Insignia Financial (ASX:IFL) ROCE %: 9.60% (As of Dec. 2025)

What is Insignia Financial ROCE %?

Insignia Financial ASX:IFL 35 ROCE % is 9.60% as of Dec. 2025. GuruFocus rates ASX:IFL with a GF Score™ of 35/100 and a GF Value™ of A$2.12. The stock has 9 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Insignia Financial's annualized ROCE % for the quarter that ended in Dec. 2025 was 9.60%.

Insignia Financial (ASX:IFL) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Insignia Financial ROCE % Related Terms

Insignia Financial ROCE % Historical Data

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The historical data trend for Insignia Financial's ROCE % 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 ROCE % Chart

Insignia Financial Annual Data

Trend

Jun16

Jun17

Jun18

Jun19

Jun20

Jun21

Jun22

Jun23

Jun24

Jun25

ROCE %

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-1.83

1.13

2.51

-6.62

2.31

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
ROCE %	Get a 7-Day Free Trial															-2.10	-10.53	-0.64	4.94	9.60

35GF Score

Insignia Financial Ltd ASX:IFL

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Insignia Financial ROCE % Calculation

Insignia Financial's annualized ROCE % for the fiscal year that ended in Jun. 2025 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Jun. 2025 )		(A: Jun. 2024 )		(A: Jun. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Jun. 2025 )		(A: Jun. 2024 )		(A: Jun. 2025 )
	=	68.5	/	( ( (3588.7 - 577.3)	+	(3768.4 - 839.6) )	/ 2 )
	=	68.5	/	( (3011.4	+	2928.8)	/ 2 )
	=	68.5	/	2970.1
	=	2.31 %

Insignia Financial's ROCE % of for the quarter that ended in Dec. 2025 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Dec. 2025 )		(Q: Jun. 2025 )		(Q: Dec. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Dec. 2025 )		(Q: Jun. 2025 )		(Q: Dec. 2025 )
	=	301.8	/	( ( (3768.4 - 839.6)	+	(3587.5 - 231.6) )	/ 2 )
	=	301.8	/	( ( 2928.8	+	3355.9 )	/ 2 )
	=	301.8	/	3142.35
	=	9.60 %

(1) Note: The EBIT data used here is two times the semi-annual (Dec. 2025) EBIT data.

Frequently Asked Questions Learn more about ROCE % →

What does a ROCE % of 9.60% mean?

Insignia Financial (ASX:IFL) has a ROCE % of 9.60% as of Dec. 2025.

Is Insignia Financial's ROCE % too high?

Insignia Financial's current ROCE % is 9.60%. The Asset Management industry median ROCE % is 4.43. Insignia Financial's value of 9.60% is 116.9% 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 ROCE % compare to BLK and BX?

Insignia Financial's ROCE % of 9.60% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.43. Insignia Financial's value of 9.60% is 116.9% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.

What is a good ROCE % for an Asset Management company?

The median ROCE % among Asset Management companies is 4.43, based on 708 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Insignia Financial's current ROCE % of 9.60% is 116.9% 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 ROCE % mean?

A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.43 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Insignia Financial's current ROCE % is 9.60%. 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 (ASX:IFL) has a current ROCE % of 9.60%. The stock's GF Value™ is A$2.12, compared to a current price of A$4.79 — trading 125.9% above its estimated fair value. The current ROCE % is 9.60% and 116.9% above the Asset Management industry median of 4.43. 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 ROCE % calculated?

ROCE % is calculated from a company's financial statements. For Insignia Financial (ASX:IFL), the current ROCE % is 9.60% 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 (ASX:IFL) Overvalued in 2026?

Based on GuruFocus' analysis, Insignia Financial stock appears to be overvalued. The current stock price of A$4.79 is trading 125.9% above its estimated GF Value™ of A$2.12.

Key valuation signals for ASX:IFL:

ROCE %: 9.60%
GF Value™: A$2.12 vs. price of A$4.79 (125.9% above fair value)
GF Score™: 35/100 with 9 warning signs
Industry Position: 116.9% above the Asset Management median

No single metric tells the full story. See the ASX:IFL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Insignia Financial Business Description

Industry Financial Services Asset Management

Comparable Companies ASX:L1G ASX:PNI ASX:MFF ASX:LSF ASX:MXT ASX:WAM ASX:PPT ASX:MFG ASX:WLE ASX:GDG BLK OSTO:INVE A TSX:BN BX KKR TSX:BAM APO AMP STT OSTO:EQT

Address 800 Bourke Street, Level 1, Docklands, VIC, AUS, 3008

Website https://www.insigniafinancial.com.au

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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A$4.79

Price

A$2.12

GF Value

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