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Insignia Financial (formerly IOOF) provides wealth-management advice and products via a multibranded strategy, and a vertically integrated business model. Insignia's advice business provides financial planning services to both the mass affluent and high-net-worth clients. It also services non-Insignia advisors, providing compliance and other administrative services. Furthermore, Insignia offers platform products, which generates fees mainly from superannuation and non-superannuation investments accessed via its own platforms. It also derives revenue via some third-party platforms sourced from its aligned advisors. Lastly, the firm has an investment management segment.
2002
408
LTM Revenue $901M
LTM EBITDA $265M
$2.3B
Benchmark forward-looking revenue and EBITDA valuation multiples across generative AI, climate tech, semiconductors, online marketplaces, vertical SaaS and 220 more verticals.
Insignia Financial has a last 12-month revenue (LTM) of $901M and a last 12-month EBITDA of $265M.
In the most recent fiscal year, Insignia Financial achieved revenue of $1.2B and an EBITDA of -$57.6M.
Insignia Financial expects next 12-month revenue of XXX and NTM EBITDA of XXX
See Insignia Financial valuation multiples based on analyst estimates| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Revenue | $901M | XXX | $1.2B | XXX | XXX | XXX |
| Gross Profit | $896M | XXX | $867M | XXX | XXX | XXX |
| Gross Margin | 99% | XXX | 72% | XXX | XXX | XXX |
| EBITDA | $265M | XXX | -$57.6M | XXX | XXX | XXX |
| EBITDA Margin | 29% | XXX | -5% | XXX | XXX | XXX |
| EBIT | $250M | XXX | -$187M | XXX | XXX | XXX |
| EBIT Margin | 28% | XXX | -16% | XXX | XXX | XXX |
| Net Profit | $163M | XXX | -$119M | XXX | XXX | XXX |
| Net Margin | 18% | XXX | -10% | XXX | XXX | XXX |
| Net Debt | XXX | XXX | $229M | XXX | XXX | XXX |
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As of September 5, 2025, Insignia Financial's stock price is AUD 5 (or $3).
Insignia Financial has current market cap of AUD 3.0B (or $1.9B), and EV of AUD 3.6B (or $2.3B).
See Insignia Financial trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $2.3B | $1.9B | XXX | XXX | XXX | XXX | $0.24 |
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Start Free TrialAs of September 5, 2025, Insignia Financial has market cap of $1.9B and EV of $2.3B.
Insignia Financial's trades at 1.9x EV/Revenue multiple, and 60.2x EV/EBITDA.
Equity research analysts estimate Insignia Financial's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
Insignia Financial has a P/E ratio of 12.0x.
See valuation multiples for Insignia Financial and 15K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $1.9B | XXX | $1.9B | XXX | XXX | XXX |
| EV (current) | $2.3B | XXX | $2.3B | XXX | XXX | XXX |
| EV/Revenue | 2.6x | XXX | 1.9x | XXX | XXX | XXX |
| EV/EBITDA | 8.7x | XXX | 60.2x | XXX | XXX | XXX |
| EV/EBIT | 9.3x | XXX | -22.9x | XXX | XXX | XXX |
| EV/Gross Profit | 2.6x | XXX | n/a | XXX | XXX | XXX |
| P/E | 12.0x | XXX | -45.2x | XXX | XXX | XXX |
| EV/FCF | 31.1x | XXX | -191.5x | XXX | XXX | XXX |
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Access all public comps and forward-looking valuation multiples like EV/Revenue in 2025, based on equity research analyst estimates.
Start Free TrialInsignia Financial's last 12 month revenue growth is -1%
Insignia Financial's revenue per employee in the last FY averaged $2.9M, while opex per employee averaged $2.6M for the same period.
Insignia Financial's rule of 40 is 2% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
Insignia Financial's rule of X is 28% (created by Bessemer, rule of X is another metric relevant for SaaS companies only, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
See operational valuation multiples for Insignia Financial and other 15K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Revenue Growth | -1% | XXX | -14% | XXX | XXX | XXX |
| EBITDA Margin | 29% | XXX | 3% | XXX | XXX | XXX |
| EBITDA Growth | 0% | XXX | 166% | XXX | XXX | XXX |
| Rule of 40 | 2% | XXX | 2% | XXX | XXX | XXX |
| Bessemer Rule of X | XXX | XXX | 28% | XXX | XXX | XXX |
| Revenue per Employee | XXX | XXX | $2.9M | XXX | XXX | XXX |
| Opex per Employee | XXX | XXX | $2.6M | XXX | XXX | XXX |
| S&M Expenses to Revenue | XXX | XXX | 1% | XXX | XXX | XXX |
| G&A Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| R&D Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| Opex to Revenue | XXX | XXX | 88% | XXX | XXX | XXX |
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Benchmark public comps and private revenue and EBITDA valuation multiples across GRC software, cloud infrastructure, DevOps, online marketplaces and so much more!
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | |
| AMP | XXX | XXX | XXX | XXX | XXX | XXX |
| Bell Financial Group | XXX | XXX | XXX | XXX | XXX | XXX |
| Bravura Solutions | XXX | XXX | XXX | XXX | XXX | XXX |
| Praemium | XXX | XXX | XXX | XXX | XXX | XXX |
| Profile Software | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
Insignia Financial acquired XXX companies to date.
Last acquisition by Insignia Financial was XXXXXXXX, XXXXX XXXXX XXXXXX . Insignia Financial acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX ).
See M&A valuation multiples| Acquired Company | EV | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
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Start Free Trial| When was Insignia Financial founded? | Insignia Financial was founded in 2002. |
| Where is Insignia Financial headquartered? | Insignia Financial is headquartered in Australia. |
| How many employees does Insignia Financial have? | As of today, Insignia Financial has 408 employees. |
| Who is the CEO of Insignia Financial? | Insignia Financial's CEO is Mr. Scott Hartley. |
| Is Insignia Financial publicy listed? | Yes, Insignia Financial is a public company listed on ASX. |
| What is the stock symbol of Insignia Financial? | Insignia Financial trades under IFL ticker. |
| When did Insignia Financial go public? | Insignia Financial went public in 2003. |
| Who are competitors of Insignia Financial? | Similar companies to Insignia Financial include e.g. AMP, Bell Financial Group, Bravura Solutions, Praemium. |
| What is the current market cap of Insignia Financial? | Insignia Financial's current market cap is $1.9B |
| What is the current revenue of Insignia Financial? | Insignia Financial's last 12 months revenue is $901M. |
| What is the current revenue growth of Insignia Financial? | Insignia Financial revenue growth (NTM/LTM) is -1%. |
| What is the current EV/Revenue multiple of Insignia Financial? | Current revenue multiple of Insignia Financial is 2.6x. |
| Is Insignia Financial profitable? | Yes, Insignia Financial is EBITDA-positive (as of the last 12 months). |
| What is the current EBITDA of Insignia Financial? | Insignia Financial's last 12 months EBITDA is $265M. |
| What is Insignia Financial's EBITDA margin? | Insignia Financial's last 12 months EBITDA margin is 29%. |
| What is the current EV/EBITDA multiple of Insignia Financial? | Current EBITDA multiple of Insignia Financial is 8.7x. |
| What is the current FCF of Insignia Financial? | Insignia Financial's last 12 months FCF is $74.7M. |
| What is Insignia Financial's FCF margin? | Insignia Financial's last 12 months FCF margin is 8%. |
| What is the current EV/FCF multiple of Insignia Financial? | Current FCF multiple of Insignia Financial is 31.1x. |
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