Think of Enterprise Value as the theoretical takeover price. It is more comprehensive than market capitalization (Market Cap), which only includes common equity. Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.
EV-to-EBIT is calculated as Enterprise Value divided by its EBIT. As of today, Insignia Financial's Enterprise Value is $2,615 Mil.
Insignia Financial's EBIT for the trailing twelve months (TTM) ended in Dec. 2025 was $152 Mil. Therefore, Insignia Financial's EV-to-EBIT ratio for today is 17.25.
EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA. As of today, Insignia Financial's Enterprise Value is $2,615 Mil.
Insignia Financial's EBITDA for the trailing twelve months (TTM) ended in Dec. 2025 was $228 Mil. Therefore, Insignia Financial's EV-to-EBITDA ratio for today is 11.49.
EV-to-Revenue is calculated as Enterprise Value divided by its Revenue. As of today, Insignia Financial's Enterprise Value is $2,615 Mil.
Insignia Financial's Revenue for the trailing twelve months (TTM) ended in Dec. 2025 was $1,027 Mil. Therefore, Insignia Financial's EV-to-Revenue ratio for today is 2.55.
*** Please note that the current Enterprise Value is calculated using the current market capitalization and the most recently available financial data. If key financial fields—Long-Term Debt & Capital Lease Obligation and Short-Term Debt & Capital Lease Obligation—are recorded as null in the latest reporting period, our data vendor will default to using data from the prior period with valid entries.
Insignia Financial (OTCPK:IOOFF) Enterprise Value Explanation
When an investor buy a company, the investor needs to pay not only the common shares, he/she also needs to pay the shareholders of Preferred Stocks. He also assumes the debt of the company, and receives the cash on the company's balance sheet.
If a company has more cash than debt, the investor actually pays less than the Market Cap because he immediately owns the cash once the transaction goes through.
The market value of Preferred Stock needs to be added to the market value of common stocks in the calculation of Enterprise Value.
For the companies with the same Market Cap, the smaller the Enterprise Value is, the cheaper the company is.
Enterprise Value can be negative when the company's net cash is more than its Market Cap. In this case the investor is basically getting the company for free and get paid for that.
1. EV-to-EBIT is calculated as Enterprise Value divided by its EBIT.
Insignia Financial's current Enterprise Value is $2,615 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Insignia Financial's EBIT for the trailing twelve months (TTM) ended in Dec. 2025 was $152 Mil.
2. EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA.
Insignia Financial's current Enterprise Value is $2,615 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Insignia Financial's EBITDA for the trailing twelve months (TTM) ended in Dec. 2025 was $228 Mil.
Insignia Financial's current Enterprise Value is $2,615 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Insignia Financial's Revenue for the trailing twelve months (TTM) ended in Dec. 2025 was $1,027 Mil.
Insignia Financial's current Enterprise Value is $2,615 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Insignia Financial's Cash Flow from Operations for the trailing twelve months (TTM) ended in Dec. 2025 was $187 Mil.
Insignia Financial's current Enterprise Value is $2,615 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Insignia Financial's Free Cash Flow for the trailing twelve months (TTM) ended in Dec. 2025 was $185 Mil.
* 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 Enterprise Value Related Terms
Insignia Financial Enterprise Value Historical Data
* Premium members only.
The historical data trend for Insignia Financial's Enterprise Value 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.
IOOFF vs BLK, BX, KKR: Enterprise Value Comparison
For the Asset Management subindustry, Insignia Financial's Enterprise Value, along with its competitors' market caps and Enterprise Value 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 Enterprise Value vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Insignia Financial's Enterprise Value distribution charts can be found below:
* The bar in red indicates where Insignia Financial's Enterprise Value falls into.
Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.
Insignia Financial's Enterprise Value for the fiscal year that ended in Jun. 2025 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.
Insignia Financial (IOOFF) has a Enterprise Value of $2,615 Mil as of Jun. 27, 2026. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Insignia Financial and its competitors.
Is Insignia Financial's Enterprise Value too high?
Insignia Financial's current Enterprise Value is $2,615 Mil. 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 Enterprise Value compare to BLK and BX?
Insignia Financial's Enterprise Value of $2,615 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Enterprise Value for an Asset Management company?
A good Enterprise Value depends on the Asset Management industry context. However, Enterprise Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Enterprise Value mean?
A high Enterprise Value can signal that a stock is expensive relative to its fundamentals. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Insignia Financial and its competitors. Insignia Financial's current Enterprise Value is $2,615 Mil. 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 Enterprise Value of $2,615 Mil. 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 Enterprise Value is $2,615 Mil. 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 Enterprise Value calculated?
Enterprise Value is calculated from a company's financial statements. For Insignia Financial (IOOFF), the current Enterprise Value is $2,615 Mil as of Jun. 27, 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:
Enterprise Value: $2,615 Mil
GF Value™: $0.58 vs. price of $1.30 (124.1% above fair value)
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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Enterprise Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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