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The historical rank and industry rank for Insignia Financial's Cyclically Adjusted PB Ratio or its related term are showing as below:
IOOFF'
s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 0.43 Med: 0.97 Max: 2.7
Current: 1.03
During the past 13 years, Insignia Financial's highest Cyclically Adjusted PB Ratio was 2.70. The lowest was 0.43. And the median was 0.97.
IOOFF's Cyclically Adjusted PB Ratio is not ranked
in the Asset Management industry.
Industry Median: 0.85
vs IOOFF: 1.03
The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.
Insignia Financial's adjusted book value per share data of for the fiscal year that ended in Jun25 was $2.015. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is $1.67 for the trailing ten years ended in Jun25.
Shiller PE for Stocks: The True Measure of Stock Valuation
Insignia Financial (OTCPK:IOOFF) Cyclically Adjusted PB Ratio Explanation
Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.
If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.
Insignia Financial Cyclically Adjusted PB Ratio Related Terms
Insignia Financial Cyclically Adjusted PB Ratio Historical Data
* Premium members only.
The historical data trend for Insignia Financial's Cyclically Adjusted PB Ratio 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 Cyclically Adjusted PB Ratio Chart
IOOFF vs BLK, BX, KKR: Cyclically Adjusted PB Ratio Comparison
For the Asset Management subindustry, Insignia Financial's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Insignia Financial Cyclically Adjusted PB Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Insignia Financial's Cyclically Adjusted PB Ratio distribution charts can be found below:
* The bar in red indicates where Insignia Financial's Cyclically Adjusted PB Ratio falls into.
Insignia Financial Cyclically Adjusted PB Ratio Calculation
Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.
The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.
Insignia Financial's Cyclically Adjusted PB Ratio for today is calculated as
* 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.
Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.
What does a Cyclically Adjusted PB Ratio of 0.78 mean?
Insignia Financial (IOOFF) has a Cyclically Adjusted PB Ratio of 0.78 as of Jul. 16, 2026. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Insignia Financial and its competitors. This is 20% below median its historical median of 0.97. Over the past decade, Insignia Financial's Cyclically Adjusted PB Ratio has ranged from 0.43 to 2.70.
Is Insignia Financial's Cyclically Adjusted PB Ratio too high?
Insignia Financial's current Cyclically Adjusted PB Ratio of 0.78 is 20% below median its 10-year median of 0.97. Over the past 10 years, this metric has ranged from a low of 0.43 to a high of 2.70. The Asset Management industry median Cyclically Adjusted PB Ratio is 0.85. Insignia Financial's value of 0.78 is 8.2% below this industry median. Overall, Insignia Financial has a GF Score™ of 35/100, reflecting its overall financial health beyond just this single metric.
How does Insignia Financial's Cyclically Adjusted PB Ratio compare to BLK and BX?
Insignia Financial's Cyclically Adjusted PB Ratio of 0.78 can be compared against companies in the Asset Management industry. The industry median Cyclically Adjusted PB Ratio is 0.85. Insignia Financial's value of 0.78 is 8.2% below this benchmark. Historically, Insignia Financial's own Cyclically Adjusted PB Ratio has ranged from 0.43 to 2.70 over the past decade. While the company's 10-year median is 0.97 vs. the industry median of 0.85, Insignia Financial has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PB Ratio for an Asset Management company?
The median Cyclically Adjusted PB Ratio among Asset Management companies is 0.85, based on 1,000 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Insignia Financial's current Cyclically Adjusted PB Ratio of 0.78 is 8.2% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PB Ratio mean?
A high Cyclically Adjusted PB Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Insignia Financial and its competitors. For the Asset Management industry, the median Cyclically Adjusted PB Ratio is 0.85 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Insignia Financial's current Cyclically Adjusted PB Ratio is 0.78, which is 20% below median its own 10-year median of 0.97. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Insignia Financial stock overvalued right now?
Insignia Financial (IOOFF) has a current Cyclically Adjusted PB Ratio of 0.78. The stock's GF Value™ is $0.58, compared to a current price of $1.30 — trading 124.1% above its estimated fair value. The current Cyclically Adjusted PB Ratio is 0.78, which is 20% below median its 10-year median of 0.97 and 8.2% below the Asset Management industry median of 0.85. Insignia Financial's overall GF Score™ is 35/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For Insignia Financial (IOOFF), the current Cyclically Adjusted PB Ratio is 0.78 as of Jul. 16, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Insignia Financial (IOOFF) Overvalued in 2026?
Based on GuruFocus' analysis, Insignia Financial stock appears to be overvalued.
The current stock price of $1.30 is trading 124.1% above its estimated GF Value™ of $0.58.
Key valuation signals for IOOFF:
Cyclically Adjusted PB Ratio: 0.78 (20% below median its 10-year median of 0.97)
GF Value™: $0.58 vs. price of $1.30 (124.1% above fair value)
Industry Position: 8.2% below the Asset Management median
No single metric tells the full story. See the IOOFF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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
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Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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