IOOFF (Insignia Financial) Return-on-Tangible-Asset: 11.93% (As of Dec. 2025) — 632% Above Median

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IOOFF Insignia Financial Ltd IOOFF
35 GF Score
Price $1.30
GF Value $0.58
! 9 Warning Signs
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What is Insignia Financial Return-on-Tangible-Asset?

Insignia Financial IOOFF -21.69% 35 Return-on-Tangible-Asset is 11.93% as of Dec. 2025, which is 632% above its 10-year median of 1.63. GuruFocus rates IOOFF with a GF Score™ of 35/100 and a GF Value™ of $0.58. The stock has 9 warning signs investors should review.

Return-on-Tangible-Asset is calculated as Net Income divided by its average total tangible assets. Total tangible assets equals to Total Assets minus Intangible Assets. Insignia Financial's annualized Net Income for the quarter that ended in Dec. 2025 was $105 Mil. Insignia Financial's average total tangible assets for the quarter that ended in Dec. 2025 was $878 Mil. Therefore, Insignia Financial's annualized Return-on-Tangible-Asset for the quarter that ended in Dec. 2025 was 11.93%.

The historical rank and industry rank for Insignia Financial's Return-on-Tangible-Asset or its related term are showing as below:

IOOFF' s Return-on-Tangible-Asset Range Over the Past 10 Years
Min: -10.11   Med: 1.63   Max: 15.14
Current: 8.24

During the past 13 years, Insignia Financial's highest Return-on-Tangible-Asset was 15.14%. The lowest was -10.11%. And the median was 1.63%.

IOOFF's Return-on-Tangible-Asset is not ranked
in the Asset Management industry.
Industry Median: 4.23 vs IOOFF: 8.24

Insignia Financial  (OTCPK:IOOFF) Return-on-Tangible-Asset Explanation

Return-on-Tangible-Asset measures the rate of return on the average total tangible assets (total assets minus intangible assets). Tangible means physical in nature. Intangible Assets are assets that are not physical in nature, and typically "derive their value from legal or intellectual rights." Return-on-Tangible-Asset measures a firm's efficiency at generating profits from its tangible assets. It shows how well a company uses what it has to generate earnings. Return-on-Tangible-Assets can vary drastically across industries. Therefore, Return-on-Tangible-Asset should not be used to compare companies in different industries.


Be Aware

Like ROE and ROA, Return-on-Tangible-Asset is calculated with only 12 months data. Fluctuations in the company’s earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. Return-on-Tangible-Asset can be affected by events such as stock buyback or issuance, and by a company’s tax rate and its interest payment. Return-on-Tangible-Asset may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high Return-on-Tangible-Asset may indicate vulnerability in the durability of the competitive advantage.


Insignia Financial Return-on-Tangible-Asset Related Terms


Insignia Financial Return-on-Tangible-Asset Historical Data

* Premium members only.

The historical data trend for Insignia Financial's Return-on-Tangible-Asset 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 Return-on-Tangible-Asset Chart

Insignia Financial Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Return-on-Tangible-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only -4.62 1.00 1.85 -10.04 1.24

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
Return-on-Tangible-Asset 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 -5.21 -21.68 -2.57 4.75 11.93

IOOFF vs BLK, BX, KKR: Return-on-Tangible-Asset Comparison

For the Asset Management subindustry, Insignia Financial's Return-on-Tangible-Asset, along with its competitors' market caps and Return-on-Tangible-Asset 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 Return-on-Tangible-Asset vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Insignia Financial's Return-on-Tangible-Asset distribution charts can be found below:

* The bar in red indicates where Insignia Financial's Return-on-Tangible-Asset falls into.


IOOFF
35GF Score
Insignia Financial Ltd IOOFF
Return-on-Tangible-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Insignia Financial Return-on-Tangible-Asset Calculation

Insignia Financial's annualized Return-on-Tangible-Asset for the fiscal year that ended in Jun. 2025 is calculated as:

Return-on-Tangible-Asset=Net Income/( (Total Tangible Assets+Total Tangible Assets)/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=Net Income/( (Total Assets - Intangible Assets+Total Assets - Intangible Assets)/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=10.482/( (772.842+921.028)/ 2 )
=10.482/846.935
=1.24 %

Insignia Financial's annualized Return-on-Tangible-Asset for the quarter that ended in Dec. 2025 is calculated as:

Return-on-Tangible-Asset=Net Income/( (Total Tangible Assets+Total Tangible Assets)/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=Net Income/( (Total Assets - Intangible Assets+Total Assets - Intangible Assets)/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=104.718/( (921.028+834.751)/ 2 )
=104.718/877.8895
=11.93 %

* 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.

In the calculation of annual Return-on-Tangible-Asset, the net income of the last fiscal year and the average total tangible assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is two times the semi-annual (Dec. 2025) net income data.

What does a Return-on-Tangible-Asset of 11.93% mean?
Insignia Financial (IOOFF) has a Return-on-Tangible-Asset of 11.93% as of Dec. 2025. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Insignia Financial and its competitors. This is 632% above median its historical median of 1.63.
Is Insignia Financial's Return-on-Tangible-Asset too high?
Insignia Financial's current Return-on-Tangible-Asset of 11.93% is 632% above median its 10-year median of 1.63. The Asset Management industry median Return-on-Tangible-Asset is 4.23. Insignia Financial's value of 11.93% is 182% above 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 Return-on-Tangible-Asset compare to BLK and BX?
Insignia Financial's Return-on-Tangible-Asset of 11.93% can be compared against companies in the Asset Management industry. The industry median Return-on-Tangible-Asset is 4.23. Insignia Financial's value of 11.93% is 182% above this benchmark. While the company's 10-year median is 1.63 vs. the industry median of 4.23, Insignia Financial 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 Return-on-Tangible-Asset for an Asset Management company?
The median Return-on-Tangible-Asset among Asset Management companies is 4.23, based on 1,635 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Asset significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Insignia Financial's current Return-on-Tangible-Asset of 11.93% is 182% 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 Return-on-Tangible-Asset mean?
A high Return-on-Tangible-Asset can signal that a stock is expensive relative to its fundamentals. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Insignia Financial and its competitors. For the Asset Management industry, the median Return-on-Tangible-Asset is 4.23 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Insignia Financial's current Return-on-Tangible-Asset is 11.93%, which is 632% above median its own 10-year median of 1.63. 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 Return-on-Tangible-Asset of 11.93%. 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 Return-on-Tangible-Asset is 11.93%, which is 632% above median its 10-year median of 1.63 and 182% above the Asset Management industry median of 4.23. 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 Return-on-Tangible-Asset calculated?
Return-on-Tangible-Asset is calculated from a company's financial statements. For Insignia Financial (IOOFF), the current Return-on-Tangible-Asset is 11.93% 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.

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:

  • Return-on-Tangible-Asset: 11.93% (632% above median its 10-year median of 1.63)
  • GF Value™: $0.58 vs. price of $1.30 (124.1% above fair value)
  • GF Score™: 35/100 with 9 warning signs
  • Industry Position: 182% above 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 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 IOOFF

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

$1.30
Price
$0.58
GF Value