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IGM Financial Inc. (IGM) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

IGM Financial Inc.

IGMMarket cap $14BPrice $58.9

Country🇨🇦Canada

SectorFinancials

IndustryCapital Markets

Manages wealth and asset management businesses across Canada through IG Wealth Management and Mackenzie Investments, overseeing roughly $200 billion in assets. It's one of Canada's oldest financial groups, quietly shaping how everyday Canadians invest and retire.

In Bastion Portfolios?

52W Return+59%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+7%6

Revenue Forecast

Rev CAGR (1y)-6%1

Rev CAGR (3y)+1%2

Rev CAGR (5y)+2%2

Earnings Forecast

EPS Growth Y+1+11%7

EPS Growth Y+2+11%7

EPS Growth Y+3+2%4

Quality

Margins

EBIT Margin40%9

Net Income Margin25%8

Free Cash Flow Margin26%9

Debt

Net Debt/EBITDA0.76

Efficiency

ROE13%6

ROA6%6

Earnings Stability55

GEAR+AVERAGE61

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)145

P/BV2.17

EV Multiples

EV/EBITDA Fwd76

EV/EBIT Fwd86

Yield

Free Cash Flow Yield0.0%7

Dividend Yield3.0%7

Momentum

Short term

1 month return-4%6

3 month return+5%8

YTD return+39%9

Mid term

Price vs 52wHigh92%8

1 year return+69%9

Long term

3 year return+185%9

5 year return+140%8

Risk Shield

Price Risk

Beta0.95

Volatility26%8

Free Cash Flow

Free Cash Flow Margin26%9

Free Cash Flow Yield0.0%7

Quality

ROCE10%6

Earnings Stability55

Net Debt/EBITDA0.76

02Growth

Is it actually growing, and how fast?

IGMIGM Financial

Revenue FY25$3.1B

GROWTH RATING↗

VERY WEAK14 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+7%6

Revenue, next 1Y-6%1

Revenue, next 3Y, CAGR+1%2

Revenue, next 5Y, CAGR+2%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+11%7

EPS growth, FY27E+11%7

EPS growth, FY28E+2%4

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 11%/yr vs revenue 1%/yr), so margins should widen.

WATCH

Revenue grew 7%/yr over the last 3 years; forecasts see it cooling to 1%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 86% of companies worldwide.

Revenue is set to grow 1%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 2%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

IGMIGM Financial

Total return Current239%

Price return Current107%

MOMENTUM RATING↗

VERY STRONG87 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return+5%8

YTD return+39%9

MID & LONG-TERM▾SCORE

% of 52-week high92%8

1-year return+69%9

3-year return+185%9

5-year return+140%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +185% over three years and +140% over five, ahead of 80% of the market.

It's up 69% over the past year, but 8% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+5%) and so far this year (+39%).

WATCH

Returns sit at the market level over the past month (-4%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on IGM Financial Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

IGMIGM Financial

Revenue FY25$3.1B

GROWTH RATING↗

VERY WEAK14 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+7%6

Revenue, next 1Y-6%1

Revenue, next 3Y, CAGR+1%2

Revenue, next 5Y, CAGR+2%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+11%7

EPS growth, FY27E+11%7

EPS growth, FY28E+2%4

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 11%/yr vs revenue 1%/yr), so margins should widen.

WATCH

Revenue grew 7%/yr over the last 3 years; forecasts see it cooling to 1%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 86% of companies worldwide.

Revenue is set to grow 1%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 2%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

IGMIGM Financial

Total return Current239%

Price return Current107%

MOMENTUM RATING↗

VERY STRONG87 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return+5%8

YTD return+39%9

MID & LONG-TERM▾SCORE

% of 52-week high92%8

1-year return+69%9

3-year return+185%9

5-year return+140%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +185% over three years and +140% over five, ahead of 80% of the market.

It's up 69% over the past year, but 8% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+5%) and so far this year (+39%).

WATCH

Returns sit at the market level over the past month (-4%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on IGM Financial Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community