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Insignia Financial (OTCPK:IOOFF) Forward PE Ratio Explanation
The Forward PE Ratio of a company is often used to compare current earnings to estimated future earnings, as well as gaining a clearer picture of what earnings will look like without charges and other accounting adjustments. If earnings are expected to grow in the future, the Forward PE Ratio will be lower than the current PE Ratio. This measure is also used to compare one company to another with a forward-looking focus.
Trailing PE Ratio relies on what is already done. It uses the current share price and divides by the total EPS (Basic) over the past 12 months. PE Ratio can be affected by Non Operating Income such as the sale of part of businesses. This may increase for the current year or quarter dramatically. But it cannot be repeated over and over. Therefore PE Ratio without NRI is a more accurate indication of valuation than PE Ratio .
Insignia Financial Forward PE Ratio Related Terms
Insignia Financial Forward PE Ratio Historical Data
* Premium members only.
The historical data trend for Insignia Financial's Forward PE 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 Forward PE Ratio Chart
Insignia Financial Annual Data
Trend
2017-06
2019-06
2021-06
2025-06
Forward PE Ratio
14.45
13.53
11.29
5.78
Insignia Financial Semi-Annual Data
2017-06
2017-12
2019-06
2019-12
2020-12
2021-06
2021-12
2022-12
2023-12
2024-12
2025-06
2025-12
Forward PE Ratio
14.45
18.28
13.53
15.53
14.47
11.29
14.03
9.14
9.33
5.63
5.78
5.53
IOOFF vs BLK, BX, KKR: Forward PE Ratio Comparison
For the Asset Management subindustry, Insignia Financial's Forward PE Ratio, along with its competitors' market caps and Forward PE 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 Forward PE Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Insignia Financial's Forward PE Ratio distribution charts can be found below:
* The bar in red indicates where Insignia Financial's Forward PE Ratio falls into.
It's a measure of the price-to-earnings ratio (PE Ratio) using forecasted earnings for the calculation. While the earnings used are just an estimate and are not as reliable as current earnings data, there is still benefit in estimated P/E analysis. The forecasted earnings used in the formula can either be for the next 12 months or for the next full-year fiscal period.
Insignia Financial (IOOFF) has a Forward PE Ratio of 4.51 as of Jul. 15, 2026. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on Insignia Financial and its competitors.
Is Insignia Financial's Forward PE Ratio too high?
Insignia Financial's current Forward PE Ratio is 4.51. The Asset Management industry median Forward PE Ratio is 10.94. Insignia Financial's value of 4.51 is 58.8% 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 Forward PE Ratio compare to BLK and BX?
Insignia Financial's Forward PE Ratio of 4.51 can be compared against companies in the Asset Management industry. The industry median Forward PE Ratio is 10.94. Insignia Financial's value of 4.51 is 58.8% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward PE Ratio for an Asset Management company?
The median Forward PE Ratio among Asset Management companies is 10.94, based on 325 companies in the industry. Companies in the top quartile (top 25%) have a Forward PE Ratio significantly above this median, while those in the bottom quartile fall well below. However, Forward PE Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Insignia Financial's current Forward PE Ratio of 4.51 is 58.8% 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 Forward PE Ratio mean?
A high Forward PE Ratio can signal that a stock is expensive relative to its fundamentals. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on Insignia Financial and its competitors. For the Asset Management industry, the median Forward PE Ratio is 10.94 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Insignia Financial's current Forward PE Ratio is 4.51. 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 Forward PE Ratio of 4.51. 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 Forward PE Ratio is 4.51 and 58.8% below the Asset Management industry median of 10.94. 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 Forward PE Ratio calculated?
Forward PE Ratio is calculated from a company's financial statements. For Insignia Financial (IOOFF), the current Forward PE Ratio is 4.51 as of Jul. 15, 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:
Forward PE Ratio: 4.51
GF Value™: $0.58 vs. price of $1.30 (124.1% above fair value)
Industry Position: 58.8% 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
Get the complete analysis for IOOFF
Forward PE Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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