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Insignia Financial Valuation Multiples
Discover revenue and EBITDA valuation multiples for Insignia Financial and similar public comparables like iFAST Corp, AMP, Rathbones Group, Angel One and more.
Insignia Financial Overview
About Insignia Financial
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.
Founded
2002
HQ
Employees
408
Website
Sectors
Financials (LTM)
EV
$3B
Insignia Financial Financials
Insignia Financial reported last 12-month revenue of $998M and EBITDA of $264M.
In the same LTM period, Insignia Financial generated $992M in gross profit, $264M in EBITDA, and $182M in net income.
Revenue (LTM)
Insignia Financial P&L
In the most recent fiscal year, Insignia Financial reported revenue of $1B and EBITDA of $266M.
Insignia Financial expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | $998M | XXX | $1B | XXX | XXX | XXX |
| Gross Profit | $992M | XXX | $1B | XXX | XXX | XXX |
| Gross Margin | 99% | XXX | 92% | XXX | XXX | XXX |
| EBITDA | $264M | XXX | $266M | XXX | XXX | XXX |
| EBITDA Margin | 26% | XXX | 24% | XXX | XXX | XXX |
| EBIT Margin | 26% | XXX | 23% | XXX | XXX | XXX |
| Net Profit | $182M | XXX | $164M | XXX | XXX | XXX |
| Net Margin | 18% | XXX | 15% | XXX | XXX | XXX |
| Net Debt | — | — | $278M | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
Insignia Financial Stock Performance
Insignia Financial has current market cap of $2B, and enterprise value of $3B.
Market Cap Evolution
Insignia Financial's stock price is $3.43.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $3B | $2B | 0.0% | XXX | XXX | XXX | $0.24 |
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Start Free TrialInsignia Financial Valuation Multiples
Insignia Financial trades at 2.6x EV/Revenue multiple, and 9.9x EV/EBITDA.
EV / Revenue (LTM)
Insignia Financial Financial Valuation Multiples
As of April 20, 2026, Insignia Financial has market cap of $2B and EV of $3B.
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 12.6x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $2B | XXX | $2B | XXX | XXX | XXX |
| EV (current) | $3B | XXX | $3B | XXX | XXX | XXX |
| EV/Revenue | 2.6x | XXX | 2.4x | XXX | XXX | XXX |
| EV/EBITDA | 9.9x | XXX | 9.8x | XXX | XXX | XXX |
| EV/EBIT | 10.0x | XXX | 10.4x | XXX | XXX | XXX |
| EV/Gross Profit | 2.6x | XXX | 2.6x | XXX | XXX | XXX |
| P/E | 12.6x | XXX | 14.0x | XXX | XXX | XXX |
| EV/FCF | 42.6x | XXX | 42.6x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified Insignia Financial Valuation Multiples
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2027, based on consensus analyst estimates. Powered by FactSet and Morningstar.
Insignia Financial Margins & Growth Rates
Insignia Financial's revenue in the last 12 month grew by 2%.
Insignia Financial's revenue per employee in the last FY averaged $2.7M, while opex per employee averaged $2.1M for the same period.
Insignia Financial's rule of 40 is 23% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
Insignia Financial's rule of X is 17% (created by Bessemer, rule of X is another metric to measure SaaS companies, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
Insignia Financial Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 2% | XXX | (7%) | XXX | XXX | XXX |
| EBITDA Margin | 26% | XXX | 24% | XXX | XXX | XXX |
| EBITDA Growth | 6% | XXX | (1%) | XXX | XXX | XXX |
| Rule of 40 | — | XXX | 23% | XXX | XXX | XXX |
| Bessemer Rule of X | — | XXX | 17% | XXX | XXX | XXX |
| Revenue per Employee | — | XXX | $2.7M | XXX | XXX | XXX |
| Opex per Employee | — | XXX | $2.1M | XXX | XXX | XXX |
| S&M Expenses to Revenue | — | XXX | 1% | XXX | XXX | XXX |
| G&A Expenses to Revenue | — | XXX | 49% | XXX | XXX | XXX |
| Opex to Revenue | 61% | XXX | 78% | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Insignia Financial Public Comps
See public comps and valuation multiples for other Wealth Management comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| Insignia Financial | XXX | XXX | XXX | XXX | XXX | XXX |
| iFAST Corp | XXX | XXX | XXX | XXX | XXX | XXX |
| AMP | XXX | XXX | XXX | XXX | XXX | XXX |
| Rathbones Group | XXX | XXX | XXX | XXX | XXX | XXX |
| Angel One | XXX | XXX | XXX | XXX | XXX | XXX |
| Guaranty Trust Holding | 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 M&A Activity
Insignia Financial acquired XXX companies to date.
Last acquisition by Insignia Financial was on XXXXXXXX, XXXXX. Insignia Financial acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by Insignia Financial
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialInsignia Financial Investment Activity
Insignia Financial invested in XXX companies to date.
Insignia Financial made its latest investment on XXXXXXXX, XXXXX. Insignia Financial invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by Insignia Financial
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialAbout Insignia Financial
| 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 over 408 employees. |
| Who is the CEO of Insignia Financial? | Insignia Financial's CEO is Scott Hartley. |
| Is Insignia Financial publicly listed? | Yes, Insignia Financial is a public company listed on Australian Securities Exchange. |
| 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? | Insignia Financial main competitors are iFAST Corp, AMP, Rathbones Group, Angel One. |
| What is the current market cap of Insignia Financial? | Insignia Financial's current market cap is $2B. |
| What is the current revenue of Insignia Financial? | Insignia Financial's last 12 months revenue is $998M. |
| What is the current revenue growth of Insignia Financial? | Insignia Financial revenue growth (NTM/LTM) is 2%. |
| 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 $264M. |
| What is Insignia Financial's EBITDA margin? | Insignia Financial's last 12 months EBITDA margin is 26%. |
| What is the current EV/EBITDA multiple of Insignia Financial? | Current EBITDA multiple of Insignia Financial is 9.9x. |
| What is the current FCF of Insignia Financial? | Insignia Financial's last 12 months FCF is $61M. |
| What is Insignia Financial's FCF margin? | Insignia Financial's last 12 months FCF margin is 6%. |
| What is the current EV/FCF multiple of Insignia Financial? | Current FCF multiple of Insignia Financial is 42.6x. |
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