | -1.87 | -- | 50.82 | -- | -29.12 | -- | -- | 0.233 | 0.3508 | -- | 451.99 | -- | 56.18 | -- | -- | -- |
| Hub24 Ltd | 111.21m | 8.23m | 1.36bn | -- | 161.71 | 17.43 | 100.62 | 12.26 | 0.1284 | 0.1284 | 1.74 | 1.19 | 1.27 | -- | 12.63 | -- | 9.39 | 13.27 | 10.85 | 15.53 | 67.68 | 54.56 | 7.40 | 10.12 | -- | -- | 0.0749 | -- | 14.04 | 30.57 | 14.86 | -- | 53.39 | -- |
| Centuria Capital Group | 162.37m | 21.11m | 1.42bn | 42.00 | 38.76 | 1.68 | 56.83 | 8.76 | 0.0622 | 0.0622 | 0.3592 | 1.44 | 0.1128 | -- | 2.91 | -- | 1.53 | 3.28 | 1.69 | 3.56 | 84.55 | 92.40 | 13.60 | 31.37 | -- | 0.93 | 0.2571 | 78.95 | 40.00 | 22.35 | -58.45 | 19.76 | 27.51 | 15.97 |
| Perpetual Limited | 491.30m | 82.00m | 1.71bn | 999.00 | 17.45 | 2.15 | 14.94 | 3.47 | 1.73 | 1.73 | 10.35 | 14.01 | 0.4233 | -- | 5.12 | 491,788.80 | 7.06 | 10.35 | 10.38 | 15.77 | -- | -- | 16.69 | 23.63 | -- | 33.38 | 0.1122 | 96.35 | -5.41 | -0.7742 | -29.27 | -7.71 | -2.95 | -8.37 |
| WAM Capital Limited | -27.66m | -26.71m | 1.78bn | 30.00 | -- | 1.40 | -- | -- | -0.0364 | -0.0364 | -0.0384 | 1.68 | -0.0207 | -- | -- | -- | -2.00 | 4.56 | -2.06 | 4.80 | -- | 74.27 | -- | 59.35 | -- | -- | 0.0007 | 177.63 | -207.27 | -- | -283.77 | -- | -- | 2.06 |
| Pendal Group Ltd | 467.07m | 116.39m | 1.98bn | 346.00 | 15.85 | 2.02 | 14.96 | 4.23 | 0.3861 | 0.3861 | 1.55 | 3.03 | 0.424 | -- | 6.89 | -- | 10.57 | 14.85 | 12.35 | 17.61 | 99.27 | 98.96 | 24.92 | 29.74 | -- | 63.52 | 0.0433 | 87.06 | -9.18 | 1.04 | -24.66 | -1.64 | 13.68 | 1.66 |
| IOOF Holdings Limited | 1.19bn | 57.19m | 2.26bn | 1.30k | 23.18 | 0.759 | 18.93 | 1.90 | 0.1501 | 0.3859 | 3.12 | 4.59 | 0.2986 | -- | 18.72 | -- | 1.47 | 2.49 | 1.52 | 2.59 | 52.30 | 62.16 | 4.93 | 7.82 | -- | 9.54 | 0.2471 | 203.27 | 6.10 | 4.05 | 264.14 | -15.51 | 12.36 | -12.30 |
| Holder | Shares | % Held |
|---|---|---|
| Nikko Asset Management Co., Ltd.as of 30 Sep 2020 | 55.74m | 8.58% |
| Legg Mason Asset Management (Australia) Ltd.as of 30 Sep 2020 | 31.89m | 4.91% |
| The Vanguard Group, Inc.as of 31 Oct 2020 | 18.22m | 2.81% |
| Dimensional Fund Advisors LPas of 30 Sep 2020 | 11.33m | 1.75% |
| Vanguard Investments Australia Ltd.as of 30 Sep 2020 | 8.06m | 1.24% |
| Nikko Asset Management Australia Ltd.as of 31 Oct 2020 | 6.54m | 1.01% |
| BlackRock Fund Advisorsas of 05 Nov 2020 | 5.71m | 0.88% |
| Norges Bank Investment Managementas of 31 Dec 2019 | 5.42m | 0.83% |
| Milton Corp. Ltd. (Investment Management)as of 30 Sep 2020 | 3.30m | 0.51% |
| Mellon Investments Corp.as of 05 Nov 2020 | 2.73m | 0.42% |
