Income Financial Trust (TSX:INC.UN) OCF Margin %: 38.78% (As of Dec. 2025) — Near Median

What is Income Financial Trust OCF Margin %?

Income Financial Trust TSX:INC.UN 10 OCF Margin % is 38.78% as of Dec. 2025, which is 3% below its 10-year median of 40.12. GuruFocus rates TSX:INC.UN with a GF Score™ of 10/100. The stock has 1 warning sign investors should review.

OCF Margin % is calculated as Cash Flow from Operations divided by its Revenue. Income Financial Trust's Cash Flow from Operations for the six months ended in Dec. 2025 was C$1.89 Mil. Income Financial Trust's Revenue for the six months ended in Dec. 2025 was C$4.88 Mil. Therefore, Income Financial Trust's OCF Margin % for the quarter that ended in Dec. 2025 was 38.78%.

As of today, Income Financial Trust's current OCF Yield % is 10.76%.

The historical rank and industry rank for Income Financial Trust's OCF Margin % or its related term are showing as below:

TSX:INC.UN' s OCF Margin % Range Over the Past 10 Years
Min: -210.68 Med: 40.12 Max: 345.64
Current: 44.55

During the past 13 years, the highest OCF Margin % of Income Financial Trust was 345.64%. The lowest was -210.68%. And the median was 40.12%.

TSX:INC.UN's OCF Margin % is not ranked
in the Asset Management industry.
Industry Median: 15.325 vs TSX:INC.UN: 44.55

Income Financial Trust OCF Margin % Related Terms

Income Financial Trust OCF Margin % Historical Data

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The historical data trend for Income Financial Trust's OCF Margin % 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.

Income Financial Trust OCF Margin % Chart

Income Financial Trust Annual Data

Trend

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Dec24

Dec25

OCF Margin %

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4.50

345.64

30.76

35.69

44.54

Income Financial Trust Semi-Annual Data
	Jun16	Dec16	Jun17	Dec17	Jun18	Dec18	Jun19	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23	Jun24	Dec24	Jun25	Dec25
OCF Margin %	Get a 7-Day Free Trial															6.71	15.72	44.19	60.09	38.78

TSX:INC.UN vs BLK, BX, KKR: OCF Margin % Comparison

For the Asset Management subindustry, Income Financial Trust's OCF Margin %, along with its competitors' market caps and OCF Margin % 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.

Income Financial Trust OCF Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Income Financial Trust's OCF Margin % distribution charts can be found below:

* The bar in red indicates where Income Financial Trust's OCF Margin % falls into.

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Income Financial Trust TSX:INC.UN

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Income Financial Trust OCF Margin % Calculation

OCF Margin % is the ratio of Cash Flow from Operations divided by net sales or Revenue, usually presented in percent.

Income Financial Trust's OCF Margin for the fiscal year that ended in Dec. 2025 is calculated as

OCF Margin	=	Cash Flow from Operations (A: Dec. 2025 )	/	Revenue (A: Dec. 2025 )
	=	2.978	/	6.686
	=	44.54 %

Income Financial Trust's OCF Margin for the quarter that ended in Dec. 2025 is calculated as

OCF Margin	=	Cash Flow from Operations (Q: Dec. 2025 )	/	Revenue (Q: Dec. 2025 )
	=	1.891	/	4.876
	=	38.78 %

Frequently Asked Questions Learn more about OCF Margin % →

What does a OCF Margin % of 38.78% mean?

Income Financial Trust (TSX:INC.UN) has a OCF Margin % of 38.78% as of Dec. 2025. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Income Financial Trust and its competitors. This is near median its historical median of 40.12.

Is Income Financial Trust's OCF Margin % too high?

Income Financial Trust's current OCF Margin % of 38.78% is near median its 10-year median of 40.12. The Asset Management industry median OCF Margin % is 15.33. Income Financial Trust's value of 38.78% is 153.1% above this industry median. Overall, Income Financial Trust has a GF Score™ of 10/100, reflecting its overall financial health beyond just this single metric.

How does Income Financial Trust's OCF Margin % compare to BLK and BX?

Income Financial Trust's OCF Margin % of 38.78% can be compared against companies in the Asset Management industry. The industry median OCF Margin % is 15.33. Income Financial Trust's value of 38.78% is 153.1% above this benchmark. While the company's 10-year median is 40.12 vs. the industry median of 15.33, Income Financial Trust has consistently been above 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 OCF Margin % for an Asset Management company?

The median OCF Margin % among Asset Management companies is 15.33, based on 1,456 companies in the industry. Companies in the top quartile (top 25%) have a OCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, OCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Income Financial Trust's current OCF Margin % of 38.78% is 153.1% above 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 OCF Margin % mean?

A high OCF Margin % can signal that a stock is expensive relative to its fundamentals. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Income Financial Trust and its competitors. For the Asset Management industry, the median OCF Margin % is 15.33 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Income Financial Trust's current OCF Margin % is 38.78%, which is near median its own 10-year median of 40.12. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.

Is Income Financial Trust stock overvalued right now?

Income Financial Trust (TSX:INC.UN) has a current OCF Margin % of 38.78%. The current OCF Margin % is 38.78%, which is near median its 10-year median of 40.12 and 153.1% above the Asset Management industry median of 15.33. Income Financial Trust's overall GF Score™ is 10/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.

How is OCF Margin % calculated?

OCF Margin % is calculated from a company's financial statements. For Income Financial Trust (TSX:INC.UN), the current OCF Margin % is 38.78% as of Dec. 2025. 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.

Income Financial Trust Business Description

Industry Financial Services Asset Management

Comparable Companies TSX:WCM.A XCNQ:PXI TSX:MMP.UN TSXV:FW XCNQ:VST TSXV:TORR TSX:PWI NEOE:NETZ TSX:NPS XCNQ:BLGV BLK BX KKR TSX:BN TSX:BAM OSTO:INVE A APO LSE:III AMP OSTO:EQT

Address 200 Front Street West, Suite 2510, Toronto, ON, CAN, M5V 3K2

Website https://www.quadravest.com

Income Financial Trust is a mutual fund trust. It is managed by Quadravest Capital Management Inc. The trust's investment objective is to provide unitholders with a stable stream of monthly distributions by investing in a diversified portfolio consisting of common shares issued by corporations whose shares are included in the S&P/TSX Capped Financials Index, the S&P 500 Financials Index, or the S&P MidCap 400 Financials Index.

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C$8.25

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