Insignia Financial (ASX:IFL) Beta: N/A (As of Jun. 24, 2026)


ASX:IFL Insignia Financial Ltd ASX:IFL
35 GF Score
Price A$4.79
GF Value A$2.12
! 9 Warning Signs
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What is Insignia Financial Beta?

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-06-24), Insignia Financial's Beta is Not available.

Insignia Financial  (ASX:IFL) Beta Explanation

Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.

Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)

Insignia Financial Beta Related Terms

Insignia Financial Beta Historical Data

* Premium members only.

The historical data trend for Insignia Financial's Beta can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Insignia Financial Beta Chart

Insignia Financial Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Beta
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.22 2.02 1.84 1.47 1.18

Insignia Financial Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Beta Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.54 1.47 1.29 1.18 1.16
ASX:IFL
35GF Score
Insignia Financial Ltd ASX:IFL
Beta is just one metric. See GF Score™, valuation, warning signs, and more.
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Insignia Financial Beta Calculation

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.

Is Insignia Financial (ASX:IFL) Overvalued in 2026?

Based on GuruFocus' analysis, Insignia Financial stock appears to be overvalued. The current stock price of A$4.79 is trading 125.9% above its estimated GF Value™ of A$2.12.

Key valuation signals for ASX:IFL:

  • Beta: N/A
  • GF Value™: A$2.12 vs. price of A$4.79 (125.9% above fair value)
  • GF Score™: 35/100 with 9 warning signs

No single metric tells the full story. See the ASX:IFL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Insignia Financial Business Description

Address 800 Bourke Street, Level 1, Docklands, VIC, AUS, 3008
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.
35GF Score

Get the complete analysis for ASX:IFL

Beta is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$4.79
Price
A$2.12
GF Value